Accomplished executive with a strong background in leading cross-functional teams. Committed to fostering professional growth and enhancing service delivery through effective mentoring and operational improvements.
Work History
Managing Partner/CEO
13 Years 6 Months
Pacific Grace Tax and Accounting | 12.2012 - 06.2026
Led strategic tax planning initiatives to enhance client financial outcomes.
Developed comprehensive accounting systems to improve operational efficiency and accuracy.
Mentored junior staff, fostering a culture of continuous learning and professional growth.
Analyzed complex financial data to inform business decisions and drive profitability.
Program Manager
2 Years 11 Months
Internal Revenue Service, IRS | 01.2010 - 12.2012
Led cross-functional teams to implement strategic initiatives aligned with organizational goals.
Developed and maintained project plans, ensuring timely delivery of program milestones.
Facilitated stakeholder engagement sessions to gather requirements and drive consensus on project objectives.
Streamlined processes by identifying inefficiencies and recommending improvements for program workflows.
Exam Group Manager
2 Years 11 Months
Internal Revenue Service, IRS | 01.2008 - 12.2010
Led cross-functional teams to enhance compliance strategies and streamline auditing processes.
Developed training programs for staff to improve operational efficiency and accuracy in tax processing.
Oversaw implementation of new tax systems, ensuring alignment with regulatory requirements and best practices.
Facilitated communication between departments to resolve complex taxpayer issues and enhance service delivery.
Internal Revenue Agent
4 Years 2 Months
Internal Revenue Service, IRS | 10.2003 - 12.2007
Conducted comprehensive audits to ensure compliance with federal tax regulations.
Analyzed complex financial data to identify discrepancies and potential fraud.
Prepared detailed reports summarizing audit findings and recommendations for corrective actions.
Collaborated with taxpayers and representatives to resolve disputes and clarify tax obligations.
Education
High School Diploma
Woodland High School | Woodland, CA | 06-1991
MBA - Business Administration
Salem University | Salem | 06-2009
Bachelor of Arts
Western Washington University | Bellingham | 06-2002