Highly motivated and performance-focused professional with a proven record of success by adding value to the company through efficiency and client commitment.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Tax Director
CliftonLaronAllen LLP & Blum Shapiro & P.C.
11.2005 - Current
Manage, prepare and review tax complex individuals, partnership, corporation, private foundation returns.
Perform and review tax planning for high-net worth individuals
Perform tax and accounting research with the aid of research tools and communicate with partners and/or clients.
Manage and build strong business client relationships, including running engagement
Draft and review responses to tax notices from various federal and tax agencies.
Manage a team of tax professionals including serving as their direct supervisor and career coach.
Ensure compliance with federal, state, and local tax regulations
Review tax work from staff and provide feedback, training and mentoring
Lead and manage multiple tax engagements from start to finish ensuring they are completed within budget and timeline.
Education
Bachelor of Science - Accounting
University of Connecticut Storrs
Storrs, Connecticut
05.1996
Skills
Work as a Team Player
Organization and prioritization skills
Self-motivated
Strong verbal and personal communication skills
Accuracy and Attention to details
Tolerant and flexible, adjusts to different situations