Timmy Mahaney
Scottsdale,AZ
Summary
Seasoned Senior Tax Associate with more than 6 years' success in helping individuals and businesses navigate income tax, estate tax, and financial reporting laws. Specialize in high net worth taxation and pass through taxation, with clients in industries like real estate, finance, technology, and manufacturing.
Overview
8
8
years of professional experience
Work History
Senior Tax Associate
Gursey Schneider
Los Angeles, CA
08.2021 - Current
- Prepared and reviewed complex federal and state income tax returns for individuals, corporations, partnerships, trusts, and other entities.
- Reviewed and analyzed tax returns for accuracy and compliance with applicable laws.
- Researched complex tax issues, prepared technical memoranda and developed strategies to mitigate potential tax liabilities.
- Supervised a team of 4 staff members in the preparation of all corporate, individual, partnership, trust, and gift tax returns.
- Communicated regularly with clients to discuss their specific needs regarding taxation planning and addressed any questions or concerns about their individual or business taxes.
- Responded to inquiries from IRS and other tax authorities.
- Met internal and external deadlines for tax filings, monthly accounting close and quarterly financial reporting.
Senior Tax Associate
RSM US LLP
Phoenix, AZ
08.2020 - 07.2021
- Prepared complex 1040, 1065, 1120, and 1120-S Federal and State tax returns.
- Extensive experience in diverse industries such as real estate, finance, manufacturing, professional services, and technology.
- Optimized client experience through efficient onboarding procedures, standardized documentation, and software preparation.
- Provided support in supervising, training, and mentoring associates and interns for tax projects.
Tax Associate
RSM US LLP
07.2018 - 07.2020
- Prepared 1040's, 1065's, 1120's and 1120S's both Fed and State.
- Collaborated with tax team on various areas such as planning, client interaction and special tax projects.
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Small Business Consultant
Automatic Data Processing
Phoenix, AZ
08.2016 - 08.2018
- Helped over 150 clients run their payroll and stay up to date with state and federal compliance.
- Helped businesses defer taxes by offering retirement plans based on entity type.
- Responsible for onboarding a network of new clients while maintaining relationships with existing clients.
Education
Master of Science - Accounting
Grand Canyon University
12.2020
Bachelor of Science - Finance and Economics
Grand Canyon University
05.2016
Skills
- Highly skilled Microsoft office (Word, Excel, PowerPoint)
- Self motivated, resourceful with a high level of energy
- Tolerant and adaptable in difficult situations
- Strong verbal and personal communication skills
Timeline
Senior Tax Associate
Gursey Schneider
08.2021 - Current
Senior Tax Associate
RSM US LLP
08.2020 - 07.2021
Tax Associate
RSM US LLP
07.2018 - 07.2020
Small Business Consultant
Automatic Data Processing
08.2016 - 08.2018
Master of Science - Accounting
Grand Canyon University
Bachelor of Science - Finance and Economics
Grand Canyon University
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