Overview
Work History
Education
Skills
Certification
Timeline
Generic

Timothy Dunlop

Meridian,ID

Overview

24
24
years of professional experience
1
1
Certification

Work History

President

Dunlop Holdings
04.2020 - Current
  • Purchase single family residential properties - renovate the properties and sell, or hold as long term rentals
  • Perform accounting functions by tracking revenue and expenses for ongoing properties.
  • Increase property value by identifying and executing strategic improvements and renovations.
  • Oversee marketing efforts for new properties, successfully attracting prospective tenants and buyers.

Master Tax Advisor

H&R Block
01.2023 - 04.2024
  • Oversaw the successful submission of over 400 hundreds of accurate state and federal tax returns
  • Managed a diverse portfolio of clients, prioritizing tasks based on deadlines and complexity to ensure timely completion of all projects.
  • Assessed client tax situations to determine best filing options.
  • Maximized client savings by identifying and executing tax strategies tailored to individual needs.

President

Bright Ideas Lighting
08.2007 - 04.2020
  • Owner/Operator- Commercial lighting repair and energy efficient lighting.
  • Operated company from 2007-2020, successfully sold company to complimentary business
  • Maintained P&L and company bookkeeping

Portfolio Analyst

GMAC-RFC
10.2000 - 07.2007
  • Analyzed risk for mortgaged backed securities portfolio
  • Managed funding facilities for mortgage backed securities portfolio
  • Daily pricing of interest rate swap and derivative positions

Education

Bachelor of Arts - Finance

Boise State University
Boise, ID

MBA - Business

University of Illinois
Champaign, IL

Skills

  • Tax Return Preparation
  • Bookkeeping
  • Business Development
  • Tax law knowledge
  • Tax Credits and Incentives
  • Income Tax Expertise

Certification

  • EA - Enrolled Agent
  • Idaho Real Estate Salesperson license

Timeline

Master Tax Advisor

H&R Block
01.2023 - 04.2024

President

Dunlop Holdings
04.2020 - Current

President

Bright Ideas Lighting
08.2007 - 04.2020

Portfolio Analyst

GMAC-RFC
10.2000 - 07.2007

Bachelor of Arts - Finance

Boise State University

MBA - Business

University of Illinois
Timothy Dunlop