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, IDMBA - Business
University of Illinois
Champaign, ILSkills
- 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