Experienced professional focused on exceeding objectives seeking Tax Professional position. Offers advanced training and knowledge of industry best practices. Recognized for leadership, and clear, direct communication style.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Senior Tax Advisor
Hardwick Capital Management, LLC
Shelbyville, IN
06.2002 - Current
Filed returns with tax departments at state and federal levels.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared wide array of returns such as corporate, partnership, fiduciary, gift, and individual returns.
Facilitated communication between clients and tax authorities.
Estate Planning Manager
Abacus Consulting, PC
Shelbyville, IN
06.1997 - 05.2002
Created new methodologies to improve estate tax planning process.
Fiduciary and gift tax return manager.
Tax Preparer
Martin, Potts & Associates, PC
Shelbyville, IN
06.1996 - 05.1997
Prepared tax returns, extensions, and tax planning calculations.
Staff Accountant
Price Waterhouse
Indianapolis, IN
08.1994 - 05.1996
Assisted Public CPA firm with year-end audits.
Performed testing of audit areas for fixed assets and accounts payable.
Education
J.D. - Tax And Corporate Law
Indiana University School of Law - Indianapolis
Indianapolis, IN
2002
Bachelor of Science - Accounting And Corporate Finance
Ball State University
Muncie, IN
1994
Skills
Detailed Documentation
Tax Issue Research
Internal Revenue Service Correspondence
Tax Code Knowledge
Intuit QuickBooks
Certification
Certified Public Accountant
Timeline
Senior Tax Advisor
Hardwick Capital Management, LLC
06.2002 - Current
Estate Planning Manager
Abacus Consulting, PC
06.1997 - 05.2002
Tax Preparer
Martin, Potts & Associates, PC
06.1996 - 05.1997
Staff Accountant
Price Waterhouse
08.1994 - 05.1996
J.D. - Tax And Corporate Law
Indiana University School of Law - Indianapolis
Bachelor of Science - Accounting And Corporate Finance
Collection Customer Service Representative at Capital Management Services LLCCollection Customer Service Representative at Capital Management Services LLC