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Advisor Resume Example

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ADVISOR
Accomplishments
  • Co-Author, "Insurance Tax Year in Review - Part I: Federal Tax Matters," The Insurance Tax Review (Tax Analysts, 2009-2010).
  • Co-Author, "Insurance Tax Halftime Report - Part I: Federal Tax Matters," The Insurance Tax Review (Tax Analysts, 2009-2011).
  • Co-Author, "The 2009 Shift Index - Industry metrics and perspectives: Insurance Industry" (Deloitte, 2009).
  • Member, Insurance Advisory Council.
  • Participant in the "WINing New Business" program for high-performing Senior Managers.
  • Member, National Federal Tax Services' Women's Initiative (WIN) Steering Committee.
Experience
Advisor
May 2013 to Current
Jevs Human Services - Blackwood , NJ
Community Vice President and Board Member
May 2012 to May 2013
Assistant Community Vice President and Board Mem
May 2011 to May 2012
Bkd, Llp - Madison , WI
  • Built new and strengthened existing relationships with leaders from non-profit organizations across seven local communities.
  • Identified and researched volunteer opportunities for 200 volunteer members, and managed leadership team responsible for executing the volunteer opportunities.
  • Chaired committee responsible for re-establishing Community Grants program: Researched the mission, current operations, financial position, long-term viability, and need for program funding, of local non-profits; Identified and trained volunteers on best practices for grant award process and evaluation; Analyzed over 100 grant applications; and Awarded $41,000 over two years to several local non-profit organizations.
  • Organized community volunteer fair to promote volunteerism.
  • Recruited and retained volunteers.
  • Promoted visibility of Junior League during Centennial anniversary.
Tax Senior Manager
August 2008 to February 2012
Cbiz, Inc.
Tax Manager
September 2007 to August 2008
  • Advised Deloitte personnel and large and mid-sized corporate clients on preparing for and successfully defending federal income tax audits: Researched and wrote memoranda on a variety of complex federal income tax issues, including research credit claims, the domestic production activities deduction, changes in methods of accounting, penalties, and statutes of limitation; Member of three-person team responsible for coordinating firm-wide legal positions and IRS audit defense for Tier 1 - Repairs versus Capitalization Change in Accounting Method examinations; Analyzed deliverables and recommended ways to improve study methodologies and documentation issues in advance of an IRS examination; Responded to Information Documentation Requests and drafted protests; Identified and prepared witnesses for IRS interviews; Assisted Deloitte personnel and clients in understanding and navigating the IRS's examination and appeals procedures; and Negotiated resolutions with IRS Examination and Appeals Division personne.
Senior Attorney
September 1998 to September 2007
Natural Resources Defense Council - Tucson , MT
  • Advised audit teams examining taxpayers with insurance issues in capacity as Associate Industry Counsel for Captive and Offshore Insurance Transactions and Property and Casualty insurance.
  • Member of Global Settlement Initiative team responsible for analyzing SILO/LILO transactions and section 1033 deductions.
  • Member of attorney cadre designated to litigate cases before the U.S.
  • Tax Court against investors in Son of Boss (IRS Notice 2000-44) transactions.
  • One of two attorneys principally responsible for all tax shelter promoter case inventory: Developed legal positions on complex and novel legal issues such as the computation of the tax shelter ratio set forth in former I.R.C.
  • 6111, the computation of the penalty for failing to register a tax shelter set forth in former I.R.C.
  • 6707, and the determination of whether a tax shelter organizer had the requisite "entrepreneurial risk" required for registration; Participated in Appeals Fast Track resolution involving promoter of contingent liability transac.
Education
LL.M : Taxation, January 2005NEW YORK UNIVERSITY SCHOOL OF LAW - City, State
J.D : May 1998VILLANOVA UNIVERSITY SCHOOL OF LAW - City, State
B.A : Legal Studies, May 1995UNIVERSITY OF CENTRAL FLORIDA - City, State
Additional Information
  • BAR ADMISSIONS New York (1999) United States Tax Court (1999)
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Resume Overview

School Attended

  • NEW YORK UNIVERSITY SCHOOL OF LAW
  • VILLANOVA UNIVERSITY SCHOOL OF LAW
  • UNIVERSITY OF CENTRAL FLORIDA

Job Titles Held:

  • Advisor
  • Community Vice President and Board Member
  • Assistant Community Vice President and Board Mem
  • Tax Senior Manager
  • Tax Manager
  • Senior Attorney

Degrees

  • LL.M : Taxation , January 2005
    J.D : May 1998
    B.A : Legal Studies , May 1995

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