(555) 432-1000,
Montgomery Street, San Francisco, CA 9XXX5

Tax professional with almost 9 year of experience in tax compliance and tax specialty consulting for a wide range of large companies across various industries.

Proficiency in Microsoft Excel, Word, Powerpoint and tax compliance automation software (RIA Gosystem, Sage FAS). Strong ability to create professional tax supporting workpapers.

  • Tax Complinace, retrun preparation
  • Auditing of income tax provision
  • Specialty tax consutling
  • Fixed Asset/Cost Segregation - 3 years
  • Research and Development tax credit - 3 years
Towson University Towson, MD Expected in 2007 Bachelor of Arts : Accounting - GPA :

Cum Laud

Bkd, Llp - Tax Senior Associate
Erie, PA, 03/2011 - Current
  • transfered into the TPDG (tax project delivery group), a specialty practice within the firm
  • worked to obtain multi-million dollar cash tax benefits for clients
  • assisted clients in determining and sustaining Federal Research and Development tax Credit.
  • provided support during IRS audit to defend R&D positions
  • provided consulting services for clients including fixed asset studies, cost segregation studies, and repairs regulation compliance projects
  • continued to review Federal and State returns for one client after my transition to specialty.
Assure - Tax Associate
Long Beach, CA, 04/2007 - 03/2011
    Prepared and/or review federal and state income/franchise (generally Corporate and Partnership) tax returns and supporting worksheets
  • worked on teams ranging from 2-8 employees to complete engagements.
  • engagement experience covers a wide range of industries including but not limited to professional sports teams, staffing companies, financial services firm, and manufacturing.
  • performed FIN 48 provision review and auditing of income taxes for financial services firms
Aimbridge Hospitality - Tax Intern
City, State, 2006 - 02/2007
  • performed associate level tasks within the core tax group.
  • prepared partnership, s corp, corporation level returns for both federal and states
  • reviewed financial service clients fun provisions

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