Accounting & Tax Manager (1/2025- Present)

Senior Accountant (1/2023–12/2024)

Accountant (9/2019–12/2022)

• Lead accounting, tax, and advisory engagements for organizations with $3M-$10M in annual revenue across healthcare, food service, manufacturing, professional services, and real estate.

• Advise executive leadership on financial reporting, revenue recognition, internal controls, tax compliance, and business process improvements.

• Manage complex federal and multi-state tax compliance engagements while coordinating client deliverables, deadlines, and related accounting requirements.

• Supervise three accounting professionals, including one direct report, while managing complex client engagements and reviewing work for accuracy and compliance.

• Coordinate payroll, workers' compensation, and external audit activities for client organizations.

• Design and implement workflow automation and reporting enhancements to improve accounting processes and operational efficiency.

• Serve as the firm's Information Technology Liaison, leading software implementations and systems integration initiatives.

Senior Tax Accountant (5/2019 – 8/2019)

Managed institutional tax compliance and advisory functions within a large public university system.

• Reviewed financial system transactions, requisitions, and invoices to ensure accurate tax treatment and regulatory compliance

• Reconciled tax computations including fringe benefit reporting and related filings

• Conducted worker classification analysis to ensure proper employee vs. independent contractor designation

• Served as liaison to university departments, advising leadership on tax compliance strategy while supporting operational objectives

Accountant (1/2018-5/2019)

Managed full-cycle accounting, financial reporting, and multi-entity tax compliance for a diverse client portfolio.

• Prepared and reviewed GAAP-compliant financial statements, including consolidated reporting

• Managed general ledger activity, reconciliations, and month-end close processes

• Prepared federal, state, and local tax returns

• Analyzed financial performance and offered advisory insight on current and projected financial position

• Coordinated client reporting requirements and ensured compliance with regulatory standards

Director of Finance and Administration (6/2015–1/2018)

• Led finance and administrative operations for a $2-5M organization, overseeing accounting, payroll, HR, legal coordination, and internal operations.

• Directed GAAP-compliant financial reporting, analysis, forecasting, and executive advisement

• Managed payroll and benefits administration for approximately 40 employees

• Oversaw tax coordination and regulatory compliance in partnership with external advisors

• Prepared and filed sales and use tax returns

• Negotiated vendor contracts and acted as primary liaison with legal counsel

• Implemented internal controls and operational processes to strengthen financial governance

Accounting Specialist/Project Manager (8/2014-6/2015)

Led accounting reporting, operational projects, and compliance initiatives within a multi-department organization.

• Managed weekly and monthly profit reporting and resolved client billing disputes to ensure timely revenue collection

• Directed cross-functional operational projects, including implementation of a new mailing system, contractor field program deployment, and enhanced background verification procedures

• Oversaw compliance with client contractual requirements and third-party background verification standards

• Served as member of the Information Security Board, contributing to data protection strategy, operational security oversight, and implementation of enhanced cybersecurity protocols

Accounting/Office Manager (7/2013-8/2014)

Managed accounting, payroll, HR, customer accounts, and operational administration for commercial and residential service operations.

• Directed accounts receivable and payable functions, invoicing (50+ daily), collections, and payroll for seasonal and full-time staff

• Maintained and strengthened commercial and residential client account relationships

• Supported marketing initiatives and social media promotion to enhance business visibility

• Oversaw HR documentation, onboarding, and personnel record management

• Administered construction project documentation, permits, and contracts to support operational execution

• Established organized filing and recordkeeping systems to improve administrative efficiency

Accounting/Office Administrator (7/2013-8/2014)

Managed administrative, marketing, insurance, and operational functions for a private healthcare practice.

• Coordinated patient scheduling, treatment plan preparation, and insurance verification processes

• Prepared and submitted insurance documentation, ensuring accurate benefits determination and claims processing

• Developed and managed marketing initiatives to support practice growth and community engagement

• Oversaw office operations, recordkeeping systems, and administrative workflow efficiency

• Supported special projects and professional events, including conventions and practice-related initiatives