with progressive experience serving as a tax associate, tax supervisor, tax director, state tax director, and state tax consultant
providing sound financial and operations counsel to inform decision-making.
SKILLS
& SYSTEMS
Responsible for all state taxes at publicly-traded company primarily engaged in property & casualty insurance
Oversaw group of four team members and managed tax payments in excess of $40M annually
Served as Reverse Income Tax Audit (RITA) service offering champion for Texas region
Managed large state income/franchise tax compliance engagements for corporations and flow-through entities.
Provided various consulting services to clients in various areas including sales tax, mergers & acquisitions, nexus, voluntary disclosures, audit defense & controversy, ASC 740, refund reviews, etc.
Served as an instructor for the firm’s internal state and local tax training courses.
Served as a career coach for senior associates and associates.
Responsible for all state taxes at privately-held company with $2B in annual revenue
Serve as a State Tax Consultant focusing on Independent state tax consulting projects focused on compliance and audit defense.
Oversaw group of four team members and managed tax payments in excess of $40M annually.
Led the Dallas office’s state and local income/franchise tax compliance for designated key clients.
Conducted internal firm trainings and developed training materials.