Accounting Manager | Tax Manager
An established accounting manager and tax expert with 19 years of experience leading resources to high levels of performance at various organizations. Proven ability to coach, train, develop and mentor employees to exceed short-term goals as well as long-term strategic plans.
|· Tax Expertise|
· Tax Consulting Advice
· Customer Service
· Instructor / Trainer
|· Internal / External Communications|
· Individual, Corporate, Partnership,Estate, Non-Profit Tax Returns
· Team Leadership / Development
· Problem Solving
|· Effective Team Management|
· Software (Word, Excel, Access, PP, QB), tax prep software: Lacerte, Proconnect, ProSeries, TaxWise, TurboTax, HR Block, etc.
President | Tax/AccountingManager
Regularly interact with clients offering tax consulting advice. Provide tax preparation including international and estate tax returns, as well as individual, corporate, partnership, and non-profit returns, payroll, offer in compromise and state returns.
Supervised 27 employees:these agents performed a variety of internal and external functions. This included13 agents engaged in social media (Live Community, Twitter, etc.) and 14agentsfielding external calls and chats in response to various tax questions from TurboTax customers. Involved in hiring decisions and was one of 28 Managers that interviewed 1000+ candidates and hired 750+ agents.
Provided tax and software support.
Master Tax Advisor
Held variouspositions overseeing employees working on estate, trust, corporate, partnership, non-profit and individual tax returns, including working as a supervisor at various HRB offices from 2002 to 2004, andDirector of the Bellevue, WA Premium Office from 2004 to 2005.
Taught courses ranging from business to information technology, database management, and math.
NATIONAL SOCIETY OF ACCOUNTANTS (NSA)
Director at Large of Board of Directors, September 2021 – June 2022
Member of the Education Committee September 2021– Present
Member of the Emerging Leaders Program September 2021 – Present
Member of the Federal Taxation Committee 2021 – Present
Director on Board of Directors, May 2016 –May 2018
Former Member of the Affiliate Council 2010 – May 2015; May 2019 – May 2021.
Former Member of the Ethics and Professional Conduct Committee
Former Trustee on the Education Foundation,
Former member of Tax Track Subcommittee
Former member of Information Technology Committee
Former Instructor for online SEE (Special Enrollment Exam for participants wanting to become Enrolled Agents)
Past President plus other Board positions.
Instructor for in person SEE course
Contribute in a volunteer capacity to the American Red Cross, holding current titles of Financial and Statistical Information Supervisor, Disaster Computer Operations Specialist and Family Service Client Casework Supervisor, as well as earlier positions as Chairperson on multiple committees. Internship for MBA was completed in IT in Disaster Services.
ACAT (Accreditation Council for Accountancy and Taxation)
(AICPA) American Institute of Certified Public Accountants
(ACFE) Association of Certified Fraud Examiners
NAEA (National Association of Enrolled Agents)
NSA (National Society of Accountants)
(WSCPA) Washington Society of CPAs
Social Media and Professional Etiquette, EA Journal, May/June 2019, (co-author Trish Evensted, EA)
The Maze of Gift Tax, EA Journal, Sept/Oct 2009
Surviving Estate Tax Regulation, EA Journal, Nov/Dec 2006
Education / Certification
Master of Business Administration (MBA) in Management Information Systems, City University of Seattle
Bachelor of Science in Biology & Psychology (double degree), Washington State University
Accountancy Certificate, North Seattle College (expected December 2022)
Certified Fraud Examiner Certificate, North Seattle College 2020
Occupational Teachers Education Certificate, South Seattle College
Enrolled Agent (EA)
Accredited Tax Advisor® (ATA)
Accredited Tax Preparer® (ATP)
Fellow, National Tax Professional Institute (NTPI)