Summary
Overview
Work History
Education
Skills
Affiliations
Interests
Timeline
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David Holmes

Indianapolis

Summary

Seasoned Senior Tax Manager with extensive experience at Sikich LLP and Petrow Kane Leemhuis. Proven track record in tax review proficiency and enhancing team efficiency. Detail-oriented professional skilled in tax planning and compliance, successfully managing client transitions and supporting strategic initiatives. Committed to delivering accurate, timely solutions in a collaborative environment. Help bridge the gap between younger staff and partner level communication.

Overview

15
15
years of professional experience

Work History

Senior Tax Manager

Sikich LLP
07.2022 - Current

Assisted with the merger from Petrow Kane Leemhuis to Sikich LLP.

Continue taking on new clients and additional responsibilities with retiring partners.

Senior Tax Manager/Tax Manager/Tax Associate

Petrow Kane Leemhuis
01.2011 - 07.2022
  • Assisted in preparing tax returns for various entities, ensuring accuracy and compliance with regulations.
  • Supported tax planning initiatives by gathering necessary documentation and analyzing financial data.
  • Collaborated with team members to streamline the tax filing process, enhancing overall efficiency.
  • Conducted research on current tax laws and regulations to provide accurate information for decision-making.

Education

Bachelor of Science - Accounting And Finance

Marian University
Indianapolis, IN
12-2012

Skills

  • Tax review proficiency
  • Team-oriented professional
  • Detail-oriented approach

Affiliations

Indiana CPA Society

Interests

Concerts, football, tailgating, travel

Timeline

Senior Tax Manager

Sikich LLP
07.2022 - Current

Senior Tax Manager/Tax Manager/Tax Associate

Petrow Kane Leemhuis
01.2011 - 07.2022

Bachelor of Science - Accounting And Finance

Marian University
David Holmes