Concerts, football, tailgating, travel
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, IN12-2012
Skills
- Tax review proficiency
- Team-oriented professional
- Detail-oriented approach
Affiliations
Indiana CPA Society
Interests
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