Accomplished accounting leader and detail-oriented tax professional with nearly 13 years of experience in tax compliance, consulting, and strategic planning for high net-worth individuals, trusts, estates, partnerships, and S-corporations. Proven ability to lead teams, streamline tax processes, and handle complex U.S. and international tax matters—including fiduciary taxation and cross-border reporting. Recognized for fostering collaborative environments, developing staff capabilities, and driving process improvements that ensure accuracy, efficiency, and compliance with evolving tax regulations.
Key Achievements:
Successfully implemented process enhancements that resulted in a 20% reduction in filing errors and significantly improved client satisfaction.
Form 1040
Form 1041
Form 1065
Form 706
Form 709
Form 5227
Form 8621
Form 5471
Form 5472
Form 8865
Form 926
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Microsoft Office
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