Current job

• Travis Wolff & Company, LLP - Tax Manager (from august 2006-08-01 00:00:00.0)

  • Preparation and review of all types of federal income tax and information returns
  • Experience with incorporated entities relating to ownership changes, consolidations, separated year losses and credit carryovers and utilizations.
  • Participation in special research and consulting projects, including entity and investment structure, new Texas Margin Tax, and foreign transactions and withholding
  • Interviewing and recruiting, as well as staff training and development

Previous jobs

• Taylor and Taylor, LLP - Senior Consultant¹ (1994-03-01 00:00:00.0 - 2006-08-01 00:00:00.0)

  • Preparation and review of all types of federal income tax and information returns, state and local income tax and information returns, payroll, sales tax and property tax renditions
  • Preparation and review of annual compilation reports, monthly financial statements
  • Experience with publicly traded companies relating to consolidated returns, including foreign subsidiaries, various provisions and book-to-tax adjustments, R&D and Energy credits calculations.
  • Responsible for accounting functions for midsize companies: Preparing monthly financial statements, monthly bank and cash reconciliations, Accounts Receivables and Accounts Payables, Payroll and accruals
  • Accounting and consulting for clients in great variety of industries, including investments, real estate, transportation, oil & gas
  • Tax research, consulting and IRS representation as requested
  • Audits of public and private companies, as well as pension plans
  • Supervision, training and review of staff accountants and administrative staff
  • Firm policy and procedure formulation
  • Network and software maintenance

• Primerica Financial Services - District Manager (1993-09-01 00:00:00.0 - 1997-01-01 00:00:00.0)

  • Sales of financial products including life and property insurance, mutual funds, loans
  • Recruiting and training of agents

University education

• University of Texas at Arlington, Accounting, Bachelor of Business Administration in Accounting, 1995
  
• Lugansk Machine Design University, Accounting, 2 Years, 1991
  
• University of Texas at Arlington, Accounting, Master of Science in Accounting, 1996
  

Training courses

• Certified Public Accountant, AICPA, TSCPA, CPA, 2000