Work History

Work History

Moss Adams LLP

Jan 2015 - Present
Senior Tax Accountant
  • Review
  • Play an instrumental role in the preparation and review of federal and multi-state tax returns for individuals, C and S corporations, partnerships, LLCs, fiduciary, estate, and gift tax returns.¬†
  • Support clients by effectively handling all accounting and tax matters, including fixed assets, GL, property tax, and franchise/income tax.
  • Supervised and trained staff in all aspects of accounting and taxes.
  • federal, state and local tax planning and compliance, international tax planning

Moss Adams LLP

Jun 2012 - Dec 2015
Staff Accountant
  • Assisted Partners and Mangers in meeting internal and external deadlines and requests.
  • Assisted coworkers
  • Ensured accuracy and completeness of reconciliations

Pisenti & Brinker LLP

Jan 2012 - Apr 2012
Internship
  • Listened attentively¬†
  • replicated from source documents (pro forma)
  • Studied new software, accounting software interfaces, and office operations to gain a strong understanding to ensure success.

United States Coast Guard

Sep 1998 - Jul 2010
Galley Supervisor
  • Demonstarted ability to build and lead succesful teams and colaborate effectively with various departments to achieve overall goals.
  • Played an integral role in a major accounting software conversion, which included testing, post-deployment training, and implementation.
  • Analyzed inventory cost , mimimizing food costs and maximizing profits.

Education

Education

B.S, Business Admistration, Emphasis on Accounting

2012
Sonoma State Univerity

Magna Cum Laude

Certifications & Memberships

Certifications

Certified Public Accountant

Mar 2015 - Present
California Board of Accountancy

License #126102

  • AICPA, American Institute of Certified Public Accountants
  • CalCPA, California Society of CPAs

Member

  • AICPA, American Institute of Certified Public Accountants
  • CalCPA, California Society of CPAs

Memberships

AICPA, American Institute of Certified Public Accountants

CalCPA, California Society of CPAs

Software

ProSystem - CCH Axcess - MS Excel