Milwaukee, Wisconsin, United States
I am a CPA with a positive attitude who enjoys learning about the processes and people behind the numbers. I am currently employed at WEC Energy Group. I was at Ernst & Young for over seven years. I graduated from the University of Minnesota with a Bachelor of Science in Business with an accounting focus. I minored in mass communication with a focus in advertising and professional journalism. I have held various leadership positions related to accounting and journalism for various student organizations at the University of Minnesota.
Excited to be part of the WEC team. Have learned a ton of SAP skills and month end processes. Have been able to lead a couple trainings and continue to coach and mentor others.
•Organize and lead monthly senior touchpoints to connect seniors across thirty offices that fosters an opportunity to share updates, generate ideas, and present solutions •Organized and co-presented a region wide sales tax research webcast for more than 60 staff and seniors in the region •Lead the team on multiple state sales and use tax audits and refund claims in order to lower the assessment by over $40M •Performed several data center, sales tax, and use tax refund claims resulting in $2M-$20M in savings
•Participated and presented at weekly technical discussion meeting to increase team efficiencies •Coach and mentored staff on programs and helped new staff learn the software and tax return filing procedures • Prepared Individual, Partnership, S-Corp, and C-Corp federal and state tax returns (roughly 70 returns on over 30 clients) •Prepared book to tax reconciliation by analyzing the book to tax differences and gathering support for the differences • Experience with CCH Axcess, CCH Workstream, BNA Fixed Asset, CCH tax research, and BNA tax research • Prepared book to tax reconciliations • Experience inputting trail balances and tax coding them to flow to the return • Experience performing addition and disposal input analysis
• Worked on several state sales and use tax audits and refund for our clients that will lower the assessment • Worked on several large data center refund claims and sales and use tax refund claims, which has resulted in significant tax savings. Created a weekly technical discussion meeting to help facility teaching of processes and technical concepts for new staff and seniors. • Handle engagement economics and monthly billing each month
Completed a Rotation in Business Tax Services • Worked on a team for a fixed asset study for a large private company • Worked on a team for an intangibles study for a large private company • Worked on research and development study preparation for private and public companies Completed a Rotation in Sales and Use Tax • Performed pre-scoping work for sales and excise tax for various private and public companies • Took part in defending several state sales and use tax audits for our clients • Worked on several data center refund claims, which result in significant tax savings • Worked on several sales and use tax refund claims, which result in significant tax savings • Coached team members, especially new hires and interns on various tasks Currently working a Rotation in Global Risk and Compliance • Worked on the year tax provision for large provision clients • Worked on state apportionment calculations for clients • Worked on 40+ large international compliance returns and international earnings calculations • Coached team members, especially new hires and interns on various tasks Other: • Worked on pre and post engagement management tasks for various engagements • Worked on completing a portion of a large franchisee state return for a large private company • Mentored new hires and interns to help ensure a smooth transition into the firm
• Audit various business entity types including public, private, non-profit and governmental organizations • Have experience working with retail, aerospace, manufacturing, oil & gas, healthcare, sports, and technology clients • Perform walkthroughs of the clients various business and control procedures in order to gain an understanding of the business and determine the best way to approach the testing • Coach fellow staff at my level and below on various audit areas and testing procedures • Perform tests of controls and tests of details at interim and year-end for numerous balance and income statement areas • Perform physical inventory counts at numerous locations across the US • Help perform quarterly reviews for issuing clients • Inspect and investigate potential audit issues by performing auditing procedures around the client's financial information • Demonstrate professional skepticism and competence in the client's environment while maintaining productive working relationships with client contacts. • Presented at a new staff experience training about logistics and first year reminders.
• Prepared over 40+ Individual tax returns (federal & state) • Part of a team that prepared 1,723 tax returns and saved clients $273,957 in tax service fees • Guided clients through the tax preparation process to ensure complete returns and client satisfaction • Maximized tax benefits by applying all qualified credits and adjustments • Addressed client concerns by utilizing my knowledge about federal and state income taxes