Greater Chicago Area
Senior Tax Accountant and Enrolled Agent with over 22 years of public accounting experience supporting individuals, closely held businesses, and nonprofit organizations. My background spans full-cycle tax compliance and advisory work, including preparation and review of complex individual, corporate, partnership, fiduciary, and nonprofit returns, as well as client consultation, tax planning, and issue resolution. I bring a strong understanding of GAAP financials, multi-entity structures, and nonprofit compliance, and I frequently serve as a trusted point of contact for business owners and executive teams navigating both tax and operational decisions. Known for professionalism, reliability, and sound judgment, I thrive in environments that value collaboration, strong processes, and thoughtful client service. Credentials: Enrolled Agent (EA) | Master’s in Accounting | CPA Candidate Interests: Senior Tax Accountant, Tax Specialist, Advisory-focused roles, Remote or hybrid opportunities.
Key Responsibilities: Prepare and review complex federal and state tax returns including Forms 1040, 1120, 1120-S, 1065, 990, and 1041 Provide tax planning and advisory support to business owners, executives, and nonprofit leadership Manage multiple client engagements simultaneously while meeting strict deadlines during peak seasons Review staff workpapers and returns for accuracy, compliance, and technical quality Support nonprofit organizations with compliance, reporting, and grant-related financial matters Serve as a primary client contact, addressing IRS/state notices and resolving tax issues efficiently Improve internal processes, quality control, and production efficiency.
• Prepared individual and business tax returns, managing increasing complexities with precision. • Provided comprehensive bookkeeping and financial statement preparation for diverse business clients. • Assisted with audits, reconciliations, and various general accounting duties, enhancing operational efficiency. • Developed strong client communication and advisory skills, fostering lasting professional relationships.