Jacksonville, Florida, United States
I am currently a Tax Manager for CBIZ - San Diego. I graduated from California State University San Marcos with a B.S.B.A in accounting. Prior to attending college, I served in the United States Marine Corps.
Conducted tax services for a multitude of companies in different industries. This included individual, partnership, LLC's, s corporations and c corporations returns. Conducted audit services to include testing client accounts, preparing work papers, roll forwards, and archiving.
Mentored 6 CSUSM veteran students to further academic and professional achievement. Attended networking events such as job fairs and social gatherings with mentees. Worked on whole person wellness through Maslow’s hierarchy of needs to ensure healthy work/school/life balance.
Worked weekly with other interns and professionals to further knowledge of the finance field. Participated in assessing values for whole life and term life insurance policies. Also, conducted fieldwork by gaining referrals for potential clients.
Held the positions of Victims' Legal Counsel Chief, Staff Judge Advocate Legal Chief, Administrative Law Clerk, and Post Trial Review Clerk. Drafted legal documentation to include ethical opinions, post-trial documentation, and investigative dispositions. Coordinated with prosecution/defense counsel, NCIS/Law enforcement officials, and clients to ensure a smooth investigative/trial process. Oversaw and tracked over 40 preliminary inquiries and 20 command investigations. Performed over 40 powers of attorney and 70 notarial acts. Performed supply accountability, Microsoft Excel roster preparation, and annual military training arrangements.