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Tax Accounting

McKinney, Texas, United States
February 11, 2018

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Cell: 817- ***-****


McKinney, TX


7+ years of experience in Partnership, Corporation and Individual taxation.

Specialized in multistate partnership returns.

Experience with Public accounting firm.

Tax Research experience (RIA checkpoint & CCH).

Proficiency in OneSource, Lacerte, Oracle (RFINPROD) and Hyperion, Tax Act, QuickBooks etc.

CPA Candidate


Locke Lord LLP November 2017 - Present

Senior Tax Accountant

Audit key areas of the ledger and ensures all accounting transactions are properly recorded.

Support and provide documentation and prepares schedules for partner quarterly State Income tax estimates. Prepares and files estimates timely.

Collaborate with the team to research, analyze, and resolve State tax issues.

Prepare monthly sales tax reports for State sales tax filings.

Assist with preparation of indirect taxes including use, property and excise.

Determine sales tax applicability to purchases and invoices, and submit for sales tax returns.

Prepare quarterly tax provisions and estimated/extension liabilities.

Participate in a wide variety of special projects as requested from senior management.

Correspond / liaise with the Firm’s partners and governmental agencies relating to tax notifications.

Identify and research tax issues related to company transactions and partner matters.

Coordinate deadline calendar to ensure compliance with various regulatory agencies.

G6 Hospitality September 2013 - August 2017

Senior Income Tax Accountant

Prepared quarterly and year-end federal/state income tax provisions and returns.

Identified and analyzed temporary and permanent tax differences.

Gathered and compiled information necessary for tax return support, such as general ledger detail, journal entries and invoices.

Prepared federal (1065, 1120) and state partnership returns.

Prepared federal and state quarterly estimated tax calculations.

Researched federal and state tax developments and issues as needed.

Reconciled general ledger income tax accounts.

Responded to inquiries from tax authorities as needed.

Prepared multistate apportionment schedules.

OneSource, Oracle (RFINPROD and Location master) and Hyperion.

RR Donnelley November 2012 - September 2013

XBRL Reviewer

Reviewed XBRL files to ensure they are within SEC requirements and customer guidelines

Worked to ensure XBRL files contain required Risk Return disclosure information and handle other mutual fund related XBRL tasks as required.

Way & Donaldson, PLLC. January 2012 - April 2012

Tax Intern

Federal taxation of individuals and other formations of business (1040, 1065, 1120 and 1120S).

Performed compilations of financials review to aid tax preparation.

Analyzed of client financial information and reviewed of checklist.

Lacerte and QuickBooks, CCH etc.

North Atlantic Trading Incorporation July 2008 - January 2012

Staff Accountant

Set up accounting systems using QuickBooks.

Prepared of various financial reports including balance sheets, income statements, etc.

Managed payroll - pay stubs, 940,941,944, W-2, W-3, 1099-Misc, etc.


University of North Texas – Denton, TX

Masters in Accounting - Taxation (2013)

CPA Candidate – In progress

Projected completion: 2018

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