Overland Park Tax Manager

Patrick J. Dougherty, CPA, MBA

***** ****** ******, ******** ****, KS 66213 913-***-**** ********************@*****.***

Professional Summary

** ***** ********** ** ********* & reviewing all types of income tax, 1040, 1065, 1120S, 1041, 990. Managed & trained staff on tax matters. Have resolved tax issues with federal and state agencies. Skilled in planning and communication tax related content both written and oral.

Skills

Detailed oriented, worked with several tax software such as UltraTax, ProSystemsfx, Lacerte, Drake and others. Keep up to date on new tax issues. Maintain the highest moral & ethical standards.

Experience

Tax Manager/Advisor, Overland Park, KS

Market Tax Services, LLC, February 2021 – December 2024

Prepared and reviewed Forms 1040, 1041, 1065, 1120, 1120S, 990 and associated state & city forms.

Trained staff members on specialized tax matters.

Met with clients and their financial advisors and estate planners to provide tax planning services.

Appeared on “Eye On Retirement”, the company’s TV infomercial as their tax expert.

Wrote several tax blogs for the firm’s website.

Tax Preparer, Overland Park, KS

JMW & Associates, LLC January 2016 – August 2020

Prepared tax returns for ultra-wealthy clients. This included individual, partnership, corporate and foundations.

Individual returns included hedge funds, pass through entities and Publicly Traded Partnerships.

Tax Manager

Premier Tax & Accounting, January 2013 – August 2015

Prepared income tax, sales and payroll taxes for clients.

Represented clients before the IRS in Offer & Compromise negotiations.

Resolved tax adjustments and proposed penalties with tax agencies.

Education & Certifications

BSBA in Accounting and MBA in Finance at Rockhurst University, Kansas City, MO

CPA, Kansas Board of Accountancy

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