SUMMARY OF QUALIFICATIONS:

* Professional accountant and manager with broad experience in various complexi

ties of income tax planning and compliance.
* Extensive involvement in planning and managing internal projects.
* Strong leader and dedicated team member experienced and comfortable working w
ith staff and management at all levels.
* Solid client relationship manager with successful track record of maintaining
and strengthening client relationships.
EDUCATION:
Master of Accountancy, University of Mississippi - August 1998
Bachelor of Accountancy, University of Mississippi - August 1997
CERTIFICATION: Certified Public Accountant, licensed in Georgia 2002-2008; Washi
ngton 2009
PROFESSIONAL EXPERIENCE:
Bader Martin PS - Seattle, WA
Manager, Tax Services, 2008 - 2009
* Responsible for managing the completion of federal and state tax returns for
250+ individuals; closely-held S-corporations; professional services and real es
tate management partnerships.
* Successfully transitioned 3 large client groups consisting of 12 S-corporatio
ns and partnerships and 43 individual tax returns from prior accountants.
* Simplified the estimated tax payment modeling process for 2 large (80+ shareh
olders) family-owned S-corporations and reduced preparation time by several days
each quarter.
* Assisted with implementation of an electronic work-flow management system as
part of an on-going process of transition to a paperless work environment.
* Discovered several tax saving opportunities for a large real estate developer
to optimize current losses and simplify his operating structure resulting in ta
x savings in excess of $1 million and reducing his on-going administrative burde
n.
Assurant Solutions & Specialty Property, Assurant, Inc. - Atlanta, GA
Senior Tax Accountant and Supervisor, 2005 - 2008
* Initiated collaboration with other departments to establish critical financia
l information sharing routine to ensure quarterly deadlines imposed by outside r
egulators were met timely.
* Accelerated quarterly tax provision completion by 3 days for 45 corporations.
* Reduced annual tax return preparation time 25% per entity over prior years.
* Streamlined delivery of annual income tax footnotes to financial reporting wh
ile increasing integrity of information delivered.
* Provided annual tax return and quarterly GAAP and Statutory income tax provis
ion preparation for twenty related insurance companies and agencies with revenue
s totaling over $1.2 billion and assets of $15 billion.
* Maintained files and documented internal processes in accordance with Section
404 of the Sarbanes-Oxley Act guidelines.
* Oversight for Client Financial Services accountants preparing income tax prov
isions and tax entries for external clients who sold company products.
* Responded to inquiries from various external authorities and members of senio
r management.
Windham Brannon PC CPAs - Atlanta, GA
Associate, 1999 - 2000
Senior Associate, 2000 - 2001
In-charge Accountant, 2002 - 2005
* Tax team leader 4 years - liaison between firm owners and accounting staff.
 * As a group, redesigned internal tax preparation processes to transition firm
to a paperless work environment.
* Developed more accurate and flexible system of tax return progress tracking t
hat was consistent with actual workflow.
* Serve as first reviewer and mentor for new staff to encourage their success a
nd decrease turnover.
* Developed and taught classes firm wide on use of tax software, new firm proce
dures, income tax projections and new tax legislation.
* Provided tax planning, compliance and review services for high net worth indi
viduals, closely-held S-corporations and family partnerships.
National Bank of Commerce, Memphis, TN
Staff Auditor, 1998 - 1999
* Independently performed twenty-five retail branch audits focusing on complian
ce with federal regulations, internal control and bank operating procedures.
* Participated in an extensive compliance review of loan data including identif
ication of data recording and reporting issues.
TECHNICAL SKILLS:
Microsoft Word, Excel, Outlook and Access; Cognos Business Intelligence; Adobe A
crobat; ProSystems fx Tax; GoSystem tax RS.