May 29, 2015 ,

Position:

  • Senior Manager

Years of Experience:

  • Nine

Education:

  • Kelley School of Business, Indianapolis, Masters of Professional Accountancy (MPA)
  • Addis Ababa University School of Law, Addis Ababa, Bachelor of Laws (LL.B.)

Experience:

  • Responsible for all phases of client engagements – from planning to completion of engagements.
  • Preparation and review of C Corp, S Corp, LLC, Partnership, Nonprofit, Fiduciary and Individual income tax returns. Preparation and review of financial statements for audit, review and compilation engagements, and drafting disclosure footnotes.
  • In-charge of various partnerships, trusts, and LLCs accounting and bookkeeping responsibilities, month-end financials, miscellaneous tax returns and information filing.
  • Research, analysis and documentation of a wide variety of accounting and tax issues.
  • Responding and resolving clients’ IRS and State tax notices.
  • Client industries served include various nonprofit organizations, insurance underwriters, medical practices, manufacturing, construction, real estate and law firms, high net worth individuals and Investment companies.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Recent Continuing Education:

  • CalCPA Emerging Leaders Certificate Program
  • 2015/16 Federal and California Tax Update Seminar
  • Form 990 – Exempt Organization Taxation
  • LLCs, S Corporations and Partnerships Taxation
  • Small Business Financial Statements and Financial Statement  Disclosure for the Tax Practicioner
  • Tax Research Skills
  • Form 1040: Schedule B, C and D
  • Assets, Income & Cash – Federal Taxation/Financial Planning
  • Mastering Basis, Distribution and Loss Limitations
  • Estate and Trust Seminar
  • Various in-house training related to Accounting and Taxation, Fraud, Ethics.