Sep 2025 – Present · 8 mos · Dalton, GA · Remote

• Launched and scaled an e-commerce resale business specializing in curated vintage home décor, achieving consistent month-over-month revenue growth since inception.
• Direct end-to-end operations including sourcing, pricing strategy, inventory management and sales optimization to maximize profitability.
• Leverage market trend analysis and consumer purchasing insights to rapidly adapt inventory and pricing strategies in response to shifting demand.

Jan 2025 – Present · 1 yr 4 mos · Mountain View, CA · Remote

• Deliver high-volume tax advisory across several hundred client engagements, including return reviews, planning and technical support.
• Translate complex tax and accounting concepts into clear, actionable guidance for individuals and business owners.
• Maintain top-tier client experience metrics, including up to 100% tNPS and ~90%+ satisfaction scores.

Feb 2023 – Present · 3 yrs 3 mos · Dalton, GA · Remote

• Built and scaled a client accounting and tax advisory practice from interim leadership roles into a multi-client firm, tripling client portfolio within the first year.
• Serve as a strategic advisor to small business owners on entity structure, tax strategy, ownership structuring and business valuations.
• Deliver full-service financial oversight including tax preparation, bookkeeping and payroll across multiple industries.
• Bridge accounting and tax strategy to optimize client outcomes, including S-Corp elections, entity/ownership/deal structuring and proactive tax planning.
• Led engagements as Division Controller and Accounting Manager, overseeing full-cycle accounting operations and ERP systems (NetSuite, MRI, Yardi, Sage Intacct, AS400).
• Directed financial reporting and analysis for multi-entity organizations and 20+ commercial properties, strengthening controls and improving reporting accuracy.

Sep 2021 – Feb 2023 · 1 yr 5 mos · Chattanooga, TN · Hybrid

• Managed multi-state tax compliance across a complex multi-entity structure, ensuring audit readiness and regulatory adherence.
• Led implementation and optimization of Avalara and supported carve-out of brands during a private equity acquisition.
• Oversaw third-party providers for income tax filings, audits and tax credit studies while identifying risks and improving processes.

Sep 2020 – Sep 2021 · 1 yr · Hixson, TN · On-site

• Prepared and reviewed tax returns across individuals and complex entities while managing multi-jurisdictional compliance.
• Advised clients on COVID-era programs (EIDL, PPP, ERC), driving revenue generation and client value.
• Supported firm operations through talent development, onboarding and AICPA-compliant financial statement peer review.

Sep 2018 – Sep 2020 · 2 yrs · Atlanta Metropolitan Area · On-site

• Built deep expertise in multinational tax compliance, coordinating across global teams and supporting offshoring of accounting operations while maintaining U.S.-based tax functions.
• Led tax due diligence for acquisitions and negotiated VDAs with state authorities to mitigate risk and ensure compliance.
• Optimized sales tax processes, reducing compliance timelines from weeks to days through system and process improvements.

Feb 2017 – Sep 2018 · 1 yr 7 mos · Atlanta, Georgia · On-site

• Developed foundational expertise in multi-state tax compliance within a high-volume retail environment supporting hundreds of locations.
• Partnered with Business Intelligence to improve data integrity and automate reporting, significantly reducing compliance timelines.
• Led sales tax audits and supported executive-level tax planning, including 1031 exchange coordination for a large real estate portfolio.