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Work Background
R&K PartnersManaging Partner
Jul. 2022 - Apr. 2025
BRAYN Consulting LLCSenior R&D Tax Manager
Dec. 2021 - Jul. 2022
BRAYN Consulting LLCR&D Tax Manager
Jan. 2021 - Dec. 2021New York, United States
WithumR&D Tax Supervisor
Jun. 2019 - Dec. 2020Greater New York City AreaSpecialize in calculating, documenting, and substantiating federal and state R&D Tax Credits
Internal Revenue ServiceSupervisory Tax Examining Technician
Nov. 2016 - Jun. 2019Lead a team of 21 across Trust Fund Recovery Penalty, Substitute For Return, and SS-8 Coordinate, plan, and assign subordinates’ workstreams and determine and adjust departmental priorities
Analyze and investigate error trends and perform root cause analysis, present findings to senior leadership
Re-engineer workflows to increase efficiency, productivity, and accuracy in a highly regulated environment
Motivate, evaluate, and reward subordinates as part of monthly/quarterly/annual performance review cycle Oversee and implement performance improvement plans and disciplinary measures for infractions Assign, plan, and execute training plans to address employee skillset gaps
Internal Revenue ServiceLead Tax Examining Technician
Oct. 2012 - Nov. 2016Researched and applied IRS regulations to ensure that technicians made appropriate determinations Reviewed and edited technician correspondence for accuracy, clarity, and professionalism
Collaborated with stakeholders and developers to create SS-8 e-Trak database; made product recommendations, tested database performance, and reviewed updates to maximize deployment success
Led team reviewing written communication for the SS-8 program and made revision recommendations Developed training classes and materials and taught & coached employees
Reviewed and made suggestions on proposed legislation from Congressional Appropriations Committee
Internal Revenue ServiceEmployment Tax Technician
Sep. 2009 - Oct. 2012Apply IRS regulations in situations with ambiguity and make judgment calls as necessary Classified incoming cases and informed taxpayers, their representatives, and other IRS employees as to case status through written, verbal, and electronic communications to resolve outstanding tax questions Trained new technicians to accelerate learning curve and improve departmental performance Recognized as exceeding departmental expectations for quality of work
Internal Revenue ServiceCustomer Service Representative
Sep. 2008 - Sep. 2009Recognized as exceeding departmental expectations for quality of customer service to taxpayers by resolving a high volume of complex tax issues while maintaining confidentiality on sensitive information Researched taxpayer accounts, analyzed filings for accuracy, and resolved taxpayer issues
CitiBack-up Operations Manager
Feb. 2005 - Aug. 2008Conducted internal audits to ensure compliance with banking laws and regulations
Versatile flex performer covering ad hoc roles as necessary including teller and Branch Manager Maintained cash drawer and ensured accurate daily cash reconciliations
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