Finance with Damion L.

Reimer McGuinness Hess PC

- Compiling client-provided data to complete tax returns for various individual (IRS Form 1040) and small business (IRS Forms 1065, 1120, 1120S) clients - Reviewing completed tax returns for completeness and accuracy - Researching complex tax issues (ex: tax receivable agreements, life insurance trusts) - Providing training for software and current tax-related issues for coworkers

Wrinkle, Gardner & Co., P.C.

- Compiled client-provided data to complete tax returns for various individual (IRS Form 1040) and small business (IRS Forms 1065, 1120, 1120S) clients - Provided basic tax advice to clients via meetings and phone calls (ex: loss harvesting, entity choice) - Used spreadsheet and bookkeeping software to prepare basic financial statement data for small business clients - Reviewed completed tax returns for completeness and accuracy

Deloitte Tax LLP

- Compiled client-provided data to create spreadsheet-based workpapers, which utilized intermediate-to-advanced Excel functions to calculate important financial statement metrics, including profit/loss, cash flow, and tax-based retained earnings for equity investors of collateralized debt obligations (CDOs) and regulated investment companies (RICs), which trade in hundreds of millions of dollars in marketable debt and equity securities - Used financial statement information to prepare IRS Form 5471 documents for U.S.-based investors of collateralized debt obligations to use in their IRS Form 1040s

St. Edward's University

University of Texas at Austin

Native Proficiency