Background & Experience
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Generalist with broad exposure across S-Corps, C-Corps, Partnerships, and International taxation
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Reviews 70% of work, prepares 30%
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Has signed off on tax returns in a prior role (not current)
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Client portfolio ranges from small business owners ($300k) up to $1 billion organizations
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Industry experience includes construction, real estate, and manufacturing
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Bilingual (English + Spanish)
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CPA
Key Motivations
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Seeking growth opportunities – no clear path to Senior Manager in current role
