Areas of expertise:
- State and local taxes
Education
Institute for Professionals in Taxation – Studied Personal & Real Property Taxes
Professional
Manager, ITA LLC
- 1996-Present
- Prepares personal & real property tax appeals for ITA LLC’s broad and diverse range of clients
- Represents clients to the county for quadrennial tax audits, from preparing records and paperwork to meeting with county officials
- Coordinates with the many varied tax jurisdictions in which ITA LLC clients operate
- Manages office operations
Tax Analyst, Jay & Easterly
- May - Sept 1996
- Worked in compliance, which constituted filing of personal property tax returns
- Coordinated exchange of information between clients and various taxing jurisdictions on Possessory Interest properties
Tax Analyst, Broadway Department Stores
- 1992-1996
- Prepared real & personal property tax appeals & returns
- In charge of tracking of compliance and payment of tax bills
- Reported for 48 states
- Audited common area maintenance charges to ensure building owners’ compliance with existing contracts
Executive Assistant, Broadway Department Stores
- 1990-1992
- Assisted Vice President of Real & Personal Property Tax with all executive and office needs, including coordinating with department heads & staff to ensure a smoothly running office and to address any and all concerns
Executive Assistant, Metmor Financial, Inc
- 1985-1989
- Assisted Vice President of Payoff, Assumptions, Document Control and Reconveyance with managing the office, which included running weekly status meetings and coordinating with all departments under the VP
- Created the procedure manual for the departments, incorporating input from all department managers
- Took care of any and all needs brought to the VP’s office by staff and department heads
HomeITA
State & Local Tax Consultants
LLC
