Tax Office Manager/Financial Compliance Officer November 2018 - Present
Legacy Consulting & Tax Advisory LLC, Lutherville MD
• Tax Office Manager with two administration assistants & 600 tax clients/450 financial clients
• Ensure business practices are fully compliant with National and State Financial Services Industry & Broker Dealer laws and regulations
• Develop and maintain business’ financial compliance and marketing on website and social media activity
• Managed and Coordinated Financial Planning Seminars for clients and prospective clients
• Implemented and developed cyber security program for office operations
• Licensed Maryland State Tax Preparer
• Preparer of individual and corporate tax returns
• Electronic & Paper Filing of Federal & State Returns
• Develop tax strategies, policies and solutions that assist clients to maintain compliance with local and federal tax law
• Facilitate retirement distributions and paperwork; IRA’s, Roth’s, RMD’s
• Payment Processing
• Service Financial Accounts