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M User

@muser19

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Senior tax professional specializing in partnership, real estate, and multi-state tax compliance.

Zimbabwe

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What I'm looking for

I’m looking for a role where I can lead complex partnership tax and real estate/private equity fund compliance—covering multi-state work, foreign reporting, and tax research—while mentoring staff and partnering closely with finance leadership to improve processes.

I’m a Senior Tax Professional with 15+ years of experience specializing in partnership taxation, real estate, private equity, financial services, and multi-state tax compliance. I bring Big Four and industry experience leading complex tax engagements, mentoring staff, improving processes, and partnering with executive leadership to deliver high-quality outcomes.

In my work, I prepare and review complex federal, state, and local partnership returns, including Schedule K-1 allocations, book-to-tax adjustments, and supporting documentation. I also handle foreign reporting (including FBAR and Forms 5471, 8865, and 926), research federal and state tax issues, and support client advisory work while managing multiple concurrent engagements during busy season.

Experience

Work history, roles, and key accomplishments

Senior Associate, Financial Services Tax

PwC

Jan 2025 - Apr 2025 (3 months)

Prepared and reviewed federal, state, and local partnership tax returns for real estate investment funds and related entities. Reviewed associates’ work, coached junior staff, researched real estate partnership tax issues, and supported tax planning and estimated tax calculations.

Partnership Taxation Financial Services Tax Multi State Tax Compliance Tax Research Client Relationship Management Staff Development UltraTax CS Quickbooks Tax Workpapers Tax Planning

Tax Accountant II

Gatto, Pope & Walwick

Apr 2024 - Aug 2024 (4 months)

Prepared and reviewed federal and state tax returns for individuals, partnerships, corporations, and trusts. Prepared FBAR filings and handled foreign reporting, trained staff on tax software/workpapers, and communicated with clients to gather tax information.

State Tax Returns Partnerships Corporations FBAR Tax Software Training Client Communication

Senior Tax Accountant

Donovan Sullivan & Ryan

Jan 2023 - Apr 2024 (1 year 3 months)

Prepared and reviewed returns for partnerships, corporations, individuals, and exempt organizations. Reviewed QuickBooks and prepared adjusting journal entries, implemented workflow improvements to increase efficiency, and provided technical tax guidance to clients.

Partnership Taxation Corporate Tax Individual Tax Exempt Organizations Quickbooks Client Relationship Management

Senior Accountant II, Private Equity Tax

Ultimus LeverPoint

Nov 2021 - Sep 2022 (10 months)

Reviewed partnership tax returns and financial reporting. Coordinated tax projects with CPA firms and CFOs, and trained staff and interns.

Partnership Tax Returns Financial Reporting Private Equity Tax Partner Coordination

Senior Tax Associate, Real Estate

Independence Capital Partners

Jul 2018 - Nov 2021 (3 years 4 months)

Coordinated annual tax compliance for multiple private equity real estate organizations and prepared/reviewed 100+ partnership tax returns annually. Managed filing of 500+ tax returns, improved tax notice tracking and response processes, and partnered with CFOs, Controllers, and accounting teams.

Tax Compliance Partnership Taxation Private Equity Real Estate Tax Notices Tax Response Processes Stakeholder Management

Manager, Federal, State & Local Tax

Lord Abbett & Co.

Jul 2014 - May 2016 (1 year 10 months)

Developed tax department procedures across 25+ jurisdictions and identified apportionment opportunities resulting in tax refunds. Improved tax workpaper review processes.

Federal State And Local Tax (SALT)Tax Workpapers Tax Refunds

Manager, State & Local Tax

Brixmor Property Group

Oct 2011 - Jul 2014 (2 years 9 months)

Supervised state and local tax compliance for approximately 400 entities across 39 states and managed federal, state, and local partnership filings. Developed department procedures and trained staff.

State And Local Tax (SALT)State And Local Partnership Filings

Senior Tax Associate, Financial Services

Grant Thornton LLP

Jan 2008 - Jan 2011 (3 years)

Prepared and reviewed partnership and corporate returns for hedge funds, private equity funds, and high-net-worth individuals. Analyzed Schedule K-1 allocations and partnership transactions, prepared FBAR and Forms 5471, 8865, and 926, and researched complex federal tax issues.

Partnership Taxation Corporate Tax Hedge Fund Tax Partnership Transactions FBAR Forms 5471 Form 926 Tax Research