LexisNexis
12/2021 - 3/2024
Attorney Writer (Tax)/Federal Tax Analyst
• Research, analyze, and interpret the impact of new legislation/rules, case law, legal news, and other related materials and incorporate these findings into new and existing print and online analytical content via publishable-quality original writing for use by practicing tax attorneys.
• Write publishable-quality articles, practical guidance notes and commentaries on current issues for use by practicing tax attorneys.
• Write publishable-quality release updates for existing print and online treatise materials as needed for use by practicing tax attorneys.
• Track and monitor on a daily- basis relevant legislation, case law, news, and developments. Identify current topics for articles/commentaries.
• Implement operational efficiencies to support best practices, adherence to milestone publication dates.
Small Business Administration
(Office of Disaster Assistance
(ODA)
9/2020 – 12/2021
General Attorney (Remote Position)
• Researched and provided an interpretation of the disaster loan program's laws, regulations, policies, and standard operating procedures to provide guidance and support to program managers and loan officers.
• Reviewed draft loan authorizations for all loans, as required, and for cases involving non-routine conditions, facts, or other circumstances. Identify fraudulent applications.
• Ensured loan application compliance with legal requirements, eligibility by reviewing, analyzing business tax returns, and IRS transcripts of loan applicants.
• Ensured the loan applicants' capacity, and authority of the borrowers to incur debt, the validity of the proposed pledge of collateral.
K. Baker Tax Group, LLC,
Brooklyn, NY
08/2017- 6/2021
President (Seasonal)
• Provided tax advice; filed un-filed tax returns; filed current tax returns.
• Offered business-consulting services, representation, and resolution of all State Department of Taxation and Finance and IRS Tax-related issues for clients (such as Offers & Compromise, Collection Activities, Audits);
• Provided focused tax counseling and resources for millennial business owners, startup founders, and seasoned entrepreneurs looking for seamless tax filing information and advice.
United States Department of
Treasury (IRS), Brooklyn, NY
02/2009 - 07/2015
Revenue Agent
• Conducted independent field examinations in the division of Small Business & Self Employed (SBSE) of tax returns filed by business entities (partnership, and corporate returns) and individuals involved in a variety of trades and industries.
• Investigated tax-filers' business practices and transactions by reviewing business records and conducting interviews.
• Analyzed, researched relevant transactions for compliance with the Internal Revenue Code and other applicable tax law.
• Produced written reports and files summarizing the accounting and legal issues arising out of each examination.
• Worked with legal counsel to better understand the key facts and tax issues involved in each case.
United States Department
of Treasury (IRS), Brooklyn, NY
01/2010 – 07/2010
Special Agent
• Investigated various violations—including Federal tax laws, money laundering, and the Bank Secrecy Act— and conducted other investigations relating to the work of the Department of the Treasury.
• Inspected records and documents, etc. Proficient in the use of firearms, skilled in defensive tactics.
New York State Department
of Taxation & Finance
07/2007- 01/ 2008
Tax Auditor
• Specialized in Corporate and Personal Income Tax.
• Compiled spreadsheets, audit notes, and analysis to meet established standard policy requirements and procedures.
• Searched records to identify entries critical to tax liability.
• Educated business managers in computing and reporting taxes due by explaining legal requirements and regulations.
