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Results-focused, quality-driven with extensive expertise in handling financial management, accounting task, tax preparation, budgeting, forecasting and operations management demonstrating consistent achievement of objectives, strong multi-tasking and service skills, and dedication to organizational goals. Analytical and logical thinker recognized ability to handle various accounting and financial functions. Dependable with acknowledged reputation for integrity, sound business acumen and versatility in adapting to new roles, tasks, applications, and environments. Excellent analytical skills with keen attention to detail, ability to analyze situations, and research information to develop sound and ethical business solutions. A team player with effective interpersonal and communication skills, adept at driving customer loyalty initiatives and productivity gains through effective and efficient customer relationship management.

Core Competencies
Accounting Procedures • Organizational Leadership • Reporting/Tax Work • Needs Assessment • Compliance Services
Client Relations Management • Accounting & Finance • Research & Analysis • Customer Service • Tax System • Budgeting


Braver, PC, Needham • MA 2/2012 – Present
Tax Supervisor
Performed accounting, planned, prepared, reviewed tax and provided compliance services to high-net-worth individuals, trusts, and small businesses including s-corporations, limited liability companies and partnerships. Provided training, managed and assisted staff team members on various taxes and accounting issues. Planned, reviewed and oversaw tax engagements for various firm priority clients. Conducted research on routine and complex tax issues for partners, including international tax compliance and reporting.

King, McNamara & Moriarty, LLP, Norwood • MA 12/2007 – 2/2011
Tax Manager
Performed accounting, income tax planning, preparation, and compliance services to high-net-worth individuals and small businesses including c-corporations, s-corporations, partnerships, estates (Forms 706 and 1041), trusts, limited liability companies, and nonprofit corporations. Completed and reviewed form 1023 applications, form 990 and form PC. Established and maintained client relations and engagements from start to completion. Provided general accounting, reporting, budgeting and planning services to clients. Handled international taxation compliance and reporting, provided tax notice resolution, represented client before taxing authorities and provided business consultation.

J.M. Ryan, Inc., Certified Public Accountant, Newton • MA 11/2003 – Present
Sole Proprietor/President/CPA
Provided accounting, tax and compliance services to small businesses including c-corporations, s-corporations, partnerships, estates, trusts, limited liability companies, nonprofit corporations, as well as high net worth individual clients and family groups. Represented clients before taxing authorities and provided litigation support.


Blouin & Company, Inc., Certified Public Accountants, Waltham • MA Senior Accountant 10/2000 – 10/2003

Herman & Herman, Certified Public Accountants, Newton • MA Staff Accountant 8/1998 – 10/2000

Alves & Elliott, LLP, Certified Public Accountants, Boston • MA Staff Accountant 12/1997 – 8/1998

Third Sector Development Corp., Boston • MA Accounting Consultant 10/1996 – 11/1997

Boston Urban Gardeners Community Farm Inc., Jamaica Plain • MA Accountant 9/1995 – 9/2009

Bob Woolf Associates, Inc., Boston • MA Client Account Manager 3/1990 – 12/1994

Bachelor of Science in Business Administration
Merrimack College, North Andover, MA
Concentration in Accounting


MA Board of Public Accountancy – Certified Public Accountant Certificate – License. #21251, 10/2001 | American Institute of Certified Public Accountants | Massachusetts Society of CPAS/MSCPA Women’s Committee | 2020 Women on Boards | Member – Chopchopkids, Inc. (AKA Chopchop Magazine) – Treasurer, Board of Directors | Member – Friends of Newton Hockey, Inc. – Board of Directors | Past Member – John M. Barry Boys and Girls Club of Newton, Ma – Board of Directors/Finance Committee

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