In this episode of Life In Accounting: The Where Accountants Go podcast, we speak with Dana McCartney, CPA a Tax Partner with Maxwell Locke & Ritter (MLR) out of Austin, TX.

An undergrad graduate of Texas A&M, Dana was originally pre-med but switched to accounting as she saw it as a better long-term fit for herself. Dana then obtained her Masters in Taxation from the University of Denver.

Life at MLR

Dana started with MLR as a part-time employee, and over the years her schedule and workload gradually increased and she became a full-time employee. She works remote approximately three days a week and works from the Austin office two days a week. Remote working options are commonly supported at MLR.

MLR has approximately 100 employees and they work primarily with closely-held middle market companies and high net worth individuals. They are the largest local accounting firm in Austin.

Working with an Award-Winning Firm         

MLR was named as one of the “2017 Best Firms For Women” by Accounting Today. Dana feels that the family-friendly flexibility of MLR is what helped the firm to achieve this honor. As long as employees take care of their clients, MLR doesn’t mind where people work from or their exact day-to-day schedule. Employees are basically responsible for setting their own schedules.

Supportive Affiliations

MLR has an affiliation with a firm out of India for some data-entry portions of their work. This is successful because they view the Indian firm as part of MLR. MLR spends time training the group which helps to make them a truly integrated part of MLR.

Community Involvement

MLR is very supportive of associates participating in community and volunteer activities as well. Dana served on a local PTA both as a President and as a Treasurer, and she is currently serving on the Board of Directors for The Final Acts Project.

Other podcasts referenced in this podcast: Ryan Bartholomee, CPA/CFO – Career, Family & Volunteering

To listen in on this interview with MLR Partner Dana McCartney, please use the player below: