Abigail Tanner
Dallas,TX
Summary
Developed skills in financial analysis and reporting within fast-paced corporate environment, seeking to transition into new field. Expertise in managing budgets and financial data, with focus on accuracy and compliance. Capable of applying analytical and organizational skills to support business objectives in diverse settings.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate II
Armanino Private Client Advisory
01.2024 - Current
- Prepare and review consolidated federal and state corporate income tax returns
- Prepare and review partnership and s corporation federal and state income tax returns
- Mentored junior associates in tax preparation best practices, fostering a culture of continuous learning and improvement.
- Reviewed client documentation for accuracy and completeness, reducing errors in tax filings through diligent oversight.
- Managed portfolio of assigned clients' accounts, monitoring deadlines, payments, refunds, and other critical aspects of their financial health.
- Prepared Corporation, Partnership, S-Corporation and Individual tax returns
- Identified and researched various tax issues
Accounting Intern
Advanced MedAesthetic Partners
10.2023 - 01.2024
- Processed accounts payable and receivable transactions, maintaining meticulous records.
- Supported month-end closing activities by reconciling general ledger accounts.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
- Demonstrated strong attention to detail when reviewing financial statements for errors or inconsistencies before submission to management.
M&A Tax Intern
KPMG
06.2022 - 08.2022
- Helped clients identify potential tax efficiencies through the lifecycle of a client’s business
- Assisted in drafting presentations and materials for internal and external stakeholders.
- Assisted with due diligence research, contributing to informed decision-making on potential acquisitions.
Education
Master of Accountancy -
Baylor University
08.2023
Bachelor of Business Administration - Accounting
Baylor University
08.2023
Skills
- Problem-solving
- Time management
- Teamwork
- State and local taxation
- GAAP
- Financial statements
- Account reconciliation
- MS office suite
- Microsoft Excel
- Financial reporting
- Alteryx experience
- Tax software proficiency
Certification
- Alteryx Designer Core Certification - November 2022
- IMA RPA Series - December 2022
Timeline
Tax Associate II
Armanino Private Client Advisory
01.2024 - Current
Accounting Intern
Advanced MedAesthetic Partners
10.2023 - 01.2024
M&A Tax Intern
KPMG
06.2022 - 08.2022
Master of Accountancy -
Baylor University
Bachelor of Business Administration - Accounting
Baylor University