Alicia Morgan
Summary
Tax professional with a proven track record in managing REIT compliance and tax filing processes. Skilled in international tax knowledge and team leadership, successfully led a team to enhance REIT tax questionnaire process efficiency. Demonstrated expertise in strategic tax planning and collaboration, significantly contributing to organizational goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Director of Tax
Jamestown, L.P.
05.2006 - 08.2024
- Effectively managed compliance of REIT functions and REIT testing processes for REITs, Timber REITs and Reg A Fund REITs.
- Effectively led and managed the tax filing process and timely submission of corporate and partnership tax returns.
- Effectively led and managed the tax filing process and timely submission of all Forms 1099 and 1042-S for investors.
- Consulted with the portfolio management, asset management, transactions teams and legal counsel on REIT tax structuring on acquisitions and dispositions.
- Managed a team of tax professionals, fostering a collaborative environment to achieve departmental goals.
- Assisted in management of outside vendors such as REIT legal counsel and tax advisors.
- Assisted in the structuring of inbound feeders, corporate blockers and other legal structures for the tax efficient investing into REIT funds.
- Streamlined the REIT tax questionnaire process by leading the IT team in creating a software that would improve the company's ability to remain REIT compliant at each property.
- Managed the preparation and filing of thousands of Forms 1040NR for German investors.
- Analyzed and consulted with department teams on proper withholding for the nonresident investors.
- Evaluated the impact of legislative changes on the organization's overall tax position, developing appropriate action plans as necessary.
Tax Manager
KPMG, LP
06.2002 - 04.2006
- Managed the processing and filing of partnership tax returns.
- Managed the processing and filing of Forms 1040NR for thousands of nonresident alien investors.
- Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future tax planning.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Prepared billing invoices for clients
Education
Masters of Taxation -
Georgia State University
Atlanta, GA01-2002
BBA - Accounting
University of Georgia
Athens, GA01-2000
Skills
- Federal Tax Knowledge
- REIT Tax Knowledge
- State and Local Tax Knowledge
- International Tax Knowledge
- Team Leadership Qualities
- Tax Software Proficiency - Prosystem Tax and Engagement
- Teamwork and Collaboration
- Excellent Communication Skills
- Organizational Skills
- Planning and coordination
Certification
- Certified Public Accountant, Georgia State Board of Accountancy, 2006
Affiliations
- Georgia Society of CPAs - Member
- American Institute of Certified Public Accountants - Member
Timeline
Director of Tax
Jamestown, L.P.
05.2006 - 08.2024
Tax Manager
KPMG, LP
06.2002 - 04.2006
Masters of Taxation -
Georgia State University
BBA - Accounting
University of Georgia