Andrew Roberson
Austin,TX
Summary
Tax accountant and financial analyst specializing in United States (U.S.) Tax forms and filing preparation and international real estate funds, with experience working with global counterparts for a Big Four accounting firm while based out of London, UK. Professional history is demonstrative of leadership ability, strategic planning and problem-solving acumen. Has experience assisting senior management in meeting demanding targets through leading staff, and coordinating resources for multiple engagements, in a timely manner. Is methodical and well-organized in coverage optimization to meet operational demands; well-versed in personnel management, engagement management, and U.S. tax accounting principles. Is seeking to use education and experience acquired, in a role that maximizes skillset and allows for learning and professional advancement.
Overview
4
4
years of professional experience
Work History
Assistant Manager
Deloitte LLP
London, UK
07.2020 - 05.2023
- Collaborated with integrated Partner/Manager/Associate teams on large private equity / real estate fund transactions, restructurings and planning U.S. tax compliance engagements for global funds
- Managed various advisory projects, researched complex US tax issues impacting private equity, real estate, and infrastructure funds, all within international entities context
- Managed day-to-day activities on specific projects, including looking after economic and risk aspects of engagements
- Assisted with deepening relationships with clients and targets, host client meetings/calls, and contributing to winning new business
- Worked closely with colleagues in other departments of the firm, particularly for real estate transactions and High Net Worth (HNW) clients for U.S. tax compliance
- Supported the acquisition of additional business for new and existing clients, as well as contributing to the development of new market opportunities
- Aided in developing 15+ Analysts and Consultants through hands-on advice and support
Analyst
Deloitte LLP
London, UK
12.2018 - 07.2020
- Identified and resolved issues through financial analysis and regulatory U.S. tax law research
- Validated results and delivered detailed review of data accuracy for tax returns
- Provided analysis, documentation and testing, and implemented U.S. tax compliance projects for high-level review and reporting to clients
- Collected, arranged and input financial information to database system for production of deliverables and partnership/corporate tax returns for clients
- Assisted in creation of business proposals for existing and new clients for additional services
Education
Master of Science - Accounting
Texas Tech University
Lubbock, TX05.2018
BBA - Accounting
Texas Tech University
Lubbock, TX05.2016
Skills
- Legal document analysis of sales/share and purchase agreements, limited partnership agreements, etc
- US Tax reporting/compliance preparation and financial analysis for Real Estate, Private Equity and Infrastructure funds investments
- International team/personnel management
- Communication and time-management vertically within the organizational hierarchy
- Fluent in Microsoft Excel
- Organizational structuring and planning for tax efficiency purposes
Timeline
Assistant Manager
Deloitte LLP
07.2020 - 05.2023
Analyst
Deloitte LLP
12.2018 - 07.2020
Master of Science - Accounting
Texas Tech University
BBA - Accounting
Texas Tech University