Anna GREGORY
Rutherford,NJ
Summary
Results-driven Tax Director with over 20 years of experience in tax compliance, planning, and research. Proven ability to optimize client financial positions while mentoring junior staff and implementing process improvements.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Tax Director
Aprio Advisory Group LLC
Little Falls, New Jersey
11.2001 - Current
- Led tax compliance strategies for diverse client portfolios across multiple industries.
- Managed tax planning initiatives to optimize clients' financial positions and minimize liabilities.
- Collaborated with cross-functional teams to identify potential tax savings opportunities.
- Developed and reviewed federal and state tax returns to ensure accuracy and compliance.
- Advised clients on complex tax issues, providing actionable insights for decision-making.
- Trained and mentored junior staff on tax regulations and best practices in the field.
- Implemented process improvements to enhance efficiency in tax preparation workflows.
- Conducted research on evolving tax laws to maintain compliance for clients' interests.
- Attended professional conferences and seminars to stay abreast of developments in taxation law.
- Prepared quarterly estimates for federal and state income taxes in accordance with Generally Accepted Accounting Principles.
- Identified areas where process improvements can be made within the Tax Department.
- Directed preparation and filing of tax returns for multiple entities, including corporations, partnerships, trusts, estates, individuals and exempt organizations.
- Monitored changes in state and local taxing jurisdictions that could affect the company's liability position.
- Negotiated favorable settlements with taxing authorities in cases of disputed assessments or audits.
- Drafted technical memoranda summarizing research findings on specific tax topics.
- Conducted training sessions with staff members on topics related to taxation law.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Tax Associate
Konigsberg Wolf & Company
New York, New York
06.1998 - 10.2001
- Prepared complex tax returns for individuals and businesses using advanced tax software.
- Advised clients on tax planning strategies to minimize liabilities and maximize benefits.
- Mentored junior staff on best practices in tax compliance and reporting standards.
- Researched evolving tax laws to provide accurate guidance to clients and stakeholders.
- Developed training materials for new employees on essential tax software tools and systems.
- Identified potential tax issues and provided swift, effective solutions.
- Conducted research and compiled backup documentation.
- Evaluated tax regulations and suggested policies to diminish tax burden.
- Researched wide range of tax issues related to business transactions for variety of entities and affiliates.
- Supervised, trained, and mentored associates and interns on tax projects and assessed staff for performance reviews.
- Assisted with state and local tax audits by gathering, organizing and tracking information requested by auditors.
- Counseled clients on tax planning aspects by explaining laws regarding estate tax and gift tax.
Tax Associate
Mahoney, Cohen & Co, CPA
New York, New York
08.1996 - 06.1998
- Prepared individual and business tax returns for diverse clientele.
- Assisted clients in understanding tax obligations and regulations.
- Conducted thorough research on tax laws and compliance issues.
Education
BBA - Accounting And Finance
Pace University
New York (City), NY06-1996
Skills
- Tax compliance
- Tax planning
- Tax research
- Federal regulations
- State tax laws
- Risk management
- Client advising
- Effective training
- State and local tax
- Tax planning strategies
- Tax software proficiency
- Tax controversy resolution
- Tax process improvement
- Registered tax return preparer
Certification
IRS Enrolled Agent
Timeline
Tax Director
Aprio Advisory Group LLC
11.2001 - Current
Tax Associate
Konigsberg Wolf & Company
06.1998 - 10.2001
Tax Associate
Mahoney, Cohen & Co, CPA
08.1996 - 06.1998
BBA - Accounting And Finance
Pace University