AQILA DIAMBALLA
New York,NY
Summary
Motivated and detail-oriented Tax Accountant with hands-on experience in preparing and reviewing complex federal and multi-state tax returns for high-net-worth individuals, partnerships, and corporations. Proven ability to identify tax-saving strategies, streamline compliance processes, and support high-quality client service. Experienced in using Lacerte, QuickBooks, and Microsoft Excel to improve accuracy and efficiency. Passionate about continuous learning, emerging financial technologies, and providing strategic tax solutions to diverse clients. Fluent in French and proficient in English. CPA Eligible – Planning to sit for the CPA Exam.
Overview
2
2
years of professional experience
Work History
Tax accounting
Alvarez & Marsal
11.2023 - 05.2025
- Prepared complex federal and multi-state tax returns for high-net-worth individuals, corporations, partnerships, trusts, and estates.
- Partner closely with high-net-worth individuals, large family groups, and family offices to handle tax work papers for their businesses, investments and estate planning entities.
- Prepare tax accounting adjustments and financial statements for individuals, corporations, partnerships, trusts, and estates.
- Prepare personal, corporate, partnership, and estate/trust tax returns of varying complexity.
- Understand client tax issues and situations and assist with tax research.
- Identify and recommend tax strategies that better position a client’s understanding of tax law.
- Understand client tax issues/situations and assist with tax research.
- Correspondence with tax authorities, and/or IRS inquiries. Draft responses to governmental queries, notes, or mandates.
- Assist other team members with tax responsibilities, as necessary.
- Uphold the firm’s code of ethics and business conduct.
Tax Intern
Apercern Partners llc
06.2023 - 09.2023
- Prepare & review individual, partnership, flow-through entity, fiduciary, gift, and other various tax returns for clients
- Prepare tax work papers, extensions, estimates, and tax advice for clients
- Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax advice. Ability to interface with appropriate tax agencies.
- Assist in developing solutions to complex tax consulting issues through research, use of advanced technology and deliberation with other team members
- Perform all aspects of engagement tasks assigned under oversight of senior staff
- Maintain firm privacy and confidentiality standards for all client matters
Education
Master of Science - Accounting
Cuny, Brooklyn College
05.2027
Bachelor of Finance - undefined
Baruch College
05.2022
Skills
- Tax compliance expertise
- Federal and multi-state tax returns
- Tax Research & Strategy
- Proficient in QuickBooks
- Excel proficiency
- Analytical & Critical Thinking
- Effective client communication
- Tax agency communication
- Financial Reporting
Accomplishments
Developed and implemented streamlined tax workpaper processes for family offices and estate planning clients, reducing preparation time by 25% while improving accuracy and consistency across multi-entity filings.
LANGUAGES
French Native
English Proficient
Interests
- Tax Policy & Legislative Trends – Passionate about understanding how evolving tax laws impact individuals and businesses, especially in the tech and startup space
- Financial Technology (FinTech) – Enthusiastic about tools that enhance tax compliance and streamline accounting processes
- Community Financial Empowerment – Committed to advancing financial literacy among underserved communities through workshops and mentoring
- Lifelong Learning – Actively pursuing new certifications, tax updates, and professional development opportunities
- Multilingual Communication – Using French and English fluency to bridge cultural and linguistic gaps in financial services
KEY ACHIEVEMENTS
- Tax Automation Project Lead: Spearheaded the adoption of an advanced tax software solution, cutting processing time by 30%, and positively impacting team output.
- Client Tax Advisory Champion: Delivered exceptional tax advisory services, resolving complex tax issues and boosting Client satisfaction ratings by 15%.
- Quality Control Initiative Creator: Assisted a colleague in developing a quality control program that reduced tax filing errors by 20%, improving the accuracy and reliability Of tax reports.
Timeline
Tax accounting
Alvarez & Marsal
11.2023 - 05.2025
Tax Intern
Apercern Partners llc
06.2023 - 09.2023
Bachelor of Finance - undefined
Baruch College
Master of Science - Accounting
Cuny, Brooklyn College
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