Ashlyn Reece
Danville,CA
Summary
Tax professional prepared for senior-level responsibilities in tax planning and compliance. Proven ability in managing and optimizing tax return processes, ensuring adherence to regulatory standards. Emphasizes team collaboration and adaptability to meet dynamic client needs, with strong analytical and advisory skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Frank, Rimerman, & Co. LLP
10.2020 - Current
- Developed staff by teaching them technical skills, how to resolve discrepancies and how to maximize efficiency.
- Managed multiple high-priority projects simultaneously, meeting strict deadlines while maintaining attention to detail and accuracy.
- Leveraged advanced knowledge of federal, state, and local tax laws to provide expert guidance to clients across various industries.
- Prepared clear written correspondence explaining complex tax concepts to clients in a simplified manner, enhancing their understanding of financial matters.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Prepared tax returns, extensions, and tax planning calculations for high-net-worth individuals, trusts, partnerships, corporations, and private foundations.
Tutor and Grader
University of Oregon
01.2019 - 06.2019
- Company Overview: School of Accounting
- Graded homework assignments and case studies for 65 students taking Intermediate Accounting
- Led tutoring sessions for students in Intermediate Accounting through holding office hours twice a week
- School of Accounting
Project Accounting Intern & Accounts Payable Intern
Webcor Builders
06.2016 - 06.2019
- Processed Accounts Payable & subcontractor invoices, bettering the efficiency of the department
- Reviewed W9s for new vendors, requiring a high attention to detail
- Assembled Owner Billings and communicated with subcontractors missing closeout documents
- Collected closeout documents for the $900M San Francisco General Hospital rebuild project
Tax Intern
Jones & Roth CPAs & Business Advisors
01.2019 - 04.2019
- Assisted partners with various tax projects as needed during busy season.
- Scoped hundreds of 1040 tax returns, increasing the department's capacity for tax preparation.
- Assisted tax administration with source data entry in order to move returns into the preparation pool and streamline the process.
- Completed tax proformas for partnership tax returns.
- Mailed 1099s out to clients on time, meeting 100% of deadlines.
Tax Intern
Clifton Larson Allen, LLP
06.2017 - 08.2017
- Prepared individual, partnership and corporation tax returns.
- Collaborated with other interns to create a benchmarking project for data on current clients.
- Created and analyzed shareholder basis schedules.
- Filed work papers in multiple electronic storage databases.
- Drafted engagement letters for client services.
Education
Master of Science - Accounting
University of Oregon
Eugene, OR06-2020
Bachelor of Science - Accounting
University of Oregon
Eugene, OR06-2019
Skills
- Strong communication skills
- Organizational growth
- Team leadership qualities
- Continuous learning mindset
- Tax compliance expertise
- Tax research
- Project management capabilities
- Data analysis
- Tax planning strategies
- Tax return preparation
Certification
- Certified Public Accountant (CPA) - License Number 148735, Issued November 2021, Active
Timeline
Senior Tax Associate
Frank, Rimerman, & Co. LLP
10.2020 - Current
Tutor and Grader
University of Oregon
01.2019 - 06.2019
Tax Intern
Jones & Roth CPAs & Business Advisors
01.2019 - 04.2019
Tax Intern
Clifton Larson Allen, LLP
06.2017 - 08.2017
Project Accounting Intern & Accounts Payable Intern
Webcor Builders
06.2016 - 06.2019
Master of Science - Accounting
University of Oregon
Bachelor of Science - Accounting
University of Oregon
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