Advised Tishman Speyer on tax issues related to REITs, partnerships, and transactions, including due diligence, structuring, compliance, and planning.
Reviewed complex tax returns and workpapers, including Forms 1065, 1120-REIT, and 1120, for Tishman Speyers diverse set of portfolios.
Conducted tax research and analyzed complex tax issues, providing innovative and practical solutions to Tishman Speyer.
Prepared gain calculations for various types of transactions, including sales, exchanges, and partnership transactions.
Developed various tax technology tools to streamline tax processes, improve efficiency, and reduce risk for Tishman Speyers tax department.
Real Estate Tax Senior Associate
PricewaterhouseCoopers
New York, NY
01.2020 - 05.2022
Assisted engagement teams in preparing and reviewing tax return workpapers for real estate investment funds including corporations, REITs, and partnerships.
Reviewed and filed Schedule K-1's, Form 1042-S, Federal and State Extensions/Returns for Partnerships and Corporations (Form 1065, 1120, 1120-REIT), as well as various other tax compliance Forms and schedules.
Worked with teams and clients on various tax consulting and compliance projects which included,REIT tax due diligence, real estate tax structuring, tax research, and tax technology.
Took lead in training our Tax delivery centers in preparing various tax deliverables, updating them on tax technical , and implementing the use of tax automations.
Asset and Wealth Management Tax Intern
PricewaterhouseCoopers
New York, NY
06.2018 - 09.2019
Prepared work-papers to determine taxable income reported on Schedule K-1 for investors for various private equity funds and hedge funds.
Completed tax returns for partnerships/corporations and communicated directly with the client to comply with standards.
Performed analysis for supporting forms by understanding complex tax implications and adjusting for changes in the law.
Assisted the engagement director in managing a team of over 100 members and implemented solutions for future projects.
Tax Intern
BRAND SONNENSCHINE & CO LLP
New York, NY
01.2017 - 03.2018
Prepare corporate and non-for profit tax returns to meet government requirements and deadlines.
Construct tax projections to ensure proper tax planning for the company's clients.
Assisted in auditing in designated areas of the clients balance sheets and income statements.
Education
Bachelor of Arts - Accounting and Minor in Management
Yeshiva University
New York, NY
2018
Skills
Proficient in Microsoft Word, Excel ( including VBA), and PowerPoint
Proficient in tax software, including CCH Axcess, ProSystem fx Tax, and Onesource
Strong knowledge of US GAAP and tax regulations
Experience with tax modeling and technology tools
Excellent analytical and problem-solving skills
Strong communication and interpersonal skills
Ability to manage multiple tasks simultaneously
Detail-oriented and highly organized
Timeline
Real Estate Tax and Transactions Senior Associate
Ernst & Young - Outsourced to Tishamn Speyer Tax
05.2022 - 12.2023
Real Estate Tax Senior Associate
PricewaterhouseCoopers
01.2020 - 05.2022
Asset and Wealth Management Tax Intern
PricewaterhouseCoopers
06.2018 - 09.2019
Tax Intern
BRAND SONNENSCHINE & CO LLP
01.2017 - 03.2018
Bachelor of Arts - Accounting and Minor in Management
Global Mobility (Immigration) - Senior Associate at Ernst & Young Tax Consultants Sdn BhdGlobal Mobility (Immigration) - Senior Associate at Ernst & Young Tax Consultants Sdn Bhd