Benjamin Bates
Tampa,USA
Summary
Dynamic tax professional with extensive experience in public accounting, excelling in tax return review and income tax provision. Proven ability to mentor teams and enhance client relationships, leveraging skills in various complex tax software systems. Committed to delivering results through strategic planning and effective communication, driving engagement profitability and project efficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Senior/Tax Manager (Manager Promotion 5/25)
Deloitte LLP
Tampa, FL
04.2023 - Current
- Review of large consolidated corporate and state tax returns
- Research various tax issues to draft memorandums supporting a tax position
- Experience preparing, reviewing and auditing the income tax provision (ASC 740)
- Determine entities’ filing requirements by analyzing restructuring
- Create presentations depicting transaction steps, tax implications, and cost-benefit analysis
- Work directly with partners on various revenue-generating projects
- Maintain client relationships
- Delegate tasks to fellow team members and plan engagement timelines with upper management
- Mentor new staff as a peer advisor by providing career advice and an open line of communication
- Monitor and maintain engagement metrics for maximum profitability
Tax Associate/Tax Senior Associate
KPMG LLP
Tampa, FL
01.2021 - 04.2023
- Compliance Services - extensive experience in review of consolidated and single entity corporate and partnership tax returns filed for Federal, state, and local jurisdictions
- Researched complex tax issues to ensure all relevant deductions
- Committed to organizational skills demonstrated by managing the needs of several engagements at once
- Responsible for delegating and reviewing assignments and deliverables prior to manager review
- Able to structure and communicate short, medium and long term goals essential to completing projects and maximize efficiency
Tax Intern
KPMG LLP
Tampa, FL
01.2019 - 03.2019
- Prepared tax workpapers for consolidated corporate engagements
- Utilized various tax software to prepare returns and adjust tax form information
Tax Preparer
Volunteer Income Tax Assistance Program
Gainesville, FL
01.2018 - 06.2018
- Prepared tax returns for low-income taxpayers
- Utilized tax software to e-file tax returns
Education
Master of Accounting - Tax
University of Florida, Fisher School of Accounting
Gainesville, FL05.2020
Bachelor of Science - Accounting
University of Florida, Fisher School of Accounting
Gainesville, FL05.2019
Skills
- Microsoft Office (Excel, Word, Powerpoint)
- GoSystems
- OneSource Tax Software
- Corptax
- RIA Checkpoint
- Tax return review
- Income tax provision
- Tax research
Certification
CPA, AICPA Member
Timeline
Tax Senior/Tax Manager (Manager Promotion 5/25)
Deloitte LLP
04.2023 - Current
Tax Associate/Tax Senior Associate
KPMG LLP
01.2021 - 04.2023
Tax Intern
KPMG LLP
01.2019 - 03.2019
Tax Preparer
Volunteer Income Tax Assistance Program
01.2018 - 06.2018
Master of Accounting - Tax
University of Florida, Fisher School of Accounting
Bachelor of Science - Accounting
University of Florida, Fisher School of Accounting