BRENDAN C. WATSON, MSA
NORTH PROVIDENCE,RI
Summary
Aspiring CPA with five years of expertise in preparing individual, corporate, partnership, and non-profit tax returns. Skilled in tax planning and building strong client relationships. Proficient with multiple tax software systems. Known for executing strategic initiatives, delivering high-quality results, and consistently providing exceptional client service. Strong analytical, problem-solving, and organizational skills. Seeking a challenging role to leverage expertise and contribute to an organization’s success.
Overview
4
4
years of professional experience
Work History
Senior Tax Associate
Verdolino & Lowey, P.C.
08.2025 - Current
- Prepare and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, and C-corporations, non-profit, and fiduciaries, ensuring accuracy and compliance with current tax law.
- Lead preparation of tax workpapers, adjusting journal entries, and book-to-tax reconciliations, including fixed asset depreciation and §199A, §163(j), and §754 calculations.
- Manage multiple engagements simultaneously by prioritizing deadlines, communicating status updates, and coordinating with managers, partners, and cross-functional teams.
- Research complex tax issues using CCH and Bloomberg Tax and draft technical memoranda summarizing conclusions and recommending tax-efficient strategies.
- Identify planning opportunities to minimize client tax liability, including entity restructuring, basis planning, and timing of income/expense recognition.
- Review junior staff work for accuracy, provide coaching and feedback, and assist in developing training materials and onboarding processes.
- Support IRS and state audit responses by compiling documentation, preparing narratives, and communicating with tax authorities on client matters.
- Perform year-end tax projections, quarterly estimated tax calculations, and cash tax planning analyses.
- Maintain strong client relationships through proactive communication, timely deliverables, and clear explanations of complex tax positions.
- Utilize tax software (e.g., ProSystem fx) and workflow tools to improve efficiency and maintain high-quality standards.
Tax Accountant
Oliveira & Associates, LTD.
10.2023 - 07.2025
- Prepared and filed individual, corporate, partnership, and non-profit tax returns, ensuring compliance with relevant tax laws and maximizing tax benefits for clients.
- Assisted clients with tax planning, providing strategic guidance to optimize financial outcomes and reduce tax liabilities.
- Conducted in-depth tax research to identify opportunities for clients to minimize their tax liabilities effectively.
- Established clear and open communication with clients, addressing their tax-related inquiries and providing timely updates on the status of their returns and planning.
- Collaborated effectively within a team to ensure alignment with company mission and values, contributing to a productive and positive work environment.
- Proficient with the ATX tax software.
Tax Associate II
PKF O'Connor Davies
01.2022 - 10.2023
- Prepared and filed individual, corporate, partnership, and non-profit tax returns, ensuring accuracy and compliance with federal, state, and local tax regulations.
- Assisted in the development of tax planning strategies to optimize clients' financial outcomes, including recommendations for deductions, credits, and other tax-saving opportunities.
- Collaborated with senior accountants and managers to meet firm-wide goals, ensure adherence to company policies, and maintain high-quality work standards.
- Proficient with CCH Engagement, CCH Axcess, CCH Fixed Assets, Microsoft Excel, and Practice Management.
Tax Preparer
David J. Shepherd, CPA
02.2022 - 09.2022
- Prepared and filed individual tax returns ensuring accuracy and compliance with federal, state, and local tax regulations.
- Proficient with Intuit ProConnect and Intuit Lacerte.
Education
Master of Science - Accounting
Purdue University Global
West Lafayette, IN07-2025
Bachelor of Arts - Accounting
Rhode Island College
Providence, RI12.2022
Skills
- Leadership & Management
- Hardworking & Dedicated
- Ambitious & Goal-Oriented
- Eager to Learn & Adapt
- Strong Communication Skills
- Organizational growth
Timeline
Senior Tax Associate
Verdolino & Lowey, P.C.
08.2025 - Current
Tax Accountant
Oliveira & Associates, LTD.
10.2023 - 07.2025
Tax Preparer
David J. Shepherd, CPA
02.2022 - 09.2022
Tax Associate II
PKF O'Connor Davies
01.2022 - 10.2023
Master of Science - Accounting
Purdue University Global
Bachelor of Arts - Accounting
Rhode Island College