Carolyn Payne
DAVIS,CA
Summary
CPA eligible Asset & Wealth Management Tax Accountant with experience in Venture Capital, Private Equity & Hedge Funds.
Overview
6
6
years of professional experience
Work History
Experienced Tax Associate
KPMG
Remote
05.2022 - Current
- Complete 1065 returns using GoSystems
- Prepare Tax Workpapers
- Extensive work with Passive Foreign Investment Companies
- Complete, Print & Review Total K-1s, as well as Individual Federal K-1s using data automations & various programming
- Prepare memos for Franchise Tax Board & IRS
Tax Intern
PricewaterhouseCoopers, PwC
Sacramento, CA
01.2022 - Current
- Completed 1065 returns using GoSystems
- Completed Tax Workpapers
- Earned Digital Acceleration & Human Centered Design Certifications
- Executed Passive Foreign Investment Company Statements & 926 Statements
- Completed, Printed & Reviewed Total K-1s, as well as Individual Federal K-1s using Data Automations
- Participated in the Review Process for Returns, and Volunteered as a Quality Reviewer for Paper FIling of Returns & Forms
- Interacted with Employees & Clients from various contries to execute the return process
Staff Accountant
Ullrich Delevati CPAs
Woodland, CA
01.2021 - 06.2021
- Completed Complex 1040 returns using CCH
- Worked Alongside the Tax Manager on 1065 and 1120s Returns
- Completed Tax Planning & Analysis for Retirement Accounts
- Worked with Bookkeeping Clients operating QuickBooks Online & QuickBooks Enterprise
- Completed Payroll Using ADP Workforce
- Accounted for rental transactions using Quicken Rental Property Manager
- Assisted with various HR tasks for NFPs
- Worked at Different Client Sites and Had Frequent Client Contact
EMS Communications Specialist (Medical Dispatcher)
Enloe Medical Center
Chico, CA
02.2016 - 09.2020
- Certified by International Academy of Emergency Medical Dispatch
- Juggled Multiple Responsibilities and Maintained Strict Compliance During the Onset of COVID-19
- Coordinated FlightCare responses for our FlightCare team
- Prepared Patient Insurance and Personal Information for Billing
- Worked with many different county agencies such as, CalFIRE, the Sheriff's Department & Local Police
- Departments to Execute Reponses
Education
Master of Science - Taxation
Golden Gate University
12.2023
Bachelor of Science - Accounting
California State University, Chico
Chico, CA12.2020
Associate of Science - Business Administration
Butte College
Oroville, CA05.2020
Associate of Science - Business Administration, Transfer
Butte College
Oroville, CA05.2020
Associate of Science - Social Science
Yuba College
Marysville, CA12.2018
Skills
- Corporate Accounting
- Microsoft Excel
- PFICs
- Federal Income Tax
- Asset & Wealth Management
- Partnerships
Timeline
Experienced Tax Associate
KPMG
05.2022 - Current
Tax Intern
PricewaterhouseCoopers, PwC
01.2022 - Current
Staff Accountant
Ullrich Delevati CPAs
01.2021 - 06.2021
EMS Communications Specialist (Medical Dispatcher)
Enloe Medical Center
02.2016 - 09.2020
Master of Science - Taxation
Golden Gate University
Bachelor of Science - Accounting
California State University, Chico
Associate of Science - Business Administration
Butte College
Associate of Science - Business Administration, Transfer
Butte College
Associate of Science - Social Science
Yuba College