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Asset & Wealth Management, Marcus US Deposits Business Controls & Risk Management, Associate - Richardson

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Accomplished Tax Manager with over a decade of experience in asset and wealth management taxation, specializing in US Regulated Investment Companies (RICs). Expertise in tax calculations, process automation, and workflow optimization using Alteryx and Excel. Skilled in leading teams, training professionals, and improving tax reporting accuracy. Seeking an opportunity to apply technical expertise and leadership skills in a dynamic financial services environment

Detail-oriented and analytically driven Senior Associate with 3+ years of experience in Audit and Wealth Management at PwC. Proven expertise in financial reporting, risk assessment, and regulatory compliance for high-net-worth individuals, stakeholders, and institutional clients. Adept at leading audit engagements, collaborating with cross-functional teams, and delivering strategic insights to enhance client value and financial performance. Strong command of IFRS, GAAP, and financial advisory tools. Committed to delivering exceptional client relationship management and team leadership while driving performance measurement and benchmarking.

Tax associate specializing in accurate and efficient tax return preparation. Completed 150 credits necessary for CPA exam eligibility, demonstrating commitment to professional development.

Experienced with mobility consulting and delivering comprehensive relocation solutions. Utilizes strategic planning and client-focused approaches to enhance workforce mobility. Track record of successful client relations and seamless transition management.
Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
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.
Developed strong analytical and problem-solving skills in fast-paced, client-focused environment. Skilled in tax planning, compliance, and financial reporting, with strong focus on accuracy and efficiency. Looking to transition into new field where these skills can drive significant contributions and impact.

Christian Allen

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Tax Associate – Asset and Wealth Management

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BS/MS - Accounting

High School Diploma -

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Tax Associate – Asset and Wealth Management

Advance Intern

Intern

Start Intern

Supplemental Instructor

BS/MS - Accounting

High School Diploma -

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