Summary
Overview
Work History
Education
Professional Development
Timeline
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Dane Williamson

Edgewater,USA

Summary

Dynamic Corporate and Real Estate Tax Accountant adept in financial analysis and strategic planning. Proven track record in managing complex tax compliance projects and enhancing operational efficiencies. Exceptional interpersonal communication skills, fostering strong client relationships while ensuring accurate tax filings and resolutions, contributing significantly to organizational success.

Overview

5
5
years of professional experience

Work History

SENIOR TAX ACCOUNTANT OPS ANALYST

Bank of America
New York, NY
09.2022 - Current
  • Prepared and reviewed federal Forms 1065 and 1120 for operating partnerships and corporate entities, including parent companies and subsidiaries.
  • Managed daily tax compliance and provision tasks for 871M entities, including initiating IRS wire deposits and reconciling foreign tax transactions.
  • Facilitated quarterly estimates and year-end tax projects, including 1042-S remediation, BANA collateral remittances, and population refresh initiatives.
  • Reviewed vendor tax documentation (W-8, W-9) and processed entity-level tax reclassifications in global reconciliation systems.
  • Created process flowcharts and updated procedures to support tax audits, system enhancements, and regulatory changes.
  • Conducted tax research and drafted memoranda summarizing key conclusions; maintained tax basis fixed asset ledgers and partner allocation.
  • Delivered training sessions on tax functions and systems (e.g., JCash), supporting onboarding and cross-team knowledge sharing.
  • Served as subject matter expert for Chapter 61 and IRC equity derivatives tax processes, ensuring compliance and accuracy across client fund operations.

CORPORATE & REAL ESTATE TAX ACCOUNTANT

Angelo Gordon
New York, NY
01.2021 - 07.2022
  • Provided accurate tax filing, processing, and resolutions for the real estate tax compliance group
  • Processed e-file tax extension payments from company's management bank account
  • Coordinated CA waiver letters and 588 extension forms through company M-files tax system
  • Oversee the preparation of quarterly federal and state tax estimates, including members allocations, required withholdings, and entity level filing such as NYC UBT
  • Precisely mailed out corresponding paper filing letters, forms and vouchers to CA franchise tax board
  • Resolved various SALT (State and Local tax) notices, along with EIN confirmation letters in M-files to be shared with the property team
  • Efficiently filed NY 204-LL check payments with vouchers to New York State tax department
  • Assigned to 2021 REIT tax reporting project to provide organization of demand letters, collecting ownership of shares documents, saved organizational charts to respective folders, and shared among outside partners
  • Created new entities partner information sheet to ensure accurate collection of investors personal business information
  • Organized various UBTI state withholding letters to be filed for tax exemption purposes
  • Reviewed, analyzed, and made adjustments to company's Go Systems for several entities' balance sheet
  • Updated Angelo Gordon's tracker for SALT (State and Local tax) payments once processed

TAX PREPARER

Ag Tax & Bookkeeping Services
Yonkers, NY
03.2020 - 06.2020
  • Prepared federal and multi-state tax returns for individual clients
  • Processed federal and New York State estimates and extensions
  • Managed clients files and reports using relevant software, such as Quickbooks and Drake Tax
  • Maintained positive relationships with clients, handled daily phone calls and emails
  • Amended any federal or states tax returns previously filed
  • Responded to clients IRS CP2000 notices and various audit letters

Education

BACHELOR OF BUSINESS ADMINISTRATION - ACCOUNTING

College of Coastal Georgia
12.2019

ASSOCIATE IN BUSINESS ADMINISTRATION -

ASA Miami College
FL
12.2017

Professional Development

  • Member of Coastal Georgia student accounting society
  • Stock Analysis and review: bought and traded stocks
  • Student athlete: captain of High School basketball team, played four years of college basketball
  • Member of Bank of America Black Professional Group (finance leadership committee and event planning committee)

Timeline

SENIOR TAX ACCOUNTANT OPS ANALYST

Bank of America
09.2022 - Current

CORPORATE & REAL ESTATE TAX ACCOUNTANT

Angelo Gordon
01.2021 - 07.2022

TAX PREPARER

Ag Tax & Bookkeeping Services
03.2020 - 06.2020

BACHELOR OF BUSINESS ADMINISTRATION - ACCOUNTING

College of Coastal Georgia

ASSOCIATE IN BUSINESS ADMINISTRATION -

ASA Miami College

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