Daniel Williams
Hayward
Summary
Enrolled Agent (EA). Dynamic Tax Accountant with experience at PwC, specializing in tax compliance and research. Proven ability to prepare accurate tax returns for diverse entities while maintaining confidentiality. Strong interpersonal skills enhance client relationships, and proficiency in Lacerte tax software ensures precise reporting. Committed to continuous learning and professional development in the tax field.
Overview
2
2
years of professional experience
Work History
Tax Associate
PwC
05.2024 - 05.2025
- Reviewed and analyzed client data and accurately research tax related topics.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Reviewed and prepared accurate tax returns for partnerships, corporations, and non-profit Organizations.
- Participated in continuing education courses to maintain professional knowledge and Enrolled Agent (EA) certifications as a Tax Accountant.
- Reviewed tax returns against workpapers to ensure that tax returns ties to workpapers.
Tax Accountant - Internship
Armanino
01.2023 - 05.2023
- Examined accounts and records and computed individual, partnership, and corporate tax returns according to prescribed tax laws and regulations.
- Reviewed clients tax documents to ensure that all necessary documents for tax preparation are provided.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
Education
Masters of Science: Accounting
California State University, East Bay
Hayward, CA12-2022
Bachelor of Science - Accounting
California State University, East Bay
Hayward, CA08-2019
Skills
- Tax compliance
- Excel, Copilot etc
- Lacerte tax software
- Strong Interpersonal skills
- Tax Research
- Continuous Learning
Certification
Enrolled Agent (EA) - 2024
- Licensed by the Internal Revenue Service (IRS) for demonstrating in dept knowledge in Individual, Partnership, and Corporate tax returns and tax compliance.
Timeline
Tax Associate
PwC
05.2024 - 05.2025
Tax Accountant - Internship
Armanino
01.2023 - 05.2023
Masters of Science: Accounting
California State University, East Bay
Bachelor of Science - Accounting
California State University, East Bay
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