Summary
Overview
Work History
Education
Skills
Languages
Timeline
RELEVANT COURSEWORK
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Daniela Preciado Cortes

Woodhaven,NY

Summary

Self-motivated and detail-oriented accounting professional with experience in tax preparation for partnerships, corporations, and investment funds. Skilled in leveraging tax software and Excel to deliver accurate, timely results. Recognized for strong collaboration in team environments, adaptability under deadlines, and commitment to producing high-quality work

Overview

6
6
years of professional experience

Work History

Tax Associate

RSM
10.2024 - Current
  • Prepared federal and state tax returns for partnerships, including fund of funds, private equity, and hedge funds.
  • Utilized GoSystems, PartnerSight, CCH Axcess, and Excel to streamline tax preparation and reporting.
  • Reviewed investor allocations, K-1s, and supporting schedules for compliance and accuracy.
  • Collaborated with teams to resolve discrepancies and meet strict filing deadlines.

Waiter

AYS
05.2019 - 10.2024


  • Provided friendly, courteous service to create memorable moments for guests.
  • Presented food and beverages on buffet tables and drink stations in line with formality and specifications of each event.

Commercial Tax Intern

CBIZ
01.2024 - 04.2024
  • Assisted with preparation of federal and state corporate and partnership tax returns.
  • Supported tax compliance by preparing workpapers using CCH Axcess and Excel.
  • Prepared and reviewed tax extensions and tax returns for individuals, partnerships, and corporations using CCH Axcess Tax.

Tax Intern

RSM
06.2023 - 08.2023
  • Assisted in preparing partnership and corporate tax returns using GoSystems and Excel.
  • Supported data gathering, reconciliations, and timely completion of deliverables.

Education

Masters of Science - Accounting

Queens College/CUNY
Flushing, NY
12.2024

Bachelor of Business Administration - Accounting

Queens College/CUNY
Flushing, NY
05.2023

Skills

  • Excel
  • Proficient in Word
  • CCH Axcess proficiency
  • Gosystems
  • Partnersight

Languages

Spanish (Fluent)

Timeline

Tax Associate

RSM
10.2024 - Current

Commercial Tax Intern

CBIZ
01.2024 - 04.2024

Tax Intern

RSM
06.2023 - 08.2023

Waiter

AYS
05.2019 - 10.2024

Masters of Science - Accounting

Queens College/CUNY

Bachelor of Business Administration - Accounting

Queens College/CUNY

RELEVANT COURSEWORK

  • Intermediate Accounting
  • Cost Accounting
  • Federal & NY State Tax
  • Auditing
  • Business Economics
  • Gov & Not for Profit Acct & Auditing