Diana Gutierrez
Senior Tax Accountant
Dallas,TX
Summary
Knowledgeable Senior Tax Associate at KPMG LLP, with solid foundation in tax preparation, and especially skilled with hedge fund partnerships. Successfully assisted clients with federal and state tax filings and compliance, ensuring accurate and timely submissions. Leveraging tax compliance expertise and strong communication skills, I excel in delivering precise tax solutions and mentoring junior staff, thus driving efficiency and accuracy in complex tax environments. Proficient in GoSystem Tax, CCH, and Microsoft Excel software.
Overview
5
5
years of professional experience
1
1
Certification
2
2
Languages
Work History
Senior Tax Associate
KPMG LLP
Dallas, TX
10.2023 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Balanced team communication between managers and junior staff to ensure efficient progress in over 30 engagements.
- Prepared clear written correspondence explaining complex tax concepts to clients in a simplified manner, enhancing their understanding of financial matters.
- Completed in-depth research into tax issues affecting federal and state income to offer expert advice and accurately prepare submissions.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
Tax Associate
KPMG LLP
Walnut Creek, CA
11.2021 - 10.2023
- Completed and filedreturns with tax departments at state and federal levels.
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
- Utilized the tax softwares GoSystem Tax and CCH to accurately prepare extensions, returns and additional tax forms for partnerships, corporations, and individual taxpayers.
Tax Intern
Sol Schwartz & Associates, PC
01.2021 - 06.2021
- Prepared various tax forms and documentation associated with tax compliance for corporations, partnerships, individuals, and trusts.
- Prepared workpapers, reconciliations, and schedules for efficient review by supervisors or managers.
- Organized client tax documents to facilitate quick preparation of tax returns.
Education
BBA - Accounting
St. Mary's University
San Antonio, TX 05.2001 -
Skills
Strong communication skills
Tax compliance expertise
Team leadership qualities
Project management capabilities
Tax software proficiency
Teamwork
Certification
Active PTIN
Timeline
Active PTIN
01-2026
Senior Tax Associate
KPMG LLP
10.2023 - Current
Tax Associate
KPMG LLP
11.2021 - 10.2023
Tax Intern
Sol Schwartz & Associates, PC
01.2021 - 06.2021
BBA - Accounting
St. Mary's University
05.2001 -