Dinah Larkai
Trophy Club
Summary
Experienced in Financial Reporting, Accounts Payables, Accounts Receivable, General Ledger, Bank Reconciliation, Fiduciary Trust Tax, Partnership Tax, Corporate Tax, Tax Form, 1040, 1041, 1099 DIOB, 1099 Misc., 1099R, 5498, 1065, 1120-REIT, 8621, 8865, 5471, 1120, and 1120S Knowledge of accounting principles (GAAP) Proficient with JD Edwards, Quick books, Microsoft Excel, Outlook, and OneSource Trust Tax, Go systems
Overview
14
14
years of professional experience
1
1
Certification
Work History
Tax Manager
PricewaterhouseCoopers, LLP
10.2022 - Current
- Performed detail-level reviews for partnership and corporate book to tax workpapers, allocations and tax return for business tax services with asset over 1.3 trillion in the investment management industry
- Reviewed tax estimates for business tax services with assets over $1.3 trillion in the investment management industry
- Reviewed foreign filings and workpapers such as form 8865, 8621, and 5471 for business tax services with asset over 1.3 trillion in the investment management industry
- Performed supporting functions such as reviewing PFIC workpapers, reportable transactions, etc.
- Managed, developed and directed team resources, as appropriate, to ensure project and clients expectations are understood and met or exceeded and team members to achieve exceptional deliverables
- Managed client service accounts and engagement workstream and coached team to enhance their skills and performance
- Oversaw successful planning, budgeting, and execution of projects
- Coordinated and monitored day-to-day interactions with clients and team members during engagements
- Identified, assessed, and communicated issues or changes related to the engagement in timely manner
- Built and sustained meaningful, long-lasting relationships with colleagues, clients, and those in the community
- Communicated clearly and concisely with people across all levels and service line/functions
- Answered questions and assisted colleagues with issues related to taxation
- Prepared and reviewed training materials for new hires and team members and trained new hires and team members on the engagements.
Contractor with PwC
MBO Partners
06.2022 - 10.2022
- Performed detail-level reviews for partnership and corporate book to tax workpapers, allocations and tax return for business tax services in the investment management industry
- Performed supporting functions such as reviewing/updating PFIC workpapers, reportable transactions, etc.
- Communicated clearly and concisely with people across all levels and service line/functions
- Answered questions and assisted colleagues with issues related to taxation
Senior Tax Associate
J. Taylor & Associates, LLC
02.2021 - 06.2022
- Applied knowledge of tax laws, regulations, and financial accounting principles to complete work, review the work of others, and identify issues.
- Prepared tax for forms 1040, 1065, 1120S, 1120, 709, and 1041
- Prepared quarterly tax estimates for individual returns
- Performed detail-level reviews for partnership work papers, allocations, and K-1s for real estate industry
- Communicated clearly and concisely with people across all levels and service line/functions
- Participate in the firm and departmental initiatives and administration of the department
- Answered questions and assisted colleagues with issues related to taxation
Tax Consultant II
Deloitte Tax, LLP
01.2020 - 06.2020
- Prepared partnership book to tax workpapers, allocations and tax return for business tax services with assets over $274 billion in the investment management industry
- Performed supporting functions such as remediating, and gathering K-1s in Deloitte tax software, and assisted with mapping the partnership footnote for the K-1s and returns
- Prepared/Reviewed tax estimates for business tax services with assets over $274 billion in the investment management industry
- Performed detail-level reviews for partnership workpapers, allocations, and K-1s for business tax services with over 25 billion in the real estate industry
- Communicated clearly and concisely with people across all levels and service line/functions
- Answered questions and assisted colleagues with issues related to taxation
- Attended required Deloitte Tax LLP and sector-specific training
Senior Tax Associate
Grant Thornton, LLP
01.2019 - 01.2020
- Applied knowledge of tax laws, regulations, and financial accounting principles to complete work, review the work of others, and identify issues
- Reviewed tax form 1065, 1120-REIT, 1120, and 1120S
- Performed research using appropriate tools to address client questions by reading and interpreting tax laws, regulations, and other data under some guidance
- Managed and directed team resources, as appropriate, to ensure project and clients expectations are understood and met or exceeded
- Coordinated and monitored day-to-day interactions with clients and team members during engagements
- Identified, assessed, and communicated issues or changes related to the engagement in timely manner
- Built and sustained meaningful, long-lasting relationships with colleagues, clients, and those in the community
- Communicated clearly and concisely with people across all levels and service line/functions
- Answered questions from clients and colleagues related to taxation
- Emphasized and always focused on my commitment to client satisfaction by providing timely and effective responses to client needs and compliance requirements
- Provided guidance and feedback to staff and interns
Senior Tax Associate
Ernst and Young, LLP
08.2015 - 01.2019
- Reviewed and modified accounts, beneficiaries, transactions, and sales data bridged from client accounting systems to company’s OneSource Trust Tax software
- Applied knowledge of tax law and used software applications to correct data in numerous ways, such as modifying tax code and complying with client’s information
- Reviewed and interpreted accounting concepts such as Income Reallocation, Widely Held Fixed Investment Trust (WHFIT), Return of Capital, and Wash sales
- Prepared tax form 1041, 1099Misc, 1099DIOB, 1099R, and 5498
- Prepared Asset Review and Corporate Action
- Created operational efficiencies to produce time sensitive, high-quality services and work products thorough understanding of fiduciary tax law and concepts vital to prepare fiduciary tax
- Established and fostered strong relationships with clients by communicating effectively and efficiently and ensured client satisfaction by providing timely and effective responses to client needs and compliance requirements, resulting in the enhancement of lasting relationships
- Prepared training materials for new hires and trained new hires
Staff Accountant
Unity Hunt, Inc.
05.2012 - 08.2015
- Classified financial transactions according to the appropriate general ledger account
- Prepared accurate financial statements and analyzed quarterly balance sheet accounts for firm reporting
- Performed complex general accounting functions, including preparation of journal entries, account analysis balance sheet reconciliations and reconciliations of the general ledger in JD Edwards
- Generated financial statements and facilitated account closing procedures at the end of each quarter
- Trained new hires on accounting principles and company procedures
- Performed Accounts Payable and Accounts Receivable function, researched, and resolved account payables discrepancies
Education
Bachelors of Business Administration - Accounting
University of Texas at Arlington
Arlington, TX12.2011
Bachelors of Business Administration - Management
University of Texas at Arlington
Arlington, TX12.2010
Skills
- Tax training development
- Tax compliance
- Tax client relationship management
- Teamwork and collaboration
- Analytical thinking
- Financial analysis and reporting
- Team management and team building
- Critical thinking
- Problem-solving
- Tax project management
- Tax professional development
- Tax industry knowledge
- Financial reporting acumen
- Partnership taxation expertise
- Tax research
Certification
- Certified Enrolled Agent
Languages
English
Professional Working
Timeline
Tax Manager
PricewaterhouseCoopers, LLP
10.2022 - Current
Contractor with PwC
MBO Partners
06.2022 - 10.2022
Senior Tax Associate
J. Taylor & Associates, LLC
02.2021 - 06.2022
Tax Consultant II
Deloitte Tax, LLP
01.2020 - 06.2020
Senior Tax Associate
Grant Thornton, LLP
01.2019 - 01.2020
Senior Tax Associate
Ernst and Young, LLP
08.2015 - 01.2019
Staff Accountant
Unity Hunt, Inc.
05.2012 - 08.2015
Bachelors of Business Administration - Management
University of Texas at Arlington
Bachelors of Business Administration - Accounting
University of Texas at Arlington