Professional tax specialist with proven a proven track record in managing complex tax portfolios and ensuring compliance with regulatory standards. Known for a collaborative approach and results-driven mindset, consistently adapting to meet evolving client needs. Highly skilled in tax planning, financial analysis, and team leadership, valued for reliability and adaptability.
Work History
Senior Tax Accountant
1 Year 7 Months
Crestline Investors | 03.2025 - 10.2026
Reviewed partnership and entity returns for completeness, consistency, and statutory compliance.
Reviewed domestic and foreign partnership and entity returns for completeness, consistency, and statutory compliance.
Streamlined recurring tax processes by improving documentation, review steps, and filing workflows.
Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
Coordinated the outsourcing of international tax services to specialized vendors, monitoring progress and quality throughout the engagement.
Collaborated with external auditors and advisors to gather documentation and clarify tax positions.
Senior Tax Accountant
5 Months
Trinity Investors | 10.2024 - 03.2025
Negotiated solutions with taxing authorities regarding disputed items or discrepancies found during audits.
Prepared tax work papers to support income tax return compliance.
Guided and supported junior staff on various tax-related matters, fostering their professional growth.
Maintained up-to-date knowledge of changing legislation related to taxation matters.
Developed new procedures that enhanced departmental efficiency.
Supported month-end closing process by booking tax accruals.
Staff Accountant
Trinity Investors | 10.2024 - 10.2024
Collaborated with external auditors during year-end audit, ensuring timely responses to inquiries and requests for documentation.
Analyzed financial data and generated comprehensive monthly, quarterly, and annual reports for management review, facilitating informed decision-making.
Assisted in the preparation of tax filings.
Streamlined processes and procedures within accounting department, enhancing operational efficiency and accuracy.
Tax Associate
2 Years 1 Month
KPMG | 09.2021 - 10.2023
Prepared and filed tax returns for partnerships, ensuring compliance with relevant regulations.
Utilized tax preparation software to enhance accuracy in tax return preparation.
Prepared and assisted in preparing simple to complex tax returns for partnerships, addressing specific client needs.