Tax associate specializing in accurate and efficient tax return preparation. Completed 150 credits necessary for CPA exam eligibility, demonstrating commitment to professional development.
Overview
3
3
years of professional experience
Work History
Asset & Wealth Management Tax Associate
PwC US Tax LLP
NYC
06.2023 - 08.2024
Prepared corporate tax estimate work papers, whitepaper estimate letters and generator work papers.
Reviewed corporate tax estimate work papers, true up work papers, and white estimate work papers.
Leveraged KPMG Digital Gateway software to save PBC files in Tax Docs.
Generated XML file in Alteryx Designer software.
Utilized Track software to update footnotes and prepared K-1, & K-3.
Ensured accuracy of all calculations by double-checking against prior year's returns.
Attended seminars and workshops related to taxation matters.
Asset & Wealth Management Tax Seasonal Intern
PwC US Tax LLP
NYC
01.2023 - 04.2023
Prepared corporate tax work papers, organized PBC files in tax docs.
Utilized Track software to run K-1 & K-3, and used DMS to find prior year work papers.
Collaborated with the team to resolve complex tax calculations.
Generated XML file in Alteryx Designer software for foreign filers.
Participated in team meetings and brainstorming sessions to contribute ideas and insights.
Contributed to ongoing learning and development by actively seeking feedback and asking questions.
Participated in training sessions and workshops to enhance knowledge and skillset.
Maintained confidentiality when handling sensitive information or documents.
Developed strong organizational and time management skills by completing multiple tasks simultaneously.
Staff Tax Accountant
WithumSmith+Brown
NYC
06.2022 - 09.2022
Consulted clients via email to receive the information of trial balance, PBC request lists to prepare C-corp return.
Uploaded all information into Box folders and CCH Engagement software.
Prepared C-Corp federal work-papers, state work-papers, and Quarter estimated work-papers through excel sheets and imported into GoSystems software.
Utilized GoSystems software for E-filing, extensions, and vouchers.
Maintained organized files of relevant paperwork related to each client's taxes.
Volunteer Income Tax Assistance (VITA)
IRONBOUND COMMUNITY CORPORATION
Newark, NJ
01.2022 - 04.2022
Interviewed clients on taxable income and deductible expenses and allowances.
Collected W-2 Forms and additional information on taxable income to prepare tax return.
Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Managed applicable consistencies, allowances, and calculations to minimize tax liability.
Used TaxSlayer software to prepare tax files for up to 30 clients.
Responded quickly to meet client needs and resolve problems.
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
Tax Office Assistant (Remote)
Forum Group
NYC
02.2022 - 03.2022
Utilized SurePrep automation accounting software to create new binders for tax work papers.
Performed data entry tasks with accuracy and speed utilizing MS Office applications such as Word, and Excel.
Organized and maintained filing systems to ensure efficient document retrieval.
Education
Bachelor of Science - Accounting
RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
Newark, NJ
01.2022
Associate in Science - Business Administration
QUEENSBOROUGH COMMUNITY COLLEGE (CUNY)
Bayside, NY
01.2018
Skills
Microsoft Office
Excel for Accountants
Corporate taxation
Teamwork and collaboration
Problem solving
Time management
Interpersonal strengths
Data gathering
Alteryx Designer
Attention to detail
Leadership And Campus Involvement
Member, Rutgers Accounting Society's Committee Program