Managed large clients including division of International real estate investment with worldwide assets and several largely publicly traded investment REIT.
Managed engagement acceptance processes, including preparation of statement of work and budgeting for $15B and $650M AUM funds
Maintained amortization and depreciation schedules with over $1B in depreciable assets in multiple jurisdictions
Liaised and collaborated with domestic and foreign stakeholders globally, to ensure high quality and timeliness of deliverables.
Monitor current and proposed, US and foreign, tax law changes to determine worldwide impact.
Conducted REIT testing compliance for various engagements
Performed Tax analyses
Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Trained seasonal interns and and junior staff on tax projects and client deliverables.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
Staff Tax Accountant
Ernst & Young
New York, NY
07.2019 - 10.2021
Prepared and reviewed federal and international income tax filings (1120,1120-REIT, 1065,1042,1042S)
Prepared and reviewed for foreign and domestic entities
Prepared and reviewed proforma and final K-1s for domestic and foreign investors
Created entity listing tracker to track all entities in fund regarding items such as names, EINs, W8/W9 forms, etc
Assist with international tax planning projects. Research tax issues for tax planning and compliance reporting and draft memoranda to support and document conclusions.
Drafted tax documentation subject to detailed review and approval by department management.
Tax Intern
Brookfield Asset Management
New York, NY
06.2017 - 05.2019
Assisted in preparing and reviewing quarterly and yearly tax provisions
Prepared SS-4s and 8832s
Reviewed draft and final work papers and tax returns
Corresponded with IRS and states regarding notices received
Risk Management /Corporate Finance /Audit Intern
Brookfield Asset Management
New York, NY
01.2016 - 06.2017
Researched and provided detailed analysis of certain risk areas used to create frameworks and risk assessments.
Conducted research to identify emerging risk and feedback loops as new items to add to ERM program
Assisted Risk Management team with board reporting
Managed and recorded journal entries for corporate transactions
Examined accounting records, financial statements, and other financial reports to assess accuracy
Assisted with software implementation of HFM
Prepared year-end financial statements tie-outs for leasing activity and expiry
Completed SOX and COSO testing for various assets
Tested design and effectiveness of internal controls
Assisted with software implementation of W desk
Education
Master of Science - Taxation
Fordham University
New York, NY
05.2019
Bachelor of Science - Public Accounting
Fordham University -Gabelli School of Business
New York
05.2018
Skills
Financial Statements Expertise
Extensive knowledge of accounting principles, taxation polices and income tax procedures
Real Estate Industry Understanding
Regulatory Requirements
Fast learner and proactive planner with driven ability to prioritize assignments, adapting to new situations and challenges, manage multiple tasks simultaneously
Strong interpersonal , presentation and communications skills
Work effectively under pressure
Microsoft Office, Go System, W DESK, Hyperion Financial Management, Power Query
Languages
Bulgarian
French
Interests
Investing, Traveling, Running, Soccer and Coaching
Registered Nurse, Intensive Care Unit at Hackensack University Medical CenterRegistered Nurse, Intensive Care Unit at Hackensack University Medical Center