Summary
Overview
Work History
Education
Skills
Activities
Timeline
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KEITH MORRISSEY

Los Angeles,CA

Summary

Competent Senior Tax Accountant well-versed in Hedge Fund industry accounting practices and regulatory requirements. Collaborates effectively with business professionals to completely timely filings and smoothly handle any concerns. Expert Wealth Management taxation.

Overview

6
6
years of professional experience

Work History

Senior Tax Consultant

Deloitte
07.2022 - Current
  • Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
  • Reviewed financial reports to correctly ascertain taxation and statement requirements.
  • Prepared accurate quarterly and yearly tax filings for clients such as Federal Returns and K-1s

ASSET WEALTH MANAGEMENT TAX ASSOCIATE

PRICEWATERHOUSECOOPERS
06.2019 - Current
  • Demonstrating knowledge in compliance for investment partnerships including hedge funds, mutual funds, private equity funds and alternative investment strategies to Partners on PwC Clients; ultimately resulting in a current Acting Senior Associate role
  • Delegating to others to provide opportunities, coaching them to deliver quality results
  • Providing feedback to Partners on PwC clients to aid in permanent employment decisions for interns
  • Experimenting with automation & digitization in a professional services environment including but not limited to: Alteryx, Tableau, UIPath
  • Utilizing Alteryx to develop new workflows to simplify seasonal return and filing processes which has led to a 24% decrease in our billable hours amongst Interns and Associates regarding our Book-To-Tax process
  • Managing a team of offshore resources for constant coverage and progression of deliverables
  • Ensuring team is operating efficiently and meeting daily with offshore managers to be the first line of communication.

ASSET WEALTH MANAGEMENT TAX INTERN

PRICEWATERHOUSECOOPERS
06.2018 - 08.2018
  • Supported analysis and problem solving using a variety of tools and techniques
  • Led weekly virtual workshops regarding Federal K-1s to successfully demonstrate necessary workflows to other Interns
  • Researched and analyzed tax laws, rules and regulations, as well as pertinent client, industry, and technical matters for hedge fund compliance
  • Findings were presented directly to Director and Partner on Client as part of end of internship project.

Education

MASTER OF SCIENCE IN ACCOUNTING: TAX -

ITHACA COLLEGE
05.2019

BACHELOR OF SCIENCE IN ACCOUNTING AND BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION WITH A CONCENTRATION IN FINANCE -

ITHACA COLLEGE
05.2018

Skills

  • Federal Tax Knowledge
  • Tax Process Improvement
  • Tax Compliance Expertise
  • GoSystems
  • TRACK/iPacs

Activities

  • Member of the Core Trading Consultants: A club in which students use Alumni donated funds to manage an investment portfolio.
  • Volunteer Income Tax Assistance: Coordinator of a program in which students provide low income residents assistance in their tax return compliance.
  • Captain of Varsity Lacrosse Team: Assisted my coach and co-captains by performing their requests in a timely manner. Aided in recruiting to help the program attract incoming athletes.
  • Graduate Assistant Coach of the Men's Varsity Lacrosse Team: In charge of scheduling and conducting small team-oriented drills.

Timeline

Senior Tax Consultant

Deloitte
07.2022 - Current

ASSET WEALTH MANAGEMENT TAX ASSOCIATE

PRICEWATERHOUSECOOPERS
06.2019 - Current

ASSET WEALTH MANAGEMENT TAX INTERN

PRICEWATERHOUSECOOPERS
06.2018 - 08.2018

MASTER OF SCIENCE IN ACCOUNTING: TAX -

ITHACA COLLEGE

BACHELOR OF SCIENCE IN ACCOUNTING AND BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION WITH A CONCENTRATION IN FINANCE -

ITHACA COLLEGE

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