Kristan Davies
Wakefield,MA
Summary
Dedicated Tax professional with a history of meeting company goals utilizing consistent and organized practices. Detail-oriented team player with strong organizational skills.
Overview
31
31
years of professional experience
Work History
Senior Tax Manager
PricewaterhouseCoopers
07.2022 - Current
- Provide leadership to enhance team productivity and morale.
- Hold monthly meetings to create business plans to drive successful business.
- Review and ensure accuracy and completeness of tax returns, fiscal provisions, excise calculations and monthly estimates.
Tax Manager
MFS Investment Management Company
04.2007 - 07.2022
- Reviewed federal and state income tax returns in accordance with applicable tax laws.
- Reviewed related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Researched and analyzed tax developments and applications to specific business situations.
- Developed strategic plans for day-to-day operations.
- Analyzed business processes to identify cost savings and operational efficiencies
- Complied with established internal controls and policies.
- Checked vendor payments and other accounting disbursements for accuracy and compliance.
Tax Manager
Deutsche Asset & Wealth Management
01.1997 - 04.2007
- Reviewed federal and state income tax returns in accordance with applicable tax laws.
- Reviewed related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Researched and analyzed tax developments and applications to specific business situations.
Senior Associate/ Tax Manager
Scudder, Stevens & Clark
05.1994 - 01.1997
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Trained new employees to assure consistency of workpapers.
Account Controller/Fund Accountant/Floater
State Street Bank & Trust
03.1992 - 05.1994
- Performed daily accounting of assigned funds and performed fund analysis for critical decision-making purposes.
- Calculated funds' net asset value
- Processed security transactions to support valuation and financial reporting.
- Trained new employees on accounting principles and company procedures.
Education
Bachelor of Science - Accounting And Finance
Bridgewater State College
Bridgewater, MASkills
- Cross-Functional Communication
- Cross-Functional Collaboration
- Managing Forms
- Managing Deadlines
- Managing Career Progression
- Quality Standards
Timeline
Senior Tax Manager
PricewaterhouseCoopers
07.2022 - Current
Tax Manager
MFS Investment Management Company
04.2007 - 07.2022
Tax Manager
Deutsche Asset & Wealth Management
01.1997 - 04.2007
Senior Associate/ Tax Manager
Scudder, Stevens & Clark
05.1994 - 01.1997
Account Controller/Fund Accountant/Floater
State Street Bank & Trust
03.1992 - 05.1994
Bachelor of Science - Accounting And Finance
Bridgewater State College
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