Manage end-to-end accounting services for aircraft acquisitions and dispositions, including due diligence, valuation, and structuring of deals.
Prepared and reviewed financial statements, tax returns, and reports focused on aviation transactions and investments.
Tax return & aviation compliance for high net-worth individuals, private equity firms & partnerships including foreign components and associated entities.
Partnered with financial advisors, attorneys, and investment managers to craft integrated wealth management plans and philanthropic strategies.
Tax Senior
Deloitte Tax, LLP
08.2022 - 02.2024
Serving clients daily with a focus on partnerships, individuals, and RE investment trusts through preparation and review of tax returns, quarterly provisions, and work papers
Tax return compliance for high net-worth individuals, including foreign components and associated entities
Collaborate with engagement leaders to address budgeting, billing, and engagement administration
Analyzed financial records, statements, and reports to enforce accuracy and conformance to standards.
Audit Associate II
Ernst & Young, LLP
01.2021 - 08.2022
Prepare work papers which record and summarize procedures performed and ensure that working paper files have approved firm guidelines
Collaborate with the engagement manager/senior manager on engagement approach and execute on the plan using a risk-based approach
Designed and worked with complex financial models for discounted cash flow, market multiple, market transaction, and water fall analysis
Inputting data into financial models, and communicated the status of data with other members of the department.