Dynamic Sr. Tax Analyst with extensive experience at UNO Financial Services LLC, excelling in tax compliance and preparation. Proven ability to negotiate effectively with auditors and educate clients on complex tax issues. Adept at collaborating within teams and conducting thorough tax research to ensure regulatory adherence and optimize financial outcomes.
Overview
4
4
years of professional experience
Work History
Sr.tax Analyst
UNO financial services llc
Plainsboro
10.2018 - 02.2022
Researched federal, state and local regulations to ensure compliance with all applicable laws.
Prepared briefs, sought out records and produced documentation in support of court cases.
Responded timely to inquiries from taxing authorities concerning audit adjustments or specific questions.
Applied tax accounting principles to prepare and review tax returns and reports for parent corporation and subsidiaries and committed to timely and accurate compliance.
Answered questions from taxpayers and assisted individuals with completing tax forms.
Collaborated with external auditors to provide requested information for audits or reviews.
Performed research on various federal and state tax issues.
Educated clients on complex tax issues by explaining details in understandable terms.
Researched complex legal documents including statutes, regulations, rulings as required by management or clients.
Jr.tax Analyst
cynergy tax solutions
Christiana
10.2017 - 06.2018
Negotiated with auditors on behalf of clients during an audit process.
Researched federal, state, local, and international laws related to taxation issues.
Participated in meetings with internal stakeholders discussing new approaches towards minimizing overall tax liability.
Performed detailed reviews of client's financial statements prior to filing taxes.
Documented quarterly and annual income tax provision worldwide and drafted tax footnotes for public filings.
Reviewed historical data to check compliance with internal and regulatory standards.
Conducted research on different tax issues and remained up to date on tax law changes.
Conferred with taxpayers and representatives to discuss issues, laws, and regulations related to returns and address problems.
Collaborated with other professionals within the firm to review complex tax structures.
Education
Master of Science - Computer Science
Campbellsville University
Campbellsville, KY
02-2024
Skills
Tax compliance
Tax preparation
Tax research
Tax accounting
Audit liaison
Financial reporting
Problem solving
Collaborative teamwork
Effective communication
Timeline
Sr.tax Analyst
UNO financial services llc
10.2018 - 02.2022
Jr.tax Analyst
cynergy tax solutions
10.2017 - 06.2018
Master of Science - Computer Science
Campbellsville University
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