Supported tax compliance for two private equity funds and one hedge fund, interpreting client financials to prepare accurate internal books reflecting individuals taxable income amongst the partners.
Prepared detailed work papers, K-1's and K-3's, and other supplemental forms to ultimately prepare federal partnership tax returns (Form 1065).
Collaborated with 3 different teams with senior management to ensure accuracy and efficiency in complex niche tax reporting.
Tax Internship
PricewaterhouseCoopers
06.2023 - 08.2023
Joined during peak busy season, gaining exposure to fast paced, high volume tax work and collaborating with team members under tight deadlines.
Supported year end close by organizing and preparing work papers for the upcoming fiscal year to streamline future compliance processes.
Education
Bachelor of Business Administration Candidate - Finance
Loyola Marymount University
Los Angeles, CA
05.2024
Bellarmine College Preparatory
San Jose, CA
05.2020
Skills
Collaboration & Teamwork
Leadership
Commitment
Adaptability
Attention to Detail
AI Literacy
Open Mindedness
Time Management
Awards
2023 Co-Captain of Loyola Marymount Water Polo, LMU Deans List 2021,2022,2023,2024, WWPA 2020-2022 All-Academic Team, WCC Honorable Mention Academic Team 2023, The Association of Collegiate Water Polo 2020-2023 All-Academic Team, 1st Team All-California Interscholastic Federation CCS, Water Polo, USA Water Polo Academic All American, USA Water Polo, Bronze Medal at National Championships, USA Water Polo, Nick Johnson Inspiration Award
Timeline
Assets & Wealth Management Tax Associate
PricewaterhouseCoopers
09.2024 - 09.2025
Tax Internship
PricewaterhouseCoopers
06.2023 - 08.2023
Bachelor of Business Administration Candidate - Finance