Megan Brennan
Haverhill,MA
Summary
Efficient legal professional associate familiar with local, state and federal tax law. Expertise includes developing individualized client strategies, reviewing financial statements, and storing, managing and maintaining company and project documents while ensuring accuracy and quality. Proficient in Thomson Reuters Westlaw and Information Reporting software. Growth mindset and willing to help team move business forward with any task.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Tax Associate
KPMG
09.2022 - Current
- Reviewed and analyzed client data and accurately prepared over 1,000 tax returns and tax research.
- Maintained detailed records and reports for 15+ client interactions and transactions, ensuring highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, partnerships, financial institutions, multinational corporations while calculating withholding reporting.
- Participated in continuing education courses to maintain professional knowledge and certifications as a professional tax preparer and attorney.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
- Utilized tax-related software such as Thomas Reuters to prepare and process returns and research tax matters.
Seasonal Tax Associate
KPMG
06.2019 - 08.2022
- Maintained strict confidentiality of sensitive information while handling sensitive client contracts.
- Collaborated with legal team to mitigate risks, ensuring all contracts were legally sound and enforceable.
- Ensured timely fulfillment of contractual requirements by closely monitoring contract progress and addressing potential issues proactively.
- Created and prepared over twenty complete contract drafts to present to senior management.
- Increased operational efficiency through regular audits of over 100 existing contracts, identifying opportunities for timely renewal
- Maintained accurate records of invoicing and payment activities in compliance with company and legal requirements.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving billing disputes with diplomacy and professionalism.
- Prepared monthly and deliverable-based invoicing.
- Supported continuous improvement initiatives by proactively identifying areas for process enhancement within invoicing function.
Student Accessibility Assistant
UMass Amherst
08.2018 - 05.2019
- Collaborated with students with disabilities in classroom and lab settings to provide comprehensive support with tasks such as building access, laboratory assistance, library aid, manipulation of physical materials, reading, scribing, and facilitating other classroom activities.
- Developed efficient note-taking strategies for 5+ subjects and lecture styles, tailored to individual student preferences.
- Collaborated closely with professors to ensure accuracy of course material and lecture content in notes provided.
- Maintained strong communication with professors, teaching assistants, lab partners, and other peers, clarifying any ambiguities or discrepancies found within lecture materials before distributing notes to students.
- Managed at least two courses per semester simultaneously while maintaining exceptional attention-to-detail in each set of lecture notes produced.
- Demonstrated strong time-management skills, meeting 100% of deadlines for delivering high-quality lecture notes to fellow students in timely manner within 24 hours.
- Streamlined note-sharing processes by utilizing digital platforms for easy access and distribution among fellow students.
Tax Intern
IHS Markit
06.2018 - 08.2018
- Conducted legal research to support software and operational teams on developing cutting edge tax compliance tools
- Drafted workflows and business requirements documents on company's tax compliance software to inform clients of products
- Researched international and domestic tax laws to ensure quality of compliance and validation products
- Supported software and operational teams in developing tax compliance tools
- Tested baseline samples and error checking for products affected by Section 871(m), FATCA and CRS due diligence.
- Completed research, compiled data, updated spreadsheets, and produced timely reports.
Education
J.D. -
New England Law
Boston, MA05.2022
BBA - Accounting
University of Massachusetts Amherst
Amherst, MA05.2019
Skills
- Contract Drafting
- Document Review
- Deadline-Oriented
- Project Management
- Documentation Management
- Legal Analysis
- Legal Research
Affiliations
- Massachusetts Bar Association
Certification
- Licensed Attorney, Commonwealth of Massachusetts - November 2022 - Present
- Professional Tax Return Preparer - 2019 - Present
Timeline
Tax Associate
KPMG
09.2022 - Current
Seasonal Tax Associate
KPMG
06.2019 - 08.2022
Student Accessibility Assistant
UMass Amherst
08.2018 - 05.2019
Tax Intern
IHS Markit
06.2018 - 08.2018
J.D. -
New England Law
BBA - Accounting
University of Massachusetts Amherst