Natalie Quintanilla
San Diego,CA
Summary
A Tax Manager with extensive expertise in specialized tax calculations and client relationship management. She has a proven track record in training junior staff and leading projects that optimize tax strategies. Natalie is recognized for strong work ethic and effective communication skills, contributing to team success across various industries including retail, manufacturing, and financial services.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Manager
PwC
San Diego, California
07.2018 - Current
- Managed 30+ client engagements, overseeing financial tracking, budgeting, billing, and forecasting.
- Served as a main point of contact for a multitude of clients for technical questions, and leading survey collection calls for Section 263A UNICAP.
- Implemented new accounting standards related to Section 263A UNICAP and Section 174 for 30+ clients, and trained staff to assist in developing the tax adjustment calculation.
- Performed detailed financial analyses for Fortune 500 and mid-sized clients, including cost studies and capitalization reviews.
- Developed complex Excel-based financial models to analyze cost allocation and forecast impacts of new accounting standards.
- Created standardized Excel model adopted firm-wide, enhancing consistency and efficiency in financial workflows.
- Implemented new accounting methodologies for 30+ clients, improving accuracy and audit readiness.
- Advised clients on financial impacts of investment decisions and cost-capitalization strategies.
- Coordinated documentation and filings for renewable energy companies to support financial credits.
- Handled sensitive client data while organizing 30+ SharePoint sites.
Education
Bachelor of Science - Accounting
Santa Clara University
Santa Clara, CA06-2018
Skills
- Accounting methods: Section 174, Section 263A UNICAP, revenue recognition, depreciation, interest capitalization
- Form 3115 and accounting method change documentation and filing
- Section 41 R&D credit costing meeting facilitation
- Project management, workflow optimization, and quality control
- Staff leadership, mentoring, and technical training
- Client relationship management and technical issue resolution
- Engagement budgeting, billing, and financial tracking
- Contract review (engagement letters, SOWs, risk files)
- Data governance and SharePoint management
- Collaboration with compliance and accounting teams
Certification
Enrolled Agent (EA) - Internal Revenue Service
Affiliations
Cat Transportation Volunteer, The Rescue House - San Diego, CA (2024 - Present)
Timeline
Tax Manager
PwC
07.2018 - Current
Bachelor of Science - Accounting
Santa Clara University