Summary
Overview
Work History
Education
Skills
Technical Tax Expertise
Timeline
Generic

Nigel Martindale

Rosedale

Summary

Analytical professional with experience preparing tax returns and supporting tax compliance. Talented at consulting clients, researching tax issues and accurately preparing tax return documents. Mastery of tax preparation software packages and highly knowledgeable in tax laws and regulations. Detail-focused Accounting Professional known for high productivity and efficiency in task completion. Skilled in financial reporting, tax preparation, and budget management. Excel at communication, problem-solving, and time management, ensuring smooth workflow and accuracy in all accounting processes.

Overview

6
6
years of professional experience

Work History

Tax Associate

Baker Tilly US
Manhattan
07.2023 - 05.2025
  • Managed the preparation and review of high-complexity federal and multi-state tax returns for a $100M+ portfolio of corporate and HNW clients.
  • Conducted technical research on IRC Section 41 (R&D credits) and foreign compliance, identifying $250K+ in annual tax savings for mid-market clients.
  • Developed automated data mapping workflows within CCH Axcess and GoSystems, reducing document preparation time by 25% and increasing billable efficiency.
  • Mentored and supervised junior associates, giving knowledge on new tax issues, both of which contributed to the company’s development.
  • Resolved complex tax controversy issues and responded to state/federal notices, maintaining a 100% compliance record for all assigned entities.

Accounting Intern

Publishers Clearing House, Inc.
Melville
12.2020 - 05.2023
  • Processing and consolidated up to 1,000 invoices every month while maintaining financial accuracy.
  • Managed the daily tracking of digital revenue and gathered important financial information for more than 100 department heads to assist with strategic decisions.
  • Prepared daily cash flow reports and helped to optimize liquidity management to support senior management.
  • Created thorough reports that tracked business success and highlighted critical performance indicators by analyzing complex financial data.
  • Ad hoc financial reports and analysis were used to provide vital assistance.

Summer Intern - Accounting

Publishers Clearing House, Inc.
Melville
06.2019 - 08.2019
  • Helped ensure accuracy across several accounts by completing monthly bank reconciliations on schedule.
  • Prepared and kept thorough financial records, enhancing the accounting team's operating effectiveness and accessibility.
  • Helped prepare ad hoc reports and supplied timely data for management evaluation to support financial analysis.
  • Entered data into the Lawson tracking system accurately, guaranteeing data integrity and facilitating effective financial operations.

Education

MBA - Business Administration

Iona University
New Rochelle, NY
08.2023

BS - Business Administration

Iona University
New Rochelle, NY
06.2021

Skills

  • Financial reporting
  • GAAP compliance
  • Multi-state nexus
  • ERP Implementation
  • Accounts payable/receivable
  • Tax research and analysis
  • Microsoft Office Suite
  • Mentorship and training

Technical Tax Expertise

1040 (Individual), 1065 (Partnership), 1120 & 1120-S (Corporate), 1041 (Fiduciary/Trust), 990 (Non-Profit), 706/709 (Gift & Estate), K-1 Distributions, R&D Tax Credits, Foreign Tax Credits (Form 1116/1118), Schedules C, E, and SE, Multi-state Nexus analysis, Sales & Use Tax, NYC GCT (General Corporation Tax), GoSystem Tax RS, CCH Axcess, Lawson ERP, Bloomberg Tax, Microsoft Excel (Advanced: VBA, VLOOKUPs, Power Query)

Timeline

Tax Associate

Baker Tilly US
07.2023 - 05.2025

Accounting Intern

Publishers Clearing House, Inc.
12.2020 - 05.2023

Summer Intern - Accounting

Publishers Clearing House, Inc.
06.2019 - 08.2019

MBA - Business Administration

Iona University

BS - Business Administration

Iona University
Nigel Martindale