Romy Gibson
Oswego,IL
Summary
Attentive and goal-focused Air Force Veteran, bringing a dedicated approach to cultivating complex best practices to meet organizational and regulatory expectations. Detail-oriented focus on achieving expected outcomes. Enthusiastic hard worker with expertise in cultivating rewarding client relationships and implementing better processes and procedures. A critical thinker who cultivates rapport with clients to optimize project goals and output, resolve complex problems, and deliver innovative improvement strategies.
Overview
4
4
years of professional experience
Work History
Experienced Associate, Business Incentives Group
BDO
Chicago
11.2023 - Current
- Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings
- Delivers value to clients by identifying opportunities and advising clients on potential benefits and eligibility requirements
- Maintains and develops strong internal and client relationships
- Ensures accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses
- Monitors legislative and regulatory tax developments and works with the engagement team to present potential opportunities to assist clients
- Identifies potential issues and proposes solutions to leadership, as well as implements process improvement strategies.
Tax Consultant II
Deloitte
Chicago
12.2022 - 11.2023
- Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings
- Delivers value to clients by identifying opportunities and advising clients on potential benefits and eligibility requirements
- Maintains and develops strong internal and client relationships
- Ensures accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses
- Monitors legislative and regulatory tax developments and works with the engagement team to present potential opportunities to assist clients
- Identifies potential issues and proposes solutions to leadership, as well as implements process improvement strategies.
Tax Consultant Intern
Deloitte
Chicago
06.2021 - 08.2021
- Mastered tax-related software programs and showed exceptional proficiency at learning new software and helping colleagues with lesser computer literacy
- Input tax information into GoSystems RS to track details and complete returns
- Worked with diverse and talented teams to help clients analyze the tax effect of complex decisions, reduce overall tax rates, and pursue performance objectives
- Collaborated daily with a team of tax professionals to perform research and analysis, and utilize consultative skills to turn findings into actionable solutions
- Interact with multiple clients, which provided exposure to a variety of organizations and a stronger understanding of applicable tax implications for different client industries
- Provided clients with deep insights into their business practices and procedures in order to help them make more informed decisions to enhance their business efficiencies.
Audit/Tax Intern
CliftonLarsonAllen (CLA)
Oakbrook Terrace
01.2021 - 04.2021
- Completed tax returns for individuals, trusts, partnerships and corporations
- Assisted professional staff in gathering data for tax return preparation, maintained tax library and managed client tax and auditing files
- Used advanced tax law knowledge and mathematical abilities to calculate tax liabilities and payments
- Prepared engagement correspondence, financial balance reports and depreciation schedules and entered data for computer applications
- Worked under supervision of auditors to develop working knowledge of company's audit approach, tools and methods
- Audited financial statements and business operations to identify control deficiencies and operational challenges
- Performed audits of operational and financial areas to check compliance.
Education
Bachelor Of Science - Accounting
Aurora University
Aurora, IL12.2022
Skills
- Writing performance reviews
- Leading teams
- Inspecting programs/processes
- Stress management
- Managing confidential information
- Developing personnel
- Client engagement
- Problem-solving
- Attention to detail
- MS Office
- Work planning and prioritization
- Analytical thinking
- Client Relationship Management
- Strategic Planning
- Policy Implementation
- Regulatory Compliance
- Staff Management
- Data Collection
- Decision-Making
- Consulting
- Analytical Thinking
- Data Confidentiality
- Staff Training
- Microsoft Excel
Timeline
Experienced Associate, Business Incentives Group
BDO
11.2023 - Current
Tax Consultant II
Deloitte
12.2022 - 11.2023
Tax Consultant Intern
Deloitte
06.2021 - 08.2021
Audit/Tax Intern
CliftonLarsonAllen (CLA)
01.2021 - 04.2021
Bachelor Of Science - Accounting
Aurora University
Similar Profiles
Ludovic POUALEULudovic POUALEU
Stagiaire at BDOStagiaire at BDO
Nicholas RaubenheimerNicholas Raubenheimer
Audit Assistant Manager at BDOAudit Assistant Manager at BDO
Anaya NagarkarAnaya Nagarkar
Intern at BDOIntern at BDO