SYMONE JONES
New Orleans,LA
Summary
Experienced Senior Tax Associate with a strong background in tax compliance, planning, and advisory services. Delivered comprehensive tax solutions to diverse clients for over 3 years, ensuring regulatory compliance and optimizing tax positions. Skilled in analyzing complex financial data and providing strategic tax advice to support business objectives. Seeking to leverage analytical skills, financial acumen, and client advisory experience to transition into a role in Deal Advisory. Excited about contributing to a dynamic team by providing insights on mergers and acquisitions, financial due diligence, and strategic transaction support. Committed to driving value through meticulous analysis and a deep understanding of financial and tax implications in deal-making processes.
Overview
7
7
years of professional experience
Work History
Senior Tax Associate
KPMG LLP
01.2021 - Current
- Prepare and reviewed complex tax returns (individuals, corporations, partnerships, and trusts)
- Research and analyze tax law changes to ensure compliance with federal, state, and local regulations
- Computed tax depreciation rates on business assets like technology and vehicles.
- Reviewed financial reports to identify potential tax issues and work with senior leadership on future tax strategies that we can implement for client
- Facilitated integration of modern tax software with client accounting software.
- Develop and maintain relationships with clients to ensure accurate and timely tax filings
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
Management Trainee-CSR
Enterprise Rent-a-Car
05.2018 - 12.2020
- Assisted supervisors in setting clear goals, establishing priorities, and monitoring progress to ensure successful completion of tasks.
- Used company reports to analyze sales, gross profit and inventory activities.
- Reached out to local businesses on how to improve business relations and improve our current marketing strategies
- Maintained high-quality standards in all aspects of work, ensuring customer satisfaction at every touchpoint within the business journey.
- Collaborated with IT department to develop user-friendly internal tools, improving efficiency and employee satisfaction.
Student Tax Preparer/Assistant
Internal Revenue Service
02.2019 - 04.2019
- Assisted senior tax preparers in completing complex returns, ensuring compliance with all regulations.
- Performed intake interviews with clients, assisted in computing taxes, reviewed documentation and selected proper tax forms to complete Federal Tax Returns
- Utilized tax software to efficiently complete individual and business returns, ensuring accuracy and compliance with all applicable laws and regulations.
Education
Bachelor of Science - Accounting And Finance
XAVIER UNIVERSITY OF LOUISIANA
NEW ORLEANS, LA12.2020
Skills
- Proficient in Microsoft Office Suite
- Data Analysis Competence
- Strong Communication Skills
- Team Leadership Qualities
- Tax Compliance Expertise
- GAAP understanding
Timeline
Senior Tax Associate
KPMG LLP
01.2021 - Current
Student Tax Preparer/Assistant
Internal Revenue Service
02.2019 - 04.2019
Management Trainee-CSR
Enterprise Rent-a-Car
05.2018 - 12.2020
Bachelor of Science - Accounting And Finance
XAVIER UNIVERSITY OF LOUISIANA
Similar Profiles
Manuel Alejandro Arzate FloresManuel Alejandro Arzate Flores
Senior Associate at KPMG LLPSenior Associate at KPMG LLP
Mario Sergio Gomes FilhoMario Sergio Gomes Filho
Audit & Regional Risk Management Sr. Manager at KPMG LLPAudit & Regional Risk Management Sr. Manager at KPMG LLP
Traci LovellTraci Lovell
Director, Personnel Investigations at KPMG LLPDirector, Personnel Investigations at KPMG LLP