Tram Le, MST, CPA
Chicago,United States
Summary
Competent Tax Professional experienced in tax compliance, tax provision, and restructuring. Proficient in Tax Software, Excel and Powerpoint. Skilled at tax calculations, regulatory compliance, innovative financial models, and restructuring.
Overview
6
6
years of professional experience
Work History
Senior Tax Associate
Forvis Mazars
01.2020 - Current
- Conduct detailed tax research and prepare/review federal and state tax returns for C-Corporations and large partnerships, ensuring compliance with regulatory standards.
- Assist with tax provision calculations and audits, identifying and resolving discrepancies to ensure accuracy and compliance with ASC 740.
- Collaborate with cross-functional teams to enhance integrated client services.
- Mentor and train junior associates on tax software and processes, improving team efficiency. Develop and maintain detailed work papers and documentation to support tax return and tax provision calculations.
Restructuring Associate
AEG Partners
12.2022 - 08.2023
- Analyzed financial statements to support the senior team, offering crucial insights for strategic decisions.
- Developed automated Excel financial models, including scenario analyses, saving hours monthly and improving forecast accuracy.
- Researched industry trends, providing valuable market insights for client strategies.
- Contributed to due diligence and M&A documentation, ensuring thorough evaluations.
Senior Tax Consultant
Deloitte
01.2022 - 11.2022
- Reviewed federal tax returns meticulously, ensuring precision and adherence to regulatory standards.
- Assisted comprehensive audits of tax provisions, identifying discrepancies and ensuring accuracy.
- Provided tax compliance and advisory services, enhancing tax strategies for diverse clients.
M&A Tax Intern
KPMG
06.2018 - 08.2018
- Assisted senior tax consultants in M&A due diligence, helping to identify tax risks and compliance issues.
- Supported the preparation and review of tax calculations, enhancing accuracy in basis adjustments and Section 382 limitations.
- Developed client presentations summarizing M&A tax findings and optimization recommendations.
Education
Bachelor of Science - Accounting And Finance
Drexel University
Philadelphia, PAMaster of Science - Taxation
DePaul University, Kellstadt Graduate School of Business
Chicago, ILSkills
- Tax Software
- Excel
- Powerpoint
- Tax Research
Languages
Vietnamese
Native or Bilingual
Timeline
Restructuring Associate
AEG Partners
12.2022 - 08.2023
Senior Tax Consultant
Deloitte
01.2022 - 11.2022
Senior Tax Associate
Forvis Mazars
01.2020 - Current
M&A Tax Intern
KPMG
06.2018 - 08.2018
Bachelor of Science - Accounting And Finance
Drexel University
Master of Science - Taxation
DePaul University, Kellstadt Graduate School of Business
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