Aleicia Copeland, CPA
Tax Manager at Siegfried Advisory- Claim this Profile
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Experience
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Siegfried Advisory
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United States
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Accounting
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1 - 100 Employee
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Tax Manager
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Jul 2022 - Present
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PwC
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Professional Services
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700 & Above Employee
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Investment Management Tax Senior Associate
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Oct 2020 - Jul 2022
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Sprinklr
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United States
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Software Development
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700 & Above Employee
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Senior Tax Accountant
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Dec 2019 - Jun 2020
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New York University
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Higher Education
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700 & Above Employee
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Global Tax Compliance Analyst
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Oct 2018 - Dec 2019
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Tax Associate
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Oct 2016 - Oct 2018
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NYFS Asset Management Tax Intern
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Jun 2015 - Sep 2015
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SunTrust Bank
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United States
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Financial Services
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Commercial and Business Banking Intern
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Jun 2014 - Aug 2014
Responsibilities included migrating over 90 clients within the portfolios of two key Relationship Manager from CIB to Core Commercial. Required to update all client Risk Assessment Forms as a means to ensure that they were in compliance with anti-money laundering procedures required by the FDIC. Responsibilities included migrating over 90 clients within the portfolios of two key Relationship Manager from CIB to Core Commercial. Required to update all client Risk Assessment Forms as a means to ensure that they were in compliance with anti-money laundering procedures required by the FDIC.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Intern - Financial Representative
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May 2013 - Aug 2013
Built a substantial portfolio with the use of prospecting, phoning, and fact-finding on potential clients. Provided guidance and solutions to help clients meet their financial goals. Built a substantial portfolio with the use of prospecting, phoning, and fact-finding on potential clients. Provided guidance and solutions to help clients meet their financial goals.
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Education
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Howard University
Bachelor of Business Administration (BBA), Accounting -
St. John's University
Master of Science (M.S.), Accounting