Director of Corporate Planning

• Jan 2022 - Present

Senior Finance & Strategy Analyst

• Oct 2019 - Jan 2022

Senior Finance Analyst

• Jan 2017 - Oct 2019

Senior Tax Accountant: People Advisory Services

• Oct 2013 - Dec 2016

Twice served as a coach for seven weeks at the EY global talent hub in Buenos Aires, Argentina. Responsibilities included organizing training sessions with the preparers to cover various tax topics and engagement economics, assisting with the planning of resources for the 2014 & 2015 busy season, and being available to answer one off tax questions from the preparers. Reviewed/signed expatriate and foreign national tax returns, reviewed/signed tax equalization calculations, provided advice to… Show more Twice served as a coach for seven weeks at the EY global talent hub in Buenos Aires, Argentina. Responsibilities included organizing training sessions with the preparers to cover various tax topics and engagement economics, assisting with the planning of resources for the 2014 & 2015 busy season, and being available to answer one off tax questions from the preparers. Reviewed/signed expatriate and foreign national tax returns, reviewed/signed tax equalization calculations, provided advice to clients regarding payroll issues including the taxability of compensation and gross up calculations, successfully resolved IRS/state tax notices, trained staff and other seniors with preparing hypothetical tax calculations, tax cost estimates, and conducting assignment briefings. Managed the global coordination of the EY foreign offices in order to better serve clients. Responsibilities included coordinating regular calls with foreign offices to receive updates on the status of foreign returns and analyzing the tax costs related to expatriates traveling from one country to another. Prepared annual engagement budgets based upon expected client work and possible out of scope services. Reviewed monthly time summaries and prepared client invoices based upon client agreements.

Staff Tax Accountant: People Advisory Services

• Oct 2011 - Sep 2013

Prepared expatriate and foreign national tax returns, drafted responses to tax notices, prepared hypothetical tax calculations, prepared tax equalization calculations, prepared tax cost estimates.

Intern

• Feb 2011 - Sep 2011