Daniel Aldrich, EA

Tax Senior at Global Tax Network
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Minneapolis-St. Paul Area

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Credentials

  • Enrolled Agent (EA)
    Internal Revenue Service
    Dec, 2022
    - Nov, 2024

Experience

    • United States
    • Accounting
    • 100 - 200 Employee
    • Tax Senior
      • Jan 2021 - Present

      Collaboration with small to mid-sized companies in a client facing role, to fulfill company and employee needs during the entire life-cycle of expatriate and foreign national assignments.Expatriate and foreign national tax consulting. “Home” and “Host” country tax return preparation, review, and coordination.Optimization and analysis of tax returns, using cost saving measures such as foreign tax credits, foreign earned income exclusion, and country to country treaty positions.Analysis of residency positions to determine optimal filing of tax returns.Conducting pre- and post-relocation tax counseling sessions. Assisting individuals to gain an understanding of the complexities surrounding cross-border taxation.Completion of specific projects relating to global mobility taxation including: tax equalization calculations, hypothetical tax calculations, implementation of international shadow payroll, compensation adjustment and gross up calculations, and assignment tax cost projections.Utilization of firm tools and software such as Microsoft excel and CCH Axcess. Assisting in the development of numerous excel templates used by the firm on a daily basis. Show less

    • Tax Staff
      • Jun 2018 - Dec 2020

      Preparation of individual income tax returns for foreign nationals and expatriates.Preparation of tax cost projections to determine the costs of overseas assignments for client companies.Preparation of tax equalization calculations.Management of strict deadlines in a team environment.

    • United States
    • Retail Groceries
    • 700 & Above Employee
    • Produce Supervisor
      • Jul 2016 - Jul 2018

      Trained new employees and provided leadership to delegate critical tasks. Completed daily sales reports to track costs and analyze department performance. Worked quickly and efficiently to keep the sales floor stocked. Provided excellent customer service in a fast paced work environment. Trained new employees and provided leadership to delegate critical tasks. Completed daily sales reports to track costs and analyze department performance. Worked quickly and efficiently to keep the sales floor stocked. Provided excellent customer service in a fast paced work environment.

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Intern
      • Jan 2018 - Apr 2018

      Prepared individual tax returns for a wide variety of clients. Assisted with the completion of business returns. Gained valuable experience using CCH Prosystem FX Tax software. Juggled many tasks in a fast-paced, deadline oriented work environment. Prepared individual tax returns for a wide variety of clients. Assisted with the completion of business returns. Gained valuable experience using CCH Prosystem FX Tax software. Juggled many tasks in a fast-paced, deadline oriented work environment.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Crew Member
      • Nov 2015 - Feb 2016

    • United States
    • Retail
    • 700 & Above Employee
    • Target Cafe Crew Member
      • Apr 2014 - Jul 2015

  • Sammy's One Stop Market
    • Parkers Prairie, Minnesota
    • Cashier
      • Aug 2012 - Jun 2013

  • Parkers Prairie Event Center
    • Parkers Prairie, Minnesota
    • Dining Room Attendant
      • Jan 2012 - Sep 2012

Education

  • Metropolitan State University
    Bachelor's degree, Accounting
    2015 - 2017
  • DeVry University
    Bachelor's degree
    2013 - 2015
  • Parkers Prairie High School
    High School Diploma, High School/Secondary Diploma Programs
    2009 - 2013

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