Associate

• Dec 2022 - Present

Tax Senior

• Jan 2022 - Dec 2022

Tax Associate

• Jan 2020 - Dec 2021

Tax Accountant

• Feb 2019 - Nov 2019

M&A Tax Intern

• Jun 2018 - Aug 2018

• Assisted with due diligence process for M&A transactions, including updating Information Request Lists, reviewing Purchase Asset Agreements, joining Due Diligence call with clients along with Senior Associates and Leadership • Utilized Powerpoint and TaxShape to create multiple Tax Structuring decks and Appendix for deal reports • Cooperated with multi-disciplinary team to complete special ad hoc projects that focus on tax basis, earning and profits, and section 382 studies • Assisted with due diligence process for M&A transactions, including updating Information Request Lists, reviewing Purchase Asset Agreements, joining Due Diligence call with clients along with Senior Associates and Leadership • Utilized Powerpoint and TaxShape to create multiple Tax Structuring decks and Appendix for deal reports • Cooperated with multi-disciplinary team to complete special ad hoc projects that focus on tax basis, earning and profits, and section 382 studies

Tax Associate

• Jan 2018 - Apr 2018

• Computed taxes owed or overpaid and completed entries on forms, following tax form instructions and tax tables • Prepared or assisted in preparing simple to complex tax return for individuals or small business • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances • Furnished taxpayers with sufficient information and advice to ensure correct tax form completion • Computed taxes owed or overpaid and completed entries on forms, following tax form instructions and tax tables • Prepared or assisted in preparing simple to complex tax return for individuals or small business • Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances • Furnished taxpayers with sufficient information and advice to ensure correct tax form completion

Accounting Intern

• Jun 2017 - Aug 2017

• Researched outstanding items in three Payroll Accounts and prepared correcting journal entries • Assisted with Tax Audit by gathering documents requested from Audit letter; utilized multiple software to retrieve sale invoices; contacted vendors for copies as needed • Requested copies of returns from all states to compare with NOL history records • Researched outstanding items in three Payroll Accounts and prepared correcting journal entries • Assisted with Tax Audit by gathering documents requested from Audit letter; utilized multiple software to retrieve sale invoices; contacted vendors for copies as needed • Requested copies of returns from all states to compare with NOL history records

Tax Associate

• Jan 2017 - Apr 2017

• Utilized UltraTax, Engagement to prepare basic level corporate, individual, partnership, fiduciary and other tax returns • Conducted research to ensure accuracy and continue own professional development • Provided assistance to Tax Manager, Partners and Operation Staff • Performed other tax/accounting services and duties as assigned • Utilized UltraTax, Engagement to prepare basic level corporate, individual, partnership, fiduciary and other tax returns • Conducted research to ensure accuracy and continue own professional development • Provided assistance to Tax Manager, Partners and Operation Staff • Performed other tax/accounting services and duties as assigned

Property Accountant

• Dec 2016 - Feb 2017

• Performed full cycle accounting using Yardi, GRM for a range of 11 properties; assisted with other funds and properties • Performed Accounts Payable, G/L account coding, check processing, bank transfers, and daily Soft recs. • Prepared monthly mandatory journal entries and other correcting journal entries • Responded to and resolved issues from vendors and tenants; common problems such as late payment, missing/outstanding checks or incorrect information • Performed full cycle accounting using Yardi, GRM for a range of 11 properties; assisted with other funds and properties • Performed Accounts Payable, G/L account coding, check processing, bank transfers, and daily Soft recs. • Prepared monthly mandatory journal entries and other correcting journal entries • Responded to and resolved issues from vendors and tenants; common problems such as late payment, missing/outstanding checks or incorrect information

Staff Accountant

• Apr 2014 - Sep 2014

• Analyzed and reconciled five balance sheet accounts in order to research and identify any outstanding items • Prepared monthly mandatory journal entries and other correcting journal entries, then uploaded to People Soft • Processed Unclaimed Property project to claim up to 500 abandoned properties being held by the 50 states that belong to AmeriGas, its subsidiaries and more than 20 acquired companies • Maintained spreadsheets as well as electronic records to keep track of Unclaimed Property claims, over $60,000 checks and expected $300,000 growth