Experience

a private hedge fund

• Investment Management
• 1 - 100 Employee

• Corporate Tax Accountant

  • Jan 2011 - Present



Penan & Scott, P.C. Certified Public Accountants & Financial Advisors

• Tax Staff

  • Nov 2009 - Aug 2010

  Tax Planning & Preparation, Management Advisory Services, Estate Planning, Consulting Business Purchases and Sales, Audit/Assessment, Business Valuations. Tax Planning & Preparation, Management Advisory Services, Estate Planning, Consulting Business Purchases and Sales, Audit/Assessment, Business Valuations.



Alvarez & Marsal

• United States
• Business Consulting and Services
• 700 & Above Employee

• Federal Compliance Associate

  • Jul 2007 - Sep 2009

  For over 2 years I worked as an associate in the Federal Tax Compliance division . I gained a lot of experience in working with client financial statements to produce book-to-tax workpapers to aid in the completion of various tax return filings such as: 1065, 1120S, 1120C, 1040, 990, 1041, 709 as well as the required state filings. In addition, I also assisted the research and development tax credit team (R&D), where I traveled to client sites to obtain information directly from engineers in order to determine which departments qualified for the credit. Through my opportunity with the R&D team, I compiled interview reports and obtained the proper internal company documentation to produce a thorough support report. My federal compliance client work consisted of real estate, construction, law firms, and book publishing. As an associate I had the opportunity to take on a senior role on large engagements where I instructed, managed, and reviewed work by several interns at once. In addition, I have learned the invaluable experience of closely working with coworkers by impressing upon me the need for patience, cooperation, team building and understanding in any situation. I strive to meet and even exceed client expectations by producing quality work.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Sep 2005 - Dec 2005

  Through the fall internship program, I worked directly with a financial advisor and his team by building potential client relationships. I learned the importance of networking and cold calling in order to discuss client's individual needs and the potential impact and value of Smith Barney's services for their investment portfolios. I also had the opportunity to learn more about how investment decisions are made through research of price volatility and other fundamental criteria. Through the fall internship program, I worked directly with a financial advisor and his team by building potential client relationships. I learned the importance of networking and cold calling in order to discuss client's individual needs and the potential impact and value of Smith Barney's services for their investment portfolios. I also had the opportunity to learn more about how investment decisions are made through research of price volatility and other fundamental criteria.