Tax Associate

Big Four Firm

Philadelphia, PA

Tax Associate

January 2024 – Present

Prepared and reviewed federal, state, and local tax returns for individuals, corporations, and trusts, ensuring compliance with applicable laws and regulations
Conducted research on complex tax issues, providing clear and actionable recommendations to management and clients
Utilized tax software tools such as GoSystems, and One Source to prepare accurate returns and perform analyses
Developed and maintained strong relationships with clients by communicating regularly and addressing their tax-related concerns promptly
Participated in ongoing and development programs to stay current in tax laws, regulations, and Firm’s methodologies
Collaborated with cross-functional teams to develop tax strategies and provide guidance on tax implications for various business transactions

Big Four Firm

Audit Intern

June 2023 – August 2023

Tax Intern

January 2023 – April 2023

Reviewed confirmations of capital commitment, fair value, and ownership percentages for all co-investments
Assessed the reasonableness of the fair value and EBITDA of co-investments and utilized a financial model
Evaluated the accuracy of the co-investment pricing performed as compared to the actual sales

Local CPA Firm

Tax Intern

January 2022 – June 2022

Prepared 135 tax returns at the local, state, and federal level for ultra-high-net-worth individuals, partnerships, and gift returns during tax season and gained refund $455,890 in total
Prioritized large workloads of over 75 hours per week to properly maintain a steady workflow through tax season
Assisted managers in tax research to complement financial planning and tax projections
Prepared a company overview including ownership structure, three statement model, and market analysis

Philadelphia Based University Philadelphia, PA

Bachelor of Science in Business Administration December 2023

Majors: Accounting, Management Information Systems Minors: Finance, Business Consulting

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