Highly efficient Associate established in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.
Overview
5
5
years of professional experience
Work History
Experienced Associate
PwC
09.2022 - Current
Assisted offshore businesses, individuals, and organizations with U.S. and international tax strategy, planning, and compliance, leveraging industry insight and technical expertise.
Identified U.S. federal and state tax filing requirements, ensuring accurate and timely compliance.
Conducted U.S. tax research and drafted technical memoranda, supporting client advisory services.
Participated in client meetings to discuss tax strategies.
Collaborated on projects involving international tax, mergers and acquisitions, state and local tax, and regulatory processes.
Enhanced technical acumen, staying informed on local and national business and economic issues.
Focused on compliance, relationship-building, and strengthening the PwC brand.
Ensured quality assurance by reviewing deliverables for accuracy and adherence to compliance standards.
Accounting Co-op Associate
MNP
01.2022 - 04.2022
Prepared a wide range of Canadian tax returns, including T1 personal tax returns, T2 corporate tax returns, T5 slips, and other required filings.
Engaged with clients to gather necessary information, address inquiries, and provide tax-related assistance.
Collaborated with the tax team to ensure accurate and timely tax filings, and supported various assurance work.
Preparation of final statements and documents for client review and submission.
Accounting Student
DMCL
01.2021 - 04.2021
Prepared working paper files, including tax returns, monthly bank reconciliations, and GST summaries
Compiled personal and corporate tax returns
Worked autonomously with clients and third parties to obtain essential information for task completion
Corresponded with the CRA on behalf of clients to update financial information and check tax balances
Streamlined general administrative tasks such as bookkeeping, scanning client paperwork, and filing client documents.
Accounting Intern
Greg Argila Accounting & Tax Services
08.2019 - 12.2019
Reconciled bank accounts on a monthly basis by completing data entry of credit and debit transactions
Posted monthly and quarterly payroll journal entries including payments of tax liabilities through EFTPS and NYS Department of Taxation and Finance
Authored written correspondence and gathered documentation for submission to the IRS and state tax agencies
Handled sensitive and confidential client financial information with integrity.
Education
Bachelor of Science (B.S.) - Accounting | Business Administration
Wagner College
NEW YORK, NY
05.2020
Skills
Customer Service
Time Management
Attention to Detail
Computer Skills
Leadership Qualities
Research abilities
Customer interaction
Complex Problem-Solving
Oral communication
Work Planning and Prioritization
MS Office
SalesForce
Timeline
Experienced Associate
PwC
09.2022 - Current
Accounting Co-op Associate
MNP
01.2022 - 04.2022
Accounting Student
DMCL
01.2021 - 04.2021
Accounting Intern
Greg Argila Accounting & Tax Services
08.2019 - 12.2019
Bachelor of Science (B.S.) - Accounting | Business Administration
Wagner College
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