Erika DaSilva
San Jose
Summary
Results-driven tax professional with expertise in international tax compliance and issue resolution. Proven ability to develop strategic tax solutions that optimize client portfolios and ensure regulatory adherence.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Contractor
Abbott, Stringham & Lynch
San Jose
08.2018 - Current
- Managed project timelines and deliverables for client engagements.
- Developed and implemented tax strategies for various client portfolios.
- Led tax planning initiatives to optimize financial strategies for clients.
- Conducted research on changing tax laws to guide client strategies effectively.
- Reviewed tax returns for accuracy and adherence to regulations and policies.
- Drafted memoranda summarizing research findings regarding a variety of international tax topics.
- Provided technical advice on complex domestic and international tax matters.
Tax Manager
Abbott, Stringham & Lynch
San Jose
04.2014 - 08.2018
- Led tax planning sessions to optimize client tax positions.
- Mentored junior accountants in tax preparation techniques and regulations.
- Utilized tax software to streamline return preparation processes.
- Responded to inquiries from tax authorities regarding client accounts.
- Identified potential tax issues and provided swift, effective solutions.
- Evaluated tax regulations and suggested policies to diminish tax burden.
Tax Accountant
Blankenship & Company
Madera
07.2008 - 04.2014
- Prepared federal and state tax returns for diverse client portfolios.
- Reviewed financial statements to ensure compliance with tax regulations.
- Educated clients about changes in tax laws and implications for their finances.
- Managed multiple deadlines during peak tax season efficiently.
- Created reports on client's income, expenses, capital gains. for filing purposes.
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
Education
Master of Science - Taxation
San Jose State University
San Jose, California, CA12-2018
Bachelor of Arts - Business Economics With An Emphasis in Accounting
University of California, Santa Barbara
Santa Barbara, CA05-2013
Skills
- International tax compliance
- Tax treaty analysis
- Compliance assessment
- Tax regulatory compliance
- Tax law interpretation
- Tax strategy development
- Tax research analysis
- Tax issue resolution
- Tax planning strategies
- Tax mergers and acquisitions
Certification
Certified Public Accountant, California Board of Accountancy
Timeline
Contractor
Abbott, Stringham & Lynch
08.2018 - Current
Tax Manager
Abbott, Stringham & Lynch
04.2014 - 08.2018
Tax Accountant
Blankenship & Company
07.2008 - 04.2014
Master of Science - Taxation
San Jose State University
Bachelor of Arts - Business Economics With An Emphasis in Accounting
University of California, Santa Barbara