Overview
Work History
Education
Skills
Hobbies
Timeline
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ALEXIS (LEX) UFFER

New York

Overview

6
6
years of professional experience

Work History

Tax Solutions & Operations Associate

BAKER TILLY, LLP
New York, USA
04.2025 - Current
  • Company Overview: Accounting Firm
  • Providing monthly release notes of major bug fixes and enhancements of the 1120 workpaper
  • Resolving tickets using Zendesk regarding user questions, suggestions, or issues with the 1120 workpaper
  • Leading training of Workpapers for Interns and New Hires
  • Add enhancements and development of workpapers to Jira for sprint planning
  • Review and test 1120 and 1040 workpapers before launching to firm’s live page
  • Accounting Firm

Commercial Tax Associate

BAKER TILLY, LLP
New York, USA
10.2022 - 04.2025
  • Company Overview: Accounting Firm
  • Provide comprehensive tax and accounting services to medium to large business clients including preparation of corporate return forms (1065, 1120, 1120F, 1120S).
  • Prepared foreign forms (5471,5472)
  • Calculate and submit quarterly estimates for partnerships, s-corporations, and corporations
  • Mentor and onboard new associates, supporting their technical skills development
  • Collaborate with audit teams for tax provision support
  • Utilize CCH Axcess, and GoSystems to prepare quarterly estimates
  • Attend industry conferences to expand professional network and enhance expertise
  • Review tax credits applicable to corporations, such as R&D credit.
  • Lead team training of standardized workpapers, and tax software
  • Champion leader for standardized workpapers in reporting office
  • Communicate directly with clients to gather necessary information and documentation
  • Conduct research on state apportionment rules for various jurisdictions specifically for California, New York, Texas, and New York City
  • Accounting Firm

Federal & State and Local Tax Intern

COLGATE-PALMOLIVE
New York, USA
06.2021 - 10.2022
  • Company Overview: Global Household & Consumer Products
  • Collaborated with the international attorneys on research projects related to IRC Sections 332, 351, and 367(b)
  • Prepare schedules for Form 5471 including Schedule O and Schedule I
  • Communication and request from foreign subsidiaries
  • Review stock ownership changes, request additional informational and documentation
  • Report on Compiled Summary of Liabilities for all subsidiaries
  • Review apportionment factor data and preparing numerous State income tax returns
  • Global Household & Consumer Products

Accounts Receivable Intern

ROOMS TO GO
San Juan, USA
01.2020 - 03.2020
  • Company Overview: US Retail Furniture Chain
  • Utilized Excel to accurately assess inventory cycle count to determine freight charges and international tax rates
  • Reviewed Federal and State requirements to minimize legal and financial risks for foreign trade zone
  • Analyzed account information on credit card expenses and reconciled financial discrepancies to maintain records
  • US Retail Furniture Chain

Accounting Intern

ALIRA HEALTH
Framingham, USA
07.2019 - 08.2019
  • Company Overview: Management Consulting - Healthcare
  • Prepared a Profit and Loss Statement using excel for the Company including the newly acquired division
  • Prepared detailed invoices for all client engagements in firm service divisions
  • Utilized QuickBooks to record, track and reconcile invoices for company HQ and global locations
  • Management Consulting - Healthcare

Education

MS - Taxation

FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS
New York, NY
05.2022

BS - Accounting

UNIVERSITY OF RHODE ISLAND, COLLEGE OF BUSINESS
Kingston, RI
12-2019

Study Abroad -

UNIVERSITY OF LEEDS, LEEDS UNIVERSITY BUSINESS SCHOOL
Leeds, UK
06.2018

Skills

  • Alteryx
  • CCH Axcess
  • Dropbox
  • GoSystems
  • G Suite
  • Jira
  • Microsoft 360
  • QuickBooks
  • Salesforce
  • Zendesk

Hobbies

Skiing - Big Sky (Montana), Palisades, Heavenly, Kirkwood (California),Vail, Breckenridge (Colorado), Val Thorens (France), Whistler (BC, Canada)

Timeline

Tax Solutions & Operations Associate

BAKER TILLY, LLP
04.2025 - Current

Commercial Tax Associate

BAKER TILLY, LLP
10.2022 - 04.2025

Federal & State and Local Tax Intern

COLGATE-PALMOLIVE
06.2021 - 10.2022

Accounts Receivable Intern

ROOMS TO GO
01.2020 - 03.2020

Accounting Intern

ALIRA HEALTH
07.2019 - 08.2019

MS - Taxation

FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS

BS - Accounting

UNIVERSITY OF RHODE ISLAND, COLLEGE OF BUSINESS

Study Abroad -

UNIVERSITY OF LEEDS, LEEDS UNIVERSITY BUSINESS SCHOOL

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ALEXIS (LEX) UFFER