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, NY05.2022
BS - Accounting
UNIVERSITY OF RHODE ISLAND, COLLEGE OF BUSINESS
Kingston, RI12-2019
Study Abroad -
UNIVERSITY OF LEEDS, LEEDS UNIVERSITY BUSINESS SCHOOL
Leeds, UK06.2018
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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