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Expertise:
Accountant
(taxation specialist) Location: Fairport, NY, US |
Employment
Deloitte & Touche, LLP, Rochester, NY and Stamford, CT, Tax Consultant Aug 2003 – Present
Prepare Tax returns for a multitude of entities and individuals
Conduct research to target clients
Assisted clients in maximizing their deductions for transaction costs incurred in connection with mergers, acquisitions, and divestitures
Compiled sufficient documentation to support tax positions before the IRS
Responded to client inquiries regarding claims filed with the IRS
Eldredge, Fox & Porretti, LLP, Rochester, NY, Tax Intern Dec 2000-Apr 2002
Accurately and efficiently prepared individual income tax returns
Organized relevant tax information for clients
Xerox Corporation, Rochester, NY, Sales/Payroll Tax Intern May 2000-Aug 2001
Researched sales and use tax issues
Decreased level of service for W-4 forms from 30 days to 1 day
Developed new and more technological procedures for employees to file W-4 forms
Instructed and
trained other employees about complicated payroll tax procedures
Education
University of Denver, Graduate Tax Program,
Denver, CO
June 2002-June 2003
GPA 84.3 (A = 85)
Master of Taxation (M.T.), June 2003
St. John Fisher College, Rochester, NY Jan 2000-May 2002
Overall GPA 3.95, Accounting GPA 4.0
B.S. in Accounting, May 2002
Professional licences
Passed uniform CPA exam, New York, May 2002. Eligible for NY license upon completion of experience requirement.
Completed application for CPA licensure in the state of Florida. Eligible for FL license upon finalization of application.
Activities/Awards
Andersen Tax Challenge Participant, Fall 2001
Deloitte and Touche Tax Challenge Participant, Fall 2002
Included in Who’s Who Among Students in American Universities and Colleges 2002
Recognized by the FEI (Financial Executives International) for leadership activities
Awarded NYSSCPA and IMA Rochester Chapter Scholarships
Animal shelter volunteer
Environmental Defense volunteer
Computer
Skills
Knowledge of Microsoft Word, Excel, PowerPoint,
Pro-Systems, Pascal, C++, Lexis Nexis, and CCH