Determined and
well-organized professional with solid background in data entry, schedule management and critical thinking. Exudes an entrepreneurial spirit
with a strong interest in non-profit and start-up industries.
Work Experience
Tax Associate, 10/2015 to Current EY – Boston, MA
Tax Return Preparing
Assist with client's state and local tax requirements, including interpretation and compliance with requirements of state law
Preparation of work papers for client engagements; experienced with excel and preparing data
REIT Testing
Compute State Allocation and Apportionment and stay up to date with state calculation variations
Experience with SEC reporting requirements including 10-K and 10-Q
Perform financial analytics including fluctuation analyses to ensure proper relationships on tax returns
Engagement Management
Efficiently and effectively manage day-to-day responsibilities as well as continuous ad hoc requests
Manage and coordinate meetings to effectively improve team planning for client engagements, including recording of minutes and follow-up of open items
Collaboration with internal and external contacts regarding various information requests from client
Maintain and update EDoc's to ensure compliance with auditing standards
Communication and Teamwork
Maintain active relationships with cross-functional business partners such as State and Local Tax, Exempt Organizations, Partnerships and Corporations
Trained and coached intern during Summer of 2016
Intern (Client-Serving), 06/2014 to 08/2014 EY – Boston, MA
Assisted tax professionals with preparing tax returns for realty investment partnerships
Research into State tax requirements
Trained and proficiently learned OneSource and GoSystems to preparing tax returns
Resident Assistant, 09/2012 to 04/2015 University of Massachusetts – Amherst, MA
Oversaw daily office operations for staff of 20+ students.
Interact with students to help improve on-campus living experience within dorms
Work in groups with co-workers on a daily basis to plan interactive programs for students; known for being resourceful
Train and develop future Resident Assistant staff for obstacles faced on job
Skills
Strong interpersonal skills
Creative thinker
Project planning
Attention to detail
OneSource and GoSystems
Proficient in Microsoft Excel
Education
BBA: Accounting, 2015 University of Massachusetts - Amherst, MA
CPA Candidate
Awarded "Future Entrepreneur" grant from EY for creating Non-Profit company, Projects for People
Association of Latino Professionals For America (President 2014-2015, VP 2013-2014)
National Society of Leadership and Success
Chosen to participate in 2012 Advanced Studied Program - LeaderShape
