Brooklyn, New York, United States
Graduated with a Bachelor of Science in Accounting from Brooklyn College in May 2022. Currently a Senior Tax Accountant at KPMG, preparing and reviewing complex federal partnership and corporate tax returns for large real estate and investment entities. Core competencies include federal and multistate compliance, Schedule K-1 analysis, and book-to-tax reconciliations. Proficient in ProSystem fx Tax and experienced in coaching and mentoring associates to improve workflow efficiency. At KPMG, supports process improvement initiatives to enhance tax preparation and engagement efficiency. Collaborates with teams to ensure accurate reporting and compliance, emphasizing teamwork and technical guidance. Committed to fostering a culture of collective success, leveraging technical expertise, and contributing to the accurate and timely delivery of high-quality tax solutions for clients in the real estate and investment sectors.
• Prepare and review complex federal partnership (Form 1065) and corporate (Form 1120) tax returns for large multi-structure real estate and investment entities. • Analyze Schedule K-1 allocations and tiered partnership structures to ensure accurate reporting and compliance. • Perform book-to-tax reconciliations, review trial balances, and identify tax adjustments across complex entity structures. • Train and mentor associates by reviewing workpapers, providing technical guidance, and improving workflow efficiency. • Support process improvement initiatives to streamline tax preparation and enhance engagement efficiency during busy seasons.
• Prepared partnership and corporate tax returns for real estate and investment clients. • Assisted with federal and multistate compliance filings and supporting tax schedules. • Collaborated with engagement teams to meet filing deadlines and maintain high-quality deliverables.
Assisted tax professionals in preparing and reviewing tax returns for individuals and businesses Collaborated with team members to develop tax-saving strategies and identify potential deductions for clients. Participated in client meetings to gather relevant financial information and discuss tax-related matters.
• Prepare individual tax returns for clients using CCH ProSystem Fx • Lead the team in implementing a new online software to improve internal communication and customer relationship management for 1000+ clients • File extensions for individuals and small businesses, and file Biennial reports • Communicate with clients to obtain additional/missing information on taxable income, deductible expenses, and credits
• Performed accounts receivables and accounts payables utilizing QuickBooks accurately and efficiently • Managed daily operations, such as delivery management, inventory control, and payroll
• Repaired, upgraded, and downgraded software and hardware for desktops, laptops (Apple, Lenovo, Dell) for an E-commerce company • Implemented new ways to decrease product cost by 10-15% by reusing solid state drives • Trained new employees to analyze the problem to repair computers properly and effectively