Rahway, New Jersey, United States
Experienced Tax Professional 6+ years of progressive tax accounting experience in Big 4 Public Accounting and corporate tax environments. I bring technical expertise in ASC 740 tax provision reporting for interim & annual periods, Federal and State income tax compliance, and international tax matters including GILTI, FDII, CAMT, BEPs Pillar 2, and BEAT. My industry background spans Media & Entertainment, Chemical Manufacturing, Life Sciences, Healthcare, and broader Manufacturing sectors. I lead the preparation and review of complex tax provisions, oversee compliance deliverables, and drive high quality tax accounting deliverables under both US GAAP and IFRS frameworks. My experience includes managing tax technology platforms such as OneSource (OIT & OTP), GoSystems, Longview, and SAP to enhance accuracy, streamline processes, and increase operational efficiency. I hold a Bachelor's Degree in Accounting and a Master's Degree in Taxation from the University at Albany (Class of May 2020). I am passionate about continuous improvement, leveraging data‑driven insights, and implementing scalable solutions that elevate team performance and strengthen the organization’s overall tax posture. Contact Information E-mail: [email protected]
• Lead preparation and review of quarterly and annual ASC 740 income tax provisions, including current and deferred tax calculations, quarterly tax analytics models, and reconciliation of income tax accounts • Manage and review U.S. federal and multistate tax return preparation from external advisors and maintain the tax compliance calendar throughout the year to ensure timely filings • Automated the U.S. tax provision process utilizing excel formulas that pull data directly from the tax software Longview, increasing efficiency, accuracy, and completeness in financial reporting • Oversee quarterly estimated tax and state payment calculations to ensure accurate cash tax forecasting and compliance • Build strategic tax models that incorporate evolving legislation and support data‑driven business decisions • Analyze company operations and develop models to forecast BEPs Pillar Two impacts, including top‑up tax liabilities for jurisdictions that do not meet transitional safe harbor requirement • Monitor U.S. tax law changes and assess impacts on compliance, ASC 740 tax provisions, and cash taxes for interim and annual reporting • Manage U.S. tax audits and notices by coordinating responses, supporting documentation, and being a point of contact for taxing authorities alongside external advisors. • Prepare tax technical memos addressing ASC 740 issues that affect provision results and financial statement disclosures • Developed a model to calculate return‑to‑provision adjustments and deliver high‑level summaries for leadership, highlighting key drivers and impacts • Manage and assist with preparation of quarterly and interim ASC 740 calculations for BEAT, §163(j), and CAMT to ensure accurate provision reporting
• Managed and developed staff across engagements, driving high quality results and strong team performance • Reviewed complex federal and multistate corporate tax returns in OneSource and GoSystems, including Forms 1120, 1065, extensions, and estimates • Advised clients on ASC 740 impacts related to tax planning and complex transactions, including acquisitions and divestitures • Oversaw quarterly and annual ASC 740 tax provision calculations, including the tax process memo, valuation allowance analysis, BEAT and §163(j) calculations, and footnote disclosures • Assisted client with standardizing provision processes and improving documentation quality in their workpapers • Lead client interactions by delivering work timely, addressing tax technical questions, and ensuring prompt review of ASC 740 provision workpapers and supporting schedules
• Completed 2,500+ hours of rotational experience across State & Local, Tax Accounting, Private Client Services, and Global Compliance & Reporting • Prepared unitary and separate state income tax returns using OneSource Income Tax, ensuring accurate apportionment and compliance across jurisdictions • Consolidated state return data within Global Tax Platform (GTP) and transitioned information into OneSource for final state return preparation • Supported provision audit engagements involving spin‑offs, acquisitions, and mergers within the technology & media sector, providing workpapers and technical analysis to clients • Researched ASC 740 guidance to support audit procedures and accurate preparation of tax provisions • Prepared quarterly tax technical memos, including valuation allowance analyses, FIN 48 documentation, and income tax footnote disclosures • Documented audit workpapers and analyzed items above testing thresholds to support accurate provision results and compliance with audit standards.
• Facilitated meetings for a program consisting of 20 Scholars that are either sophomore or junior accounting underrepresented or first generation college students to promote professional development • Assisted scholars in their coursework through study sessions for each accounting exam • Planned events that allow the scholars to learn more about EY including internship opportunities
• Gathered and organized partnership investment K1’s into tax return workpaper to prepare form 1065 • Utilized OneSource to calculate depreciation for partnership assets • Worked on Tax Provisions including calculating NOL for foreign entities and interest calculations
• Attended home games for various Division I Sports in the University and assist with the streaming of games on ESPN • Assisted in setting up camera equipment and ensuring that all wires are connected properly before the games begin
• Assisted the division's senior staff with tasks as well as work with fellow student leaders to enhance overall student experience • Communicated with individuals who process calls to the facility and direct or guide them to obtain a solution to their problem
• Taught students to utilize certain Excel functions such as PivotTables, Functions, and develop intricate spreadsheets through stimulations and homework problems • Supported 800+ students with solicitations regarding Microsoft Excel related questions • Collaborated with fellow teaching assistants to further develop efficient methods to advise students