Experience

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  American eagle outfitters

  Jun 2010 - Aug 2010

  Sales representative

  I worked at American Eagle Outfitters for 2 summers (2010 and 2011). Below are some of my responsibilities as a sales representative:- Understanding the customers needs and being able to provide an unique and helpful shopping experience. Having a detailed knowledge of our products allowed me to properly service any customers that entered the store.- Maintain a neat and clean area so that all clothing items were visible and visually appealing.- In charge of maintaining order in changing rooms and ensuring items were being returned to the shopping floor in a timely manner. Show less

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  Pwc

  Jan 2011 - Apr 2011

  Tax intern - corporate and insurance tax groups

  - Completed various calculations (LRD, ETR, Current Provisions, Work papers, etc.) and tied out various papers- Created various Federal and State Forms/Extensions on GoSystems and Super Forms as well as instruction pages for extensions- Led project updating invoices of fines and penalties for a client- Created and edited provision memos, engagement letters, billing letters, A&C and AFS for clients- Helped review extension calculations for audit team and referenced all necessary documents- Rolled forward information from preceding year and edited client information on DMS and Aura-Reviewed and organized consent forms for various clients and noted discrepancies Show less

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  Pwc

  Jan 2014 - Apr 2014

  Tax intern - investment management group

  I was a tax intern in the New York Metro office in the Investment Management group during their Winter Busy. I interned with the IM group for 3 years (2012, 2013 and 2014). During my internships, I had the following responsibilities:- Completing 1120-RIC Federal Tax return and various state returns for a Regulated Investment Company client with various 10/31 fiscal year end entities. Created various other forms that were necessary to be filed depending on the fund's requirements.- Completed 1065 Federal and various State Forms/Extensions for various partnerships on GoSystem as well as E-Filed the various state forms.- Created various templates and bridges using complex formulas in order to effectively pull partner allocations in RPM Bridge to generate accurate K-1s. Also calculated various important partnership percentages that are necessary to complete the K-1s.- In charge of various administrative tasks, including rolling over prior year information and actively organizing and maintaining client records. Show less

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  Pwc

  Jan 2015 - Apr 2016

  Experienced associate / acting senior - investment management group

  Since starting full time at PwC, I have worked on a variety of different clients (Hedge Funds, Mutual Funds, Alternatives). Below are some specific examples of what I have done as a full time employee:- Responsible for teaching and instructing interns procedures on how to properly create Federal and State tax returns for Regulated Investment Company and K-1s for Partnership clients. Had one on one trainings to go through software and workpapers to ensure high quality returns and K-1s. Acted as their buddy throughout their internship experience and answered any questions they had, both technical and non-technical.- Reviewed and made changes to various tax returns that interns prepared before submitting them for managers to be reviewed.- Prepared, edited and reviewed various tax workpapers, including federal and state allocations, footnote, etc. workpapers, efficiently in order to properly create K-1s for each responsible partner.- Responsible for reviewing partner info, client prepared allocations, and corresponding with client in regards to our comments. Also responsible for posting our documents to clients servers to review.- Reviewed and created RIC provision and excise workpapers from various FYE cycles. Audited financial statements for various tax information.- In addition to reviewing tax returns, also in charge of processing tax returns and shipping tax returns to client to review.- Responsible for various administrative tasks as well as other tasks I preformed throughout my prior internship. Show less

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  Bdo usa, llp

  Jan 2017 - Aug 2021

  ● Provided federal and state tax compliance services for corporate and partnership clients in various industries, including real estate, restaurants, manufacturing, disaster relief, sporting, etc. ● Assisted in tax compliance services for high net worth individuals and various trusts. Services included estimate, extension and tax return calculation preparation and review to be filed with the IRS and any required state filings. ● Worked on a various Channel 2 provisions, which included preparing and reviewing current calculation, rolling over of deferred balances, adjusting deferred balances due to purchase accounting, and performing necessary reconciliation and analyses within OneSource Tax Provision.● Actively providing client with relevant guidance to assist the client’s needs related to tax updates including the TCJA and CARES Acts, for example the impact of the 163(j) limitation before and after CARES Act, 199A analysis, GILTI and FDII implications for consolidated groups, etc.● Served as OneSource Technology and BNA Fixed Assets office champion and was responsible for spearheading firm wide technology initiatives throughout office.● Actively managed client engagements which included multiple consolidated group returns which had extensive consolidated and separate state filing requirements.● Responsible for communications with client regarding open items, status updates on projects as well as a point of communication for any questions the client had during the compliance and provision process.● Responsible for fixed asset analysis and tracking for both domestic and outbound foreign activities.● Participated and taught various in-house training sessions that assisted in the team’s tax knowledge.● Acted as representative for BDO during a BDO panel at Association of Latino Professionals in Finance and Accounting (ALPFA) Conference in 2018. Show less

  • Tax Manager

    Aug 2021 - Aug 2021

  • Senior Associate

    Jan 2021 - Aug 2021

  • Senior Associate

    Aug 2019 - Dec 2020

  • Experienced Associate - Core Tax Services

    Jan 2017 - Aug 2019
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  Armanino llp

  Aug 2021 - Oct 2022

  Corporate tax manager
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  Western union

  Oct 2022 - now

  Tax manager