Talk to sales Try for Free

Harpreet Mann

Tax Intern

757 followers

Greater Seattle Area

Connect with Harpreet Mann to Send Message

Connect with Harpreet Mann to Send Message

Timeline
About me
Technology Risk Management @ T-Mobile
Education
- University of Washington - Michael G. Foster School of Business
  2021 - 2021
  Certificate in Accounting
- University of Washington
  2018 - 2021
  Bachelor's degree Political Economy; Accounting
Experience
- Empirical Wealth Management
  Feb 2020 - Jul 2021
  Tax Intern
  Used Salesforce, CCH Tax, Project Management, Tamarac, and Charles Schwab to perform tax-related projects, efficiently prepared hundreds of 1040 tax forms for client signatures, updated and prepared Excel spreadsheets, created invoices, and scanned tax documents in a deadline-driven environment.
- BlackRock
  Sept 2021 - Jan 2022
  Alternatives Client Services
  • Collaborated alongside a global Alternatives Client Services team to deliver a high volume of fund and business line documents to respective investors in a professional and timely manner.• Utilized BlackRock acquired technologies while maintaining compliance procedures, providing constructive feedback on processes, and communicating articulately.• Contributed to accelerating the document delivery process through tracking deliverables and increased process efficiency by 20%.
- PwC
  Jan 2022 - Aug 2023
  Experienced Associate
- T-Mobile
  Aug 2023 - now
  Technology Risk Management Analyst
Licenses & Certifications
- Producer (Life & Disability)
  Washington State Office of the Insurance Commissioner
  Jun 2020
Volunteer Experience
- Member
  Issued by Women in Business on Sept 2019
  Associated with Harpreet Mann
- Teaching Assistant and Youth Volunteer
  Issued by Khalsa Gurmat Center on Sept 2012
  Associated with Harpreet Mann

Recommendations
...