Alejandro Young, EA, CAA

Alejandro Young, EA, CAA

Tax Senior Associate

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  • Timeline

  • About me

    President & CEO at Young & Associates, LLC

  • Education

    • Holy Angels

      -
    • Robert Morris University - Illinois

      1995 - 1997
      BBA
    • University of Illinois Chicago

      1990 - 1994
  • Experience

    • PricewaterhouseCoopers

      Dec 1997 - Jun 2000
      Tax Senior Associate

      - Prepared individual expatriate and foreign national tax returns- Prepared assignee estimated tax calculations and cost projections- Administered expatriate payroll and compensation for assignees

    • KPMG

      Jul 2000 - Jan 2003
      Tax Senior Associate

      - Managed tax process of clients for expatriate and foreign national population as high as 350- Reviewed and prepared individual expatriate and foreign national income tax returns- Supervised first and second year staff members- Reviewed and responded to individual tax authority notices- Conducted individual tax consultations for expatriate and foreign national assignees- Served as liason between foreign offices and client to ensure efficient tax process

    • PricewaterhouseCoopers

      Jan 2003 - Jun 2005
      Tax Senior Associate

      - Prepared Federal and state tax returns and Exempt Organization returns for partnerships, corporations, and Real Estate Investment Trusts (REIT)- Prepared earnings and profits calculations for real estate clients- Prepared REIT tests to ensure entities meet all qualifications- Calculated and prepared depreciation schedules for clients- FAS 109 work- Documented and tested internal controls for clients- Wrote recommendations on reports of internal control

    • Capri Capital Partners

      Jun 2005 - Oct 2008
      Senior Portfolio Accountant

      - Prepared quarterly and annual GAAP financial statements, including cash flows, for fund level activity- Prepared monthly bank reconciliations of all bank accounts- Calculated Internal Rate of Return on realized and unrealized investments- Created amortization schedules for all mezzanine loans and preferred equity investments- Consolidated financial data from joint venture entities- Computed and maintained depreciation schedules for fixed assets- Wrote annual audit reports for funds Show less

    • RSM McGladrey

      Dec 2008 - May 2014
      Tax Supervisor

      - Managed 60% of expatriate/foreign national tax return process for multinational corporations- Reviewed expatriate hypothetical & tax equalization calculations- Conducted pre-assignment/repatriation consultations- Coordinated foreign tax returns/advice for clients- Assisted clients (corporate and individuals) in tax planning for expatriates- Provided consultation and review of foreign trust returns (Forms 3520 & 3520-A)- Advised on US reporting for payments to US nonresidents- Foreign Bank & Financial Account Reporting assistance provided- Worked on IRS Amnesty Programs for clients (including Offshore Voluntary Disclosure Program and Streamline Programs)- Assisted clients in obtaining US Residency Certificates - Reviewed international corporate tax return including Forms 5471 & 8865- Managed staff of 5 individuals Show less

    • Young & Associates, LLC

      May 2014 - now
      President & CEO

      Expatriate/Foreign National Tax ServicesIRS Amnesty Programs (OVDI/Streamline Programs)Hypothetical Tax CalculationsForeign Bank Account ReportingIndividual Taxpayer Identification Number (ITIN) ApplicationsUS Residency Certificates (Form 6166)

  • Licenses & Certifications

    • Enrolled Agent Certificate

      Internal Revenue Service
  • Volunteer Experience

    • Volunteer Income Tax Assistance (VITA) Program Coordinator

      Issued by Internal Revenue Service
      Internal Revenue ServiceAssociated with Alejandro Young, EA, CAA
    • Volunteer Tax Supervisor

      Issued by Tax Assistance Program
      Tax Assistance ProgramAssociated with Alejandro Young, EA, CAA
    • Board of Director, Activity Volunteer

      Issued by Broader Urban Involvement and Leadership Development (BUILD), Inc.
      Broader Urban Involvement and Leadership Development (BUILD), Inc.Associated with Alejandro Young, EA, CAA