Anna B. Email & Phone Number

Greater New York City Area

• Involved in full cycle Global Tax Outsourcing division from receiving a request for information (RFI) or request for proposal (RFP), to commencement of a new project thru project execution. • Communicated and partnered with cross-functional teams for project timeliness and support • Liaised with clients and BDO international member firms to manage day-to-day project operations • Coordinated with Practice Leader and international offices to complete proposals • Developed Request for Information (RFI) and/or Request for Proposals, (RFP), for account renegotiation, including fee structure and presentation by using set methodologies • Established and maintained client’s account plan and ensured that action steps are implemented to achieve results in client satisfaction, retention and expansion of services or countries • Take ongoing client calls to discuss any open items, projects status update and new inquiries to research • Involved in the preparation of engagement letters for new projects/clients • Maintained highest level of confidentiality and discretion • Managed fee schedules on all projects to ensure appropriate and accurate fee invoicing • Weekly meeting review of all outstanding open items with the team • Provided training to the international group in various programs, such as GoFileRoom and GoSystems • Delivered presentations to new, current, and prospective clients • Participated in weekly meetings to update team on new developments or issues with SharePoint Portals • Maintained and improved skills in various programs such as: Excel, PowerPoint, and SharePoint • Regularly reviewed processes to update best practice methods • Provided guidance and assistance to the Tax Administrator during busy season and/or as necessary • Utilized Spanish/English skills for communication and translation

Greater New York City Area

• Managed 109 employees in the New York City office • Reported to Office Business Line Leader and Regional Business Line Leader • Supervised the Tax Admins, in various tasks such as the daily upkeep of clients’ deliverables using GoFileRoom, E-File submission using GoSystems Tax along with other administrative responsibilities • Assigned work to the tax department daily using various tax software tools such as GoFileRoom • Properly assigned work to employees based on their level of experience • Held weekly meetings with the managers and staff on scheduling and any updates/issues; regular meetings with the tax department; involved in bi-weekly staff meetings with Human Resources concerning upcoming deadlines and events • Monitored the status of the professional staff’s workload and adjust any conflicts accordingly • Created and update various scheduling reports for upper level management • Assisted the State and Local Tax Group with special projects or needs that impact the General Corporate Group • Worked alongside the Director of Tax Administration regarding implementation and reinforcement of tax procedures • Liaison for any issues concerning GoFileRoom, GoSystems Tax and the management of the department • GoFileRoom daily maintenance which includes managing workflows and checklists • Performed annual maintenance procedures • E-file, run weekly and monthly reports and anticipate needs • Special projects involving translations from Spanish to English • Coordinated internal tax training program for the Tax Department • Coordinated with the Regional Office Administrator regarding seating arrangements for staff according to the needs of the partner • Provided training to new employees in GoFileRoom and GoSystems Tax RS • Coordinated with Human Resource Talent Development to determine career development of tax professionals such as tax symposium etc.

Greater New York City Area

• Conversion to a paperless environment using GoFileRoom • Supervised 8 Administrative Assistants • Kept track on CPE training/ seminar • Involved in the recruiting, interview and hiring process • Managed front desk, set up conference meetings and calls • Coordinated Tax meetings • Coordinated event planning and ordering of holiday cards • Met with vendors regarding firm’s needs • Involved in the firm’s everyday conflicts, issues and projects • Interacted daily with professional staff to resolve various issues relating to everyday concerns • Assigned work to employees based on their level of experience • Worked alongside the partners in assigning work to the tax department daily • Monitored the status of the professional staff’s workload and adjust any conflicts accordingly • Direct contact with partners and managers in relation to the assignments of tax projects • Consistently created and updated various scheduling reports for upper level management • Assisted in the process of all tax filings including partnership, corporate and individual tax returns • Manage E-file reports from GoSystems Tax

Greater New York City Area

• Assigned work to the tax department utilizing various tax software tools, such as GoFileRoom • Consistently created and updated various scheduling reports for upper level management • Monitored the status of the professional staff’s workload and adjust any conflicts accordingly • Direct contact with partners and managers in relation to the assignments of tax projects • Assigned work to employees based on their level of experience • Interacted daily with professional staff to resolve various issues relating to everyday concerns. • Prepared partner’s monthly billing reports • Tracked billable/non-billable hours worked outside of NYC for “UBT” reporting purposes • Prepared letters of correspondence to taxing authorities • Prepared engagement letters for new and existing clients • Managed front desk, set up conference meetings and calls • Assisted with all tax filings of partnership, corporate and individual tax returns

Greater New York City Area

• Managed six professional tax accountants • Ensured the activity in the partners account were properly recorded and classified • Maintained accounts for individual partners, partnerships, corporation and other legal entities • Tracked various income and expense accounts for various reporting entities • Provided daily tax reports using databases of partner equity and fixed income portfolios • Assisted with all tax filings of partnership, corporate and individual partners’ tax returns