Senior Associate, Deal Advisory

Associate, Deal Advisory

Hostess for the Yacht Week, Split, Croatia, BVIs & Phuket, Thailand • Worked alongside the captain of the yacht to curate once in a lifetime experiences for guests• Involved in team collaboration to ensure appropriate measures were taken for the best guest experience• Organized events and reservations for guests to enhance their experience• Maintained a spending budget in foreign currencies; responsible for buying provisions on a weekly basis• Prepped and cooked daily meals at sea for a crew of 6 - 12 guests; while keeping the boat in ship shape working order

Senior Tax Associate--Financial Services • Coordinated work assignments for large tax projects• Involved in the preparation and planning for the upcoming tax compliance season• Drafted abatement letters in response to fee and penalty notices issued by the IRS• Assisted the billing function of large projects by preparing task orders and invoices

Tax Associate--Financial Services • Prepared and reviewed client deliverables which include tax returns and their supporting workpapers• Provided feedback and guidance to newer members on the team• Computed tax withholding requirements for foreign investors• Researched tax issues to fully understand the fact patterns involved in order to assist clients• Managed multiple compliance engagements while maintaining quality and meeting internal and external deadlines

• Processed day to day data entry such as: vendor invoices, expense reports and purchase orders • Contributed ideas to better the data entry process to allow for more efficiency• Led a team of interns in creating a presentation concerning the future of the advertising industry and presented our findings to the whole company

• Created a list of new potential clients through cold calling• Helped organize and successfully run an informational dinner by contacting potential clients before, after, and assisting the brokers during the event