Project Management: - Managed tax compliance and consulting projects for foundations, universities, arts and cultural organizations and other not-for-profit entities- Developed a budget for each project, monitored progress and assessed final outcome at project completion- Created, updated and revised schedules to manage workflow; coordinated multiple projects simultaneously- Built and strengthened relationships with over two dozen clients; drafted proposals for prospective clients- Delegated projects across ten staff members while consistently meeting internal and statutory deadlinesTechnical Accomplishments:- Advised clients on issues involving tax-exempt status, grantmaking, expenditure responsibility, minimum distribution requirements, donor acknowledgement, IRS examinations and unrelated business activities- Reviewed, signed and filed federal, state and foreign tax filings- Wrote letters and memoranda to summarize program activities and tax positions- Prepared reports then presented financial information and technical topics at board meetings- Reviewed alternative investments for unrelated business taxable income in line with IRC section 512(a)(6)- Researched and resolved complex matters stemming from tax reform provisions and COVID-19 tax relief bills- Led trainings of technical topics at events including “KPMG New York Metro Tax Update”- Estimated extension and quarterly tax payments to minimize penalties and interest- Represented clients in front of the IRS and state revenue departments, both over the phone and in writingTeam Development:- Recruited and interviewed new team members; assisted new hires with onboarding- Implemented technology changes by serving as a software transition “champion”- Coached, trained and promoted the technical development of team members; created bi-weekly training series for NYC team

- Reviewed and prepared federal and state tax returns, with a focus on serving exempt organizations and high net worth individuals - Strategized and conducted research to reduce tax exposure for individuals and taxable entities - Won $20,000 of new, recurring client work and ranked first place in the firm’s “Business Development Challenge” - Moderated, planned and organized “Engaging the Next Generation: How Nonprofits Can Benefit from Millennials” panel event for an audience of over 50 attendees - Nominated as an “Emerging Leader” in the 2016 CalCPA Women to Watch Awards, attended the 2016 Women's Leadership Forum in Los Angeles - Served as an active member of the firm's nonprofit niche group, recruiting team and give-back committee- Coordinated and performed in a surprise flash mob performance at the company's Holiday party- Trained newly hired employees in individual tax planning and software such as Microsoft Excel and Adobe PDF

Exempt Organizations Tax Services- Prepared federal and state tax returns for nonprofit organizations, specifically universities and hospitals in the northeast and California- Created proposal documents that successfully won a California-based hospital system as a new client; facilitated communication and client integration- Gained experience on multiple teams that performed taxation services for exempt organizations, corporations and partnerships- Assisted with the firm's recruitment of Boston College students for the internship program; served as a Boston College "Buddy" by mentoring a sophomore student majoring in Accounting- Served as a leader of a team of 200+ collegues for the Boston Heart Walk, one of the firm's largest community services initiatives, two years in a row. In 2013, Team PwC raised $60,000.

Health, Industries and Technology Corporate Tax Practice- Performed compliance and provision work, computing clients' financial information to create final tax returns- Participated in the Intern Development Program and flash mob at Epcot park in Walt Disney World

- Assembled financial statements and tax returns on both assurance and tax teams for 5 weeks each- Interacted directly and established rapport with clients through various field-work engagements- Authored two articles published in internal and public newsletters

- Explored job-search websites and communicated directly with professional candidates as a member of the Human Resources Professional Recruiting team- Saved the firm $48,000 in agency referral fees by recruiting a professional candidate for hire