David Wood, Cpa, Mba Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Greater Boston Area

Perform mutual fund tax reporting functions that ensure fund objectives• Review the work of Tax Administrators on less complicated funds & monthly deliverables• Help train new staff members about Mutual Fund Financial Services tax • Complete Fiscal and Excise tax returns with supporting documents that comply with MutualFund IRS Standards• Complete company trainings to stay up to date with current IRS tax laws and State Street’sStandard Operating Procedures• Provide information as required to external Audit firms and clear audit points• Complete client deliverables with accuracy and in a timely fashion• Prepare monthly Capital Gains Estimates• Familiar with the following tax adjustments – REITs, Wash Sales, PFICs, Non REIT ROC (Return of Capital), Futures & Options, Forwards, and Straddles• Review Fiscal Provisions to tie to Financial Statements• Prepare Shareholder Reporting calculations such as QDI & DRD

Channel Center, 1 Iron Street Boston, Massachusetts 02210

• Perform mutual fund tax reporting functions that ensure fund objectives• Complete Fiscal and Excise tax returns with supporting documents that comply with Mutual Fund IRS Standards• Complete company trainings to stay up to date with current IRS tax laws and State Street’s Standard Operating Procedures• Provide information as required to external Audit firms and clear audit points• Complete client deliverables with accuracy and in a timely fashion• Prepare monthly Capital Gains Estimates• Familiar with the following tax adjustments – REITs, Wash Sales, PFICs, Non REIT ROC (Return of Capital), Futures, and Options• Review Fiscal Provisions to tie to Financial Statements• Prepare Shareholder Reporting calculations such as QDI & DRD

Channel Center, 1 Iron Street Boston, Massachusetts 02210

Distribute information to fund groups, run reports, price Mutual Funds, monitor data feeds, and report problems.Provide pricing support to client groups.Record back-up for the pricing process and apply appropriate checks.Connect with vendors to resolve pricing challenges.

100 Morrissey Blvd. Boston, Ma 02125-3393

MSA and MBA Graduate from the University of Massachusetts Boston. Currently, working on getting my non-reporting CPA License because I passed the CPA Exam.

Dorchester, Ma

Provided tax assistance and prepared tax returns based on information provided by the customer.Strengthened interpersonal skills while working with a diverse population.

Greater Boston Area

Distribute information to fund groups, run reports, price Mutual Funds, monitor data feeds, and report problems.Provide pricing support to client groups.Record back-up for the pricing process and apply appropriate checks.Connect with vendors to resolve pricing challenges.

Quincy, Massachusetts

This was a volunteer position where I provided tax assistance, prepared tax returns, and performed quality reviews of other volunteers' work.

Greater Boston Area

I tutored Accounting, MSIS, and Business Writing for the College of Management at The University of Massachusetts-Boston.

Greater Boston Area

I tutored Intermediate Algebra for the Office of Academic Support Services at the University of Massachusetts-Boston.

Master Of Business Administration (Mba), Business Administration, 3.70

MBA - June 2014 University of Massachusetts Boston Boston, MA

Master Of Science In Accounting Dec 2013 Graduation Date, Accounting, Gpa: 3.70

University of Massachusetts Boston, Boston, MA Master of Science in Accounting Dec 2013 GPA: 3.70

Bachelor Of Science In Management May 2011, Concentration: Accounting And Finance Minor: Economics, Gpa: 3.77 Summa Cum Laude

Bachelor of Science in Management May 2011 Concentration: Accounting and Finance Minor: Economics GPA: 3.77