Megan R. work email
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Megan R. personal email
When Water Games was canceled my senior year of high school, my counselor and I thought Accounting 101 would be a good alternative. I enjoyed learning DR/CR, financial reporting, and basic financial literacy. As I was looking at undergrad programs, I knew accounting would be an ideal major. Benedictine University recruited me for cross country. My parents and I attended their college of business open house, where Dr.Jobst (accounting professor) gave me a hug. Later on, a Benedictine classmate referred me to The Northern Trust Company. Eventually, I completed my MS in Tax degree while working within Northern Trust’s Global Client Tax Services. Northern Trust was my first professional role. I spent my first two years learning about Investran and manipulating data, while working within their Private Equity Fund Administration team. Later, I internally moved to their Global Client Tax Services team, where I learned Canadian Part XVII of the income tax act. I continued working within this area at JP Morgan Chase. I then decided to try public accounting at Cohen and Company.During the pandemic, I had the opportunity to move from Chicago to Denver. I continued working within taxation at various shops, until a previous graduate school partnership professor encouraged me to pursue Ernst and Young’s National - Passthrough Transactions Tax Team. Outside of the office, I am into fulfilling my goal of exploring every mountain town within Colorado. I enjoy Nordic skiing, snowshoeing and trying any new outdoor activity. I also have a keen interest within the arts and antique world. Should you wish to discuss strategies for tax efficiency, latest partnership or tax informational reporting legislation or the best tax operational practices for your financial service firm, feel free to reach out to me.Skills: Fund Administration, Wealth Management Tax Operations, Subchapter K, Accounting Systems
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Senior, Passthrough Transactions GroupEyDenver, Co, Us -
Internal Revenue AgentInternal Revenue Service Feb 2024 - PresentWashington, District Of Columbia, Us -
Senior, Passthrough Transactions GroupEy Mar 2022 - Feb 2024London, GbThe National Tax - Passthrough Transactions Group provides models and advisory solutions to external clients and internal local offices. The national tax team researches and keeps abreast partnership tax changes. Seniors within this group assist building out models for 743(b) analysis, Disguised Sales- Qualified Liability analysis, Waterfall allocations, tax due diligence, and 704(c) allocations. Additionally, seniors assist with modeling out a Tax Receivable Agreement with and without accounting for a tax liability.
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Tax AssociateAssure Oct 2021 - Mar 2022
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Tax ManagerPacific Premier Trust, A Division Of Pacific Premier Bank Mar 2021 - Oct 2021Irvine, California, UsPacific Premier Trust (formerly PENSCO) is a self - directed IRA custodian. During my time as a tax manager I built out a tax team (non existent pre acquisition), helped convert data from legacy SS&C systems to SEI, and worked with multiple third party tax vendors such as Sovos. Additionally, I would speak with clients and their CPAs about UBTI/UDFI if deemed appropriate the need for a 990-T. -
Staff AccountantSpicer Jeffries Llp Oct 2020 - Mar 2021Denver, Colorado, Us -
Staff AccountantCohen & Company Nov 2019 - Sep 2020Cleveland, Oh, UsCohen and Company’s investment tax team provides mutual fund, hedge fund, private equity, and cryptocurrency tax compliance . Staff accountants are exposed to book and tax differences, wash sale and straddle analysis, and preparing 1120-RICs and 1065s/K1s. -
Associate, Tax Operations ManagerJpmorgan Chase & Co. Jun 2019 - Nov 2019New York, Ny, Us -
Tax Administrator, Global Client Tax ServicesNorthern Trust Corporation Dec 2016 - Jun 2019Chicago, Illinois, UsThe Northern Trust Company, Canada is a withholding agent in the Canadian market. Therefore, Northern Trust is obligated to withhold tax and report said tax in accordance with regulations mandated by Part XIII of the Canada Income Tax Act.The Canadian Tax Team is responsible for the Canadian nonresident withholding tax liability general ledger account and monthly remitting the tax withholding amounts to the CRA. Also, the team files the NR4, T3, T5, and T5013 tax slips. -
Analyst, Private Equity Fund AdministrationNorthern Trust Corporation Jul 2014 - Dec 2016Chicago, Illinois, UsThe Private Equity Fund Administration team is a 3rd party administrator providing accounting and administrative services for private equity firms.The three areas analysts are exposed to are investor capital activity, cash management, and investor registry. The investor registry group does provide FATCA compliance services.
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Student AmbassadorBecker Professional Education May 2013 - May 2014St. Louis, Missouri , Us -
Tax InternKanter Tax And Trust, Consulting Inc. Dec 2013 - Apr 2014
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Accounts Payable SpecialistEby-Brown Company, Llc Jun 2013 - Nov 2013
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Tax InternRobert W. Rebman, Ltd. Dec 2012 - May 2013 -
Business ExplorerEli Lilly And Company Nov 2008 - May 2010Indianapolis, Indiana, Us
Megan R. Skills
Megan R. Education Details
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University Of Illinois Urbana-ChampaignTaxation -
Benedictine UniversityConcentration: Business Analytics
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Center Grove High SchoolAcademy Of Finance
Frequently Asked Questions about Megan R.
What company does Megan R. work for?
Megan R. works for Ey
What is Megan R.'s role at the current company?
Megan R.'s current role is Senior, Passthrough Transactions Group.
What is Megan R.'s email address?
Megan R.'s email address is mr****@****cpa.com
What schools did Megan R. attend?
Megan R. attended University Of Illinois Urbana-Champaign, Benedictine University, Center Grove High School.
What skills is Megan R. known for?
Megan R. has skills like Microsoft Excel, Accounting, Tax, Microsoft Office, Powerpoint, Journal Entries, Quickbooks, Financial Accounting, Finance, Invoicing, Financial Reporting, Financial Analysis.
Who are Megan R.'s colleagues?
Megan R.'s colleagues are Rishabh Godika, Soile Antikainen, Lindsay Zolet, Yahia Al-Rifai, Rachit Saurabh, Byron Thornton, Vallejos Garro Ana Maria.
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