Michaela Larson Email & Phone Number

Salt Lake City Metropolitan Area

Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $3T in assets globally, and that number is growing by more than $15B each week. More than 600 of the world’s leading family offices, registered investment advisors, private banks and large financial institutions use Addepar today to deliver exceptional value to their clients, setting new growth and client engagement records every quarter.

Mclean, Va

- Research and analyze specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.- Develop in-depth knowledge of client business and industry through direct interaction while working on various engagement aspects.- Demonstrate critical thinking and problem solving when working with large complex sets of wage, expense, and GL data to develop Excel and Alteryx models for R&D Tax Credits, Fixed Assets, and Accounting Method Change Studies.- Manage and drive projects through detailed and organized planning, collaboration with management, and overseeing milestones.- Lead tax technical discussions with various clients to identify activities which may qualify for R&D Tax Credits.- Write and review technical IRS memorandums.- Lead technical trainings and meetings for up to 40 staff and management.- Appointed to liaise staff feedback with various members of the management team.- Prepare engagement budgets to set expectations, promote accountability, and maintain sustainable profit margins.

Greater Salt Lake City Area

Greater Salt Lake City Area

- Collaborated with accounting leadership to create accounting procedures for the start-up to ensure compliance with public accounting standards using QuickBooks and SAGE 100 accounting software.- Consulted with 15 departments to document asset acquisitions and asset transfers during business relocation.- Gathered and prepared data for the implementation of SAGE fixed asset software for accurate tracking and depreciation.- Assisted with the preparation of quarterly and annual SEC reports.- Prepared and filed property taxes for 2 business locations with fixed assets amounting to $16 million.

London, United Kingdom

- Performed account and bank reconciliations and organized data into Excel spreadsheets on accounts up to €1 million.- Audited company’s financial projects to ensure data was consistent across Access Dimensions and Focal Point databases.- Organized 15 teams’ transactions to find mobility equipment costs per unit to be used in financial forecasting.

London, United Kingdom

- Global Intern working with the finance team at Whizz-Kidz in London.

Park City, Utah

- Managed logistics including coordination with vendors, program, entertainment and packing/shipping materials for Ski World Cup Finals resulting in successfully executed events.- Coordinated with 10 team managers of professional athletes regarding schedules and management of itineraries.- Organized donor information in relation to guest lists and table assignments for various fundraisers.

Utah

- Planned and arranged heli-skiing and heli-hiking adventures for 30 clients using Salesforce and Wholesaler Portal.- Conducted outreach to existing and potential clients for their desired ski or hike adventure.

Logan, Utah

- Collected and assembled data generated by the company into summary preclinical research reports for companies seeking FDA approval.- Scheduled client meetings, attended to needs of professionals, and maintained business relationships for future studies.- Provided clear and concise updates to clients about studies in progress.

Master'S Degree, Accounting

Accounting

Activities and Societies: Delta Gamma Sorority

Education record

Activities and Societies: Soccer team