Nicholas D. Lopez Email & Phone Number

United States

Chicago, Illinois, United States

Chicago, Illinois, United States

• Participated in firm-wide intern case study program, preparing Federal Form 1040, 1041, CA Form 540 and CA SMLLC 568 for Ultra High Net Worth Individuals
• Assisted engagement teams in partnership K-1 basis tracking and data entry to support tax return preparation
• Presented a tax research case study involving complex tax issues related to state relocation and income sourcing to a partner panel

Chicago, Illinois, United States

• Prepared and reviewed 20+ federal and state tax returns for a variety of entity types, including individuals, trusts, and operating partnerships
• Traced and cross-checked transaction level data related to the preparation of income tax provisions to ensure accordance with ASC 740
• Collaborated alongside multiple engagement teams in using business judgement and strategic thinking to discuss the best methods of properly reporting and reducing client tax liability

Chicago, Illinois, United States

Chicago, Illinois, United States

• Engaged in a 3-week tax services immersion consisting of staff shadowing and networking to improve understanding of tax software and concepts
• Led a 6 member, cross-office team in advising a mock corporation in post-acquisition integration and training concepts and presented findings to project manager
• Collaborated with team members on researching and understanding internal client management software for the firm and presented to Deloitte partners

Chicago, Illinois, United States

• Assisted with month-end close process, support financial reporting & analytics, and prepare deliverables for the annual audit
• Worked closely with staff to prepare quarterly forecasts and collaborate with other departments on special cost analysis projects
• Prepared key financial reports, general ledger reconciliations, and journal entries
• Supported daily cash management activities and analyze results

Chicago, Illinois, United States

• Assisted with planning and implementing various large-scale events for 200+ students and staff
• Wrote reports with accurate, precise details and information and report to Resident Director
• Counseled 36 students of the Corcoran Hall community on personal and academic matters

Tinley Park, Illinois, United States

• Evaluated customer needs to design and enhance their home theatre experience
• Provided superior customer experience through exceptional product knowledge, resulting in above average NPS score
• Assisted with improving store displays and layout to drive a 10% increase in sales revenue
• Met and exceeded sales goals for duration of employment

Chicago, Illinois, United States

• Attended the Discovery Intern Conference at Deloitte University and engaged in teamwork and professional development activities, such as the Business Chemistry Assessment
• Participated in the case simulation “HelioWorld” and consulted the company on mergers and acquisitions through client engagements and delivered a final presentation to staff
• Consulted the non-profit United Way of Central Maryland and suggested solutions for expanding their outreach in the Baltimore Area via mobile app

Orland Park, Illinois, United States

• Learn dietary needs and requirements of residents to ensure their health and safety
• Assumed multiple roles to promote smooth functioning and efficacy of the workplace to ensure a positive dining experience for residents
• Build personal relationships with each resident by knowing their needs and preferences to guarantee their happiness and dignity

Bachelor'S Degree, Double Major In Accounting Honors And Finance, Senior | Gpa 3.91

Activities and Societies: Strobel Accountancy Honors Program Beta Alpha Psi - Co President, Vice President of Social and Service Events.

High School Diploma