Sophia Morales

Sophia Morales Email and Phone Number

Asset Management Audit Associate @ KPMG | Bachelor's in Accounting | Pursuing CPA by the State of California @ KPMG
toronto, ontario, canada
Sophia Morales's Location
Belmont, California, United States, United States
About Sophia Morales

Hi, I'm Sophia Morales. I grew up in the Bay Area and recently graduated from the University of San Francisco with a Bachelor's degree in Accounting and a minor in Economics. Inspired by my father, I developed an interest in finance and accounting from a young age. Growing up around our family business, I gained valuable insights into both external and internal operations, shaping who I am today. As the first person in my Mexican and Guatemalan immigrant family to attend and graduate from university, I am deeply grateful to my parents and God for their support and the opportunities I've been blessed with. I am currently working with Marcum LLP as a tax intern and currently studying for my CPA exam. My goal in a couple of years from now is to attend Law School to become a Tax Attorney to represent clients, or to work in a Silicon Valley tech company to pursue private and internal accounting.

Sophia Morales's Current Company Details
KPMG

Kpmg

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Asset Management Audit Associate @ KPMG | Bachelor's in Accounting | Pursuing CPA by the State of California
toronto, ontario, canada
Website:
kpmg.com
Employees:
184040
Sophia Morales Work Experience Details
  • Kpmg
    Audit Associate
    Kpmg Oct 2024 - Present
    San Francisco, California, United States
  • Magic Touch Maintenance
    Administrative Assistant
    Magic Touch Maintenance Sep 2016 - Oct 2024
    Belmont, California, United States
    • Regulates payroll through Hourly payroll software• In charge of business transactions and proof of receipts to be separated and placed ready for yearly accountant• Prepares contracts in accordance with client’s needs and pricing, consideration legal action and regulation by the state
  • Marcum Llp
    Tax Intern
    Marcum Llp Jan 2024 - Aug 2024
    San Jose, California, United States
    • Assist senior tax professionals in preparing tax returns for individuals, partnerships, and corporations.• Conduct research on tax laws, regulations, and rulings to support tax planning and compliance efforts.• Review financial statements and documentation to identify potential tax savings and compliance issues.• Prepared tax projections and estimated payments for clients based on current tax laws and regulations.• Utilize CCH Axcess to input data, calculate taxes, and generate reports for review by senior staff.• Collaborate with team members to streamline processes and improve efficiency in tax preparation and filing.• Contributed to special projects, such as tax research assignments or preparing presentations on tax updates for internal training sessions.
  • Williams-Sonoma, Inc.
    Retail Stock Associate
    Williams-Sonoma, Inc. Sep 2018 - Jan 2024
    • Utilize excellent customer service skills in a busy retail environment, assisting 30-40 customers daily.• Achieve average daily sales of $900-$1000, with weekend sales reaching $2000.• Audit mispicks and incorrect shipment information received from distribution centers.• File and organize 20-25 sales transactions daily to ensure accurate curbside pickups during COVID-19.• Developed systems to streamline end-of-year inventory counts for all store items.• Coordinate paperwork and shipping labels for 10-15 online orders daily.
  • Ey
    Tax Intern
    Ey Jun 2023 - Jul 2023
    San Francisco, California, United States
  • Ey
    Ey Launch Intern
    Ey Jun 2022 - Aug 2022
    San Francisco, California, United States

Sophia Morales Education Details

Frequently Asked Questions about Sophia Morales

What company does Sophia Morales work for?

Sophia Morales works for Kpmg

What is Sophia Morales's role at the current company?

Sophia Morales's current role is Asset Management Audit Associate @ KPMG | Bachelor's in Accounting | Pursuing CPA by the State of California.

What schools did Sophia Morales attend?

Sophia Morales attended University Of San Francisco, Carlmont High School.

Who are Sophia Morales's colleagues?

Sophia Morales's colleagues are Tharuni Vijay, Lan Anh Thượng, Rachel Baum, Fiona Graham, Zain Abbas, Joy Keane, Esq., Welson Ngo , Cpa ( 柯賢偉).

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