Ana I

Senior tax leader and CPA with 9+ years of experience advising high-net-worth individuals, family offices, trusts, estates, partnerships, S corporations, and closely held entities. Deep technical bench across U.S. federal, state, international private client, trust/estate/gift, and foreign information reporting, including Forms 3520, 3520-A, 709, 1041, 706-GST, and complex beneficiary/DNI analysis. Recognized for translating dense tax law into practical review standards, staff training, technical memoranda, and AI-ready workflows that improve accuracy, judgment, and scalability in compliance review environments.

Private Wealth / AI Advisory at Independent Tax & AI Compliance Consultant (2025-07 – Present)

• Advise clients and professional teams on U.S. tax compliance, private wealth planning, entity structuring, and AI-enabled workflow transformation.
• Develop practical AI review protocols for tax research, document intake, client-question triage, workpaper preparation, and compliance quality control.
• Translate complex tax positions into structured prompts, review checklists, decision trees, and audit-defensible narratives for human-in-the-loop review.
• Perform technical analysis across trusts, pass-through entities, S corporations, individual income tax, multistate issues, and planning-driven compliance.

Senior Tax Manager at PwC (2024-12 – 2025-06)

• Oversaw preparation and review of federal, state, and local tax returns for high-net-worth individuals, trusts, estates, gifts, partnerships, and S corporations.
• Managed filing risk, workpaper quality, reviewer comments, staff deliverables, and deadline execution in a high-volume private client environment.
• Designed tailored planning strategies involving wealth preservation, estate planning, charitable giving, retirement planning, foreign reporting, and multistate taxation.
• Coordinated with financial advisors, attorneys, investment managers, and internal teams to execute integrated, tax-efficient client strategies.

MDP Tax Manager at Deloitte Tax LLP (2023-06 – 2024-12)

• Consulted on business and transfer-tax considerations, including review and analysis of trust, testamentary, entity, and cross-border ownership agreements.
• Reviewed foreign trust documents and advised on entity classification, trust domicile, usufruct/bare ownership arrangements, U.S. income tax treatment, and reporting obligations.
• Served as specialist reviewer for Forms 3520 and 3520-A, foreign non-grantor trust beneficiary statements, DNI calculations, Forms 709, initial Forms 1041, and Forms 706-GST.
• Authored guidance and facilitated technical trainings on U.S. and international private client matters, including a comprehensive toolkit on gifts to U.S. persons from non-U.S. donors.
• Contributed to an AICPA memorandum submitted to Treasury and the IRS regarding international information reporting for domestic grantor trusts and related proposed regulations.
• Secured a new engagement for a $450M estate by developing a detailed estate-planning framework and executor-facing advisory approach.

Tax Manager at Deloitte Tax LLP (2021-05 – 2023-06)

• Provided compliance and consulting services to high-net-worth individuals, family offices, trusts, estates, private foundations, and closely held investment/business entities.
• Conducted technical reviews of complex individual, partnership, trust, estate, gift, and multistate returns; managed $2.4M in revenue, billing, collections, staffing, and scheduling.
• Advised family offices on estate, gift, trust, philanthropic, investment structuring, multigenerational wealth transfer, and business succession matters.
• Led engagement teams across U.S. and USI offices while coaching staff and seniors through return-specific training, technical issue spotting, and performance feedback.

Tax Senior at Deloitte Tax LLP (2020-01 – 2021-05)

• Reviewed complex individual, estate, gift, trust, private foundation, and business federal/state tax returns for private wealth clients.
• Researched and authored technical memoranda on tax law changes, planning opportunities, notices, and client-specific risk issues.
• Prepared staff-facing training materials, coached interns and associates, and coordinated client documentation requests and taxing-authority responses.

Tax Senior at E. Cohen and Company, CPAs (2019-09 – 2020-01)

• Reviewed staff-prepared returns, BNA projections, technical memoranda, flow-through entity returns, and tax controversy responses.
• Supported management with strategic planning analysis for partnerships, S corporations, LLCs, individuals, and closely held entities.

Tax Associate / Tax Intern at Bennett Thrasher LLP (2016-01 – 2019-09)

• Prepared individual, estate, gift, trust, private foundation, partnership, S corporation, and business federal/state income tax returns for high-net-worth clients.
• Researched tax law changes, prepared projections and estimates, managed client information requests, and trained new associates and interns.
• Prepared 30+ individual returns during internship and assisted with a corporate return for a company with more than $10M in revenue.

Assistant Accountant at Algoloma Systems, LLC (2014-06 – 2014-09)

• Supported transition from manual records to automated accounting software; reconstructed and reconciled three years of transactions for the company and parent holding firm.
• Performed bookkeeping entries and forensic accounting analysis of five years of historical financial performance.

B.S. in Business Administration, Accounting Concentration – Georgia Institute of Technology