Senior IT Assurance Associate - PwC - Tampa, FL
(2024-01)
- Partnered with business, tax and IT client contacts to understand end to end process, identify risks (business and AI) and translate needs into documented requirements and testing procedures.
- Performed, reviewed and tested Information Technology General Controls for: AWS, Oracle, SAP, NetSuite and Salesforce systems to ensure compliance and security.
- Executed technology audit plans as well as the overall performance of audit procedures, including identifying and defining issues, developing criteria, reviewing, and analyzing evidence, and detailing client processes and procedures.
- Assessed pre and post implementations phases of the Software Development Life Cycle (SDLC).
- Lead walkthroughs to explain system logic, controls, and process dependencies to diverse client groups.
Senior Tax Associate - PwC - Tampa, FL
(2022-01 - 2024-12)
- Reviewed and analyzed client data and accurately prepared workpapers, state k-1s, and income tax returns.
- Engaged directly with the tax team to enhance Alteryx tax workflows related to composite, withholding, and nexus determination across the state and local tax engagements.
- Participated as a tester in different tax scenarios to ensure that the tax liabilities followed the tax laws.
- Managed and mentored a team of tax professionals on state and local tax projects.
- Supported the organization to maintain full compliance with state and local tax requirements with diligent application of best practices.
- Provided consulting services to clients about state and local tax matters.
Tax Specialist - PwC - Tampa, FL
(2020-01 - 2022-12)
- Participated in multi-states investment companies to maintain full compliance with state and local tax requirements with diligent application of best practices.
- Gathered and analyzed data to prepare state K-1s packages.
- Reviewed information presented on 1065 & 1120 state income tax returns before, during, and after preparation. Researched and analyzed specialized tax laws, rules, and regulations.