Tax Associate - Intuit TurboTax (Seasonal) - Remote New York, NY
(2026-03 - 2026-04)
- Led tax documentation, withholding, reporting testing, and control validations
- Customer Service for Tax Return Preparation and Filing
- Filed Tax Returns and Gave Tax Expert Advice
Business Analyst (Tax Operations) - Morgan Stanley (Contract) - Hybrid New York, NY
(2021-11 - 2025-05)
- Led tax documentation, withholding, reporting, and control-validation activities in support of tax operations and regulatory reporting.
- Analyzed transaction-level data and upstream system attributes to identify discrepancies, patterns, exceptions, and logical groups of tax-related activity.
- Supported the E*TRADE Wealth Management merger and large-scale account migration, reconciling datasets and resolving data-quality issues across systems.
- Partnered with business teams to understand transaction activity, clarify data definitions, and document requirements for tax operations processes.
- Coordinated with Tax Advisory and cross-functional stakeholders to support classification of financial activity under applicable tax and reporting categories.
Senior Tax Consultant - Protax Consulting - New York, NY
(2019-11 - 2021-05)
- Prepared complex individual and corporate tax returns for expatriates, foreign nationals, and high-net-worth clients.
- Served as a subject-matter resource for FBAR, FATCA, RSU, ISO, NSO, and ESPP reporting requirements.
- Analyzed client financial records and transaction activity to identify tax-reporting requirements, inconsistencies, and documentation gaps.
- Worked directly with clients to obtain information, clarify financial activity, organize supporting documentation, and resolve tax-related questions.
- Led a remediation initiative to correct multi-year FBAR filings, improving compliance and accuracy of regulatory reporting.
- Applied tax rules to classify income, equity-compensation activity, and foreign financial-account reporting obligations.
Traffic Data Surveyor - Traffic Data Survey Corp. - Staten Island, NY
(2014 - 2019)
- Collected, analyzed, and validated traffic-volume, speed, and vehicle-composition data from city intersections.
- Built and maintained a database of more than 300 datasets to support analysis, reporting, and operational decision-making.
- Identified data patterns and anomalies, organized related observations, and maintained accurate records for analysis and solution development.
