Tax Manager ? Corporate Compliance
Strategic minded lawyer with securities compliance and tax experience
seeking a position on a dynamic and passionate team
EXPERIENCE
New York City Financial Network Action Consortium, 209 East 3rd St, NY, NY
Tax Manager (seasonal), January 2013 - April 2013
. Preform Tax research and analysis and apply to client's issue. Prepare
Federal, State, and Local Tax filings.
. Draft Tax work papers analyzing Tax regulation for distribution to
staff. Create FAQ database to increase quality.
. Supervise and review the work of 19 tax professionals. Review tax
returns for errors and inconsistencies.
CounselWorks, LLC, 420 Madison Ave, NY, NY
Compliance Consultant, Sept 2011 - March 2012
. Researched and drafted memoranda on the Investment Advisers Act,
Uniform Securities Act, FACTA and Dodd-Frank.
. Reviewed legislation, regulation, and case law, and drafted tri-weekly
newsletters for clients. Performed AML Reviews.
ALM Media, LLC, 120 Broadway, NY, NY
Legal
Intern, Summer 2011
. Working in the legal department, researched and prepared memoranda
related to corporate governance issues, drafted memoranda addressing
the impact of foreign technology law on domestic and foreign
operations.
. Researched and drafted memoranda in connection to a state and local
tax controversy under the commerce clause.
Forex Signs International Capital Markets, 40 Wall Street, NY, NY
Legal Intern,
Spring 2011
. Working for a private wealth manager, performed regulatory compliance
reviews, drafted investor subscription agreements, and researched
memorandum on forming a private commodity fund.
Media Legal Defense Initiative, 28 Charles Sq, London, GB
Legal Researcher, Summer
2010
. Researched media litigation worldwide, wrote legal reports related to
defamation and libel, and compiled jurisdiction legal fees.
Islington Law Center, 161 Hornsey Rd, London, GB
Legal
Intern, Summer 2009
. I researched employment and various public law issues. Drafted
memorandum and prepared case files for litigation proceedings.
Asensus, Inc. 200 Dryden Rd, Dresher, PA
Plan Reconciliation Specialist, Fall 2006 -
Fall 2008
. Performed portfolio accounting, reporting, earnings calculations and
plan reconciliation for defined contribution plans.
. Later seconded to project management team where I performed competitor
analysis in the plan sponsor industry.
PriceWaterhosueCoopers LLP, 2001 Market Street, Philadelphia, PA
Consultant, Feb 2006 -August 2006
. Working within the audit and assurance unit, as a project manager,
implemented the design of learning and performance improvement
solutions within the knowledge management team, managing small scale
and large scale learning seminars.
EDUCATION
BENJAMIN N. CARDOZO SCHOOL OF LAW, New York, NY
LL.M., with a concentration in Corporate and Tax Law, January 2012
Academics: Distinguished LL.M Scholar Award
THE UNIVERSITY OF BIRMINGHAM, Edgbaston, Great Britain
LL.B (J.D with honors July 2010
WEST CHESTER UNIVERSITY, West Chester, PA
B.A., Political Science, December 2005
ADDITIONAL SKILLS
. IRS Enrolled Agent (Candidate), IRS Certified VITA/TCE (Advance Level)
. FINRA Series 7, 63, NY Life/Variable Annuities License, MPRE (Pass),
and NY Bar Exam (Pending)
. TaxWise Professional (Tax Software)/WestLaw, Languages: Swedish
(Conversant), French (Beginner), and Spanish (Beginner)