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Project Manager Management

Location:
Tacoma, WA
Posted:
July 21, 2013

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Resume:

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)



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