Sales Assistant
Resume:
Rebecca A. Clem-Jackson
abmsn5@r.postjobfree.com
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Education The University of Texas at Austin
Summer 2009
Master in Professional Accounting
Bachelor of Business Administration
Business Honors Program
Fifth-Year Integrated-MPA: Audit Track with
emphasis in Tax
Undergraduate GPA: 3.6 Graduate GPA: 3.25
SAT: 1310
Experience
5/10/2009- Dimensional Fund Advisors
Austin, TX
Present Accounting Specialist
. Tax accountant for the Advisor: completed multi-state
tax scenario analysis for the CFO and CEO of all 50 states
from the view of an S Corporation
. foreign partner federal and state tax withholding and
annual returns
. Power of Attorney for the Funds in IRS matters of civil
penalties and deficiencies/notifications
. Research and creation of shareholder communication
reports and required election statements
. FIN 48 analysis and documentation around 5 uncertain tax
positions including 7 years of past taxes, penalties, and
interest due for material sales revenue allocated and
apportioned by state
. Assistant tax accountant to the Mutual Funds: foreign
reporting requirements for withholding, financial bank
account reports, and fund tax question analysis
2/1/2009- Stallop, Slattery & Associates
Austin, TX
Present (Seasonally) High-Net Worth Tax Associate
. Input and completed high net-worth Executives Federal
Individual Tax Returns for over 20 clients with
multiple entities including: S Corporations, partnerships,
etc.
. Assist in processing, documentation, and other small
office endeavors
8/29/2007- PMB + Helin Donovan
Austin, TX
3/27/2009 Tax Intern, High Net Worth Individuals
. Compile $30-$50 million individual's1040 returns, including:
dispositions, all 1099s,
K-1s, itemized deductions, like-kind exchanges, partnerships,
business income, etc.
. Analyzed business entity financials to create tax
statements, Form 990s, and disclosures for certain
investments
1/2/2008 - PricewaterhouseCoopers, LLP
Austin, TX
3/7/2008 Tax Intern, Private Company Services & Industry
Group Services . Prepared In-
depth Form 1065 partnership return of 30+ partners including (worthless
securities,
infringement settlements, escrowed sales of investments)
. Assembled State Extensions for 3 companies and created
binder of all states and each state's specific adjustments
(NOLs, acceptable write-offs, Allocation of loss/profit,
etc)
5/28/2007 - Alvarez & Marsal Taxand, LLC
Dallas, TX
8/17/2007 Tax Intern, Compensation and Benefits Planning
. Developed analysis skills in
utilizing 10-Ks and DEF 14As to survey 80 top S&P companies' change in
control benefit plans
. Ran scenario simulations to determine Section 280G
parachute payments for around 60
members of the Senior Leadership Team and Leadership Team
of TXU Corp. prior to acquisition (to minimize corporate
cost in grossing up following a change in control)
. Assisted in the compilation of individual reports given
to TXU Corp. top executives in
explaining benefits and the corresponding tax situation
following the proposed merger
01/06-04/06 VITA - Community Tax Centers
Austin, TX
01/07-04/07 Tax Preparer Volunteer, Advanced Level
. Tax Planning & Return Preparation by appointment all
year to encourage responsibility and integrity
. Assessed client eligibility & prepared 1040 individual
returns for over 65 hours of service and helped
individuals to explore options - achieving refunds of
$73,999
. Reviewed peer tax returns to effectively minimize
errors & implement correct form
Activities Ford Career Center at McCombs, McCombs PPA Ambassador
(08/07 - 05/08)
University Accounting Association, Officer (elected Vice
President) 01/07 - 11/07
QSA, Financial Director (8/06 - 4/07)
Alpha Delta Pi, Assistant Treasurer (01/05 - 05/05); Area
Head (Summer 2005)
Texas Spirits, Pledge Class Contact (08/05 -
12/05)
Honors Alpha Lambda Delta Honor Society/Phi Eta Sigma Honor
Society; University Honors
Skills Computer - Microsoft Office, SPSS, StatTools,
QuickBooks, and Quicken Deluxe, Lacerte,
GoSystems, CCH Research Network, etc
Work Status US Citizen
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