Allison McNamara
Eagan
Summary
Diligent, detail-oriented and experienced Lead Tax Analyst offering solid understanding of legal and regulatory issues surrounding insurance and non-insurance activities. Background reviewing large data sets with speed and accuracy to verify integrity of information. Talent spotting anomalies in data, information and documentation
Overview
10
10
years of professional experience
Work History
Lead Tax Examiner
Transamerica Life Insurance Company
2021.03 - Current
- Managed workload effectively through prioritization of tasks based on urgency, complexity, and deadline requirements.
- Developed strong relationships with external stakeholders such as attorneys and accountants during complex cases for more effective collaboration.
- Contributed to team-wide discussions on best practices for handling unique or challenging cases, leveraging personal expertise in complex situations.
- Improved team performance by providing ongoing training and guidance to junior tax examiners.
Senior Tax Accountant
Transamerica Life Insurance Company
2017.09 - 2021.03
- Completed in-depth research into tax issues affecting [Type] activities to offer expert advice and accurately prepare submissions.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
- Identified impactful regulations and incorporated changes to comply with new requirements.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
Intermediate Tax Accountant
Transamerica Life Insurance Company
2017.04 - 2017.09
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Tax Accountant
Transamerica Life Insurance Company
2014.08 - 2017.04
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Education
BBA - Accounting And Finance
University of Iowa
Iowa City, IA05.2013
Skills
- Team Management
- Multi-state tax returns
- Research and documentation
- Regulatory knowledge
- Accounting Principles
Timeline
Lead Tax Examiner
Transamerica Life Insurance Company
2021.03 - Current
Senior Tax Accountant
Transamerica Life Insurance Company
2017.09 - 2021.03
Intermediate Tax Accountant
Transamerica Life Insurance Company
2017.04 - 2017.09
Tax Accountant
Transamerica Life Insurance Company
2014.08 - 2017.04
BBA - Accounting And Finance
University of Iowa
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