Sarah O'Connor
Minneapolis
Summary
Experienced Tax Associate known for strong client relationship management and in-depth knowledge of tax regulations. Successfully managed tax returns for high-net-worth individuals, trusts (CRUT, CRAT, and Grantor), and private foundations, contributing to effective tax planning strategies and ensuring compliance. Working toward CPA licensing with 1/4 exams passed.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Experienced Tax Associate
PricewaterhouseCoopers
Minneapolis
09.2024 - Current
- Prepared tax returns for high net worth individuals and corporate clients using specialized software.
- Assisted in tax planning strategies to optimize client financial outcomes.
- Managed 15 HNW individuals, their trusts, and related charitable foundations.
- Researched tax regulations and compliance requirements for client advisement.
- Collaborated with team members to gather necessary documentation for filings.
- Reviewed client financial statements to ensure accuracy in tax reporting.
- Communicated effectively with clients to clarify tax-related inquiries and issues.
- Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
- Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
- Responded promptly to inquiries from both internal and external customers regarding taxation issues.
- Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
Tax Intern
PricewaterhouseCoopers
Minneapolis
01.2024 - 04.2024
- Assisted in preparing tax returns for individual and corporate clients.
- Conducted research on tax regulations and compliance requirements.
- Collaborated with team members to gather necessary client documentation.
- Utilized tax software to input data and analyze information efficiently.
- Supported senior staff in developing tax planning strategies for clients.
- Attended training sessions to enhance knowledge of tax laws and procedures.
- Completed tax returns for individuals, trusts, partnerships and corporations.
Education
Bachelor of Science - Accounting
University of Minnesota
Minneapolis, MN12-2023
Skills
- Tax preparation
- Tax planning
- Regulatory compliance
- Financial analysis
- Software utilization
- Client relationship management
- CCH
- OneSource Income Tax
- Excel
- BNA Tax Planner
Certification
CPA License (in progress) - 1/4 Exams passed
Timeline
Experienced Tax Associate
PricewaterhouseCoopers
09.2024 - Current
Tax Intern
PricewaterhouseCoopers
01.2024 - 04.2024
Bachelor of Science - Accounting
University of Minnesota