Thomas Farley: Experienced Tax Associate in Costa Mesa, CA

• Led 40+ client meetings and technical interviews both on-site and through conference calls with subject matter experts and department heads to substantiate over $60 million of qualified research expenses. • Created Research & Development credit calculation schedules for Fortune 1000 clients in manufacturing, technology, and utilities industries leading to over $20 million of federal and state research credit benefits. • Worked with manufacturing clients to understand their domestic production activities and allocate cost of goods sold between qualified and nonqualified activities to create deduction schedules, substantiating in over $4 million of federal Section 199 tax deduction benefits. • Created client deliverables under tight deadlines through writing executive summaries, procedural memorandums, and compiling supporting documentation generating over $1 million of client fees. • Wrote IRS audit memorandums and compiled deliverables to successfully defend credits claimed across multiple fiscal years. • Greatly increased proficiency in Microsoft Excel to an advanced level. • Collaborated with team members, ranging from tax associate to partners to help facilitate project progress through completion. • Member of Tax Projects Delivery Group (TPDG) People’s Committee assisting lead partner with team feedback; created initiatives regarding compensation, training, and connectivity leading to increases in employee satisfaction survey scores.

Responsible for parking and retrieving customer vehicles. Ensure guests of the hotel and casino have a pleasant experience immediately upon exiting their cars. Organize customer keys and automobiles to ensure efficient delivery.

• Tutored students in various introductory financial and managerial accounting concepts, as well as introductory and intermediate microeconomics concepts. • Graded student papers and tests for several economics professors. • Maintained student grade databases for economics professors.

• Created client deliverables under tight deadlines through writing executive summaries, procedural memorandums, and compiling supporting documentation generating over $1 million of client fees. • Wrote IRS audit memorandums and compiled deliverables to successfully defend credits claimed across multiple fiscal years. • Greatly increased proficiency in Microsoft Excel to an advanced level. • Collaborated with team members, ranging from tax associate to partners to help facilitate project progress through completion. • Interacted and consulted with various levels of tax professionals, learning how to calculate R&D tax credits and Section 199 Deductions.

• Interacted with clients and other consulting professionals. • Created and produced more than 30 quarterly reports for current clients. • Compiled a list of over 3000 potential clients. • Able to efficiently and effectively manage a large workload.

• Used Microsoft Excel to create academic reports for students. • Made phone calls to various businesses and students about career fairs and other mentor programs. • Increased proficiency in Microsoft Word, Microsoft Excel, and Microsoft Power Point. • Improved organizational skills to maximize office productivity.

• Became proficient in the use of simple tax software. • Prepared simple tax returns for low-income individuals and families. • Learned how to interact with the general public in a client-based setting.

Ensured the safety of the guests inside the park. Learned how to handle high-stress situations with care and efficiency. Received awards for maintaining a safe environment for park guests and for extraordinary park cleanliness