Bachelor of Science in Accounting with a minor in Economics

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Experienced Tax Associate

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Experienced Tax Associate, Tax Intern, Accounting & Economics Grader/Tutor, Financial Research Intern, Office Assistant, Valet Driver, Lifeguard

•	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.

Valet Driver

•	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.

Grader/Tutor for Accounting and Economics Courses

•	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.

Tax Intern

•	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.

Financial Research Intern for Retirement Consulting Firm

•	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.

Office Assistant

•	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.

Volunteer Income Tax Assistant

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

Lifeguard

Find out detailed information about Thomas Farley, Experienced Tax Associate in Costa Mesa, CA

Thomas Farley: Experienced Tax Associate in Costa Mesa, CA

Thomas Farley