Andersen Tax
Andersen Tax LLC is a tax firm headquartered in San Francisco, California, United States. It provides tax, valuation, financial advisory and consulting services to individuals and corporate clients. Headquarters: San Francisco, California, United States Number of employees: 1,000 Founded: 2002 Number of locations: 19 U.S. Offices Subsidiaries: Andersen Tax LLC and STCPartners., Type of business: Limited liability company
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Andersen Tax Employees
Andersen Tax 2006 - Present
KPMG LLP - San Francisco 2002 - 2006
Skills
Tax, Accounting, Tax Compliance, High net worth..., Stock options, Divorce tax planning, Estate tax planning, Inheritance tax planning, Estate Tax Planning, High Net Worth..., Income Tax, Tax Preparation, Corporate Tax, Tax Research, Inheritance Tax Planning, Tax Accounting, Financial Analysis, Entrepreneurship, Due Diligence, Stocks, Financial Reporting
Education
Lowell
NDV
University of San Francisco
BSBA, Accounting
Andersen Tax July 2015 - Present
University of Illinois at Urbana-Champaign August 2014 - May 2015
Andersen Tax / WTAS June 2014 - August 2014
Internal Revenue Service February 2014 - April 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Accounting, Tax, Microsoft Word
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Accounting Science, Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Accounting
University of Illinois at Urbana-Champaign August 2013 - Present
Andersen Tax June 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Accounting, Microsoft Office, Teamwork, PowerPoint, Leadership, Mentoring, Social Media
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Accounting, Senior
Andersen Tax July 2014 - Present
Walgreens October 2012 - June 2014
UW Entrepreneurial Law Clinic June 2012 - May 2013
Professor Sean M. O'Connor June 2012 - September 2012
Senator Daniel K. Inouye May 2011 - August 2011
Representative Scott Y. Nishimoto January 2011 - May 2011
Brian Schatz for Lieutenant Governor June 2010 - November 2010
Representative Ryan I. Yamane January 2010 - April 2010
Democratic Party of Hawaii 2007 - 2010
Senator Brian T. Taniguchi January 2009 - May 2009
Skills
Event Planning, Social Media, Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Research, Legal Writing, Legal Research, International Relations, Legislative Relations, Politics, Strategy, Management, Corporate Law, Legislation, Government, Policy
Education
University of Washington School of Law 2013 — 2015
Master of Laws (LL.M.), Taxation
University of Washington School of Law 2011 — 2014
Doctor of Law (JD), Law, Business and Entrepreneurship
University of Hawaii at Manoa 2007 — 2010
Bachelor of Arts (B.A.), Political Science
Voorhees High School
Andersen Tax July 2014 - Present
Andersen Tax June 2013 - August 2013
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's Degree, Accounting and Business/Management
Andersen Tax July 2015 - Present
Andersen Tax July 2013 - Present
Andersen Tax June 2011 - June 2013
Skills
Tax Compliance, Tax Research, Partnership Taxation, CPA, IRS, US GAAP, Tax Law, Tax Advisory, Microsoft Excel, Microsoft Office, Tax, Financial Accounting, PowerPoint, Finance, Financial Reporting, Financial Modeling, Due Diligence
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master (M.Acc.), Accounting
University of Florida - Warrington College Of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting
Andersen Tax January 2015 - Present
Skills
Microsoft Excel, QuickBooks
Education
University of Houston 2012 — 2014
Bachelor's degree, Accounting
Andersen Tax April 2013 - Present
Chicago Chinatown Chamber of Commerce 2012 - 2013
KPMG 2011 - 2012
Ernst & Young July 2010 - October 2011
Walgreens June 2009 - August 2009
EY January 2009 - May 2009
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2014
Master's Degree, Taxation, 3.6/4.0 GPA
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelors, Accountancy, 3.5/4.0 GPA
Whitney Young High School 2002 — 2006
Andersen Tax July 2012 - Present
Skills
Tax Research, International Tax, Tax Accounting, Tax, Corporate Tax, Partnership Taxation, QuickBooks, Financial Analysis, CPA, Tax Advisory, Tax Returns, Tax Preparation, Income Tax, ProSystem fx Tax, Tax Law
Education
University of Southern California 2011 — 2012
Master of Business Taxation
University of Southern California - Marshall School of Business 2011 — 2012
MBT, Business Taxation
University of Hawaii at Manoa 2008 — 2010
Bachelor of Business Administration (BBA), Finance and International Business
Remates Miami September 2012 - Present
Andersen Tax May 2014 - June 2014
Fisher Island Magazine April 2013 - June 2013
Finity Events August 2007 - May 2013
University of Miami October 2012 - April 2013
Skills
Microsoft Office, Event Planning, Public Speaking, Social Networking, Team Leadership, Microsoft Excel, Video Production, DJ, Social Media, Multiple Listing Service, QuickBooks, Facebook, Photoshop, Illustrator, InDesign, Brazilian Portuguese, Spanish, Minitab, Leadership, Research, PowerPoint, Event Management, Fundraising, Microsoft Word
Education
University of Miami - School of Business 2012 — 2016
Bachelor’s Degree, Accounting, Senior
Cypress Bay High School 2008 — 2012
Andersen Tax August 2012 - Present
Strategic Value Group, LLC July 2010 - July 2012
Grant Thornton April 2005 - July 2010
Kroll, Inc. July 2002 - March 2005
Arthur Andersen September 1996 - June 2002
Willamette Management Associates 1990 - 1996
Skills
Valuation, Intangible Assets, Equity compensation, Fair value reporting, Financial Reporting, Financial Modeling, Mergers, Financial Analysis, Purchase Price..., DCF, Litigation Support, Equity Valuation, Private Equity, SEC filings, Venture Capital, Strategic Financial..., Fair Value, Mergers & Acquisitions, Equities, Management Consulting, Financial Services, Corporate Tax, Financial Advisory, CPA, Appraisals, Leadership, Analysis, Acquisitions, Estate Tax Planning, M&A experience, Economics
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
Bachelor of Arts (BA), Finance, General
Andersen Tax January 2015 - Present
Deloitte August 2013 - January 2015
Deloitte May 2010 - August 2013
Zimmer September 2008 - May 2010
Deloitte September 2007 - September 2008
Deloitte September 2005 - September 2007
Skills
Tax, Tax Research, Corporate Tax, Tax Accounting, Tax Advisory, CPA, Accounting, Income Tax, Financial Reporting, Due Diligence, US Tax
Education
University of Illinois at Urbana-Champaign 2004 — 2005
Masters of Science (M.S.), Taxation
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor's of Science, Accounting
Andersen Tax July 2002 - Present
Arthur Andersen June 1989 - July 2002
Education
University of Florida 1983 — 1989
Masters, Accounting
PwC June 2015 - August 2015
Andersen Tax June 2014 - August 2014
Revenue Guard, Inc. June 2013 - August 2013
Skills
Tax, Tax Preparation, Invoicing, Account Reconciliation, Microsoft Excel, PowerPoint, Social Media, Data Entry, Facebook, Microsoft Office, Microsoft Word
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Andersen Tax July 2002 - Present
Arthur Andersen July 2001 - July 2002
Northwestern Mutual June 1999 - June 2001
Skills
Income Tax Planning, Wealth Transfer Planning, Investment Advisory, Tax, Financial Planners, Strategic Financial..., CPA, High Net Worth..., Estate Tax Planning, Partnership Taxation, Tax Research, Tax Advisory, Tax Accounting, Corporate Tax, Gift Tax, Trusts, Income Tax, Finance, Wealth
Education
University of Miami - School of Business 1999 — 2001
MBA, Specialization in Personal Financial Planning
University of Miami - School of Business 1999 — 2001
MS, Masters of Science in Taxation
University of Miami - School of Business 1996 — 1999
BA, International Finance & Marketing
Andersen Tax September 2014 - Present
WTAS April 2010 - August 2014
WTAS, Inc., a subsidiary of HSBC 2002 - 2007
Arthur Andersen 1993 - 2002
Ernst & Young 1998 - 1999
Skills
Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Tax, Accounting, Private Equity, Strategic Planning, Financial Modeling, Investments, Corporate Tax, Finance, Financial Reporting, Valuation, Business Strategy, Corporate Finance, Auditing, Income Tax, Tax Preparation, Tax Advisory
Education
University of North Carolina at Chapel Hill 1987 — 1991
Bachelor of Science (BS), English
Bank of America June 2015 - Present
RuffaloCODY January 2012 - May 2015
Andersen Tax June 2014 - August 2014
Pacific Trade International-Chesapeake Bay Candle May 2013 - August 2013
Pacific Trade International-Chesapeake Bay Candle May 2012 - August 2012
Skills
Financial Modeling, Programming, Visual Basic, C++, Finance, Microsoft Excel, Web Design, Windows, Management, Graphic Design, Microsoft Office
Education
University of Miami 2011 — 2015
Bachelor's Degree, Accounting and Finance, Senior
Andersen Tax August 2008 - Present
University of Michigan November 2003 - May 2007
Skills
Federal and State..., Tax Compliance and..., Individual Income Tax, Gift and Estate Tax..., Family Wealth Planning, Income Tax, Stock Options & QSBS, Wealth Management..., Trusts, High Net Worth..., Tax, Corporate Tax, Tax Accounting, Financial Analysis
Education
USC 2007 — 2008
Masters, Taxation
University of Michigan 2003 — 2006
B.S., Econ/Math
Andersen Tax July 2002 - Present
Arthur Andersen 2000 - 2002
Klausner Dubinsky + Associates December 1998 - December 2000
Liptz & Roberts, Chartered, CPAs May 1996 - December 1998
Reitburger, Pollekof & Kozak June 1995 - April 1996
Stars and Stripes 1992 - 1995
Skills
Tax, Income Tax, Tax Research, Tax Accounting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2007
Masters, Accounting
University of Maryland College Park 1991 — 1995
Bachelors, Accounting
Bowie High School 1987 — 1991
Andersen Tax 2007 - Present
Skills
Employee Relations, Recruiting, Applicant Tracking..., Human Resources, Sourcing, Talent Acquisition, Project Coordination, Employer Branding, Data Analysis, HRIS Database Management, Onboarding, QuickBooks, Finance, Analysis, Microsoft Excel, College Recruiting, Employee Benefits, Succession Planning
Education
University of Phoenix
Bachelor of Science (B.S.), Management
Andersen Tax July 2014 - Present
Andersen Tax June 2013 - August 2013
Chase December 2011 - February 2013
First National Bank of Barry June 2011 - November 2011
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Accounting, Bloomberg, Research, Data Analysis, Corporate Tax, English, Financial Reporting, Tax Accounting, Financial Accounting, Tax
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master's degree, Accounting
University of Illinois 2009 — 2013
Bachelor's degree, Accounting
Andersen Tax June 2010 - Present
Harris myCFO June 2006 - April 2010
Deloitte Tax LLP May 2002 - June 2006
Arthur Andersen LLP July 1981 - May 2002
Skills
High Net Worth..., Tax, Private Equity, Family Office, Hedge Funds, Alternative Investments, Investment Management, Asset Allocation, Wealth Management, Fund Of Funds, Mergers & Acquisitions, Wealth Management..., Corporate Tax, Due Diligence, Tax Research, Estate Planning, Tax Advisory, Trusts, Estate Tax Planning, CPA
Education
University of Notre Dame 1977 — 1981
BBA, Accounting
Andersen Tax January 2015 - Present
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Time Management, Customer Service, Teamwork, Social Networking, Leadership, Management
Education
University of Massachusetts Boston 2013 — 2014
PwC July 2014 - Present
PwC June 2013 - August 2013
Andersen Tax June 2012 - August 2012
Buchbinder Tunick & Company LLP May 2011 - August 2011
Skills
Microsoft Office, Excel, Word, RIA Checkpoint, GoFileRoom, ProSystems fx Tax, ProSystems fx Engagement, Microsoft Excel, Microsoft Word, RIA, Tax Preparation, Tax, Internal Controls, Financial Statements, Account Reconciliation, Analysis, Financial Accounting, International Tax, Cash Flow
Education
University of Miami - School of Business 2013 — 2014
MAcc, Assurance
University of Miami 2009 — 2013
BSBA, Accounting
Vienna University of Economics and Business Administration 2012 — 2012
International Business
Andersen Tax May 2015 - Present
Anthony Travel, Inc. May 2014 - August 2014
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Becker Professional Education August 2015 - Present
Andersen Tax June 2015 - August 2015
Cash Coalition of New Hampshire January 2014 - April 2015
Andersen Tax June 2014 - August 2014
G.H. Bass & Co. May 2010 - May 2014
Jack Conway & Co., Inc. September 2010 - June 2011
Skills
Customer Service, Accounting, Time Management, Teamwork, Customer Satisfaction, Tax Preparation, Organization, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, CCH ProSystem fx, Multi Tasking, Microsoft Publisher, Retail Sales, Cash Register, Customer Support, Loss Prevention, Public Speaking, Tax, Social Media, Management
Education
University of New Hampshire 2015 — 2016
Master’s Degree, Accounting
University of New Hampshire 2011 — 2015
Bachelor’s Degree, Business Administration - Accounting & Finance, GPA: 3.56
Mansfield High School 2007 — 2011
GPA: 3.40
Andersen Tax June 2015 - Present
University of Florida August 2013 - May 2015
Andersen Tax May 2014 - July 2014
University of Florida August 2011 - May 2013
Skills
Delegation, Tax Research, Microsoft Excel
Education
University of Florida 2010 — 2015
Master's Degree, Accounting
Andersen Tax 2005 - Present
Edgar Middle School 2004 - 2005
Tangles Hair Salon 2003 - 2005
Skills
MS Office Suite, Excel, PowerPoint, Outlook, Microsoft Word, Access, Administrative..., Accounting, Microsoft Office, Financial Analysis, QuickBooks, Financial Reporting, Event Planning, Customer Service, Tax Accounting, Corporate Tax, Tax, Microsoft Excel
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Communications
Andersen Tax January 2015 - Present
Andersen Tax May 2013 - December 2014
Internal Revenue Service May 2012 - August 2012
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master of Science (MS), Accounting
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (BS), Accounting
Andersen Tax June 2015 - Present
WTAS June 2014 - August 2014
Haynie & Company June 2013 - August 2013
WR Hambrecht + Co June 2012 - July 2012
ETF Trends April 2011 - August 2011
Skills
Microsoft Office, Lacerte, Tax Returns, PowerPoint, Analysis, Financial Accounting
Education
University of Southern California 2010 — 2014
Accounting, Business
Andersen Tax August 2013 - November 2014
E. M. Bossin & Company, P.C. July 2004 - July 2013
Tilley Development Corporation & Deboben Managemnet Company August 1999 - July 2004
American Red Cross May 1991 - August 1994
Suniland Furniture Company April 1989 - May 1991
Huffco Petroleum, Inc. June 1986 - March 1989
Skills
Tax, Corporate Tax, Accounting, QuickBooks, Tax Preparation
Education
University of Houston-Downtown 2014 — 2016
Master's Degree, Finance
University of Houston, C.T. Bauer College of Business 1999 — 2003
BS, Accounting
Andersen Tax November 2014 - Present
Andersen Tax January 2014 - November 2014
Warren Communications News, Inc. June 2013 - September 2013
WTOP News Radio - Bonneville International June 2012 - August 2012
Her Campus April 2011 - May 2012
University of Maryland December 2009 - May 2012
Skills
Journalism, Music Journalism, News Writing, Social Media, Digital Media, Editing, Data Research, Blogging, Newspapers, Legal Writing, Facebook, Social Networking, Web Content
Education
University of Maryland College Park 2009 — 2013
Bachelor of Arts (B.A.), Print Journalism
The American University of Rome 2012 — 2012
Semester Study Abroad
Ramsey High School 2005 — 2009
High School
Avant September 2014 - Present
Wells Fargo Securities January 2011 - August 2014
Andersen Tax 2008 - 2010
Skills
Corporate Finance, Financial Modeling, Structured Finance, Valuation, Finance, Competitive Analysis, Investment Banking, Data Analysis, Business Strategy, Securitization, Financial Analysis, Capital Markets, Fixed Income, Due Diligence
Education
University of Florida 2007 — 2010
Bachelor of Science in Business Administration, Finance
Aberdeen, Inc. August 2015 - Present
Andersen Tax November 2014 - August 2015
Andersen Tax August 2011 - November 2014
Ernst & Young October 2009 - July 2011
Protiviti April 2008 - August 2008
Skills
Tax, Corporate Tax, Internal Audit, Tax Accounting, CPA, GAAP, Income Tax, Tax Preparation, SEC filings, Financial Accounting, Partnership Taxation, Accounting
Education
University of Florida
Master, Accounting
Andersen Tax September 2014 - Present
WTAS LLC December 2007 - August 2014
Wealth Tax Advisory Services, Inc. (WTAS) Member HSBC January 2006 - December 2007
Skills
Portfolio Management, Tax, Financial Planning, Income Tax, Investments, Preparation, Accounting, Individual Taxation, Estate Planning, Retirement Planning, Tax Compliance, Asset Allocation, Tax Accounting, Wealth Management, Asset Management, Retirement, Valuation, Inheritance Tax Planning, Federal Tax
Education
University of Maryland College Park 2002 — 2006
B.S., Finance
South Carroll High School 1998 — 2002
High School
Andersen Tax January 1999 - Present
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
Ba, Economics
H.D. Roseth & Assoc., Ltd. August 2015 - Present
Andersen Tax January 2013 - February 2015
Ernst & Young October 2009 - January 2013
Skills
Financial Reporting, Accounting, CPA, Corporate Tax, GAAP, Internal Controls, Tax, US GAAP, Financial Accounting, Income Tax, Microsoft Excel, Tax Preparation, Tax Accounting, Auditing, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2004 — 2008
MAS, Accountancy
Financial Investments Corporation April 2015 - Present
Andersen Tax July 2009 - April 2015
Skills
Gift Tax, CPA, Income Tax, Tax Preparation, Tax, Estate Tax Planning, Tax Law, International Tax, Tax Returns, Estate Planning, QuickBooks, Mergers, Due Diligence, SEC filings, Internal Controls, High Net Worth..., Financial Statements, Strategic Financial..., GAAP, Consolidation, Financial Accounting, Trusts, Financial Analysis, Tax Advisory, Financial Statement..., US GAAP, Mergers & Acquisitions, Financial Planning
Education
University of Illinois at Urbana-Champaign 2008 — 2009
Master, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor, Accountancy
Andersen Tax July 2014 - April 2015
Patrick B. Padon & Co., P.C February 2014 - June 2014
McCoy-Rockford January 2014 - February 2014
Skills
Accounting, Tax, Research, Form 1065, Form 1041, Form 1040, Microsoft Excel, Financial Accounting, Financial Analysis, Financial Reporting, Access, PowerPoint, Microsoft Word, 1120S, Form 990-PF, Lotus 123, GoSystem Tax RS, Microsoft Dynamics, Microsoft Visio, Microsoft Office, Peachtree, QuickBooks, Staff Development, Teamwork, Public Speaking, AutoCAD, Hedberg, English
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Andersen Tax June 2013 - Present
Golden Gate University December 2011 - Present
Ernst & Young August 2010 - June 2013
Andersen Tax fka WTAS January 2009 - August 2010
Skills
Tax, Tax Research, Tax Law, Tax Advisory, Partnership Taxation, Trusts, Personal Tax Planning, Estate Tax Planning, International Tax, Tax Accounting, Financial Planners, Income Tax, Accounting, Financial Reporting, Tax Preparation, Financial Planning, Financial Analysis
Education
University of California Hastings College of the Law 2006 — 2008
JD, Law
University of San Francisco 2001 — 2004
BA, US Literature & US History
Delagnes, Linder & Duey, LLP June 2015 - Present
Andersen Tax August 2013 - June 2015
Andersen Tax June 2012 - August 2012
California Court of Appeals, Justice Timothy Reardon May 2011 - July 2011
Morrison & Foerster LLP July 2008 - July 2010
Severson & Werson May 2007 - August 2007
Skills
Legal Writing, Legal Research
Education
University of San Francisco School of Law 2010 — 2013
Doctor of Law (J.D.), Cum Laude
University of Southern California 2004 — 2008
B.A, Economics
Saint Ignatius College Preparatory 2000 — 2004
Andersen Tax January 2012 - Present
Education
University of Miami School of Law 2010 — 2011
LL.M., Estate Planning
University of Florida 2007 — 2010
J.D.
University of Florida 2003 — 2007
B.A., History
Andersen Tax May 2015 - Present
University of Florida March 2014 - May 2015
University of Florida Men's Rugby Club March 2014 - May 2015
2 College Brothers May 2013 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Leadership, Research
Education
University of Florida 2013 — 2015
Master of Accounting, Accounting
University of Florida 2010 — 2013
Bachelor's degree, Accounting
EY October 2014 - Present
Bel Air Medical Associates February 2014 - September 2014
EY June 2013 - August 2013
Andersen Tax May 2012 - August 2012
Skills
Tax Law, Financial Analysis, Research, Microsoft Excel, Tax
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Fallston High School 2005 — 2009