Andrew Warren

CPA, Tax Associate at PWC

Role: Tax Associate at PwC
Location: New York, NY, US
LinkedIn followers: 500 followers

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Experience

Tax Associate
PwC
Sep 2024 — Present · New York, NY, US
Perform reconciliations between client investment data and internal reporting structures across fund portfolios, identifying and resolving discrepancies in high-volume data sets• Prepare and review complex international and investment-related tax forms, including 1120-RIC (annual tax return), 8613 (excise), 8621 (PFIC), 8613 (RIC), (foreign tax credit), 8990 (business interest expense limitation), and 7004 (extensions)• Collaborate with cross-functional teams to compile and submit federal and state deliverables under tight deadlines, ensuring data integrity and operational efficiency• Create and maintain a centralized control tracker across 90+ funds, coordinating workload for 30+ personnel and streamlining status reporting from staff to partner-level

Contact information

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Current company

PwC

Professional Services · 300K employees · United Kingdom

At PwC, we help clients drive their companies to the leading edge. We’re a tech-forward, people-empowered network with more than 370,000 people in 149 countries. Across audit and assurance, tax and legal, deals and consulting we help build, accelerate and sustain momentum. Find out more at www.pwc.com. PwC: Audit and assurance, consulting and tax services PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.

pwc.com

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