Catherine Obi
Tax Associate @ PwC | Bookkeeping, AP, Analytical Skills
- Role
- Specialized Tax Services Associate- R & d at PwC
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Catherine Obi
I am a Tax Associate at Indeed, where I conduct thorough reviews of invoices, examine taxability of transactions, verify and apply exemptions, and engage in effective communication with clients. I am also a BBA Accounting candidate at Texas Tech University, after transferring from UHD Marilyn Davies College of Business, where I gained a solid foundation in accounting principles and practices. As a Transaction Tax Intern at DMA, I assisted in review preparation, tax research, and data analysis, using Microsoft Word and Excel for data entry and reporting. I also demonstrated strong customer service skills as a Field Organizer at Beto for Texas, where I recruited and trained volunteers, organized and supported events, and raised community awareness for the campaign. I am motivated by learning new skills, solving complex problems, and contributing to a team that values diversity and inclusion. I believe I can bring my analytical, bookkeeping, and AP skills, as well as my passion for accounting and public service, to any organization that seeks a dedicated and adaptable tax professional.
Experience
Specialized Tax Services Associate- R & d
Sep 2024 — Present · Washington, DC, US
Provide expert advice on qualifying activities and expenses for the Research & Development (R&D) tax credit to diverse clients across various industries.Conduct comprehensive assessments to identify eligible R&D projects and calculate potential tax credits.Collaborate with cross-functional teams to gather necessary documentation and ensure compliance with federal and state R&D tax credit regulations.Prepare detailed reports and documentation to support R&D tax credit claims, ensuring accuracy and adherence to applicable guidelines.Assist clients in navigating the complexities of R&D tax credit audits and disputes, offering strategic guidance and support.Stay updated on legislative changes and emerging trends related to R&D tax credits to offer proactive advice and innovative solutions.Develop and maintain strong client relationships, delivering exceptional service and tailored strategies to optimize tax savings.
Education
Texas Tech University - Rawls College of Business
Bachelor of Business Administration - BBA, Accounting
UHD Marilyn Davies College of Business
Bachelor of Business Administration - BBA, Accounting
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