Jonathan Naiman
Tax Senior at Alvarez and Marsal
- Role
- Senior Tax Associate at Alvarez & Marsal
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Jonathan Naiman
Dedicated senior tax associate with desire to learn and grow professionally.• Responsible, dependable, and enthusiastic attitude.• Superior organizational and analytical skills.• Team player who easily connects and communicates with others.• Prepare tax forms for ultra-high net worth individuals in the technology and finance space with income from $15 to $70 million dollars, focusing on complex multi-state Forms 1040, 1041, 1065, and 709.• Prepare tax forms related to foreign activity including FinCEN 114, Form 5471, Form 8865, Form 926, Form 8621, and Form 8938.• Planned and prepared estate financial modeling and address IRS audits• Planned and prepared quarterly estimates and projections using BNA software.• Prepare and file S-Corp.• Advise clients regarding audits, tax notices received and responded to federal and state agencies on behalf of clients.• Research and advise clients on various tax positions. As well being proactive and creating tax strategies to reduce clients tax burden.• Pitch in as necessary in other areas: manage and respond to interns’ and tax associates’ questions.
Experience
Senior Tax Associate
Aug 2024 — Present · US
Education
Ana G. Méndez University System USA
Bachelor of Arts - BA
Fairleigh Dickinson University
Master of Science - MS
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