Katie Fator, CPA, SHRM-CP

Leading recruiting efforts at - University of California, Los Angeles - California Polytechnic State University, San Luis Obispo - California State University, Northridge

- Experience in Financial Services tax compliance within the Private Equity, Real Estate, and Asset Wealth Management sectors as well as in Research and Development tax credits - Proactively assist in the management of several clients, while reporting to Managers and above - Reviewing complex partnership and corporation tax returns and supporting work papers - Training staff by explaining tax principles, walking through prior year workpaper and returns, and teaching them about our software programs - Performing tax research to identify and resolve tax issues as an advocate for my clients using RIA Checkpoint and CCH - Corresponding with the IRS to resolve inquiries on behalf of my clients

- Assisted teams in the Private Company Services, State and Local Tax, and Financial Services groups in the Irvine, Los Angeles, and Phoenix offices - Worked directly with senior associates to prepare workpapers and tax returns

- Tutored middle and high school students in Precalculous, Geometry, Algebra, and Pre Algebra - Assisted students with homework question and test preparation - Helped students get ahead in the summer to be prepared for their next math course

- Assisted the Recruiting team with the summer internship and fall recruitment planning - Facilitated two-day Elevate Summer Leadership Program for sophomores considering PwC - Communicated with all Assurance and Tax interns in the SoCal market to track open items