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Resume Susana Robles

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Resume Susana Robles

  1. 1. Susana Robles N., CPA 5404 South Honore Chicago, IL 60609 | (773) 531-8986 |robles.s76@gmail.com QUALIFICATION SUMMARY o Energetic self-starter with strong communication skills; perform well independently or on team structure o Commitment to furthering the success of team members; deliver quality individual performance in a high- pressured and fast paced environment o Meets challenging and time sensitive deadlines and adjust for changing priorities o Ability to perform exceedingly at project management o Exceptionally strong time management, problem-solving and organizational skills o Keen work ethic; fluent in oral and written Spanish PROFESSIONAL EXPERIENCE Deloitte Tax LLP Chicago, Illinois August 2014-Present (JPMorgan Chase Bank, Fiduciary tax practice acquired by Deloitte Tax LLP) Business Tax Services Team Lead- Manager Embarked on transition of tax work with client JPMorgan Chase Bank. Responsible for managing resources on US site office as well as offshore India staff to ensure preparation and high quality review of trust tax returns, extensions and estimate review for assigned book of accounts. Lead contact to family and front offices on key and sensitive relationships. o Manage a team of accountants to ensure completion of trust tax returns o Responsible for coaching and responding to questions from teammates on any general taxation matters o Review of trust tax returns on and off season o Prepare termination paperwork and analysis of accuracy on account setups for generation skipping tax implications and state situs determination o Responsible for preparation of trust tax returns, foreign filings and state filing implications for assigned account load JP Morgan Chase Bank Chicago, Illinois January 2000 – July 2014 Private Wealth Management – Fiduciary Tax Unit Tax Reviewer, Vice President January 2012 - July 2014 Initially hired as Tax Accountant, staff level, but rapidly promoted to Tax Officer during first year of performance in 2001. Subsequently received promotions to Vice President and ultimately to Tax Reviewer role. Responsible for review of trust returns for private bank sector clients. Performed all reviewing duties and assigned account load duties with utmost risk control and allocating proper time to deliver a quality product o Review new trust account setup including will and trust document interpretation and analysis to ensure
  2. 2. appropriate entity is recorded and applicable trust situs is represented for accurate state return filings o Progressed into subject matter expert and a developed resource to manager and/or peers on generation skipping tax implications, unique trust termination items and fiduciary tax concepts o Proactively communicated insight to direct manager on issues for discussion at manager meeting and/or with legal counsel specifically process improvements such as more efficient and timely filing processes o Key driver on special review of sensitive private bank sector clients for comprehensive and detailed review of returns with a focus to minimize risk and loss prevention Tax Associate III, Vice President January 2000-December 2011 Promoted to Vice President. Lead on several departmental special projects. Researched tax related inquiries from Trust Advisors. Prepared hypothetical tax projections for tax planning to accomplish addressing questions from clients. o Review and preparation of Federal, State, Generation skipping trust tax returns including related schedules and reports o Direct special projects such as Electronic Filing for trust accounts and global tax analysis of income reallocation asset factors provided by Wall Street Concepts o Monitor progress of team members for timely and accurate execution of special projects o Effective management of high volume of fiduciary accounts involving unique tax strategies; including tax analysis on terminating events such as grantor and income beneficiary deaths o Conduct legal tax research on complex tax matters o Respond to IRS and State notices timely, and communicate with taxing authorities for resolution o Advise relationship managers on tax consequences for events such as sale of unique assets and generation skipping tax implications The Northern Trust Company June - August 1998 Senior Portfolio Accounting Analyst o Responsible for daily and monthly valuation accounting for Fortune 500 companies. Reviewed and verified fund activity, prices, net asset values, transactions and participant units EDUCATION & CREDENTIALS Bachelor of Science, Accounting, University of Illinois, Chicago, IL 1998 GPA: 4.2/5.0 Certified Public Accountant (CPA), Chicago, IL, 1999 o Certified Public Accountant –Registered (RCPA), Chicago, IL 2006 to date SOFTWARE SKILLS o RIA Checkpoint, Federal Tax Handbook, CCH, and Tax Reporter software o Microsoft Office Suite and Microsoft Access database knowledge References available upon request