Romy Gibson
Oswego
Summary
Detail-oriented Tax Senior specializing in federal R&D tax credits, Section 174 compliance, and related incentives. Brings proven Big 4 experience working on complex engagements, analyzing large datasets, preparing technical deliverables, and building trusted client relationships. Air Force Veteran known for strong leadership, clear communication, and critical problem-solving. CPA eligible.
Overview
5
5
years of professional experience
Work History
Tax Senior — Business Incentives Group
BDO USA
11.2023 - Current
- Advise clients on federal credits and incentives, specializing in Research & Development (R&D) tax credits and Section 174 compliance.
- Lead R&D tax credit analyses, including credit calculations, executive summaries, and preparation of tax forms.
- Analyze client financial and technical data to identify qualifying activities and maximize tax savings.
- Develop and implement workpapers and methodologies to ensure compliance with Section 174 capitalization and amortization requirements for R&D expenses.
- Prepare and review detailed amortization schedules in accordance with Section 174 rules.
- Support clients through documentation and data gathering to meet Section 174 compliance requirements for tax returns and IRS examinations.
- Maintain and expand client relationships by providing clear guidance on legislative and regulatory updates.
- Collaborate with engagement teams to ensure timely, high-quality deliverables.
- Mentor and train junior staff on technical concepts and compliance best practices.
Tax Consultant II — GI3
Deloitte
12.2022 - 11.2023
- Worked on federal credit opportunities with a primary focus on R&D tax credit studies for diverse industries.
- Conducted technical interviews and gathered supporting documentation to substantiate credits.
- Delivered client-ready reports, presentations, and IRS audit responses.
- Monitored legislative updates to identify additional incentives and compliance risks.
- Proposed and implemented process improvements to enhance engagement efficiency.
Tax Consultant Intern
Deloitte
06.2021 - 08.2021
- Assisted on complex tax engagements, performing research, data analysis, and drafting deliverables.
- Supported client teams by preparing tax returns and conducting technical research.
- Collaborated directly with clients to clarify tax positions and optimize filings.
Audit/Tax Intern
CliftonLarsonAllen (CLA)
01.2021 - 04.2021
- Prepared individual, trust, partnership, and corporate tax returns.
- Assisted with audits, control testing, and compliance reviews.
- Produced detailed financial schedules, depreciation schedules, and engagement correspondence.
Education
Bachelor of Science - Accounting
Aurora University
Aurora, IL12.2022
Skills
- R&D Tax Credits
- Federal Incentives
- Tax Research & Technical Memos
- Data Analysis & Large Datasets
- Client Relationship Management
- Project Management
- MS Excel
- Technical Writing
- Team Leadership
- Regulatory Compliance
- Section 174 Compliance
- Problem-solving
- Friendly, positive attitude
- Teamwork and collaboration
Timeline
Tax Senior — Business Incentives Group
BDO USA
11.2023 - Current
Tax Consultant II — GI3
Deloitte
12.2022 - 11.2023
Tax Consultant Intern
Deloitte
06.2021 - 08.2021
Audit/Tax Intern
CliftonLarsonAllen (CLA)
01.2021 - 04.2021
Bachelor of Science - Accounting
Aurora University
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