Principal, Wealth Management Tax Services, PwC US
Allison is a Principal in PwC’s WMTS practice and is responsible for 1099 and fiduciary tax compliance for various bank clients. She has led the WMTS practice in specialty asset transactions and related reporting requirements, including oversight of the implementation of the Wall Street Concepts applications for mutual fund, REIT, REMIC and WHFIT reporting. Additionally, Allison has developed comprehensive digital solutions for client data delivery and reporting, planning and benchmarking.
Allison has a BS degree in accounting (minor in computer information systems) from LaRoche College and a master’s degree in taxation from Robert Morris University. She is also an enrolled agent certified to practice before the Internal Revenue Service.