Alex Shayan Yagobi

Candidate Information

Email: alex.yagobi1999@gmail.com

Phone: (408)-893-0669

Salary Expectation: TBD

Skills: Microsoft Office, G-Suite, Excel, Google Sheets, PivotTables, VLOOKUP, INDEX MATCH, SUMIFS, IFERROR, Conditional Formatting, Formulas, Tableau, Alteryx, Neo4j, ATX, GAAP, Tax Compliance, Tax Planning, Client Service, Communication Skills, Analytical Thinking, Team Collaboration, International Taxation, Federal and State Tax Filing, Strategic Tax Structuring, Tax Research, Data Reconciliation

Current Location: San Jose, CA |

Willing to Relocate?: NA

Relevant Experience: Alex Yagobi has a well-rounded background in tax accounting, combining public accounting experience with specialized knowledge in international tax. At Richard Lee, CPA, he prepared and filed complex federal and state returns for high-net-worth individuals and various business entities including S-Corps, Partnerships, and C-Corps, while working directly with clients to resolve tax-related inquiries. Prior to that, at PwC, he served as an International Tax Associate in the Quantitative Solutions & Technologies group, where he contributed to foreign tax credit computations, GILTI analysis, and international structuring for clients across fintech, healthcare, and tech industries. His ability to interpret tax regulations, perform data analysis using tools like Excel and Alteryx, and communicate clearly with clients positions him strongly for tax advisory roles that demand both technical and interpersonal excellence.

Work Authorization: US

Highlights: Complex Tax Preparation: Gained through hands-on work at Richard Lee, CPA, preparing filings for a variety of entities and high-net-worth individuals using ATX and Excel.

International Tax & Strategic Structuring: Acquired at PwC, where he worked on global tax planning, FDII, GILTI, subpart F income, and foreign tax compliance across multiple jurisdictions.

Client Engagement & Communication: Demonstrated at both firms, with direct client interaction being a consistent part of his role.

CPA Track: Passed all four sections of the CPA exam and fulfilled educational and experience requirements — currently awaiting license.

Technology-Driven Analysis: Proficient with Tableau, Alteryx, and Neo4j, tools frequently used in tax data analytics and modeling.

Strong Academic Background: Accounting degree from Santa Clara University with coursework in Tax Planning, Financial Management, and Accounting Ethics, supplemented by a 4.0 GPA at West Valley College.

Resume: View Resume

Cover Letter: View Cover Letter