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. 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