Andrew Mallory
About Andrew Mallory
Andrew Mallory is a Division Leader at PFS Investments and has over a decade of experience in tax accounting and compliance. He has held various roles in reputable companies, including Bank of America Merrill Lynch and PwC, and has a strong educational background in Accounting and Business Administration.
Work at Primerica
Andrew Mallory has served as a Division Leader at Primerica since 2017. In this role, he oversees various operations and contributes to the company's mission of providing financial services. His tenure at Primerica spans over seven years, during which he has developed a deep understanding of the financial services industry and has played a key role in guiding clients through their investment journeys.
Current Roles and Responsibilities
In addition to his position at Primerica, Andrew Mallory is currently an Investment Adviser Representative at PFS Investments, a role he has held since 2018. He also works as a Senior Payroll Tax Analyst at Constellation, a position he has occupied since 2022. Furthermore, he has been a Tax Accountant at SuperMax Tax since 2020. His responsibilities across these roles include tax compliance, payroll analysis, and investment advising.
Education and Expertise
Andrew Mallory holds a Bachelor of Arts in Accounting and Business Administration from Flagler College, where he studied from 2006 to 2008. He also earned an Associate of Arts in General Studies from Tallahassee Community College in 2004. Additionally, he has studied Management at the United States Air Force Academy and International Affairs at Florida State University. His educational background supports his expertise in tax accounting and financial services.
Previous Work Experience
Before his current roles, Andrew Mallory held various positions in the finance and accounting sectors. He worked as a Tax Accountant II at TriNet for nine months in 2021-2022, and as an Assistant Vice President, Senior Tax Professional I at Bank of America Merrill Lynch for seven years from 2010 to 2017. His experience also includes roles at The Coca-Cola Company, Integrated Supply Network, PwC, and the Florida Department of Financial Services.
Tax Compliance and Auditing Skills
Andrew Mallory has extensive experience in sales tax compliance, including the preparation and filing of sales and use tax returns for all 50 states. He has a proven track record of meeting monthly filing deadlines and has assisted in maintaining compliance for internal and external audits. His skills also include creating general ledger journal entries and reconciling sales tax payable accounts.