Kelly Adamshick, Cpa

Kelly Adamshick, Cpa

Tax Manager Accountant 5 @ Yale University

About Kelly Adamshick, Cpa

Kelly Adamshick is a Tax Manager at Yale University with extensive experience in tax compliance, particularly in foreign investment and private equity. She previously held positions at PwC, where she specialized in domestic and foreign tax compliance for various entity types.

Current Position at Yale University

Kelly Adamshick serves as a Tax Manager - Accountant 5 at Yale University, a position held since 2023. In this role, Adamshick is responsible for overseeing tax compliance and reporting requirements for the university. This position builds on previous experience in tax management and compliance, allowing for the application of extensive expertise in the field.

Previous Experience at PwC

Prior to joining Yale University, Kelly Adamshick worked at PricewaterhouseCoopers (PwC) in various capacities. Adamshick served as a Tax Manager from 2016 to 2019, where responsibilities included managing tax compliance for clients. Additionally, Adamshick held the position of Senior Tax Manager for a brief period in 2019 and began the career at PwC as a Tax Intern in 2009.

Expertise in Tax Compliance

Kelly Adamshick possesses specialized knowledge in tax compliance for private equity, timber fund, and venture capital clients. Adamshick has substantial experience in analyzing transactions involving foreign partnerships and corporations to ensure domestic tax compliance. This includes extensive work in foreign investment reporting and compliance, covering areas such as passive foreign investment companies and foreign entity reporting.

Educational Background

Kelly Adamshick earned a Master of Science in Accounting (MSA) from Western New England University in 2010, following a Bachelor of Science in Business Administration (BSBA) in Accounting from the same institution, completed in 2010. This educational foundation has contributed to a robust understanding of accounting principles and tax regulations.

Comprehensive Knowledge of Tax Regulations

Adamshick has comprehensive knowledge of tax compliance for various entity types, including partnerships, corporations, LLCs, and individuals. This expertise extends to domestic and foreign withholding, as well as federal and state income tax compliance, making Adamshick a well-rounded professional in the field of tax management.

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