Daniel Costa, EA, MST, has a robust background in tax and financial services, having started as a Tax Intern at Investors Tax Service in 2011. Following this role, Daniel served as a Senior Tax Analyst and Tax Analyst at BNY Mellon from September 2015 to June 2017. At EY, from August 2017 to April 2021, Daniel progressed to the position of Tax Senior Manager, focusing on various investment vehicles including Mutual Funds and Private Equity Funds. Subsequently, from May 2021 to August 2025, Daniel held the role of Tax Manager - Financial Services at EY. Additional experience includes a position as a Coding Specialist at CVS Pharmacy in 2012. Daniel holds a Bachelor's Degree in Accounting and Business/Management from Bryant University and a Master of Science in Tax Law/Taxation from Northeastern University.
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