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Lucy Parkinson
Senior Tax Associate at inDinero
Professional Background
Lucy Parkinson is a highly skilled professional with extensive expertise in investor research and taxation, currently serving as the Vice President of Investor Research at Life Science Nation (LSN). In this role, she leads a dedicated team of analysts who focus on identifying and interviewing strategic and financial investors prominent in the life sciences sector. Lucy plays a critical role in shaping the direction of LSN's business development arm, Boston Innovation Capital, where she manages operations and ensures that clients receive tailored support to meet their fundraising goals.
In addition to her leadership responsibilities, Lucy contributes to the organization’s communication efforts by editing LSN's weekly newsletter, Next Phase, which provides valuable insights and updates to the life sciences community. Her expertise in the field is evident through her contributions to major publications, including two articles for Nature BioEntrepreneur, titled "The View Beyond Venture Capital" and "Aligning Needs." Moreover, her writing extends to authoring a chapter in the esteemed book, "The Life Science Executive's Fundraising Manifesto," further demonstrating her commitment to advancing knowledge within the industry.
In parallel with her role at LSN, Lucy nurtures a strong passion for taxation, holding the distinction of being an Enrolled Agent (EA). This certification allows her to represent clients before the IRS, offering specialized assistance in navigating complex tax issues, particularly those associated with expatriate and international taxation, pass-through entities, and gift tax scenarios. Her continued pursuit of knowledge in this area reflects her dedication to providing exceptional service and strategic advice to her clients.
Education and Achievements
Lucy has a solid educational background, earning a Bachelor’s degree with honors in the History and Philosophy of Science from the University of Leeds in 2006. This unique combination of history and philosophy underpins her analytical abilities and strategic thinking, qualities that have proven essential in her roles in both investor research and taxation.
Lucy is a holder of several prestigious certifications, including the FINRA Series 7, 24, and 63 licenses, obtained between 2015 and 2016. As a registered representative and principal with the FINRA member Boston Innovation Capital, she has demonstrated her competence in the regulatory aspects of finance and investment. Additionally, her status as an Enrolled Agent since 2014 showcases her proficiency and commitment to the taxation field.
Lucy has amassed a wealth of practical experience throughout her career, holding several key positions in both the fields of tax consultancy and investor research. Her previous roles include serving as a Senior Tax Associate at inDinero, a Tax Consultant in a self-employed capacity, and a Tax Associate at Charles P. King CPA, where she honed her skills in tax preparation and client advisory. She also worked as a Tax Preparer at GenerationTax, and served in various tax roles at Kenneth DeSimone, CPA and AGR Financial Corp, highlighting her diverse expertise and adaptability.
Notable Achievements
Lucy's ability to bridge her knowledge of finance, investments, and taxation sets her apart in a highly competitive field. Her contributions to acclaimed publications underscore her expertise and recognition as a thought leader in the life sciences and tax arenas. The articles she penned for Nature BioEntrepreneur reflect her keen insights into the investment landscape, and her chapter in The Life Science Executive's Fundraising Manifesto reveals her commitment to equipping fellow professionals with essential knowledge for successful fundraising strategies.
In the realm of taxation, her role as an Enrolled Agent signifies her expertise and position as a trusted advisor for clients facing intricate tax matters. Her passion for continuous learning and improvement ensures that she remains at the forefront of tax regulations and strategies, empowering her clients to optimize their tax situations effectively. This blend of knowledge and practical experience enables Lucy to provide comprehensive guidance, tailored advice, and effective solutions to both individuals and businesses alike.
Overall, Lucy Parkinson exemplifies professionalism, dedication, and a passion for excellence in both investor research and taxation. Her diverse skill set, combined with her educational background and extensive experience, positions her uniquely as an invaluable asset to any organization within the life sciences sector or the world of taxation. With a record of success and an unwavering commitment to her clients, Lucy continues to make significant contributions to her fields, advocating for both investors and tax clients alike.