Madison Powers, CPA
Windham,CT
Summary
Senior Tax Associate at CBIZ, Inc. with expertise in tax preparation and accounting services. Proven track record in leading teams to deliver accurate financial statements and optimize tax strategies. Skilled in Excel and project management, fostering a collaborative environment that drives results and enhances client satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
CBIZ, Inc.
Hartford, Connecticut
09.2021 - Current
- Prepare federal and state income tax returns for individuals, corporations, partnerships, trusts, and other entities
- Manage a team of six to coordinate preparation, review, and delivery various state and local reports
- Train staff members on proper use of accounting software applications
- Preparation, compilation, and review of financial statements in accordance with US GAAP and special purpose frameworks
Universal Banker
Citizens Bank
Richmond, RI
01.2018 - 01.2020
- Actively marketed bank products for customers, and uncovered needs for customers to create a seamless banking experience
- Opened accounts and applied for loans with customers to achieve financial goals
- Developed relationships with business owners to promote commercial banking services
Staff Tax Accountant
Restivo Monacelli
Providence, RI
01.2019 - 09.2021
- Preparation of federal and state tax returns for individuals, trusts, partnerships, and corporations
- Year-end tax planning for individuals to eliminate underpayment penalties
- Analyze client data to determine appropriate tax treatment of transactions
- Perform basic bookkeeping duties such as entering financial transactions and performing reconciliations
Assistant Manager
Dan's Management LLC
West Kingston, RI
06.2014 - 01.2019
- Manage team of fifteen crew members and assisted in providing service to customers
- Train new colleagues, ensured store cleanliness and organization, and oversaw production throughout the day
- Complete daily cost analysis to ensure compliance with labor allowance and cost budget
Education
MBA - Business Administration, Cybersecurity
Salve Regina University
Newport, RI12-2023
Skills
- Tax preparation
- Tax compliance
- Tax planning
- Financial statement analysis
- Problem solving
- Project management
- Advanced Excel functions
- Bookkeeping
- QuickBooks
Certification
- Certified Public Accountant
- Intuit QuickBooks Certified User
Timeline
Senior Tax Associate
CBIZ, Inc.
09.2021 - Current
Staff Tax Accountant
Restivo Monacelli
01.2019 - 09.2021
Universal Banker
Citizens Bank
01.2018 - 01.2020
Assistant Manager
Dan's Management LLC
06.2014 - 01.2019
MBA - Business Administration, Cybersecurity
Salve Regina University
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