Alexander Roldan
New Britain,CT
Summary
Client-focused accounting professional with 5+ years of experience in public accounting, specializing in tax preparation, financial reporting, and client advisory services. Proven ability to manage multiple client portfolios, deliver accurate financial insights, and ensure compliance with complex federal and state regulations. Brings disciplined leadership, accountability, and performance under pressure through active service as an Officer Candidate in the Connecticut Army National Guard. Seeking accounting or finance roles where technical expertise and leadership mindset drive measurable value.
Overview
6
6
years of professional experience
Work History
Tax Supervisor
Kask & Company CPAs
07.2025 - Current
- Serve as primary point of contact for clients, maintaining accurate general ledger records and ensuring financial data integrity for informed decision-making.
- Prepare and present income statements, balance sheets, and cash flow reports to support budgeting, forecasting, and strategic planning.
- Manage federal and state tax return preparation, ensuring compliance with current tax laws while identifying tax-saving opportunities.
- Analyze W-2s, 1099s, and supporting documentation to ensure accurate reporting and proactive tax planning.
Accounting Services Staff
Marcum LLP
06.2021 - 07.2025
- Supported diverse client portfolios by preparing journal entries and maintaining accurate general ledger records.
- Produced detailed financial statements and reports used by clients and senior management for operational and financial decisions.
- Prepared and filed individual and business tax returns, remaining compliant with evolving tax regulations.
- Reviewed client documentation to support tax strategies, audits, and regulatory compliance.
Tax Intern
Marcum LLP
01.2021 - 05.2021
- Assisted in preparation and review of individual and corporate tax returns across multiple entities.
- Supported complex tax engagements involving multi-state filings and compliance requirements.
- Reviewed prior-year returns to identify trends and improve filing accuracy.
Tax Intern
Wipfli LLP
01.2020 - 04.2020
- Built Excel-based financial summaries and reports for internal teams and clients.
- Assisted in preparation of financial statements, identifying variances and supporting documentation.
- Maintained compliance with federal and state tax regulations during peak tax season.
Education
Master of Business Administration - MBA
Husson University
05.2021
Bachelor of Science - Accounting
Husson University
05.2021
Skills
- Financial Reporting & Tax Compliance
- QuickBooks Desktop & Online Sage 50
- ProSystems Fx CCH
- Microsoft Excel (Advanced), Word, Outlook
- Client Advisory & Communication
- Time Management & Process Improvement
- Client Relationship Management
- Analytical & Critical Thinking
- Team Leadership & Development
- Regulatory Compliance
- High-Pressure Performance
MILITARY SERVICE
Connecticut Army National Guard | Officer Candidate, 2024-10, Present, Lead and mentor soldiers during training exercises, emphasizing accountability, teamwork, and mission execution., Deliver instruction on leadership principles, operational procedures, and performance standards., Demonstrate resilience, adaptability, and sound decision-making under high-pressure conditions.
Timeline
Tax Supervisor
Kask & Company CPAs
07.2025 - Current
Accounting Services Staff
Marcum LLP
06.2021 - 07.2025
Tax Intern
Marcum LLP
01.2021 - 05.2021
Tax Intern
Wipfli LLP
01.2020 - 04.2020
Master of Business Administration - MBA
Husson University
Bachelor of Science - Accounting
Husson University