Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
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Aliz Vegso, CPA

Levittown

Summary

Organized and dependable CPA, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Seasonal Tax Associate

Baker Tilly International
2024.01 - Current
  • Research and analyze specialized tax laws, rules and regulations, analyze pertinent client, industry and technical matters.
  • Maintain compliance by adhering to current tax laws and regulations.
  • Communicate with clients regarding tax situations.

Tax Associate

Mazars USA
2022.07 - 2023.05
  • Prepared tax returns, tax planning calculations for organizations and entities.- prepared 1040s/1041s, 1120s, 1065s using CCH Axcess Tax Software and Sureprep.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure - using CCH ProSystem fx Engagement and Sureprep.
  • Researched complex tax issues utilizing online resources and professional tax software - using Checkpoint and Bloomberg.
  • Developed tax plans and projections to help clients meet objectives - using Bloomberg BNA tax projections software.
  • Kept track of business deliverables using CCH Axcess Workflow.
  • Reviewed and analyzed client data and accurately prepared income tax returns and performed tax research.

Accountant

Incorvaia & Associates
2021.08 - 2022.02
  • Performed bank reconciliations, produced and analyzed customized, comparative financial statements, using Quickbooks Premiere and Enterprise.
  • Classified and coded client transactions.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.


Education

Master of Science - Accounting

Long Island University
Brookville, NY

Bachelor of Science - Accounting

New York Institute of Technology
Old Westbury, NY

Skills

  • CCH Axcess Tax Preparation Software.
  • CCH ProSystem fx Engagement.
  • CCH Axcess Workflow
  • Sureprep 1040 Tax Automation Software.
  • Quickbooks.
  • Excel.

Accomplishments

    Member of Beta Alpha Psi.

    National Dean's List.

    Presidential Honor List.

    Member of Delta Mu Delta Honor Society in Business.

    Member of Golden Key International Honor Society.

    Certificate of Academic Achievement.

Affiliations

Member of the New York State CPA Society.

Member of the AICPA.

Certification

Certified Public Accountant in NY State.

Timeline

Seasonal Tax Associate

Baker Tilly International
2024.01 - Current

Tax Associate

Mazars USA
2022.07 - 2023.05

Accountant

Incorvaia & Associates
2021.08 - 2022.02

Master of Science - Accounting

Long Island University

Bachelor of Science - Accounting

New York Institute of Technology

Certified Public Accountant in NY State.

Aliz Vegso, CPA