Andrew Sandor, CPA
Lakewood
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Staff Accountant
Cohen & Company
10.2021 - 08.2024
- Provided tax services for clients within the investment industry with a focus on Registered Investment Companies, or RICS (Commonly known as Mutual Funds). Also worked with Real Estate Investment Trusts (REITs) and Master Limited Partnership Funds (MLPs).
- Prepared tax returns, typically 1120-RICs and 8613 excise tax returns. Also experienced in 1120-REITs.
- Audited tax provisions for clients in the investment industry.
- Performed review engagements of excise calculations among RIC clients.
- Prepared quarterly tax compliance reports for a number of funds.
Tax Intern
Cohen & Company
01.2019 - 04.2019
- Worked with clients from across the Investment Industry, Primarily RICs and Hedge Funds.
- Prepared tax returns such as 1120-RICs and 1065 Partnership Returns.
- Audited Tax Provisions for RIC clients.
Education
Master of Science - Accounting
John Carroll University
University Heights, OH05.2021
Bachelor of Science - Accounting
John Carroll University
Cleveland, OH05.2020
Skills
- Auditing, Tax Preparation, & Research
- Microsoft Programs: Word, Excel, & PowerPoint
- Data analytics programs: Alteryx, Tableau
- Accounting Software: Axcess Tax, CCH Engagement
Certification
- CPA - Certified Public Accountant
Timeline
Staff Accountant
Cohen & Company
10.2021 - 08.2024
Tax Intern
Cohen & Company
01.2019 - 04.2019
Master of Science - Accounting
John Carroll University
Bachelor of Science - Accounting
John Carroll University
- CPA - Certified Public Accountant
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