Anthony Bertani
Westland
Summary
Highly effective individual with experience in various areas of accounting and financial services. Dedicated to helping service client relationships through hard work, attention to detail, proper action and communication.
Overview
11
11
years of professional experience
Work History
Accountant
EWM Tax Solutions, LLC
01.2021 - Current
- Preparation of personal and business tax returns for 300+ clients
- Collaboration with clients and financial advisors to strategically plan for current and future tax savings
- Responsible for day-to-day accounting and tax operations
- Preparation of monthly, quarterly and annual financial reporting. Including reconciliation of accounts
- Maintained bookkeeping records and responsible for accounts receivables / payables for multiple internal companies and small business clients
- Current and after-the-fact payroll processing for numerous clients
- Preparation of IRS response letters for clients in regards to their payroll and tax filings.
- Handled client communications such as onboarding, meetings, emails and phone calls
- Implementation of new software and processes
Account Manager
Bulls & Bears Financial Services, LLC
09.2013 - 12.2020
- Managed day-to-day functions for multiple businesses.
- Prepared client tax returns.
- Helped clients with IRS correspondence by drafting response letters aiming to eliminate any penalty and interest that may have been incurred.
- Processed Bi-weekly, monthly, and quarterly payroll for numerous companies.
- Collect necessary information needed to prepare paperwork for client investment accounts.
- Portfolio analysis
- Maintained up to date bookkeeping records for clients, including invoicing for customers, paying bills, receiving / depositing payments, and reconciling books.
- Handle daily client requests or issues that may arise, in a timely fashion.
Intern
Executive Wealth Management
05.2017 - 08.2017
- Prepared financial reports for advisor / client meetings.
- Processed paperwork needed to open financial accounts for clients
- Analysis of client portfolios
- Assisted advisors with daily operations by contacting clients and communicating necessary information.
Education
Bachelor of Science - Finance
Central Michigan University
Mount Pleasant, MI05.2018
Skills
- Microsoft Office
- Tax Preparation
- Financial Analysis
- Payroll Processing
- Quickbooks
- Drake Tax Software
- ProSystems Tax Software
- CFS Payroll Software
Timeline
Accountant
EWM Tax Solutions, LLC
01.2021 - Current
Intern
Executive Wealth Management
05.2017 - 08.2017
Account Manager
Bulls & Bears Financial Services, LLC
09.2013 - 12.2020
Bachelor of Science - Finance
Central Michigan University
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