Anthony Licata
Mount Kisco,NY
Summary
Detail-oriented and analytical Senior Tax Accountant with 6 years of experience in public accounting, specializing in preparing and reviewing complex tax returns for individuals, S-corporations, and partnerships. Highly skilled in tax compliance, research, and planning, with a strong commitment to accuracy, efficiency, and client service.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Accountant
Citrin Cooperman
01.2019 - Current
- Prepare and review individual (1040), S-corporation (1120S), and partnership (1065) tax returns across diverse industries.
- Manage a client portfolio by coordinating tax engagements, ensuring timely filing, and maintaining strong client relationships.
- Conduct detailed tax research to address complex issues, ensuring compliance with federal, state, and local tax regulations.
- Assist partners and managers with tax planning, estimated payments, and entity structuring to optimize tax efficiency.
- Respond to IRS and state tax correspondence, providing documentation and facilitating issue resolution.
- Utilize CCH Axcess and related CCH products to manage workflow, review workpapers, and maintain organized digital files.
- Oversee and train junior staff during tax season, providing technical guidance and reviewing their work for accuracy and completeness.
- Collaborate cross-functionally with audit and advisory teams to ensure comprehensive client service and consistent data accuracy.
Education
Bachelor of Business Administration - Accounting
Iona College
New Rochelle, NY01.2019
Masters of Business Administration - Accounting
Iona College
New Rochelle, NY01.2020
Skills
- Individual, S-Corporation & Partnership Tax Preparation
- Federal & State Tax Compliance
- Tax Planning & Research
- Financial Statement Preparation & Review
- Client Relationship Management
- CCH Axcess & Other CCH Suite Applications
- QuickBooks Online & Excel Proficiency
- Workflow Management & Process Improvement
- QuickBooks Online & Other Quickbooks products
- Microsoft Excel
- Adobe Acrobat
- Tax Research Tools (RIA Checkpoint, CCH AnswerConnect)
Certification
Certified Public Accountant (CPA) —NY, “Candidate” if in progress
Timeline
Senior Accountant
Citrin Cooperman
01.2019 - Current
Masters of Business Administration - Accounting
Iona College
Bachelor of Business Administration - Accounting
Iona College