Summary
Overview
Work History
Education
Skills
Timeline
Generic

Appolinaire Mukotanyi

Albany,United States

Summary

Dynamic Tax Associate with extensive experience at Guerrero CPA, excelling in tax return preparation and strategic tax planning. Proven ability to maximize deductions while ensuring compliance. Skilled in data analysis and adept at client communication, delivering tailored solutions that enhance financial outcomes. Valid PTIN holder with expertise in accounting software and project management.

Overview

6
6
years of professional experience

Work History

Tax Associate

Baltimore Washington Financial Advisors - Contract
Baltimore , MD
06.2024 - Current
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
  • Participated in tax planning and projection after busy season

Senior Tax Accountant

Guerrero CPA - Contract
11.2023 - 05.2024
  • As senior tax accountant overseeing over 150 tax returns both business and personal returns
  • Effectively communicating with clients regarding their tax and accounting matters to better assist a client
  • Drafted and responses to tax authorities and IRS notifications to resolve tax issues in behalf of our clients


Staff Accountant

Altman, Greenfield & Selvaggi - Contract
05.2023 - 09.2023
  • Prepare and evaluate tax forms including 1099's, K-1's, and other various tax forms
  • Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.

Tax Specialist

Bridgewater Advisors - Contract
01.2023 - 04.2023
  • Prepared individual, corporate, trust, estate, gift and partnership tax returns
  • Help clients with bookkeeping and accounting needs
  • Conducted comprehensive research on complex tax regulations, staying up-to-date on the latest changes and updates.

Tax Analyst

Horizon CPA
01.2022 - 12.2022
  • Prepared and reviewed tax returns for high-net-worth individuals up to $15 million and business return such as S Corporation and Partnership
  • Identified various tax credits, exemptions, and deductions available to clients
  • Analyzed tax returns to identify areas of potential savings for clients

Tax Preparer

United Way of Texas
01.2019 - 12.2021
  • Completed and filed over 200 tax returns at the local, state, and federal levels
  • Responded to state and federal tax notices by preparing written responses or tax return amendments

Education

Bachelor Degree - Accounting

Oral Roberts University
Tulsa, OK
12.2021

Skills

  • Tax return preparation
  • Tax research
  • Tax planning
  • Data analysis
  • Financial analysis
  • Intuit quickbooks
  • GAAP
  • Valid PTIN
  • Oracle
  • SAP
  • Project management
  • Accounting software mastery
  • Business tax support

Timeline

Tax Associate

Baltimore Washington Financial Advisors - Contract
06.2024 - Current

Senior Tax Accountant

Guerrero CPA - Contract
11.2023 - 05.2024

Staff Accountant

Altman, Greenfield & Selvaggi - Contract
05.2023 - 09.2023

Tax Specialist

Bridgewater Advisors - Contract
01.2023 - 04.2023

Tax Analyst

Horizon CPA
01.2022 - 12.2022

Tax Preparer

United Way of Texas
01.2019 - 12.2021

Bachelor Degree - Accounting

Oral Roberts University
Appolinaire Mukotanyi