ASHLEY SCHARADIN
Cinnaminson,NJ
Summary
Analytical Tax accountant with experience preparing fiduciary tax returns and supporting tax compliance. Talented at consulting with our client, completing everyday tasks and projects, and accurately preparing Federal and state tax returns, as well as other supporting documents that may be required. Mastery of TrackerNext and Onesource software and highly knowledgeable in tax laws and regulations.
Overview
7
7
years of professional experience
Work History
Senior Tax Accountant
Duane Morris
Philadelphia, PA
11.2022 - Current
- Prepared and filed over 300 individual and trust tax returns, of all complexity, annually, ensuring compliance with federal, state, and local tax regulations for high-net-worth individuals.
- Preparation and filing of multi-state tax returns for clients with operations or domiciles across multiple jurisdictions, ensuring compliance with varying state laws.
- Preparation of customized modeling of all 4 quarters of federal and Resident state estimated tax installments to consider any changes of income or deductions (realized quarterly capital gains, etc.).
- Preparation of year-end federal and Resident state income tax projections to determine forecasted liabilities to avoid underpayment of estimated tax penalties and cash flow management.
- A lot of communication with clients regarding specific issues or tax-efficient strategies, including retirement planning, charitable contributions, and investment decisions, leading to optimized tax savings.
- Timely and thoroughly prepared Federal and various state Employment Household quarterly tax form filings.
- Used knowledge of tax law to prepare complex estate and gift tax returns, ensuring accurate valuation of assets and proper allocation of deductions to minimize tax exposure.
- Performed in-depth tax research and writing activities such as unique client problem situations, research for preparing and hosting Lunch & Learns or research and presenting a specific topic on Education Day.
- Communicated with IRS and other state taxing authorities on behalf of clients regarding notices derived from discrepancies or errors on their tax returns or other matters.
- Recorded monthly bookkeeping activity for various partnerships through QuickBooks.
Wealth Management Tax: Experienced Associate
PricewaterhouseCoopers
Philadelphia
09.2019 - 10.2021
- Prepared 1041 trust tax returns and Schedule K-1s with multiple trust provisions and high complexity reasonings using OneSource and other technology platforms with great detail to ensure complete accuracy of returns for various large scale financial bank clients
- Contributed on multiple different team-led data projects and clients; taking over as head associate on a smaller client and maintaining that all work and tax preparation gets completed timely, while also working through my role on my bigger clients
- Developed Alteryx workflow automation efficiency improvements for several tax data projects which captured data into a more user-friendly format enabling more accurate and timely monthly project deliveries
- Completed detailed notice responses to the IRS by researching and analyzing tax payment implications for tax due, interest, and penalty abatements or other tax related implications
- Supported hotline service calls for clients and beneficiaries
Wealth Management Tax: Intern
PricewaterhouseCoopers
Philadelphia
01.2018 - 04.2018
- Prepared associate level 1041 trust tax returns and Schedule K-1s with complexities such as multiple state filings, source filings, sale of RE, and Right of Withdrawal or Crummy provisional powers
- Team member of a small client trust centers working through various data projects and associate level tasks such as determining state filings for different trust types based on domicile of grantor, beneficiary residencies, and domicile of trustee.
Education
Bachelor of Science: Accounting -
Widener University
Chester, PA05.2019
Skills
- Expert of technology in Microsoft Excel, Powerpoint, Word, Outlook, Quickbooks and Wolters Kluwer CCH Axcess ProSystems
- Very Organized in all areas
- Financial Management
- Teamwork and Collaboration
- Strong research, presentation & communication skills
- Tax Return Preparation
- Analytical Thinking
Timeline
Senior Tax Accountant
Duane Morris
11.2022 - Current
Wealth Management Tax: Experienced Associate
PricewaterhouseCoopers
09.2019 - 10.2021
Wealth Management Tax: Intern
PricewaterhouseCoopers
01.2018 - 04.2018
Bachelor of Science: Accounting -
Widener University
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