Bri Backiel
Stony Brook,NY
Summary
Highly analytical, results-driven tax accounting specialist skilled at working quickly and accurately under tight deadlines. Maintains ongoing training and knowledge of latest tax changes and laws. Team player and tax expert with strong numeracy skills and keen attention to detail.
Overview
4
4
years of professional experience
Work History
Intuit Tax Expert (Seasonal)
Intuit
12.2023 - 04.2024
- Provided customers expert tax guidance, explanations and advice
- Preparation of full service customer’s tax returns
- Expert Review of customer’s returns
- Empowered customers to take control of their finances
- Troubleshooting with customer’s TurboTax return errors, and IRS rejection codes.
- Provided preparation and guidance for amended returns
- Contributed to team success and mentorship opportunities
Senior Tax Associate (Remote)
Freed Maxick
02.2022 - 03.2023
- Preparation of complex C Corporations, S Corporations and Partnerships
- Handled heavy 4/15 workload preparing 1040 returns
- Concentration in real estate partnerships and high net worth individuals
- Member of the team handling our biggest corporate client (Sutherland)
Staff Tax Accountant
Kaufman Rossin & Co
01.2020 - 12.2022
- Preparation of individual, partnership and corporate tax returns and financial statements
- Assisted in client communication to ensure excellent service
- Analyzed QuickBooks data for accuracy
- Calculated intricate spreadsheet workpapers in excel for each tax engagement
- Made adjusting journal entry calculations for book/tax differences
- Reconciled client's books and financials
Education
Master of Science - Accounting With Taxation Specialization
Florida Atlantic University
Boca Raton, FL2019
Bachelor of Science - Accounting
Florida Atlantic University
Boca Raton, FL2018
Skills
- GAAP accounting and bookeeping
- Microsoft applications
- Intuit Quickbooks and TurboTax
- Proficient in ProSystems, Axcess, and Caseware
- Strategic planning
- Team building and leadership
- Clear communication and social perceptiveness
Timeline
Intuit Tax Expert (Seasonal)
Intuit
12.2023 - 04.2024
Senior Tax Associate (Remote)
Freed Maxick
02.2022 - 03.2023
Staff Tax Accountant
Kaufman Rossin & Co
01.2020 - 12.2022
Master of Science - Accounting With Taxation Specialization
Florida Atlantic University
Bachelor of Science - Accounting
Florida Atlantic University
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