Carla O'Brien
Pittsburgh,PA
Summary
Detail-oriented financial professional skilled in accounting and bookkeeping. Expertise in preparing accurate financial statements and leading tax compliance initiatives, committed to delivering precise financial insights and fostering team expertise.
Overview
17
17
years of professional experience
Work History
Accountant
Shly LLC
Carnegie, PA
07.2025 - 01.2026
- Prepared monthly financial statements to ensure accurate reporting.
- Assisted in budget preparation and expense tracking for departments.
- Conducted account reconciliations to verify data integrity and compliance.
- Maintained accurate financial records using accounting software systems.
- Prepared and filed monthly PA Sales & Use Tax Returns.
Tax Manager
Wilke CPAs & Advisors LLP
Mt. Lebanon, PA
11.2008 - 03.2025
- Led tax compliance and reporting for diverse client portfolios, ensuring adherence to regulatory requirements.
- Developed strategic tax planning initiatives to optimize clients' financial outcomes and minimize liabilities.
- Mentored junior staff on tax regulations and best practices, enhancing team expertise and efficiency.
- Analyzed complex tax issues, providing actionable insights to improve client decision-making processes.
- Prepared annual 1040, 1065, 1120 & 1120S tax returns as well as monthly and quarterly PA Sales Tax returns as needed for clients.
Education
Bachelor of Science - Accounting
Point Park University
Pittsburgh, PA05-2008
Skills
- Accounting and bookkeeping
- Accounts payable and receivable
- Bank reconciliation
- Bookkeeping
- Tax Preparation,
Timeline
Accountant
Shly LLC
07.2025 - 01.2026
Tax Manager
Wilke CPAs & Advisors LLP
11.2008 - 03.2025
Bachelor of Science - Accounting
Point Park University