Daniel Schroeder
Rocky River
Summary
Accomplished manager with strong capabilities in audit preparation and tax compliance. Known for delivering accurate financial statements and ensuring adherence to industry regulations, contributing to the success of real-estate projects from the construction stage through the operating stage.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Manager
Novogradac & Company LLP
Cleveland
09.2025 - Current
- Ensured compliance with GAAP by reviewing partnership audited financial statements for real-estate projects receiving low-income housing tax credits.
- Reviewed partnership tax returns and corresponded with the general partner and various investor limited partners at large financial institutions.
- Researched complex transactions to ensure proper classification within the general ledger accounts.
- Researched and compiled technical memos to ensure compliance with GAAP.
- Executed closing entries and managed monthly construction draws, providing bookkeeping support for multi-family projects under construction.
- Experience with preparation of audits of final cost certifications for projects exiting construction for submission to various state housing agencies.
- Managed large consolidated audit of a non-profit multi-family housing developer with multiple departments and 50+ subsidiaries.
Senior Accountant
Novogradac & Company LLP
Cleveland
09.2021 - 08.2025
- Audited financial statements for general contractor and prepared related partnership tax returns; analyzed construction contracts, construction revenue, cost of goods sold, billings in excess of costs, and costs in excess of billings.
- Reviewed and prepared audited financial statements ensuring compliance with GAAP for real estate projects receiving low-income housing tax credits.
- Review and preparation of partnership tax returns for real estate projects receiving low-income housing tax credit transactions.
- Prepared final cost certifications for projects receiving low-income housing and historic tax credits.
- Coordination and preparation of on-boarding of new clients and developing an understanding internal controls for various companies relevant to risk assessment for audits.
Staff Accountant
Novogradac & Company LLP
Cleveland
01.2020 - 08.2021
- Prepared audited financial statements ensuring GAAP compliance for real estate projects utilizing low-income housing tax credits.
- Prepared partnership tax returns for real estate projects utilizing low-income housing tax credits, facilitating tax compliance and financial transparency.
- Prepared individual tax returns for high net worth individuals with diverse income sources from real estate partnerships, single-member limited liability companies, and brokerage statements, ensuring accurate reporting and compliance.
- Preparation of responses to the Internal Revenue Service and various states for any notices received by the individuals.
Education
Bachelor of Science - Accounting
University of Akron
Akron, OH12-2019
Skills
- Financial statement preparation
- GAAP compliance
- Financial analysis
- Tax return preparation
- Audit preparation
- Cost certification
- Industry regulations
Certification
- Certified Public Accountant (CPA 57073 issued 11/15/2021)
Timeline
Manager
Novogradac & Company LLP
09.2025 - Current
Senior Accountant
Novogradac & Company LLP
09.2021 - 08.2025
Staff Accountant
Novogradac & Company LLP
01.2020 - 08.2021
Bachelor of Science - Accounting
University of Akron