David Rothbart
Monroe,Ny
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Real Estate Broker
Exit Realty Venture
04.2023 - Current
- Provided guidance and consultation to clients to make well-informed decisions in real estate investments.
- Analyzed local real estate market conditions and trends to identify profitable investment opportunities.
- Compared properties possessing similar features to determine competitive market prices.
- Negotiated purchase contracts and lease agreements to establish maximum value for clients.
Federal and State Income Tax Preparer
Grossberg & Co
02.2022 - 05.2022
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Utilized tax software to prepare returns and meet deadlines.
- Calculated estimated tax payments for clients.
- Offered clients recommendations to reduce tax liabilities.
- Communicated with clients regarding tax situations, providing guidance.
Education
Skills
- Data analysis capabilities
- Negotiation
- Confidentiality Practices
- Attention to Detail
- Interpersonal Skills
- Problem solver
- Bookkeeping Abilities
- Tech Savvy
- Clear and effective communication skills
Timeline
Real Estate Broker
Exit Realty Venture
04.2023 - Current
Federal and State Income Tax Preparer
Grossberg & Co
02.2022 - 05.2022
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