Detail-oriented Senior Tax Accountant with many years of experience in tax preparation, compliance, and client education. Proven ability to prepare complex tax returns and coordinate with agencies to ensure accuracy.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
DHB EA Inc
Rockledge
05.2010 - Current
Prepared complex tax returns for individuals, corporations, and nonprofit organizations.
Did accounting for many of these organizations to get the amounts to do the tax returns. Used QuickBooks Online and Desktop software for most accounting projects.
Reviewed tax documentation for accuracy and compliance.
Assisted clients in understanding tax liabilities and benefits.
Coordinated with state and federal agencies on tax matters.
Remote Tax Advisor
TurboTax/ Intuit
Tucson
11.2012 - 05.2013
Provided tax preparation support for individuals and small businesses.
Guided clients through tax filing processes using TurboTax software.
Researched tax laws to ensure compliance and accuracy in filings.
Assisted clients in identifying eligible deductions and credits.
Educated clients on tax implications of financial decisions and investments.
Collaborated with team members to enhance service quality and efficiency.
Staff Accountant
Compro Computer Service, Inc.
W. Melbourne, FL.
05.2008 - 02.2010
Prepared financial statements for American company with ten subsidiaries abroad, ensuring compliance with regulations.
Generated financial reports, including income statement, balance sheet, and cash flow statement, for management review.
Reviewed and analyzed financial statements for accuracy and compliance with standards.
Managed financial operations, month-end reporting, financial schedules and reconciliations.
Managed general ledger entries and reconciled accounts monthly.
Compiled and prepared journal entries to ensure accurate general ledger records.
Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
Executed currency conversions for accounts receivable and payable, maintaining accuracy in transactions.
Managed accounts receivable activities such as invoicing customers, applying payments received, monitoring customer balances.
Analyzed expense reports and assisted in budget forecasting.
Coordinated with departments to resolve invoicing and payment issues.
Processed payroll and maintained accurate employee records.
Managed large amounts of financial data using balance sheets, profit and loss reports and online databases.
Published financial statements according to preset deadlines.
Education
Bachelor of Arts - Business Accountancy
University of North Florida
Jacksonville, FL
05-1981
Skills
Tax compliance expertise
Tax preparation
Federal and state tax returns
Tax return preparation
Tax advisory services
Income tax laws
Tax credits and deductions
Financial reporting
Data reconciliation
General ledger reconciliations
Excel and QuickBooks ProAdvisor in many versions of QuickBooks online and desktop
Regulatory knowledge
Bookkeeping expertise
Certification
Enrolled Agent for many years. Issuing organization is Dept. of Professional Regulation, US Treasury/ IRS