Dylan Holy
Baltimore,MD
Summary
Detail-oriented Senior Associate Accountant with expertise in financial statement preparation and tax return processes. Proven ability to mentor junior staff and enhance team collaboration, driving effective client communication and timely resolution of inquiries.
Overview
8
8
years of professional experience
Work History
Senior Associate Accountant
Weil, Akman, Baylin & Coleman, P.A.
Timonium, MD
07.2023 - Current
- Mentored junior staff in accounting principles and software usage.
- Assisted with the preparation of financial statements in accordance with generally accepted accounting principles.
- Prepared individual and business tax returns using specialized software.
- Collaborated with team members to resolve client inquiries and issues promptly.
Staff Accountant
Weil, Akman, Baylin & Coleman, P.A.
Timonium, MD
07.2021 - 07.2023
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Researched complex tax issues and provided solutions to clients.
- Managed monthly financial closings and reconciliations for client accounts.
- Generated financial reports for management review including income statement, balance sheet, cash flow statement.
Accountant Intern
Weil, Akman, Baylin & Coleman, P.A.
Timonium, MD
11.2018 - 09.2021
- Assisted in preparing financial statements and reports for client accounts.
- Collaborated with team members to reconcile bank statements and ledgers.
- Supported tax preparation by gathering necessary documentation from clients.
- Performed data entry into various financial systems.
Education
Master of Science - Forensic Accounting
Stevenson University
Owings Mills, MD12-2022
Bachelor of Science - Accounting
Stevenson University
Owings Mills, MD05-2021
Skills
- Financial statement preparation
- Tax return preparation
- Accounting software proficiency
- Client relationship management
- Effective communication
- Mentoring and coaching
- Team collaboration
- Analytical thinking
Timeline
Senior Associate Accountant
Weil, Akman, Baylin & Coleman, P.A.
07.2023 - Current
Staff Accountant
Weil, Akman, Baylin & Coleman, P.A.
07.2021 - 07.2023
Accountant Intern
Weil, Akman, Baylin & Coleman, P.A.
11.2018 - 09.2021
Master of Science - Forensic Accounting
Stevenson University
Bachelor of Science - Accounting
Stevenson University