Summary
Overview
Work History
Education
Skills
Professionaloverview
Languages
Timeline
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Evangelia Berthen

Flushing,USA

Summary

Ambitious professional with cultivated social and organizational skills, seeking to contribute to organizational success through expertise in accounting, tax compliance, and financial management.

Overview

22
22
years of professional experience

Work History

BAS Supervisor

Citrin Cooperman
01.2013 - 10.2024
  • Ensured accurate and timely filing of federal, state, and local tax returns
  • Identified opportunities for tax savings and implemented strategies for clients or stakeholders
  • Reviewed and supervised work of tax preparers and junior accountants for accuracy and compliance
  • Mentored and trained team members, fostering professional growth
  • Stayed current on changes in tax laws and regulations, communicating their impact to the team and clients
  • Reconciled monthly bank statements and handled cash receipts/disbursements
  • Prepared and filed federal and state payroll/sales tax returns
  • Issued year-end tax forms, including 1099s, W-2s, and W-3s
  • Researched and resolved payroll notices and government correspondence
  • Conducted write-ups in QuickBooks
  • Supported clients during annual audits

Senior Accountant

Tanton & Company LLP
03.2011 - 06.2012
  • Prepared individual, corporate, and partnership tax returns
  • Filed federal and state tax extensions for individuals and businesses
  • Conducted year-end closings and reconciled bank accounts
  • Reviewed and adjusted client financial records
  • Trained and supervised client employees
  • Analyzed financial data to prepare general ledger entries
  • Filed quarterly payroll taxes and issued tax forms, including 1099, 1042, W-2, and W-3
  • Utilized accounting software like QuickBooks and Peach Tree

Senior Accountant

Marcum LLP
07.2008 - 03.2011
  • Prepared individual and corporate tax returns, including federal and state extensions
  • Maintained and adjusted client financial records
  • Reconciled bank accounts and analyzed brokerage statements
  • Supervised and trained client employees in financial tasks
  • Filed quarterly payroll taxes and prepared year-end tax forms
  • Performed write-ups in QuickBooks

Accounting Assistant

Mania Avlonitis
09.2002 - 12.2004
  • Analyzed financial data for corporate clients
  • Allocated corporate expenses into appropriate accounts
  • Utilized One Write Plus and WinFiler Plus software
  • Organized and prepared federal and state tax returns for submission

Education

Master of Science - Taxation, Concentration in Financial Planning

Baruch College
New York, NY
05.2023

Bachelor of Business Administration -

DeVry Institute of Technology
Long Island City, NY
02.2004

Skills

  • CCH Axcess Tax

  • ProSystem FX Tax

  • Go System Tax

  • CCH Document

  • XCM

  • Microsoft Word

  • Excel

  • Outlook

  • CFS

  • 1099-Etc

  • Superforms

  • QuickBooks

  • Strong written and verbal communication

  • Excellent client service skills

  • Works well under time-sensitive conditions

  • Tax Compliance and Regulation Knowledge

  • Tax Planning & Strategy

  • Management Skills

Professionaloverview

Ambitious professional with cultivated social and organizational skills, seeking to contribute to organizational success through expertise in accounting, tax compliance, and financial management.

Languages

Greek
Native or Bilingual
Spanish
Limited Working

Timeline

BAS Supervisor

Citrin Cooperman
01.2013 - 10.2024

Senior Accountant

Tanton & Company LLP
03.2011 - 06.2012

Senior Accountant

Marcum LLP
07.2008 - 03.2011

Accounting Assistant

Mania Avlonitis
09.2002 - 12.2004

Bachelor of Business Administration -

DeVry Institute of Technology

Master of Science - Taxation, Concentration in Financial Planning

Baruch College

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Evangelia Berthen