Experienced professional specializing in income tax and financial reporting services. Proficient in US Tax Code and Generally Accepted Accounting Principles. Skilled in enhancing business operations and driving team performance through training and mentorship. Dedicated to the field of accounting with a strong work ethic and effective communication skills.
Overview
8
8
years of professional experience
Work History
Senior Tax Associate
Accountable Consulting, P.A.
Remote
11.2023 - Current
Prepared and reviewed federal and state income tax returns for individuals, corporations, partnerships, and trusts.
Analyzed complex financial information to identify potential tax issues and develop appropriate solutions.
Conducted research on various tax matters to ensure compliance with relevant laws and regulations.
Reviewed client documents to ensure accuracy of data used in preparing tax returns.
Maintained up-to-date records of all client files ensuring accuracy throughout the entire process.
Developed financial reports using bank statements, loan statements, and other client-provided documentation related to their business.
Senior Tax Associate
1Source Partners
Tampa, FL
05.2022 - 11.2023
Prepared and reviewed Individual, S-Corp, C-Corp, Partnership, and Not for Profit tax returns
Managed the productivity and professional development of tax staff by scheduling and leading weekly work in process and training meetings
Supported the senior manager and partner on special projects and other urgent client requests
Provided excellent customer service to clients through timely email responses and phone calls regarding questions about their tax returns.
Tax Staff
1Source Partners
Tampa, FL
07.2020 - 05.2022
Prepared Individual, S-Corp, C-Corp, Partnership, and Not for Profit tax returns
Trained new hires on how data analysis and efficient use of tax software
Provided excellent client service through timely communication with clients regarding items needed to complete their tax return filings.
Tax Staff – Manufacturing and Distribution
Crowe LLP
Tampa, FL
01.2019 - 07.2020
Achieved the title "Tax Personnel In-Charge" of 5 clients requiring management of preparation and delivery of 42 corporate and individual returns by tax deadlines
Trained 4 new hires on data analysis and efficient use of tax software
Achieved Firm-Wide Instructor of 3 Tax 101 training programs with class size ranging from 50-100 tax staff
Received 7 Firm Recognized Awards for leadership and demonstrating company core values.
Principles of Financial Accounting Teaching Assistant
USF
Tampa, FL
01.2018 - 12.2018
Taught GAAP compliance and financial statement reporting to 75-80 accounting students for 2 semesters
Filled in as the lead instructor of 2 one-hour lectures for more than 400 student
Tax Intern
Crowe LLP
Tampa, FL
05.2018 - 08.2018
Assisted 4 Tax Accountants with preparation of individual and corporate tax returns and extensions
Intermediate I Accounting Tutor
USF
Tampa, FL
08.2017 - 12.2017
Aided in the comprehension of Intermediate Accounting concepts
Dual Intern - Audit/Tax
Crowe Horwath LLP
Tampa, FL
01.2017 - 08.2017
Assisted in audit field work by preparing workpapers
Assisted in tax return preparation
Reconciled and footed various client work papers
Education
Master of Science - Accounting
University of South Florida
Tampa, FL
12.2018
Skills
Reconciliation
MS Excel (Advanced)
Problem-Solving
Detail-Oriented
GAAP knowledge
Tax law knowledge
IRS communication
Financial statement analysis
Bookkeeping
Tax reporting
Corporate tax preparation
Individual returns preparation
QuickBooks proficiency
Organization skills
Verbal/written communication
Strong Remote Work Discipline
References
References available upon request.
Timeline
Senior Tax Associate
Accountable Consulting, P.A.
11.2023 - Current
Senior Tax Associate
1Source Partners
05.2022 - 11.2023
Tax Staff
1Source Partners
07.2020 - 05.2022
Tax Staff – Manufacturing and Distribution
Crowe LLP
01.2019 - 07.2020
Tax Intern
Crowe LLP
05.2018 - 08.2018
Principles of Financial Accounting Teaching Assistant