Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Frank Crea

Staten Island,New York

Summary

Quality-focused accounting professional with cross-functional competencies in all phases of accounting, and financial analysis. Solid interpersonal skills with the ability to contribute as a team player and interface with professionals on all levels. Responds to operational and financial challenges with confidence, determination and focus. Strengths include: Financial Reporting, Financial Analysis, Accounts receivable, Billing clients, Account reconciliation, Client Relations

Overview

16
16
years of professional experience
1
1
Certification

Work History

Tax Manager

BONFIGLIO & DIETZ CERTIFIED PUBLIC ACCOUNTANTS
NY
06.2020 - Current
  • Reviewed and analyzed financial statements to determine tax liability.
  • Prepared and filed corporate, trust, partnership, and individual income tax returns.
  • Provided assistance with IRS audits as needed.
  • Analyzed current and proposed laws for potential impact on taxes.
  • Provided technical advice to clients regarding complex transactions involving taxation.
  • Conducted research on various state and federal tax issues.
  • Trained staff members in proper procedures for filing returns and preparing documents required by regulatory agencies.
  • Researched new legislation that affects taxes due from individuals or businesses.
  • Assessed the accuracy of calculations used in preparing returns.
  • Monitored changes in local, state and federal taxation laws.
  • Developed strategies to minimize client's overall tax liabilities while staying within the boundaries of applicable law.
  • Recommended methods for improving processes related to taxation matters.

Senior Tax Accountant

BONFIGLIO & DIETZ CERTIFIED PUBLIC ACCOUNTANTS
NY
06.2017 - 06.2020
  • Helped taxpayers by using their federal, state, and local codes and advise against potential tax liabilities
  • Developed & maintained client loyalty through practical analysis and tax planning for various individuals & businesses
  • Prepared S Corps, C Corps , 1065 Partnerships,1041
  • Prepared 1040 and Schedules for individual federal, and state tax return
  • Computed taxes owed by following tax code and uncovered potential deductions and Tax credits
  • Performed monthly bookkeeping & bank reconciliations for clients
  • Utilized Quickbooks software for bookkeeping consist of general ledger entries, payroll, fixed assets, and financial statements
  • Reviewed financial records such as income statements and documentation of expenditures.W2's, 1099
  • Collect Financial data and Analysis trends for schedules and projections.
  • Responded to inquiries from IRS and other tax authorities.
  • Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.

Staff Tax Accountant

BONFIGLIO & DIETZ CERTIFIED PUBLIC ACCOUNTANTS
Staten Island, NY
06.2016 - 06.2017
  • Assisted in the preparation of tax returns for individuals, partnerships, and corporations.
  • Prepared monthly journal entries related to taxes.
  • Analyzed client data to determine appropriate tax treatment of transactions.
  • Calculated estimated payments for quarterly filings and prepared payment vouchers as needed.
  • Prepared detailed workpapers supporting calculations used in preparing income tax returns.
  • Attended training sessions and seminars as needed to stay abreast of changing rules and regulations.
  • Reconciled client books for accurate reporting with post adjusting journal entries.

Staff Accountant

TAX MAN
06.2014 - 06.2016
  • Prepared 1040 and Schedules for individual federal, and state tax return
  • Computed taxes owed by following tax code and uncovered potential deductions and Tax credits
  • Performed monthly bookkeeping & bank reconciliations for clients
  • Utilized Quickbooks software for bookkeeping.

Bookkeeper

HOT CONCEPTS INC
10.2008 - 06.2014
  • Full spectrum of accounting & bookkeeping for a Retail Company.Preparation and analysis of monthly & annual financial statements
  • Maintained Accounts payable, Accounts receivable
  • Reconcilied Bank & Credit card accounts Prepared & sent invoices on the monthly basis
  • Trained and guide employees through established objectives, policies, rules, practices, methods and standards
  • Reconciled merchandise invoices against received shipments Assisted in filing sale tax and payroll tax with CPA Assisted in filing Sub Chapter S 1120S.

Education

BACHELOR OF SCIENCE - ACCOUNTING, MANAGEMENT FINANCE

The City University of New York, College of Staten Island
05.2016

Skills

  • Access
  • Microsoft Excel
  • PowerPoint
  • Word
  • QuickBooks
  • Ultra Tax
  • Lacrete
  • CCH Prosystemfx
  • Axcess Tax
  • ADP
  • Accountant office payroll
  • Checkpoint
  • BNA

Certification

ENROLLED AGENT LICENSE

Timeline

Tax Manager

BONFIGLIO & DIETZ CERTIFIED PUBLIC ACCOUNTANTS
06.2020 - Current

Senior Tax Accountant

BONFIGLIO & DIETZ CERTIFIED PUBLIC ACCOUNTANTS
06.2017 - 06.2020

Staff Tax Accountant

BONFIGLIO & DIETZ CERTIFIED PUBLIC ACCOUNTANTS
06.2016 - 06.2017

Staff Accountant

TAX MAN
06.2014 - 06.2016

Bookkeeper

HOT CONCEPTS INC
10.2008 - 06.2014

BACHELOR OF SCIENCE - ACCOUNTING, MANAGEMENT FINANCE

The City University of New York, College of Staten Island
Frank Crea