Gerline Belton
Accountant
Brooklyn,NY
Summary
Experienced Tax Associate with expertise in tax preparation, planning, and project management across various industries. In-depth understanding of tax laws for reporting entities and taxing authorities, facilitating efficient task prioritization and completion within set deadlines and budgets. Proficient in Microsoft Office, tax compliance software, and research databases to produce top-notch outcomes in tax projects.
Overview
6
6
years of professional experience
1
1
Certification
2
2
Languages
Work History
Experienced Tax Associate, Private Client Services
RSM US LLP
10.2023 - 05.2025
- Responsible for providing tax compliance services for private wealth clients and helping ultra-high-net-worth individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services
- Prepared federal tax returns, extensions, and workpapers for individuals, family partnerships, trusts, and foundations
- Prepared quarterly and year-end projections and tax estimate payments for high-net-worth individual clients
- Reviewed tax documents and filings thoroughly to determine eligibility for additional tax credits or deductions
- Communicated with the IRS and state tax departments to resolve client notices and issues
- Developed knowledge of the private wealth industry through direct interaction while working on various aspects of engagement
Tax Intern, Financial Services
RSM US LLP
06.2023 - 08.2023
- Prepared workpapers, federal and state tax returns, and Schedule K-1s for clients in the hedge fund industry
- Compiled and reviewed client data in order to accurately prepare income tax returns and conduct tax research
- Maintained accurate records and documentation of projects to inform stakeholders of progress and updates
Cash Logistics Processor
Brink
10.2021 - 05.2023
- Recorded detailed financial transactions and reconciled accounts to generate financial statement in accordance with GAAP
- Prepared outbound currency orders and replenishments to ensure adequate cash availability at branches and ATMs
- Managed deposits for over 500 customers daily, ensuring accuracy and efficient processing of transactions
- Maintained logs, balanced checks, and compiled statistical information to support cash management and reporting processes
- Analyzed and visualized financial data to identify trends, discrepancies, and opportunities for process improvements
- Prepared bank deposits and coordinated corporate cash shipments to branch banks in securely and on a timely basis
- Counted currency, coins, and checks manually and with currency-counting machines to prepare accurate deposits or shipments for branch banks and Federal Reserve Bank
- Performed daily cash reconciliations to verify the accuracy of financial records and support reliable financial reporting
Sales Associate
Gap Factory
11.2019 - 03.2021
- Engaged with customers to build strong rapport and foster lasting relationships, enhancing overall customer satisfaction
- Prepared over 1,000 merchandise items for the sales floor by accurately pricing and tagging products for smooth sales operations
- Accurately processed POS transactions, handling cash, coin, payment cards, and providing receipts to customers
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote featured merchandise
Education
Bachelor of Science - Accounting and Finance
College of Staten Island
Staten Island, NY01-2023
Skills
- Microsoft Office
- CCH Axcess
- GoSystem
- PartnerSight
- QuickBooks
- GEMS/709
Certification
Excel Business Analyst
Timeline
Experienced Tax Associate, Private Client Services
RSM US LLP
10.2023 - 05.2025
Tax Intern, Financial Services
RSM US LLP
06.2023 - 08.2023
Excel Business Analyst
06-2022
Cash Logistics Processor
Brink
10.2021 - 05.2023
Sales Associate
Gap Factory
11.2019 - 03.2021
Bachelor of Science - Accounting and Finance
College of Staten Island
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