Dependable and motivated candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals, and driven to be a core piece of the company's success.
Overview
12
12
years of professional experience
Work History
Tax Accountant/Office Manager
Pat Antonio, E.A.
09.2011 - Current
Enhanced client satisfaction by providing accurate and timely tax preparation services.
Reduced client tax liabilities through diligent research and application of applicable tax laws.
Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Streamlined processes for increased efficiency in preparing and filing tax returns.
Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
Kept up to date on current income tax developments and advised clients to make proper adjustments.
Managed filing of federal, state and local taxes within established time frames for business with staff headcount of 3.
Collaborated with team members to identify opportunities for improving client services and tax strategies.
Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
Ensured accurate and timely payments for all employees, managing monthly payroll cycles.
Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
Successfully resolved IRS disputes by gathering supporting documentation and effectively communicating with government officials.
Prepared working papers, reports and supporting documentation for audit findings.
Assisted colleagues with challenging cases, sharing knowledge and expertise to ensure the best possible outcomes for clients.
Ensured compliance with federal, state, and local tax requirements by researching relevant legislation and applying necessary adjustments to client accounts as needed.
Prepared federal and state income tax returns for individuals and businesses.
Prepared and filed Payroll Tax and Sales & Use Tax.
Generated and disbursed W-2's and 1099's to clients' employees and subcontractors, respectively.
Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
City Treasurer
City Of New Castle
01.2018 - 12.2021
Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
Prepared and presented financial reports to inform senior management and board of directors.
Analyzed financial data to identify trends, risks and opportunities.
Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Accurately completed financial statement audits and thoroughly reviewed results.
Managed outstanding balance amounts by evaluating reports and determining collection statuses.
Bookkeeper
The Medicine Shoppe® Pharmacy
01.2014 - 03.2021
Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
Education
Bachelor of Science - Accounting
Westminster College
New Wilmington, PA
05.2011
Skills
Federal State, and Local Income Taxation
Corporate Tax Filings
Tax Computing
Sales Tax Management
Payroll Management
Verbal and Written Communication
Skilled in Microsoft Excel, Quickbooks, and Intuit ProSeries