Summary
Overview
Work History
Education
Skills
Affiliations
Software
Certification
Timeline
Generic

Giuseppe Spinoso

Tax Accountant Enrolled Agent
New Britain,CT

Summary

To obtain a position that will best utilize my extensive accounting and tax experience and allow for professional development and advancement. Authorized to work in the US for any employer Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Overview

41
41
years of professional experience
8
8
years of post-secondary education
1
1
Certification
1
1
Language

Work History

Tax Expert Associate

Intuit Inc. / Turbo Tax
Mountain View, CA
01.2021 - Current
  • Work from home position helping taxpayers complete their tax return using TurboTax
  • Also prepare individual tax returns for individuals who prefer to use the full-service option.
  • Greeted customers and offered assistance for increased customer satisfaction.
  • Worked varied hours to meet seasonal and business needs.
  • Identified customer needs and wants to enhance customer experiences.

Manager

Spinoso & Associates, LLC
New Britain, CT
04.2019 - Current
  • Prepared income tax, state sales tax and after-the-fact payroll returns for various clients including individuals, corporations, partnerships, limited liability companies, trusts and gift tax.
  • Developed and maintained relationships with customers and suppliers through account development.

Accountant /Supervisor

Pue Chick Leibowitz & Blezard
Vernon, CT
11.2018 - 04.2019
  • Prepared income tax, state sales tax and after-the-fact payroll returns for various clients including individuals, corporations, partnerships, limited liability companies, trusts and gift tax
  • Prepared personal and real estate property tax reports.
  • Oversaw finance personnel in preparing tax returns, providing documentation and reconciling accounts.

Senior Accountant

Budwitz & Majerjack, P.C
Farmington, CT
07.2016 - 08.2018
  • Prepared reviewed and compiled financial statements
  • Prepared income tax, state sales tax and after-the-fact payroll returns for various clients including individuals, corporations, partnerships, limited liability companies, trusts and gift tax
  • Prepared personal and real estate property tax reports.

Senior Accountant /Senior Auditor

Tomasetti, Kulas & Co., P.C
Hartford, CT
12.2011 - 05.2016
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.
  • Prepared monthly journal entries and reconciliations.
  • Reviewed documents and accounts for discrepancies and resolved variances.
  • Completed year-end closing processes with controllers and external auditors.
  • Updated general ledger with latest entries.
  • Handled month-end and year-end end finances by managing and reporting fixed assets and other data.

Senior Accountant

Gitlin Campise, LLC
West Hartford, CT
11.2006 - 11.2011
  • Prepared reviewed and compiled financial statements
  • Prepared income tax, state sales tax and after-the-fact payroll returns for various clients including individuals, corporations, partnerships, limited liability companies, trusts and gift tax
  • Prepared personal and real estate property tax reports.
  • Updated general ledger with latest entries.
  • Reviewed documents and accounts for discrepancies and resolved variances.

Senior Accountant

Courtney, Fink & Forbes, LLC
Bloomfield, CT
11.2002 - 11.2006

Staff Accountant

Courtney Fink & Forbes, LLC
Bloomfield, CT
07.1987 - 11.2002
  • Prepared tax returns for corporations, partnerships, limited liability companies, trusts, gifts and individuals
  • Prepared compiled and reviewed financial statements
  • Prepared sales and payroll tax returns for various clients
  • Prepared personal and real estate property tax reports.
  • Collected and arranged financial information and entered details into financial management system.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.

Supervisor

Connecticut National Bank
Hartford, CT
08.1982 - 07.1987
  • Trust Fund Valuation
  • Managed team of four employees, including extensive training, mentoring and performance management
  • Monitored the valuation of Common Trust Funds that the bank made available to various trust accounts for investment
  • Interacted with outside auditors on a monthly basis to review and certify the value of the Common
  • Trust Funds.
  • Maintained compliance with company policies, objectives, and communication goals.

Supervisor/Senior Trust Accountant/Trust Accountant

Connecticut National Bank
Hartford, CT
08.1982 - 07.1987
  • Managed team of six senior trust accountants and two clerical employees, including extensive training, mentoring and performance management tasks
  • Responsible for budgeting, ordering and maintaining supplies for the department
  • Worked closely with Trust Managers and Trust Investment managers
  • Coordinated the preparation of various reports to be filed with Probate Courts.
  • Monitored workflow to improve employee time management and increase productivity.

Education

Bachelor of Science - Business Administration

University of Hartford
Hartford, CT
09.1974 - 05.1982

Skills

Forges and manages relationships with clients, providing exceptional serviceundefined

Affiliations

  • National Association of Enrolled Agents (NAEA)

Software

Turbo Tax, ProSeries, QuickBooks, ProSystem FX Engagement, ProSystem FX Tax, Ultratax

Certification

Licensed Enrolled Agent - November 2022

Timeline

Tax Expert Associate

Intuit Inc. / Turbo Tax
01.2021 - Current

Manager

Spinoso & Associates, LLC
04.2019 - Current

Accountant /Supervisor

Pue Chick Leibowitz & Blezard
11.2018 - 04.2019

Senior Accountant

Budwitz & Majerjack, P.C
07.2016 - 08.2018

Senior Accountant /Senior Auditor

Tomasetti, Kulas & Co., P.C
12.2011 - 05.2016

Senior Accountant

Gitlin Campise, LLC
11.2006 - 11.2011

Senior Accountant

Courtney, Fink & Forbes, LLC
11.2002 - 11.2006

Staff Accountant

Courtney Fink & Forbes, LLC
07.1987 - 11.2002

Supervisor/Senior Trust Accountant/Trust Accountant

Connecticut National Bank
08.1982 - 07.1987

Supervisor

Connecticut National Bank
08.1982 - 07.1987

Bachelor of Science - Business Administration

University of Hartford
09.1974 - 05.1982
Giuseppe SpinosoTax Accountant Enrolled Agent