Haytham Reda
Canton,USA
Summary
Detail-oriented and results-driven Senior Associate with four years of experience specializing in tax preparation, review, and high-level client management. Progressed beyond routine tasks to take on more complex responsibilities and mentor junior staff. Proven ability to prepare and review a full range of tax returns, including those for high-net-worth individuals, corporations, and partnerships. Skilled in using QuickBooks Online to perform full-cycle accounting, ensure accurate financial reporting, and provide proactive, strategic guidance to a diverse client portfolio. Authorized to work in the US for any employer.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Associate
CBIZ-Novi, MI
11.2024 - Current
- Prepare and review a variety of complex tax returns for corporations (C-Corps and S-Corps), partnerships, individuals, and trusts.
- Analyze financial statements to identify and reconcile differences between accounting records and tax basis income.
- Prepare quarterly and annual tax provisions, estimates, and projections for different entities.
- Ensure timely and accurate filing of federal, state, and local tax documents, including income, sales, and property tax returns.
- Conduct research on complex tax matters, stay up-to-date on changes in tax laws and regulations, and analyze their potential impact on clients.
- Serve as a primary point of contact for clients, answering their questions and providing advice on tax-related matters.
- Participate in and develop tax planning and strategy to help clients minimize their tax liabilities and improve financial outcomes.
- Identify potential tax risks for clients and recommend strategies for mitigation.
- Advise clients on complex tax issues, such as the tax implications of mergers and acquisitions.
- Build and maintain strong, trusting relationships with clients to foster repeat business and expand service opportunities.
- Review tax returns and work papers prepared by junior associates and interns for accuracy and completeness.
- Train, coach, and mentor junior staff, assisting with their career development.
- Plan, schedule, and manage all aspects of tax engagements, overseeing the workflow of junior staff to ensure deadlines are met.
- Effectively delegate tasks to more junior team members.
Senior Associate
Marcum LLP-Novi, MI
04.2024 - 10.2024
- Prepare and review a variety of complex tax returns for corporations (C-Corps and S-Corps), partnerships, individuals, and trusts.
- Analyze financial statements to identify and reconcile differences between accounting records and tax basis income.
- Prepare quarterly and annual tax provisions, estimates, and projections for different entities.
- Ensure timely and accurate filing of federal, state, and local tax documents, including income, sales, and property tax returns.
- Conduct research on complex tax matters, stay up-to-date on changes in tax laws and regulations, and analyze their potential impact on clients.
- Serve as a primary point of contact for clients, answering their questions and providing advice on tax-related matters.
- Participate in and develop tax planning and strategy to help clients minimize their tax liabilities and improve financial outcomes.
- Identify potential tax risks for clients and recommend strategies for mitigation.
- Advise clients on complex tax issues, such as the tax implications of mergers and acquisitions.
- Build and maintain strong, trusting relationships with clients to foster repeat business and expand service opportunities.
- Review tax returns and work papers prepared by junior associates and interns for accuracy and completeness.
- Train, coach, and mentor junior staff, assisting with their career development.
- Plan, schedule, and manage all aspects of tax engagements, overseeing the workflow of junior staff to ensure deadlines are met.
- Effectively delegate tasks to more junior team members.
Staff Accountant
Croskey Lanni, PC-Novi, MI
02.2023 - 03.2024
- Review financial statements for accuracy and legal compliance
- Prepare and file tax returns
- Enter accounting related information into business logs
- Inspect account books for efficiency and accuracy
- Organize and update financial records
- Recommend ways to reduce costs and enhance revenue
- Perform monthly bank settlements
- Prepare documentation for external auditors
Staff Accountant
UHY Advisors TX, LLC-Farmington Hills, MI
08.2021 - 01.2023
- Review financial statements for accuracy and legal compliance
- Prepare and file tax returns
- Enter accounting related information into business logs
- Inspect account books for efficiency and accuracy
- Organize and update financial records
- Recommend ways to reduce costs and enhance revenue
- Perform monthly bank settlements
- Prepare documentation for external auditors
Underwriter
United Wholesale Mortgage-Pontiac, MI
07.2021 - 07.2021
Bookkeeper
Xpertax-Falls Church, VA
11.2020 - 06.2021
- Oversee a company’s financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations.
- Perform daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments.
- Maintain records of financial transactions by establishing accounts; posting transactions. Ensure legal requirements compliance.
- Develop system to account for financial transactions by establishing a chart of accounts, defining bookkeeping policies and procedures.
- Maintain subsidiary accounts by verifying, allocating, and posting transactions.
- Balance subsidiary accounts by reconciling entries.
- Maintain general ledger by transferring subsidiary account summaries.
- Balance general ledger by preparing a trial balance, reconciling entries.
- Maintain historical records by filing documents.
- Contribute to team effort by accomplishing related results as needed.
Production and Inventory Manager
Rycop-Beirut, LB
05.2015 - 08.2020
- Collaborated with department leads on S&OP; performed cost analysis, budgeting, and planned production.
- Analyzed data and identified inefficiencies for continuous process improvement.
- Successfully managed all aspects of raw material supply chain from customer order and internal demand, through final product distribution.
- Performed project coordination for large accounts.
- Created new designs with production team; kept products relevant to customers.
- Proactively identified deficiencies; strengthened company reputation.
- Spearheaded all aspects of warehouse flow.
- Recruited, trained, and motivated staff; Lead team to increase efficiency.
Education
Accounting (College Degree) -
Walsh College of Accountancy and Business Administration
Troy, MI12.2022
Accounting (CSC) - undefined
Northern Virginia Community College
Alexandria, VA05.2021
BS - Banking, Corporate, Finance, and Securities Law
Lebanese American University
LB01.2015
Skills
- Manufacturing
- Accounting systems
- Accounting software
- Tax compliance reporting
- Financial statement preparation
- Payroll
- Macro/VBA editing
- VLOOKUP function
- Use tax
- Finance experience within tech
- Working capital optimization
- Computer operation
- Balance sheet reconciliation
- Accounts receivable
- GAAP
- Bookkeeping
- Account analysis
- COUNT function
- Sales tax
- Inventory valuation
- AVERAGE function
- Marketing
- Supporting company revenue - Company revenue supported ($100M-$500M)
- Payroll tax
- Transfer pricing
- Mechanical knowledge
- Year-end close
- Income statement
- QuickBooks
- Excel data analysis
- Finance experience within energy industry
- Finance experience within retail
- General ledger maintenance
- Customer service
- Accounts payable
- Accounting
- Debt covenant compliance
- Account reconciliation
- Financial systems implementation as controller - Financial systems implementation as controller (5-6 systems)
- Chart (Excel)
- Cash flow forecasting
- Accounting experience within infrastructure industry
- Month-end close
- Microsoft Office (10 years)
- International tax
- SUM function
- Microsoft Excel
- Sales
- Corporate tax planning
- Accounting and finance experience - Accounting and finance experience (4-5 years)
- International accounting
- Fixed asset management
- Finance experience within services industry
- Accounts payable automation
- Regulatory compliance accounting
- Budget management as a controller - Largest budget managed as a controller (More than $10M)
- Finance experience within manufacturing
- FASB
- NetSuite
- Xero
- Pivot tables
- General ledger reconciliation (2 years)
- Profit & loss
- SUMIF function
- Accounts receivable optimization
- Financial reporting error reduction - Financial reporting error reduction rate (More than 15%)
- Computer literacy
- Managing accounting teams
- Finance experience within consumer goods industry
- Sales growth as a controller - Controller annual sales growth rate (11-15%)
- Communication skills
- Bilingual
- IF function
- MIN/MAX Function
- Project management
- Proficient in CCH Axcess, CCH Engagement, Suralink, GoFileRoom, Maconomy, T-Value 5, T-Value 6, QuickBooks, NetSuite
- Data analytics
- Finance
- Project coordination
- Problem-solving abilities
- Multitasking and organization
- Problem-solving
- Reliable and punctual
- Team collaboration
- Adaptability and flexibility
- Verbal and written communication
- Creative problem solving
- Collaborative teamwork
- Public relations
- Task prioritization
- Product knowledge
- Schedule development
- Timeline estimates
- Time management
- Decision-making
- Attention to detail
- MS office
- Relationship building
- New hire training
- Computer skills
- Client engagement
- Complex Problem-solving
- Customer relationship management (CRM)
- Process improvement
- Oral communication
- Cross-functional teamwork
- Issue resolution
- Order fulfillment
- Data entry
- Work Planning and Prioritization
- Customer interaction
- Strategy development
- Management support
- Project reporting
- Customer engagement
- Customer service orientation
- Preparing reports
- Courteous and professional
- Performance improvement
- Event coordination
- Record and file management
- Cash handling
- Performance evaluations
- Policy implementation
- Multiple priorities management
- Shipment processing
- Sales techniques
- Practice management
- Workplace safety
- Flexible schedule
- Production support
- Loss prevention
- Product merchandising
- Product inspection
- Program support
- Financial acumen
- Sales expertise
- Proposal writing
- Triaging
- Forklift operation
- Point of sale operation
- Industry trends
- POS system operation
- Calendar management
- Result interpretation
- Supporting sales staff
Certification
Driver's License
Languages
Bilingual
French - Fluent
English - Expert
Arabic - Expert
Additional Information
- Other computer skills such as Microsoft Office, Quickbook, Drake, EFTPS Batch Provider, Paperport, Tax Return Software, PPT Software, Sureprep, TaxCaddy, Engagement, T Value, Workstream, Document, CCH Axcess, Fixed Assets CS, BNA Fixed Assets, and internet skills.
- Soft skills such as adaptability, communication, compromise, dependability, work ethic, and positivity.
Timeline
Senior Associate
CBIZ-Novi, MI
11.2024 - Current
Senior Associate
Marcum LLP-Novi, MI
04.2024 - 10.2024
Staff Accountant
Croskey Lanni, PC-Novi, MI
02.2023 - 03.2024
Staff Accountant
UHY Advisors TX, LLC-Farmington Hills, MI
08.2021 - 01.2023
Underwriter
United Wholesale Mortgage-Pontiac, MI
07.2021 - 07.2021
Bookkeeper
Xpertax-Falls Church, VA
11.2020 - 06.2021
Production and Inventory Manager
Rycop-Beirut, LB
05.2015 - 08.2020
Accounting (CSC) - undefined
Northern Virginia Community College
BS - Banking, Corporate, Finance, and Securities Law
Lebanese American University
Accounting (College Degree) -
Walsh College of Accountancy and Business Administration