Jack Harvey

-Prepared partnership, s-corp, and personal tax returns for partners of firm
-Assisted with review and compilation engagements by completing workpapers relating to analytical procedures, cash, fixed assets, current liabilities, long term debt, cost of sales, and equity
-Performed proper workpaper documentation and correlating journal entries
-Utilized Lacerte tax software for tax engagements and Caseware software for audit engagements

• Prepared workpapers for supervisor and partner pertaining to the quantification of business loss, physical damage, fraud, and litigation matters
• Utilized analytical skills to extract data from source documents provided by clients and formulate workpapers through excel modeling
• Performed detailed accuracy reports for supervisor and partner

• Participated in dual role as both tax and audit intern
• Prepared personal, business , and fiduciary tax returns
• Audited cash, long term notes payable, investment income, and fixed assets utilizing analytical procedures and other substantive tests
• Utilized software including Tax 1099, CCH Access Tax, Pdflyer, AssetKeeper, Caseware, and Microsoft Excel
• Engaged in proper workpaper documentation processes for both Tax and Audit

-Seasonal summer job during high school/college

-Provided transportation for mooring patrons from main dock to moorings in 18' launch boat skiff

-Assisted customers with fueling and tie up operations on main dock along with personal requests

-Performed boat yard duties such as bottom painting, mooring maintence sertvices, and boat launchings

-Promoted to wharf manager in last year of summer work