Jack Rosenblum
Boynton Beach,FL
Summary
I am an experienced accountant with nearly 4 years of work experience since graduating from Penn State University in 2021. Talented tax preparation professional with expertise in completing returns accurately and efficiently. I am currently pursuing my CPA designation with 1 part passed so far. I have very strong roots in bookkeeping on a wide range of industries. I have strong tax experience working on extremely high net worth individuals as well as smaller family clientele. I just joined on with a firm to help meet their extension deadline, and am now looking for a more permanent long term role.
Overview
3
3
years of professional experience
Work History
Seasonal Tax Preparer
Mesia Group PA
Boynton Beach, FL
07.2024 - 10.2024
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Prepared forms including 1040s, 1065s and 1120s as well as a multitude of returns from various state taxing agencies.
- Compiled data from clients to accurately complete tax forms.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Created spreadsheets detailing income sources, deductions, credits, estimated payments.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Staff Accountant
Gelfand Rennert & Feldman LLP
New York, NY
06.2023 - 05.2024
- Prepared simple and complex tax filings for 50+ individuals and businesses.
- Conducted variance analysis to identify discrepancies between budgeted and actual figures.
- Analyzed account balances and prepared adjusting journal entries as needed.
- Ensured timely filing of all client tax returns by monitoring deadlines and prioritizing work accordingly.
Tax Accountant
Goldglit & Company LLP
New York, NY
11.2022 - 06.2023
- Supported individual and business tax clients and prepared simple to complex tax returns for 50+ business and individual clients.
- Provided guidance on estimated quarterly payments for self-employed individuals, or those with significant investment income.
- Consulted with clients about various tax strategies to minimize their tax liability.
- Prepared and filed payroll tax returns, and sales tax returns.
Staff Accountant
Dalal & Associates CPAs P.C.
Westbury, NY
09.2021 - 11.2022
- Performed write-ups and reconciliations for over 30 clients.
- Prepared and submitted sales and payroll tax returns on time.
- Created journal entries as needed.
- Prepared forms 1040, 1120s, and 1065 for a variety of clients in various industries.
Education
Bachelor of Science - Accounting
Pennsylvania State University
University Park, PA06-2021
Skills
- Tax Preparation/Bookkeeping
- Tax Strategy and Planning
- Quickbooks/Quickbooks Online/Agilink/Datafaction
- Microsoft Excel/Outlook/Word
- VLOOKUP/SUMIF/Pivot Tables
- UltraTax CS/CCH Prosystems/GoSystems
- CCH Access/CCH Engagement/Doc-It
- Journal entry preparation
- Account Reconciliation
- Budgeting and Forecasting
- Workpaper organization and creation
Languages
English
Native/ Bilingual
Spanish
Limited
References
References available upon request.
Timeline
Seasonal Tax Preparer
Mesia Group PA
07.2024 - 10.2024
Staff Accountant
Gelfand Rennert & Feldman LLP
06.2023 - 05.2024
Tax Accountant
Goldglit & Company LLP
11.2022 - 06.2023
Staff Accountant
Dalal & Associates CPAs P.C.
09.2021 - 11.2022
Bachelor of Science - Accounting
Pennsylvania State University
Similar Profiles
Bhavik BhattBhavik Bhatt
Force Account Design Engineer I at Rubinos & Mesia Engineers, Inc.Force Account Design Engineer I at Rubinos & Mesia Engineers, Inc.
Alice BrydenAlice Bryden
Account Executive and Head of Sales at PA Media GroupAccount Executive and Head of Sales at PA Media Group
Cindy ConveryCindy Convery
Medical Billing Specialist at Central PA Physicians GroupMedical Billing Specialist at Central PA Physicians Group