Jacob Orlando, CPA
Summary
Experienced and Licensed Tax Supervisor with 4 years of experience in tax preparation for numerous entities. Expert in managing workload for tax returns, extensions, tax planning calculations and bookkeeping services.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Supervisor
Hannis T. Bourgeois, LLP
09.2022 - Current
- Prepared multi-state construction, real estate, and small business returns for 150+ engagements per year
- Filed client sales tax returns for several local and state entities
- Prepared Employee Retention Tax Credit paperwork for qualifying clients during COVID
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Communicated with clients regarding tax situations, providing guidance on financial decisions
Senior Tax Accountant
Hannis T. Bourgeois, LLP
09.2021 - 09.2022
Staff Tax Accountant
Hannis T Bourgeois, LLP
06.2019 - 09.2021
Audit Intern
Postlethwaite & Netterville
05.2018 - 09.2018
- Assisted in office administration and client communication to help manage auditors' workload.
- Performed analytical review of 401(K) transactions and documents.
Education
Master of Science - Accounting
Louisiana State University And A&M College
Baton Rouge, LA05.2019
Bachelor of Science - Accounting
Louisiana State University And A&M College
Baton Rouge, LA05.2018
Minor - Internal Audit
Louisiana State University And A&M College
Baton Rouge, LA05.2018
Skills
- Preparing Complex Tax Returns
- IRS Correspondence
- Client Tax Services
- Construction Accounting
- Real Estate Accounting
- Dental Accounting
- T-Value
- Fixed Assets
- Quickbooks Certified Pro Advisor
- Bookkeeping Services
Certification
Certified Public Accountant (CPA)
Timeline
Tax Supervisor
Hannis T. Bourgeois, LLP
09.2022 - Current
Senior Tax Accountant
Hannis T. Bourgeois, LLP
09.2021 - 09.2022
Staff Tax Accountant
Hannis T Bourgeois, LLP
06.2019 - 09.2021
Audit Intern
Postlethwaite & Netterville
05.2018 - 09.2018
Master of Science - Accounting
Louisiana State University And A&M College
Bachelor of Science - Accounting
Louisiana State University And A&M College
Minor - Internal Audit
Louisiana State University And A&M College
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