JAMIE DIETZ
Point Pleasant,NJ
Summary
Organized Bookkeeper proficient in all QuickBooks platforms. Executed bookkeeping tasks for large corporations and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail leading to decreased loss of revenue.
Overview
18
18
years of professional experience
Work History
Bookkeeper/Tax Preparer
The Curchin Group, LLC
09.2018 - Current
- Recorded and organized client financial data utilizing QuickBooks and ProSystem fx Engagement.
- Compiled bank reconciliations for accurate financial reporting.
- Communicated with clients, gathered data from various entities to prepare Federal and State tax returns using CCH Prosystems.
- Filed quarterly and year-end payroll tax returns for multiple states, including W-2s and 1099s.
- Prepared and submitted monthly, quarterly, and annual sales tax returns for New Jersey and New York.
Bookkeeper/Tax Preparer
Mazars USA, LLP
07.2014 - 06.2018
- Utilized QuickBooks, QuickBooks Online, Xero, and ProSystem fx Engagement to ensure accurate record-keeping.
- Facilitated regular payroll operations and maintained accurate employee records.
- Tracked and analyzed bank activity on a monthly and annual basis.
- Ensured timely payment of personal bills and monitored foundation activities through monthly client interactions.
- Analyzed data from individuals, partnerships, and corporations for accurate tax filings.
- Handled corporate tax filings, ensuring inclusion of necessary foreign documentation.
- Completed forms for multi-state business registrations.
- Filed quarterly and year-end payroll tax returns for Federal, New York, Connecticut, and New Jersey.
Bookkeeper/Tax Preparer
Jump, Scutellaro & Co, L.L.P.
01.2007 - 07.2014
- Recorded and organized client financial data utilizing QuickBooks, Peachtree, and Caseware.
- Managed regular payroll schedules in collaboration with payroll vendor.
- Handled accounts payable documentation and check preparation aligned with voucher system.
- Tracked and analyzed weekly financial activities.
- Evaluated data from individuals, partnerships, and corporations to complete tax returns.
- Prepared W-2 and 1099 forms for payroll tax submissions.
Education
High School - bookkeeping and tax
Long Branch High School
Long BranchSkills
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- QuickBooks
- QuickBooks Online
- Peachtree
- Lacerte
- Caseware
- ProSystem fx Engagement
- CCH Access
- Prosystems
Timeline
Bookkeeper/Tax Preparer
The Curchin Group, LLC
09.2018 - Current
Bookkeeper/Tax Preparer
Mazars USA, LLP
07.2014 - 06.2018
Bookkeeper/Tax Preparer
Jump, Scutellaro & Co, L.L.P.
01.2007 - 07.2014
High School - bookkeeping and tax
Long Branch High School