Jason Kazzi
Kent Island,MD
Summary
Meticulous accountant with expertise in tax preparation, account reconciliation, and data analysis. Committed to delivering accurate financial insights and supporting organizational goals through strong attention to detail and effective time management.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Accountant
Blue Crab Pool Repair
Chester, MD
08.2025 - Current
- Manage daily financial transactions, ensuring accuracy and compliance with company policies.
- Reconcile bank statements to ensure alignment with internal financial records.
- Review invoices for accuracy and completeness prior to payment processing.
Owner
JK Tax Advising
Chester, MD
01.2025 - Current
- Manage relationships with dozens of clients to ensure personalized tax advisement
- Conduct in-depth tax research to provide accurate filing guidance provide comprehensive answers to client questions
- Prepare dozens of complex tax returns for individual and business clients
- Initiate client meetings before and after tax preparation to ensure the client has a complete understanding of their tax situation
- Provide specialized tax and financial advice to clients in need
- Create personalized plans for clients wanting to build a savings, plan for retirement, and more
Staff Accountant
Kram, McCarthy, Ayers & Frost
Chester, MD
01.2024 - Current
- Assist with the preparation of over 1,500 tax returns during tax season
- Assist with filing hundreds of Form 1s in addition to creating and filing Power of Attorney (POA) forms to the IRS and other states
- Lead the team with navigating multi-year tax returns
- Collaborate with tax partners and senior accounting professionals to maintain an efficient office workflow
- Assist with year-end tax planning for hundreds of complex clients
- Reconcile years of bank account statements during off season to help the team catch up after tax season
- Maintain regular communication with clients to ensure ensure clarity, address concerns, and request outstanding information
- Educated clients and other team members on topics related to the tax preparation process and significant tax concepts
- Train new team members on becoming familiar with the accounting software and different tax forms when necessary
Bartender/Server
Blackwall Hitch
Annapolis, Maryland
05.2021 - 04.2024
- Crafted cocktails and beverages to meet customer preferences and enhance satisfaction.
- Provided exceptional customer service in a fast-paced bar environment.
- Assisted in training new bartenders on best practices and procedures.
- Addressed and resolved customer complaints, ensuring a positive experience and retention.
- Managed inventory of liquor, beer, wine, and other beverages to ensure availability and quality.
Revenue Examiner
Comptroller of Maryland
Annapolis, Maryland
09.2022 - 05.2023
- Analyzed financial data, identifying discrepancies and trends to support accurate tax assessments
- Collaborated with tax professionals to resolve complex issues, enhancing compliance and taxpayer satisfaction
- Researched discrepancies in thousands of taxpayers' documents to identify potential errors or fraudulent activity
- Reviewed financial records to ensure accuracy of tax returns, minimizing potential errors and ensuring regulatory compliance
Server
Bridges Restaurant
Grasonville, Maryland
08.2015 - 04.2021
- Delivered exceptional customer service in fast-paced dining environment, ensuring guest satisfaction.
- Took and processed orders using POS system, contributing to smooth operations during busy shifts.
- Conducted new server training to improve service quality and streamline team integration.
- Maintained cleanliness and organization of dining area throughout shifts.
Education
Bachelor of Science - Accounting
University of Maryland Global Campus
Online08-2024
High School Diploma -
Kent Island High School
Stevensville, MD05-2019
Skills
- Tax preparation
- Account reconciliation
- Bookkeeping
- Financial analysis
- Data analysis
- Data Inputting
- Mathematical comprehension
- Problem solving
- Attention to detail
- Time management
- Adaptability
Certification
Enrolled Agent (1 of 3 exams passed)
Timeline
Accountant
Blue Crab Pool Repair
08.2025 - Current
Owner
JK Tax Advising
01.2025 - Current
Staff Accountant
Kram, McCarthy, Ayers & Frost
01.2024 - Current
Revenue Examiner
Comptroller of Maryland
09.2022 - 05.2023
Bartender/Server
Blackwall Hitch
05.2021 - 04.2024
Server
Bridges Restaurant
08.2015 - 04.2021
Bachelor of Science - Accounting
University of Maryland Global Campus
High School Diploma -
Kent Island High School