Jayson Overocker, EA
Ishpeming,US
Summary
Hard working air force veteran experienced in problem-solving, service and time management. Focused individual with managerial experience in the business sector. Proven ability to develop and execute strategic plans, build relationships with clients, and manage the day-to-day operations of the business. Experience in budgeting, financial analysis, and personnel management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Specialist
Hantz Group
Marquette, MI
01.2025 - Current
- Prepared and reviewed individual and corporate tax returns to ensure compliance with regulations.
- Analyzed tax documents to identify discrepancies and recommend corrective actions.
- Collaborated with clients to gather necessary documentation for accurate tax filing.
- Conducted research on tax laws and regulations to provide informed guidance to clients.
- Mentored junior staff on tax preparation processes and best practices for accuracy.
Associate Manager
SS&C Technologies
Ishpeming, MI
09.2022 - 11.2024
- Conducted regular performance reviews to track progress and provide feedback on job performance.
- Managed a team of 5 associates, developing and implementing strategies to increase productivity and efficiency.
- Analyzed data to identify areas for improvement in operations and customer service.
- Managed $5.3bn AUA
- Facilitated growth leading to two new fund raising efforts.
- Identified a problematic procedure and took steps to improve work flow leading to a company wide process change.
Senior Accountant
Ultimus Fund Solutions
Clifton Park, NY
01.2021 - 08.2022
- Review of journal entries and maintenance of general ledger.
- Establish and maintain timelines to meet deadlines for quarterly and annual deliverables in accordance with clients' LPA requirements.
- Ability to effectively provide others with information, training and assistance.
Education
Bachelor of Science - Accounting
College of Saint Rose
Albany, NY, US05-2018
Master of Science (M.S.) - Accountancy
College of Saint Rose
Albany, NY, US05-2018
Skills
- Microsoft Word, PowerPoint, Excel and Office
- Accounting Software Systems
- Critical Thinking and Analysis
- Financial Statements
- Accounting Policy and Control
- Customer rapport
- Tax process improvement
- Documentation skills
- Tax research
Certification
- Certified Enrolled Agent
Timeline
Tax Specialist
Hantz Group
01.2025 - Current
Associate Manager
SS&C Technologies
09.2022 - 11.2024
Senior Accountant
Ultimus Fund Solutions
01.2021 - 08.2022
Master of Science (M.S.) - Accountancy
College of Saint Rose
Bachelor of Science - Accounting
College of Saint Rose