Jenifer Pace, EA
Smithtown,USA
Summary
Dynamic IRS Enrolled Agent with a proven track record at CohnReznick, LLP, specializing in tax compliance and client service excellence in small business. Expert in QuickBooks. Developing business opportunities through outstanding client relationships. Skilled in leading teams and enhancing procedural efficiencies, demonstrating both critical thinking and professional communication.
Overview
29
29
years of professional experience
Work History
Enrolled Agent/Paraprofessional- Tax/PCS
CohnReznick, LLP
Melville, USA
01.2006 - Current
- Manage and review clients' books and records.
- Review payroll and sales tax returns.
- Manage and train on year-end W2/1099 preparation and create procedures.
- Manage and train on NYS PTET preparation process and create procedures.
- Consult on all QBO training for clients and projects.
- Prepare and review individual tax returns for high-net-worth individuals and multi-state filings.
- Prepare and review business tax returns for S Corps/1065s (limited C-Corp experience).
- Perform tasks related to income tax compliance, such as extensions and forecasts.
- Conduct tax research and prepare tax memoranda on various topics for the office and clients.
- Identify and use problem-solving skills to assist team members.
- Prepare time budgets for new and renewal engagements.
- Serve as the firm's Superuser/Champion for Caseware, Engagement, CCH Tax, QuickBooks, and complex 1099 questions.
- Provide virtual and hands-on training to interns and entry-level associates on firm policies and procedures, bookkeeping 101, and tax preparation.
- Proficient in QuickBooks, Caseware, Engagement, CCH Access, ProSystem tax, Go-File Room, Hubsync, and Microsoft Office (Outlook, Word, Excel, etc.).
- Deliver outstanding client service to maintain and extend relationships for future business opportunities.
- Organize daily workflow and assess appropriate staffing to provide optimal and cost-effective service.
Bookkeeper
ESG Margolin, Winer & Evens, LLP
Garden City, USA
02.2003 - 02.2004
- Prepared client's books and records
- Reviewed general ledger entries and assessed accuracy
- Prepared working papers, reports and supporting documentation
- Prepared payroll tax returns and sales tax returns
- Prepared 1040's
- Visited clients to perform monthly, quarterly or annual write ups
Bookkeeper
John Oliva, CPA
Hauppauge, USA
05.1996 - 01.2003
- Prepared client's books and records
- Prepared payroll and sales tax returns with supervision
- Completed clerical tasks such as filing, copying and collating tax returns
- Interacted with customers by phone, email or in-person to provide information
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments
- Delivered clerical support by handling range of routine and special requirements
- Coordinated, scheduled and arranged business meetings and travel calendars
- Prepared meeting materials
- Assisted office manager with day to day duties
Education
Bachelor of Science - Accounting
Southern New Hampshire University
12-2025
Some College (No Degree) - Accounting
Briarcliffe College
Bethpage, NYH&R Block 1040 Certification -
Skills
- IRS Enrolled Agent
- Valid PTIN
- Well rounded
- Outstanding Client Service
- Developing Opportunities
- Professional communication
- Critical thinking
- Intuit QuickBooks Trainer
- Supervisor
- Team Trainer
Timeline
Enrolled Agent/Paraprofessional- Tax/PCS
CohnReznick, LLP
01.2006 - Current
Bookkeeper
ESG Margolin, Winer & Evens, LLP
02.2003 - 02.2004
Bookkeeper
John Oliva, CPA
05.1996 - 01.2003
Bachelor of Science - Accounting
Southern New Hampshire University
Some College (No Degree) - Accounting
Briarcliffe College
H&R Block 1040 Certification -
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