Summary
Overview
Work History
Education
Skills
Certification
Timeline
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John Loughlin

Southampton,PA

Summary

Accomplished Senior Tax Accountant with a proven track record at Stephano Slack, LLC, and Herbein & Company, Inc. Expert in federal and state tax returns, demonstrating strong organizational skills and a continuous learning attitude. Excelled in training staff and streamlining processes, significantly enhancing efficiency. Proficient in CCH Axcess Tax, ensuring accurate and timely tax submissions. CPA and tax professional with over 5 years of extensive business and individual taxation experience with emphasis in Real Estate. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Tax Accountant

Stephano Slack, LLC
08.2021 - Current
  • Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Responded promptly to official tax notices requiring clarifications and additional submissions.
  • Trained new employees on accounting principles and company procedures.
  • Stayed current on changing tax laws and regulations, ensuring accurate application of rules to client cases.

Staff Tax Accountant

Stephano Slack, LLC
01.2019 - 08.2021
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Maintained strict confidentiality of client information while delivering exceptional customer service.
  • Successfully managed multiple projects simultaneously while maintaining attention to detail and meeting deadlines.

Tax Intern

Herbein & Company, Inc
02.2018 - 04.2018
  • Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
  • Assisted in preparing accurate tax returns, ensuring timely submission to the IRS.
  • Used CCH Axcess Tax to input and track tax information.

Education

Bachelor of Science - Accounting

Kutztown University of Pennsylvania
Kutztown, PA
12.2018

Skills

  • Federal and state tax returns
  • Strong organizational skills
  • Skilled in CCH Axcess Tax
  • Continuous Learning Attitude

Certification

  • Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).

Timeline

Senior Tax Accountant

Stephano Slack, LLC
08.2021 - Current

Staff Tax Accountant

Stephano Slack, LLC
01.2019 - 08.2021

Tax Intern

Herbein & Company, Inc
02.2018 - 04.2018

Bachelor of Science - Accounting

Kutztown University of Pennsylvania
  • Certified Public Accountant (CPA) - American Institute of Certified Public Accountants (AICPA).
John Loughlin