Jonathan Cerny
Fort Myers,FL
Summary
Detail-oriented and disciplined Tax Associate with two tax seasons of experience preparing individual, business, and trust tax returns. Proficient in bookkeeping and financial record management for small to mid-sized businesses. Experienced in supporting several tax resolution cases, demonstrating strong problem-solving skills and a client-focused approach to resolving complex tax issues. Former U.S. Army Sergeant with a proven record of leadership, accountability, and high-performance under pressure. Combines technical tax knowledge with operational discipline to deliver accurate and timely results.
Overview
9
9
years of professional experience
Work History
Tax Associate
DSG CPAs & Advisors
05.2024 - Current
- Prepare and review individual (1040), business (1120, 1120S, 1065), trust (1041), gift (709), and nonprofit (990) tax returns in compliance with federal and state regulations.
- Helped train and mentor a tax intern by providing guidance on tax software, reviewing work for accuracy, and supporting their development in tax preparation and bookkeeping tasks.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
Tax Intern
DG Perry CPAs + Advisors
01.2024 - 05.2024
- Prepare individual (1040), business (1120, 1120S, 1065), and trust (1041) tax returns in compliance with federal and state regulations.
- Perform accurate bookkeeping and maintain financial records for small to mid-sized businesses, including bank reconciliations and monthly reporting.
- Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
- Utilized tax-related software such as UltraTax to prepare and process returns.
Airborne Infantryman
US Army
06.2016 - 11.2020
- Led fire team during infantry dismounted battle drills and situational training exercises.
- Trained with multinational partners, contractors and foreign nationals to develop warfighting and defense capabilities.
- Responded to emergencies with speed, efficiency, and knowledgeable assistance.
- Responsible for and maintained high value equipment.
- Produced and presented reports on equipment status, incidences, personnel readiness and intelligence for superiors.
Education
Bachelor of Science - Accounting
Florida Gulf Coast University
Fort Myers, FL12.2024
Skills
- Individual Tax Preparation (Form 1040)
- Business Tax Returns (Forms 1120, 1120S, 1065)
- Trust & Estate Returns (Form 1041)
- Tax Research & Analysis
- IRS Tax Resolution
- Proficient with UltraTax Software
- Proficient with QuickBooks Software
- Leadership
- Time Management
- Critical Thinking and Analysis
- Attention to Detail
- Client Communication
Timeline
Tax Associate
DSG CPAs & Advisors
05.2024 - Current
Tax Intern
DG Perry CPAs + Advisors
01.2024 - 05.2024
Airborne Infantryman
US Army
06.2016 - 11.2020
Bachelor of Science - Accounting
Florida Gulf Coast University
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