Giuseppe (Joseph) Spinoso
New Britain,CT
Summary
To obtain a position that will best utilize my education and extensive public accounting experience and allow for professional development and advancement. Experienced Supervisor leading team members on-time job completion. Assign tasks, train employees, provide feedback, mediate interpersonal conflicts and implement company procedures. Excellent communication and listening skills. Provide leadership and vision which drives teams to meet goals.
Overview
42
42
years of professional experience
Work History
Supervisor/Senior Trust Accountant/Trust Accountant
Connecticut National Bank
- Managed a team of six senior trust accountants and two clerical employees, including extensive training, mentoring and performance management tasks
- Responsible for budgeting, ordering, and maintaining supplies for the department
- Worked closely with Trust Managers and Trust Investment managers
- Coordinated the preparation of various reports filed with the various Probate Courts.
Seasonal Credentialed Tax Expert
Intuit, Inc.
12.2020 - 05.2024
- Online Assistance to individual preparing online income tax returns
- Online customer tax service for individual
- Prepared individual income tax return for individual choosing full-service option.
Supervisor
Jeff Louis Associates, LLC
04.2019 - 11.2020
- Prepared monthly, quarterly, and annual financial statements for condominium association
- Recorded cash receipts and cash disbursements on QuickBooks or Quicken; for each condominium association, monthly bank accounts reconciliation
- Help with condominium association fee collection
- Help with general office administrative tasks
- Prepared property tax reports.
Supervisor
Pue, Chick, Leibowitz & Blezard, LLC.
11.2018 - 04.2019
- Prepared, reviewed, and compiled financial statements
- Prepared income tax, state sales tax and after-the-fact payroll returns for various clients including individuals, corporations, partnerships, limited liability companies, trusts and gift tax.
Senior Accountant
Budwitz & Mayerjack, P.C.
07.2016 - 08.2018
- Prepared, reviewed, and compiled financial statements
- Prepared income tax, state sales tax and after-the-fact payroll returns for various clients including individuals, corporations, partnerships, limited liability companies, trusts and gift tax.
Senior Accountant
Tomasetti, Kulas & Co., P.C.
12.2011 - 05.2016
Senior Accountant
Gitlin Campise, LLC
11.2006 - 11.2011
Staff Accountant
Courtney, Fink & Forbes, LLC (f/k/a Weinstein Schwartz and Pinkus)
07.1987 - 11.2006
- Prepared tax returns for corporations, partnerships, limited liability companies, trusts, gifts, and individuals
- Prepared compiled and reviewed financial statements
- Prepared sales and payroll tax returns for various clients
- Prepared personal and real estate property tax reports.
Supervisor - Trust Fund Valuation
Connecticut National Bank
08.1982 - 07.1987
- Managed a team of four employees, including extensive training, mentoring and performance management
- Monitored the valuation of Common Trust Funds that the bank made available to various trust accounts for investment
- Interacted with outside auditors monthly to review and certify the value of the Common Trust Funds.
Education
Bachelor of Science in Business Administration, Major in Accounting. - Accounting And Finance
University of Hartford
Hartford, CT01.1982
Skills
- 35 years of public accounting experience
- Forges and manages relationships with clients, providing exceptional service
- Proficient in QuickBooks, ProSystem FX Engagement, ProSystem FX Tax ProSeries, UltraTax and MS Office
- Experienced in working independently or as a team player
- Fluent in Italian
- Training and mentoring
- Goal-Oriented
- Staff Management
- Employee Motivation
Affiliations
- National Association of Enrolled Agents, 12/01/22, Present
- UNICO of Wethersfield, 01/01/07, Present, An ongoing volunteer relationship with this chapter to help accomplish its goals including fundraising for various charitable organizations and scholarships.
- Member
- Boards of Directors
- Chapter Past-President
Languages
Italian
Native or Bilingual
Certification
- EA - Enrolled Agent
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Seasonal Credentialed Tax Expert
Intuit, Inc.
12.2020 - 05.2024
Supervisor
Jeff Louis Associates, LLC
04.2019 - 11.2020
Supervisor
Pue, Chick, Leibowitz & Blezard, LLC.
11.2018 - 04.2019
Senior Accountant
Budwitz & Mayerjack, P.C.
07.2016 - 08.2018
Senior Accountant
Tomasetti, Kulas & Co., P.C.
12.2011 - 05.2016
Senior Accountant
Gitlin Campise, LLC
11.2006 - 11.2011
Staff Accountant
Courtney, Fink & Forbes, LLC (f/k/a Weinstein Schwartz and Pinkus)
07.1987 - 11.2006
Supervisor - Trust Fund Valuation
Connecticut National Bank
08.1982 - 07.1987
Supervisor/Senior Trust Accountant/Trust Accountant
Connecticut National Bank
Bachelor of Science in Business Administration, Major in Accounting. - Accounting And Finance
University of Hartford
Similar Profiles
Manuel D ChavezManuel D Chavez
HR Specialist- Information Systems/Military at Connecticut Air National GuardHR Specialist- Information Systems/Military at Connecticut Air National Guard
Henry ChmielinskiHenry Chmielinski
Director of Staff at Connecticut National GuardDirector of Staff at Connecticut National Guard
Timothy LamontagneTimothy Lamontagne
Platoon Sergeant at Connecticut Army National GuardPlatoon Sergeant at Connecticut Army National Guard
Gabriella DeJesus BrownGabriella DeJesus Brown
Youth Academy Marketing Coordinator & U10 Girls Coach at Hartford AthleticYouth Academy Marketing Coordinator & U10 Girls Coach at Hartford Athletic
Virginia BrownVirginia Brown
Secretary to the High School Principal at Consolidated School District of New Britain (CSDNB)Secretary to the High School Principal at Consolidated School District of New Britain (CSDNB)