Judy Stark
Port Charlotte,FL
Summary
Experienced with tax preparation and compliance, ensuring accurate and timely filings. Utilizes in-depth knowledge of tax regulations to optimize client tax positions. Strong understanding of tax planning and financial reporting, contributing to effective financial decision-making. Known for collaborative teamwork and adaptability, with strong analytical and problem-solving skills.
Overview
1
1
Certification
23
23
years of professional experience
Work History
Tax Accountant
Whitaker & Saucier CPAs
Venice, FL
12.2023 - Current
- Led comprehensive tax preparation for diverse clients, ensuring compliance with federal and state regulations.
- Conducted in-depth tax research to address complex client inquiries and issues effectively.
- Assisted clients in understanding complex tax concepts, explaining implications of various financial decisions.
Payroll Tax Accountant
Worksite, LLC
North Port, FL
08.2018 - 08.2023
- Managed payroll tax compliance for multiple jurisdictions, ensuring timely and accurate filings.
- Oversaw payroll tax audits, leading to streamlined processes and reduced discrepancies.
- Analyzed complex tax issues, providing strategic solutions that minimized liabilities and enhanced compliance.
Payroll Specialist
Venice Regional Bayfront Health
Venice, FL
04.2016 - 06.2018
- Processed payroll for over 1,500 employees accurately and efficiently.
- Ensured compliance with federal and state payroll regulations and policies.
- Collaborated with HR to resolve payroll discrepancies and employee inquiries promptly.
Financial Analyst/Payroll Specialist
Gulf Coast HMA Physician Management
03.2013 - 04.2016
- Tracked, analyzed and reported to management for 80+ physicians.
- Reviewed and identified compensation payroll changes and bonuses were.
- Performed payroll functions, such as processing and submitting payroll in 29 clinics, located in Sarasota.
- Researched and corrected payroll.
Certified Public Accountant
Judy M. Stark. CPA
Falmouth, MA
03.2003 - 06.2014
- Advised clients starting new business bookkeeping systems. Set-up reporting and tax compliance requirements.
- Compiled and analyzed accounting. Saved clients thousands of dollars in allowable deductions, filing amendments with the taxing authorities, saving.
- Prepared financial statements or covenants.
Education
Master of Science - Taxation
Bentley University
Waltham, MA12.2002
Bachelor of Science - Accounting
University of Massachusetts Dartmouth
06.1993
Skills
- Tax advisory services
- Business taxation
- Tax compliance expertise
- Proficient in Lacerte, ATX, CCH, QBO, Excel, Word
- GAAP
- General ledger reconciliations
Certification
- CPA - Certified Public Accountant. 2002 - 2014
- Currently pursuing IRS EA Certification - 1 section left to pass
Timeline
Tax Accountant
Whitaker & Saucier CPAs
12.2023 - Current
Payroll Tax Accountant
Worksite, LLC
08.2018 - 08.2023
Payroll Specialist
Venice Regional Bayfront Health
04.2016 - 06.2018
Financial Analyst/Payroll Specialist
Gulf Coast HMA Physician Management
03.2013 - 04.2016
Certified Public Accountant
Judy M. Stark. CPA
03.2003 - 06.2014
Bachelor of Science - Accounting
University of Massachusetts Dartmouth
Master of Science - Taxation
Bentley University