Kenny Galvez
Windermere
Summary
Dynamic senior tax accountant with extensive experience, adept at federal and state tax return preparation and compliance. Proficient in various tax software and skilled in client communication, successfully reducing tax liabilities for diverse clients. Recognized for leadership in guiding junior staff and enhancing operational efficiency.
Overview
7
7
years of professional experience
Work History
Tax Manager
Fellowship Financial Group
12.2024 - Current
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws for various industries.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits for various industries and clients.
- Researched and analyzed tax developments and applications to specific business situations.
- Prepared financial reports, balance sheets and income statements for clients.
- Supported tax partner with special projects and additional job duties.
Tax Senior
Belfint, Lyons, and Shuman
11.2023 - 11.2024
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits for various industries and clients.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Computed tax depreciation rates on business assets such as technology and vehicles.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Handled business clients' requirements in special areas such as franchise taxation and other special tax filing situations.
Tax Senior
Grassi Advisors and Accountants
02.2023 - 10.2023
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits for various industries.
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Responded promptly to official tax notices from the IRS or state jurisdictions requiring clarifications and additional submissions.
Tax Senior
Moss, Krusick, and Associates, LLC
02.2021 - 02.2023
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Offered clients recommendations to reduce tax liabilities.
- Calculated estimated tax liabilities and issued payment instructions to facilitate timely corporate tax payments.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
- Oversaw team of 8 tax preparers preparing various tax returns.
Tax Senior
Clifton, Larson, Allen (CLA)
08.2018 - 10.2020
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits mainly in the construction industry
- Reviewed financial reports to correctly ascertain taxation and statement requirements.
- Responded promptly to official tax notices from the IRS and other jurisdictions requiring clarifications and additional submissions.
- Offered clients recommendations to reduce tax liabilities.
- Prepared extensions, tax planning calculations, and write-ups for organizations and entities.
Education
Bachelor of Science - Accounting
Caldwell University
Caldwell, NJ05-2009
Skills
- Skilled in CCH Axcess Tax, CCH Prosystem FX, Ultratax, Proseries, Proconnect, OneSource
- Corporate tax preparation
- Tax reporting
- IRS communication
- Individual returns preparation
- Client communication
- Federal and state tax returns
- Bookkeeping
- Tax advising
- Estate tax returns
Timeline
Tax Manager
Fellowship Financial Group
12.2024 - Current
Tax Senior
Belfint, Lyons, and Shuman
11.2023 - 11.2024
Tax Senior
Grassi Advisors and Accountants
02.2023 - 10.2023
Tax Senior
Moss, Krusick, and Associates, LLC
02.2021 - 02.2023
Tax Senior
Clifton, Larson, Allen (CLA)
08.2018 - 10.2020
Bachelor of Science - Accounting
Caldwell University
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