Leslie Musgrave
Summary
Accomplished Tax Associate with a proven track record at RSM US LLP, demonstrating expertise in tax compliance and exceptional organizational skills. Proficient in CCH Tax Axcess and known for outstanding verbal and written communication.
Overview
8
8
years of professional experience
Work History
Tax Associate
RSM US LLP
02.2019 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, trusts, gift tax, 1099s, personal property tax, corporations, partnerships, and non-profit organizations, maximizing deductions and credits.
- Participated in continuing education courses to maintain professional knowledge as a Tax Associate.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
Accountant - Audit
William A Jackson And Company, CPA
01.2017 - 02.2019
- Prepare audit/review/compilation financial statements for CIRAs.
- Reconciled accounts and reviewed expense data, reserves, and assets.
- Documented cash, fixed assets, expenses.
- Gathered financial information, prepared documents.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Prepared working papers, reports and supporting documentation for audit findings.
- Prepare trial balance in CSA
- Prepare peer review and perform test of details
- Prepared 1040, 1041, and 1120H federal tax returns
Assurance SDC Specialist - Seasonal
PwC Service Delivery Center
08.2016 - 01.2017
- Followed all company policies and procedures to deliver quality work.
- Performed financial statement tie outs of 10-K, 10-Q including footing, recalculation, and internal consistency in adherence to GAAP.
- Analyzed financial statements.
Tax Preparer - Seasonal
William A Jackson And Company, CPA
01.2016 - 04.2016
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Completed 1040 and 1041 returns with tax departments at state, and federal levels.
Education
Bachelor of Arts - Accounting
University of Central Florida
Orlando, FL08.2015
Bachelor of Science - Athletic Training
University of Central Florida
Orlando, FL05.2007
Skills
- Tax Compliance
- Individual and Trust Taxation
- Organization skills
- Data Confidentiality
- Verbal/written communication
- CCH Tax Axcess
- ProFX Tax Software
- Sureprep
- Caseware
- Microsoft Office Suite
- Workstream
- 1099-ETC
- GEMS
- DRAKE Tax Software
Timeline
Tax Associate
RSM US LLP
02.2019 - Current
Accountant - Audit
William A Jackson And Company, CPA
01.2017 - 02.2019
Assurance SDC Specialist - Seasonal
PwC Service Delivery Center
08.2016 - 01.2017
Tax Preparer - Seasonal
William A Jackson And Company, CPA
01.2016 - 04.2016
Bachelor of Arts - Accounting
University of Central Florida
Bachelor of Science - Athletic Training
University of Central Florida