Linda Laquidara
Breezy Point,NY
Summary
Ambitious, hard working individual with excellent communication skills and client relationship skills looking to expand and take on new challenges. Excellent work under pressure, thrives in fast pace environment. Extremely organized, hard working and reliable. Ready to bring skills to new environment.
Overview
20
20
years of professional experience
Work History
Senior Tax Preparer
Schwartz Accounting, Inc
Brooklyn, NY
12.2006 - Current
- Prepared over 1,000 individual Federal and State tax returns annually
- Met with in person clients to review income, expenses and deductions also worked virtually to prepare returns for remote clients
- Prepared extensions with and without payments for over 300 clients
- Serviced clients during the off season with calculating and making estimated tax payments, handling IRS and State notices, and tax planning questions.
Investment Advisor Assistant
Schwartz Consulting LLC
Brooklyn, NY
12.2006 - Current
- Worked directly under Certified Financial Planner with over $300 million in Assets Under Management
- Processed rollovers, account transfers, opened accounts (brokerage, managed and annuities)
- Placed trades daily for clients
- Handled any and all compliance matters for the firm
- Took the lead in annual internal audits and a FINRA audit
- Processed all investment checks
- Assisted clients daily with individual matters such as address changes, distributions, beneficiary changes
- Assisted and took the lead in two separate transitions between brokerage firms
Education
Bachelor of Science - Business Administration And Management, Economics
St Joseph’s University
Brooklyn, NYSkills
- Project management expertise
- Tax planning strategies
- Tax Law Compliance
- Regulatory Compliance
- Individual returns preparation
- Document Preparation
- High accuracy
- Organizational abilities
- Account Reconciliation
- Client Communication
- Verbal/written communication
- Multi-state tax filing
- Tax consulting
- Research/due diligence
Timeline
Senior Tax Preparer
Schwartz Accounting, Inc
12.2006 - Current
Investment Advisor Assistant
Schwartz Consulting LLC
12.2006 - Current
Bachelor of Science - Business Administration And Management, Economics
St Joseph’s University