Mackenzie A. Cunningham
Haddon Township
Summary
Dynamic Experienced Senior Associate at Zook Dinon PA, skilled in managing complex financial statements and tax returns. My proactive approach enhances client satisfaction and streamlines tax planning strategies, ensuring compliance and maximizing tax savings.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Experienced Senior Associate
Zook Dinon, PA
Moorestown
11.2017 - Current
- Facilitated preparation of intricate tax returns across multiple entity types such as individuals, partnerships, corporations, trusts, and exempt organizations.
- Supported the tax department in creating tax projections and reports, responding to notices issued to clients, and calling federal and state jurisdictions to resolve tax-related issues.
- Managed financial statement preparation and bookkeeping operations on monthly, quarterly, and yearly basis for multiple business clients.
- Provided direct support on bookkeeping issues and tax saving opportunities to clients through email, phone, and video conferences.
- Developed and guided training sessions for onboarding new staff.
Finance Intern
Westminster City Council
London
09.2016 - 12.2016
- Assisted City Council financial officers and accountants in managing crucial operations.
- Generated tailored reports enhancing budget development, risk management, and various financial functions.
- Coordinated with diverse teams on data analysis, financial projection creation, and proofreading activities.
Education
Bachelor of Science - Accounting
Rowan University
Glassboro, NJ08.2017
Bachelor of Science - Entrepreneurship
Rowan University
Glassboro, NJ08.2017
Skills
- Microsoft Office (Excel, Word, PowerPoint)
- QuickBooks Desktop
- QuickBooks Online
- Prosystem Fx
- Bookkeeping operations
- Individual & business tax law
- Efficient multitasking
- Client communication
- Team collaboration
- Employee training
Certification
Certified Public Accountant (CPA), 05/01/19
Timeline
Experienced Senior Associate
Zook Dinon, PA
11.2017 - Current
Finance Intern
Westminster City Council
09.2016 - 12.2016
Bachelor of Science - Accounting
Rowan University
Bachelor of Science - Entrepreneurship
Rowan University
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