Dynamic Senior Tax Accountant with expertise in 1065 and 1040 tax returns. Proven ability to conduct thorough tax research and maintain compliance with regulations. Skilled in advanced Excel and tax software, while demonstrating strong analytical and organizational skills to enhance financial accuracy and efficiency.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Semi Senior Tax Accountant
Anchin
11.2023 - 11.2025
Prepared federal and state tax returns for individuals and businesses (1065, 1040, 1120).
Expertise in 1065 Tax Returns and Investor K-1 Packages.
Conducted research on tax regulations to ensure compliance with current laws.
Supported senior accountants in the review and analysis of financial statements.
Maintained organized documentation for tax-related transactions and client interactions.
Prepared Partner Allocation spreadsheets for clients.
Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
Proficient in Tax software, specifically CCH Engagement, Excel, Quickbooks and SurePrep.
Accounting Intern
Brandstar Studios
05.2023 - 07.2023
Assisted in preparing financial statements and reports for internal review.
Conducted reconciliations of bank statements to ensure accuracy of records.
Supported month-end close processes by compiling and analyzing data.
Utilized accounting software to manage invoices and track expenses efficiently.
Personally assistant to the Treasurer and assisted in the formatting of financial statements for presentation to the CFO and CEO.
Month end closing adjusting journal entries.
Consulting Intern
Paladin Global Partners LLC
02.2023 - 05.2023
Conducted market research to identify industry trends and client needs.
Developed strategic recommendations based on analytical data for client presentations.
Collaborated with cross-functional teams to streamline project workflows and enhance efficiency.
Assisted in the preparation of client deliverables, ensuring accuracy and consistency in reports.
Oversaw various accounting duties such as bookkeeping, bank statement reconciliations, invoicing and the payment of bills.
Oversaw Tax Returns and the creation and submission of Power of Attorneys as it relates to Tax.
Financial Accounting Intern
KTN Properties
01.2021 - 07.2021
Prepared financial statements and reports ensuring compliance with accounting standards.
Assisted in the reconciliation of accounts, identifying discrepancies and implementing corrective actions.
Analyzed financial data to support month-end closing processes and budget forecasting.
Collaborated with cross-functional teams to streamline reporting procedures and improve accuracy.