Matthew Moriarty
Richmond Heights,MO
Summary
Talented certified Tax Accountant seeks an accounting position in a progressive organization with the potential for growth and advancement.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Enrolled Agent / Pending Application
Wilhelm and Wilhelm LLC
12.2019 - Current
- Assisted clients with filing multiple tax returns to bring into IRS tax compliance. Assisted Individual as well as Business and Trust taxpayers.
- Conducted periodic reconciliations of all accounts to ensure accuracy.
- Processed gross pay, state and federal tax withholding, social security, Medicare and other deductions for all payroll clients and household employees in several states. (MO,CA,RI, IL,MI,KY,IN,WI,TX,LA)
- Researched proper tax accounting treatment of various transactions.
- Maintained efficient internal accounting controls, adherence to accounting policies and other company policies and procedures.
Tax Preparer / Accountant
Summit Tax Advisory
12.2018 - 12.2019
- Prepared Individual & Business taxes
- Provided Bookkeeping Services
- Managed the tax office and did weekly deposits. Prepared over 275 tax returns in 2018
Skills
- Fixed asset depreciation
- Persuasive communicator
- Conflict resolution
- Collaborative team member
- Meeting deadlines
- Multitasking
Accomplishments
- Certifications:Enrolled Agent / applied on 8/5/2024
- Prepared over 350 Tax Returns Annually that consist of Individual, Business, and Trust Returns
- Completed all Semi monthly , monthly , quarterly payroll tax reconciliations, including 941s, FUTA and SUTA and annual W-2 filings.
- Consistently received positive performance reviews.
Certification
Enrolled Agent / Passed final test August 3rd, 2024
Interests
Avid Golfer
Former Executive Chef while in College
Volunteer and Networking
Additional Information
- Attended the University of Missouri, Columbia. Studied personal finance in the school of Consumer Family Economics 1998-2005
Timeline
Enrolled Agent / Pending Application
Wilhelm and Wilhelm LLC
12.2019 - Current
Tax Preparer / Accountant
Summit Tax Advisory
12.2018 - 12.2019
Enrolled Agent / Passed final test August 3rd, 2024
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