Megan Pearce
Ridgewood,NY
Overview
8
8
years of professional experience
Work History
Senior Tax Accountant
Thaney & Associates CPAs
Rochester, NY
06.2024 - Current
- Provided training and mentorship to junior staff members in order to increase their knowledge base related to taxation matters.
- Researched federal, state and local regulations to ensure compliance with all applicable laws.
- Prepared, reviewed, and filed tax returns for individuals, corporations, and other entities in the CCH tax software.
- Provided guidance to clients regarding estimated taxes, filing requirements, and payment options.
- Analyzed financial records and general ledgers to determine appropriate tax implications.
Tax Accountant
Thaney & Associates CPAs
Rochester, NY
06.2023 - 06.2024
- Prepared and filed taxes for individuals, corporations, and other entities in the CCH tax software.
- Ensured compliance with applicable rules and regulations related to taxation.
- Calculated estimated taxes due from clients and ensured timely payments.
- Completed year-end tax planning for clients to determine estimated tax liability.
Tax Intern
Flaherty Salmin CPAs
Rochester, NY
01.2023 - 03.2023
- Input tax information into CCH tax to track details and complete returns.
- Completed tax returns for partnerships and corporations specializing in the affordable housing industry.
- Displayed enthusiastic collaboration and networking skills in working as part of a diverse and fast-paced tax team.
Internal Audit Intern
Excellus BCBS
Rochester, NY
06.2022 - 08.2022
- Monitored and tested internal controls in accordance to company policies and NYS regulations.
- Facilitated office workflow by assisting with administrative tasks.
- Wrote reports and organized supporting documentation.
Team Leader
Burger King
Rochester, NY
08.2018 - 08.2021
- Delegated daily tasks to team members to optimize group productivity.
- Kept work areas clean, neat and free of safety hazards to maximize efficiency.
- Promoted to leadership position in recognition of strong work ethic and demonstrated ability to provide exceptional customer service.
- Developed open and professional relationships with team members, enabling more effective issue resolution.
- Maintained high standards of customer service during high-volume work shifts and fast-paced operations.
Education
Bachelor of Science - Accounting
University of Rochester
Rochester, NY05.2023
Skills
- Accounting
- Communication
- Multitasking
- Organization
- Microsoft Excel
- Analyzing Data
- Active Listening
Leadership Experience
Vice President of Finance, 11/21 - 11/22
Kappa Delta Sorority - University of Rochester
- Created and maintained a $40,000 budget.
- Oversaw chapter expenses and worked with BillHighway, a financial software package.
- Responsible for collecting dues and providing support to members with financial hardship.
- Sent in monthly reports with balance sheet, income statement, etc.
Academic Excellence Chair, 08/20-10/21
Kappa Delta Sorority - University of Rochester
- Responsible for educating chapter on being in good academic standing.
- Held two workshops each semester encouraging good study habits and ways to manage stress.
- Held study sessions for members.
Websites
Timeline
Senior Tax Accountant
Thaney & Associates CPAs
06.2024 - Current
Tax Accountant
Thaney & Associates CPAs
06.2023 - 06.2024
Tax Intern
Flaherty Salmin CPAs
01.2023 - 03.2023
Internal Audit Intern
Excellus BCBS
06.2022 - 08.2022
Team Leader
Burger King
08.2018 - 08.2021
Bachelor of Science - Accounting
University of Rochester