Monica Testa

• Reviewed and corrected account and transaction data bridged from client accounting systems to Quickbooks (Online and Desktop).
• Prepared Forms 1099 and income tax returns (Form 1040, 1041, 1120S), including estate income tax returns.
• Electronically filed Federal and State tax returns with appropriate tax authorities.
• Good interpersonal and team building skills.
• Can work in a tem independent environment.
• Reconciled and review tax accounts monthly, quarterly and based on established criteria.
• Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.

(Seasonal)

• Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
• Completed and filed returns with tax departments at local, state, and federal levels.

• Reviewed and corrected account and transaction data bridged from client accounting Tax System.
• Prepared S Corp tax returns, (Form 1040, 1041, 1065 and 1099)
• Reviewed returns prepared by other staff based on established criteria.
• Participated in internal and external training in order to maintain and enhance knowledge of tax law and software applications.
• Collaborated with team members to identify opportunities for improving client services and tax strategies.

• Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.
• Managed calculations and forms for our quarterly federal and state estimated tax payments.
• Prepared tax returns for high net worth individuals.
• Handled IRS and State tax authority inquiries
• Worked diligently during peak tax seasons to provide accurate tax return reports to clients ahead of deadline.
• Managed they team of 15 employees accountants, providing mentorship and professional development opportunities to foster growth.

• Managed team of tax professionals to ensure consistent quality work in all assigned projects.
• Prepared high net worth Individual Income Tax Returns
• Managed, Prepared & Reviewed federal and state income tax estimated payments and Filing.
• Responsible for federal and state compliance, GAPP and tax accounting quality and annual income tax provisions and reporting for J&J (US).
• Internal and external audit tax support.
• Developed reputation for thorough, accurate work by consistently meeting or exceeding client expectations and internal quality standards