Senior Tax Accountant with five plus years of extensive partnership, corporation and S-corporation preparation and review experience with emphasis in Real Estate. Proficiency in use of tax software programs. Excellent analytical and time management skills, strong numeracy skills and keen attention to detail to drive results.
Overview
7
7
years of professional experience
Work History
Senior Tax Accountant
Sentinel Real Estate Corporation
05.2022 - Current
Prepared federal and state income tax returns for REITS, Partnership, S-Corporation, C-Corporation, and Trusts.
Experienced with 754 election and 743(b) basis adjustment in partnerships.
Helped organization maintain full compliance with local, state and federal tax requirements using BNA research
Responded promptly to official tax notices requiring clarifications and additional submissions.
Trained new employees on accounting principles and company procedures.
Researched technical tax issues to define tax effect or impact of certain tax positions.
Tax Senior Real Estate
Mazars USA LLP
12.2016 - 05.2022
Exposed to diverse portfolio of Real Estate clients from investment funds, commercial and residential real estate operating companies, retail and mixed-use entities, and hotel developers and operators
Prepare Federal and State tax returns for Partnerships, and S Corporations
Calculate and prepare extensions and estimates for Partnerships and S Corporations
Ensure all internal and client deadlines are met by completing all tax engagements
Review partnership and S-corporation tax returns and provide constructive review points to associates
Handled all incoming tax notices for client groups
Interview intern and staff candidates for potential employment.
Project Accountant
Schroder & Strom, LLP
12.2016 - 10.2019
Billing Controller (Invoiced between 2,900-3,000 residential clients per billing period using QuickBooks)
Oversaw condominium and commercial refund disbursements
(Largest condominium -140 units & one million plus in refunds)
Managed firm's escrow account, reviewing check requests and cutting checks
Handled incoming payments and all residential billing questions
Maintained firm's collections project and organized weekly meetings with attorneys
Used TLOxp to accurately find missing client information.
Education
Master of Science - Accounting
Queens College
New York, NY
05.2015
Bachelor of Science - Accounting
University At Albany
Albany, NY
05.2014
Skills
ProSystems fx Engagement
CCH Axcess
Intuit QuickBooks
BNA Tax Research
Strong ability to meet deadlines
Strong knowledge of application of federal and state tax laws
Fluent in Cantonese, and Mandarin
Timeline
Senior Tax Accountant
Sentinel Real Estate Corporation
05.2022 - Current
Project Accountant
Schroder & Strom, LLP
12.2016 - 10.2019
Tax Senior Real Estate
Mazars USA LLP
12.2016 - 05.2022
Master of Science - Accounting
Queens College
Bachelor of Science - Accounting
University At Albany
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