Senior Tax Accountant with strong analytical and technical skills. Demonstrates proven to think proactively, handle pressure and deadlines and communicate with clients and tax authorities. Actively pursuing the CPA.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Accountant
Wendroff & Associates
10.2024 - Current
Reduced errors in financial statements through stringent review procedures and regular reconciliation of accounts.
Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Maintained strong attention to detail while reviewing numerous documents daily, ensuring consistent quality and accuracy.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Increased client satisfaction by providing accurate and timely tax preparation services.
Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
Senior Tax Associate
Baker Tilly US, LLP
10.2021 - Current
Prepared and reviewed federal and state income tax returns for individuals, corporations, partnerships, trusts, and other entities.
Analyzed complex financial information to identify potential tax issues and develop appropriate solutions.
Communicated regularly with clients regarding questions or concerns about their individual or business taxes.
Generated estimates for estimated payments due based upon projected income levels over different periods of time.
Provided technical support in the preparation of quarterly estimated taxes and extensions.
Worked with internal and external accounting and operational professionals to obtain and collate information required in connection with preparation of tax returns.
Met internal and external deadlines for tax filings, monthly accounting close and quarterly financial reporting.
Staff Accountant
The Fyffe Jones Group, AC
09.2020 - 10.2021
Prepared federal and state income tax returns for individuals and businesses.
Prepared Compilation and Basic Financial Statements.
Created journal entry schedules to improve efficiency, support and documentation of accounting processes.
Collected and arranged financial information and entered details into Quickbooks.
Prepared monthly and quarterly payroll taxes for clients.
Researched and provided summary memos on technical tax issues at request of partners and clients.
Tax Associate
Cohnreznick, LLP
01.2020 - 08.2021
Preparing federal and state partnership returns.
Preparing federal and state corporate returns.
Preparing individual returns.
Preparing state apportionment schedules.
Operated with strong work ethic, professionalism, and an ability to work under pressure.
Manager
Dos Hermanos Mexican Cuisine
05.2014 - 07.2019
Efficiently addressed customer issues to ensure quick ad successful resolution.
Opened and closed store, which included counting cash drawers and making bank deposits.
Trained new employees on company customer service policies and service level standards.
Actively pursued personal learning and development opportunities.
Fostered a positive work environment by consistently treating all employees and customers with respect and consideration.