Summary
Overview
Work History
Education
Skills
Certification
Websites
Timeline
Generic

Patricia Zimmerman

Centereach

Summary

Detail-oriented Senior Accountant with expertise in tax preparation and accounting software. Proven ability to enhance efficiency in financial reporting and streamline processes. On average, I prepare over 150 tax returns during tax season. During tax season, I still keep up on the necessary bookkeeping, sales tax returns, and payroll tax returns.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Senior Accountant, CPA

Slater, Kavitt, & Schultz, LLP
Melville
09.2024 - Current
  • Collaborate with team members to streamline accounting procedures.
  • Assist in preparing tax returns (1040, 1120, 1120S, 1065, payroll, sales tax) for filing with government authorities.
  • Process payroll as needed.
  • Maintain accurate records using accounting software systems effectively.
  • Prepare monthly financial reports for management review.
  • Manage daily closing, reporting, and reconciliation functions.
  • Managed and prepared journal entries and reconciliations to support monthly general ledger closing activities.
  • Monthly visits to clients to do their books and discuss the business.
  • Discuss tax questions with clients.
  • Software used: CCH ProSystem, QuickBooks (Desktop & Online).

Staff Accountant, CPA

Covati & Janhsen CPAs PC
Port Jefferson
06.2021 - 08.2024
  • Prepared monthly financial statements and reports for diverse client accounts.
  • Conducted bank reconciliations to ensure accuracy in financial records.
  • Assisted in tax preparation and filing for individual and business clients.
  • Collaborated with team members to streamline accounting processes and improve efficiency.
  • Maintained accurate general ledger entries in compliance with accounting standards.
  • Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
  • Generated financial reports for management review, including the income statement, and balance sheet.
  • Participated in special projects as needed.
  • Processed payroll for all employees in accordance with established guidelines.
  • Software ProSeries, QuickBooks (Desktop & Online)

Staff Accountant

Rost & Co, CPAs
Ronkonkoma
12.2020 - 04.2021
  • Assisted in tax preparation and filing for individual and business clients.
  • Prepared monthly account reconciliations for bank accounts, credit cards, and other balance sheet accounts.
  • Answer the phone, and welcome clients to the office.
  • Software: CCH Tax & Engagement, QuickBooks Desktop.

Tax Intern

BDO
Melville
01.2018 - 04.2018
  • Assisted in preparing individual and corporate tax returns for clients.
  • Utilized tax preparation software to streamline return processing and filing tasks.
  • Completed tax returns for individuals and corporations.
  • Gathered and organized financial documents necessary for filing purposes.

Education

Master of Science - Accounting

Stony Brook University
Stony Brook, NY
06-2019

Skills

  • Accounting software
  • Tax preparation
  • Client relationship management
  • Problem solving
  • Attention to detail
  • Effective communication
  • Team collaboration
  • Time management
  • Account reconciliation
  • Financial reporting
  • Critical thinking

Certification

  • CPA

Timeline

Senior Accountant, CPA

Slater, Kavitt, & Schultz, LLP
09.2024 - Current

Staff Accountant, CPA

Covati & Janhsen CPAs PC
06.2021 - 08.2024

Staff Accountant

Rost & Co, CPAs
12.2020 - 04.2021

Tax Intern

BDO
01.2018 - 04.2018

Master of Science - Accounting

Stony Brook University

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