Paul Diaz
Joliet,IL
Summary
Senior tax and audit professional with six years of extensive experience in real estate, manufacturing, distribution, and construction industries. Strong client communication while collaborating effectively with business professionals and government representatives to complete timely filings, address concerns, and provide actionable recommendations. Excellent interpersonal, analytical, & numeracy skills. Manages complex projects effectively with keen attention to detail to drive results.
Overview
6
6
years of professional experience
Work History
Senior Auditor
Sikich
06.2023 - Current
- Enhanced audit quality by implementing risk assessment procedures to mitigate fraud through efficient planning techniques & specialized testing.
- Coordinated assurance engagements from planning to execution, providing reliable results for clients.
- Developed strong relationships with clients, addressing concerns promptly and providing timely updates on progress throughout the engagement process.
- Managed multiple engagements simultaneously, prioritizing tasks effectively to meet client deadlines consistently.
- Assisted in the preparation of audit reports while providing guidance to staff on best practices, fostering a collaborative working environment and enhancing team performance.
Senior Tax Accountant
Gray Pilgrim & Associates LP
08.2022 - 05.2023
- Completed and filed returns with tax departments at local, state and federal levels.
- Managed over 80 returns and coordinated with clients to make sure they were filed on a timely basis.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatements.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Computed tax depreciation rates on business assets including technology and vehicles.
Audit Accountant
Shepard Schwartz & Harris LLC
08.2018 - 08.2022
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
- Prepared financial statements on accrual, cash, and tax basis.
- Constructed year end consolidated financial statements.
Staff Tax Accountant
Shepard Schwartz & Harris LLC
08.2018 - 08.2022
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Prepared US, multistate and international tax returns for business clients.
- Contacted IRS or other relevant government organizations to address agency notices on behalf of clients.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Accounting Intern
Shepard Schwartz & Harris LLC
01.2018 - 04.2018
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
Education
Bachelor of Science - Financial Accounting & Finance
Illinois State University
Normal, IL05.2018
Skills
- GAAP Accounting Practices
- Fixed Asset Management
- Auditing and Attestation
- Real Estate Professional
- Account Reconciliations
- Test Financial Controls
- Client Correspondence
- Federal and State Tax Computations
- Consolidating Financial Statements
- Financial statement review
- Risk Assessment Analysis
- CCH Axcess
- Intuit Proseries
- Intuit Quickbooks
- Caseware
- IDEA
Timeline
Senior Auditor
Sikich
06.2023 - Current
Senior Tax Accountant
Gray Pilgrim & Associates LP
08.2022 - 05.2023
Audit Accountant
Shepard Schwartz & Harris LLC
08.2018 - 08.2022
Staff Tax Accountant
Shepard Schwartz & Harris LLC
08.2018 - 08.2022
Accounting Intern
Shepard Schwartz & Harris LLC
01.2018 - 04.2018
Bachelor of Science - Financial Accounting & Finance
Illinois State University
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