Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Mustafa Oweisi

Greater Chicago Area,IL

Overview

3
3
years of professional experience

Work History

Associate Accountant - Corporate Tax

Northern Trust
Chicago, Illinois
09.2024 - Current
  • Assisted in preparing calculations and documentation for tax filings, ensuring accuracy and compliance with government tax accounting disclosures while meeting strict deadlines.
  • Prepared work-papers related to quarterly provisions and year-end financial reporting, ensuring proper documentation and compliance with corporate tax requirements.
  • Conducted research on tax issues to support senior staff, enhancing knowledge of tax regulations and contributing to informed decision-making processes.
  • Worked on depreciation schedules and partnership tax matters, applying tax laws to optimize reporting and compliance.

Financial Accountant

Baste Financial
Worth, IL
11.2023 - 09.2024
  • Conducted tax planning, evaluations, and tax returns for over 1400 clients, encompassing diverse individuals and business entities including 1120-S, 1120, 1065, and 1040
  • Prepared over 100 thorough audits for business clients, including payroll audits, sales tax audits, and financial statement audits
  • Reviewed records and provided valuable insights to enhance financial integrity and compliance
  • Managed monthly bookkeeping for various business clients, including preparation of sales tax reports and handling individual IRS correspondence for client matters
  • Leveraged advanced Excel skills to automate routine tasks, freeing up time for more value-added activities such as variance analysis and strategic planning support.

Accountant

Professional Practice Consultants
Burr Ridge, Illinois
03.2023 - 10.2023
  • Conducted comprehensive business valuations, providing clients with accurate assessments of their company's worth
  • Assisted clients in retirement financial planning, offering tailored strategies to help them achieve their long-term financial goals
  • Produced detailed Profit and Loss (P&L) statements and Balance Sheets for clients, providing clear insights into their financial performance and position

Intern

Individual Tax Services
Oak Lawn, Illinois
01.2022 - 03.2022
  • Supported in preparing tax returns and audits, including gathering and organizing client financial information
  • Worked collaboratively with senior accountants to reconcile client accounts and identify discrepancies
  • Contributed with administrative tasks such as organizing files and documents, scheduling appointments, and preparing reports
  • Aided in the preparation of client payroll, including calculating employee salaries, deductions, and benefits

Education

Bachelor of Science - Accountancy

University of Illinois At Chicago
08.2023

Skills

  • Quickbooks
  • TaxWise
  • UltraTax
  • Accounting CS
  • Microsoft Excel expertise
  • Project Support
  • Tax filing
  • OneSource Tax

Accomplishments

  • Dean's List, UIC, College of Business Administration, Spring 2022 - 08/01/23
  • Member, Humanitarian Relief Foundation, 2017 - Present

Languages

English
Native or Bilingual
Arabic
Native or Bilingual

Timeline

Associate Accountant - Corporate Tax

Northern Trust
09.2024 - Current

Financial Accountant

Baste Financial
11.2023 - 09.2024

Accountant

Professional Practice Consultants
03.2023 - 10.2023

Intern

Individual Tax Services
01.2022 - 03.2022

Bachelor of Science - Accountancy

University of Illinois At Chicago
Mustafa Oweisi