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