Rocanne Regnier
Elmont
Summary
Detail-oriented Senior Accountant with extensive experience in tax assessments, audits, and compliance. Proven track record of identifying and rectifying discrepancies in complex tax filings, ensuring accuracy and fairness in taxation. Expertise in HNW and UHNW tax law along with trust and estate's complemented by strong problem-solving skills and meticulous attention to detail. Committed to delivering high-quality results that support organizational goals and enhance financial integrity.
Overview
12
12
years of professional experience
1
1
Certification
Work History
GS 12- Internal Revenue Agent
Internal Revenue Service
11.2024 - Current
- Preforms pre-audit's, which consists of reviewing 1040's, 1065's and 1041's to track accurate reporting
- Presents misreporting's of Schedule C and Schedule E line items to manager
- Prepares Information Document Request (IDRs) forms to send to taxpayers
- Conducts meetings with taxpayers to better understand tax filings
- Reviews general ledger to find large, unusual, and questionable items
- Reconstructed financial profiles for individuals, eliminating erroneous claims reported on Schedule C and E
- Secured $250,000 in tax deficiencies and penalties for the federal government through diligent investigations
- Regularly attends tax form meetings conducted by IRS to assure tax compliance is current
Bookkeeping
Haitian American Kidney Association
01.2014 - Current
- Keeps records of expenses for bookkeeping
- Assists with monetary decisions
- Provides assistance with fundraising events
- Conducts outreach forums to raise awareness
Senior Tax Associate- Private Client Services
Citrin Cooperman
07.2024 - 11.2024
- Prepared High Net Worth and Ultra High Net Worth Individual 1040s
- Prepared complex Gift tax returns
- Worked with managers and directors to assure quality of work
- Followed up with clients to obtain necessary client information
- Mentored junior staff accountants, fostering professional growth and technical skill development
- Lead quarterly projections for individual and trust return filings
Senior Tax Associate- Private Client Services
Moss Adams
07.2023 - 04.2024
- Prepared complex High Net Worth and Ultra High Net Worth Individual returns
- Prepared complex Gift tax returns
- Prepared complex Trust returns
- Completed quarterly projections for using BNA tax software
- Met with clients and managers regularly to coordinate client needs
- Prepared workpapers for 1040s, 709s, 1041s, and 706s
- Followed up with clients to obtain necessary client information
- Coordinated with staff to assure quality of work
Senior Associate-Private Client Services
Ernst & Young
08.2022 - 05.2023
- Prepared monthly, quarterly, and yearly financials to clients
- Assisted tax team with preparation of high net worth individual tax reporting during busy season
- Assisted tax team with gift tax preparation during busy season
- Assisted tax team with preparation of trust tax returns during busy season
- Worked with tax team to gather all necessary documentation
- Recorded ending journal entries in QuickBooks to maintain bookkeeping
- Analyzed brokerage statements to ensure proper bookkeeping
- Assisted with staff trainings for proper bookkeeping records
Experienced Tax Associate in Trust and Estates
CohnReznick LLP
02.2021 - 07.2022
- Prepared complex Gift tax returns
- Prepared complex Trust returns dealing with GRAT's, CRUT's, CRAT's
- Prepared High Net Worth Individual and Ultra High Net Worth returns
- Created specific language to describe certain transfers that occurred in 709's
- Organized client related information to complete returns
- Worked with Senior Managers to strategize client engagements
- Followed up with clients to obtain necessary client information
Experienced Tax Associate II in Family Office Services
CBIZ Public Accounting Firm (Top 10 Accounting Firm)
04.2019 - 05.2020
- Prepared complex High Net Worth Individual Returns
- Prepared complex Gift tax returns using OneSource
- Prepared complex Trust tax returns
- Created quarterly estimated payment schedules on Bloomberg software
- Prepared journal entries and reconcile asset accounts including depreciation expense and the purchase and addition of new assets
- Helped prepare Financial Statements and Bank Reconciliations
- Maintained the integrity of the general ledgers, including chart of accounts
- Created quarterly spreadsheets on excel for estimated payments
Education
Masters - Business Administration- Accounting
Molloy College
Rockville Centre, NYBachelor of Science - Accounting
Molloy College
Rockville Centre, NYSkills
- QuickBooks
- Sureprep
- Prosystems fx
- Gems 709
- Microsoft office suite
- CCH Access
- One Source
- GoFileRoom
- Bloomberg BNA- Income Tax Planner
Certification
Candidate for the Uniform CPA Exam, Currently sitting for examination, Completed education requirement of 150 credit hours
Community Service
Haitian American Kidney Association, Bookkeeping, New Hyde Park, NY, 01/01/14, Present, Keeps records of expenses for bookkeeping, Assists with monetary decisions, Provides assistance with fundraising events, Conducts outreach forums to raise awareness
Timeline
GS 12- Internal Revenue Agent
Internal Revenue Service
11.2024 - Current
Senior Tax Associate- Private Client Services
Citrin Cooperman
07.2024 - 11.2024
Senior Tax Associate- Private Client Services
Moss Adams
07.2023 - 04.2024
Senior Associate-Private Client Services
Ernst & Young
08.2022 - 05.2023
Experienced Tax Associate in Trust and Estates
CohnReznick LLP
02.2021 - 07.2022
Experienced Tax Associate II in Family Office Services
CBIZ Public Accounting Firm (Top 10 Accounting Firm)
04.2019 - 05.2020
Bookkeeping
Haitian American Kidney Association
01.2014 - Current
Bachelor of Science - Accounting
Molloy College
Masters - Business Administration- Accounting
Molloy College
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