Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Savannah DeGioia

Overview

7
7
years of professional experience

Work History

Tax Compliance & Consulting Associate

Baker Tilly
Uniondale, New York
07.2023 - Current
  • Prepare federal and multi-state C-Corp, S-Corp, partnership, real estate/ trusts and individual tax returns (Forms 1120, 1065, and 1040), including K-1 preparation, partner capital account analysis, Qualified Business Income (QBI) calculations, and PTET.
  • Familiar with analyzing and reconciling various balance sheet and income statement accounts including A/R, A/P, accrued expenses, prepaid expenses, fixed assets, accumulated depreciation, retained earnings, partner/shareholder capital accounts, payroll, debt financing accounts, deferred revenue, inventory, unrealized gains/losses, intercompany accounts, distributions, and tax-related accrual accounts.
  • Analyze M-1/M-3 differences including accruals, meals & entertainment, and unrealized gains/losses
  • Prepare audit-ready workpapers in CCH Axcess and CaseWare (trial balance imports/exports, JEs, tax coding)
  • Use ONESOURCE Knowledge for tax research and preparation of VDA return filings
  • Prepare extensions, estimates, NOLs, and multi-state apportionment
  • Apply GAPP & IRC Sections 174, 162, 263A, 163(j), 168, 179, 199A for compliance and reporting
  • Prepare 5471, 5472, 1042/1042-S, 1099s, 1040-S, K-2/K-3 filings
  • Manage e-filing, XML submission, state qualification, and GoFileRoom documentation
  • Complete AICPA compliance and Tax Consulting checklists

Manager

Bj's Wholesale Club
Commack, New York
05.2022 - 01.2026
  • Delivered and managed fast, accurate customer service in cashiering, self-checkout assistance, curbside pickup, and in-store support roles in fast pace environment.
  • End of day cash register closing procedures

Forensic Auditor

Office of the Attorney General Medicaid Unit
Hauppauge, New York
06.2023 - 06.2024
  • Conducted forensic audits of Medicaid providers identifying fraud, abuse, and billing irregularities
  • Analyzed financials, claims data, bank records, and subpoenaed internal documents
  • Detected overbilling, duplicate claims, upcoding, and improper reimbursements
  • Supported attorneys and investigators in litigation, hearings, and case development
  • Prepared audit reports, exhibits, and damage calculations under government auditing standards

Manager

Ralphs Italian Ices
East Northport, New York
07.2022 - 07.2023
  • Delivered fast, high-quality customer service effectively addressing peak rush periods and customer needs.
  • Cash handling, restocking, and full operational shutdown processes.

Manager

Rite Aid Pharmacy
East Northport, New York
06.2019 - 07.2022
  • Resolved customer inquiries with professionalism and urgency in fast-paced retail pharmacy setting.
  • End-of-day cash reconciliation by accurately balancing drawers, and resolving discrepancies.

Education

Master of Science - Accounting

Long Island University
Greenvale, NY
12-2024

Skills

  • CCH Axcess, Caseware
  • GoSystem, GoFileRoom
  • OneSource, IDEA Audit
  • Excel Vlookup, Pivot tables, etc
  • Word, Outlook
  • Quickbooks
  • Financial analysis
  • Audit discrepancy identification & reconciliations
  • Strong time management & organizational skills under strict deadlines
  • Proactive written & verbal communication professional and personable
  • Independent and collaborative
  • Adaptable with ability to multitask across multiple clients and engagements

Affiliations

  • CPA Candidate (in progress)

Timeline

Tax Compliance & Consulting Associate

Baker Tilly
07.2023 - Current

Forensic Auditor

Office of the Attorney General Medicaid Unit
06.2023 - 06.2024

Manager

Ralphs Italian Ices
07.2022 - 07.2023

Manager

Bj's Wholesale Club
05.2022 - 01.2026

Manager

Rite Aid Pharmacy
06.2019 - 07.2022

Master of Science - Accounting

Long Island University
Savannah DeGioia