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
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.