Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Serge Polites

Serge Polites

Miramar,Florida

Summary

Tax professional equipped to deliver impactful financial solutions. Adept in tax preparation, compliance, and planning with strong focus on accuracy and efficiency. Known for fostering team collaboration and adapting to evolving client needs. Reliable, analytical, and results-driven with keen eye for detail.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Tax Accountant

Sorge CPA Firm
01.2022 - Current
  • Work with internal and third party CPA’s to insure the timely completion and review of all corporate, partnership and individual returns
  • Supervised the preparation and review of over 250 corporate federal and state tax returns annually, optimizing tax strategies and compliance.
  • Process all payments of annual LLC Fees and business license taxes
  • Monitor changes in tax law to assist ownership with tax strategies
  • Prepare all information required for federal or state audits
  • Review workflow process for opportunities for improvement and be an agent of change regarding process improvement or implementation of additional software
  • Oversee preparation of annual 1099s
  • Identify opportunities for property tax assessments and handle the appeal process
  • Review fixed asset additions for appropriate tax treatment
  • Advise ownership of tax implications of real estate transactions as needed

Office Manager & Tax Accountant

Faithful Tax & Consulting Firm
01.2012 - Current
  • Compiles and analyzes financial data, input information into financial statements and accounting reports, made journal entries for documentation in the general ledger; checks calculations and balanced and reconciled figures.
  • Conducts analysis of tax returns and other documentation related to business economic losses.
  • Prepares complex individual and business tax returns and makes appropriate decisions on tax return matters.
  • Manages sales and property tax audits while negotiating settlements and developing process improvement initiatives.
  • Obtains thorough knowledge and understanding of federal, state, and local tax laws to ensure company compliance with governmental tax regulations.
  • Analyzes tax and financial data to determine tax savings and tax credit opportunities.
  • Develops and implements tax process improvements by utilizing cohesive financial and information systems to streamline tax processes.
  • Serves as a tax software administrator overseeing system implementation, updates, resolution of queries, and staff training.
  • Maintains accounting control procedures by analyzing revenue and expenditures.

Office Manager

H&R Block
01.2003 - 01.2012
  • Oversaw and managed day-to-day office operations, establishing and maintaining office functions and processes.
  • Partnered with executive leadership to ensure all administrative and operational functions were correctly implemented in adherence to regulatory guidelines and practices.
  • Oversaw and lead all general accounting team functions, including intercompany accounting, cash management, financial reporting, balance sheet management, preparing profit or loss statements, reconciliation of ledger accounts, etc.
  • Worked directly with various tax clients with specific needs and developed relationships with clients.
  • Prepared and analyzed individual federal and state income tax returns providing clients with tax planning and consultation services.
  • Processed payroll tax compliance with local, state, and federal tax laws and regulations.
  • Retained an exceptional understanding of a continuously changing and improving online payroll system, including advising colleagues of operational problems and room for improvement.
  • Processed wage garnishments through our payroll software, processing and filing reports regarding income, taxes, and disability.
  • Distributed and processed W-9 Forms.
  • Reviewed financial documents, including income statements and documentation of expenditures.

Education

B.A. - Business Science – Accounting & Business

Delaware State University

Skills

  • Excellent Interpersonal Skills
  • Prioritization & Problem Solving
  • Verbal & Written Communication
  • Accounting Procedures Validation
  • Business Operations Analysis
  • Financial and Regulatory Consulting
  • Tax Consulting
  • Journal Entry Preparation
  • Non-Compliance Assessment
  • Accounting Management Assessment
  • Monthly and Annual Journal Entries
  • Financial Projections
  • Drake Software
  • Quickbooks & Lotus Notes
  • Federal/State Tax Laws
  • Audit Preparation
  • Payroll Auditing
  • Tax Return Preparation
  • Time Management
  • Microsoft Office Applications
  • Tax advisory services
  • Federal and state tax returns
  • State and local taxation
  • Verbal and written communication
  • Tax compliance expertise
  • Corporate tax filings
  • Research and documentation
  • Tax return preparation
  • Tax software proficiency
  • Business taxation
  • Income tax laws
  • Income tax compliance
  • Tax planning strategies
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Tax computing
  • Skilled in [software]

Certification

Tax & Financial Assessment Certification | H&R Block

Languages

French
Native or Bilingual

Timeline

Tax Accountant

Sorge CPA Firm
01.2022 - Current

Office Manager & Tax Accountant

Faithful Tax & Consulting Firm
01.2012 - Current

Office Manager

H&R Block
01.2003 - 01.2012

B.A. - Business Science – Accounting & Business

Delaware State University

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