SHMULIE WEISER
LAKEWOOD,US
Summary
Accountant with extensive tax preparation experience for corporate and individual clients. Adept at preparing and reviewing complex tax returns while ensuring compliance and accuracy. Strong relationship management skills foster productive interactions, enhancing client satisfaction and contributing to efficient processes.
Overview
5
5
years of professional experience
Work History
Tax Associate
Bernath & Rosenberg
Lakewood, US
01.2022 - Current
- Prepare and file 1099-NEC and 1099-MISC forms for clients, ensuring accuracy and full IRS compliance
- Prepared and reviewed complex tax returns for diverse client portfolios, ensuring accuracy and maximizing client benefits.
- Prepare and review corporate (1120), partnership (1065), individual, (1040), and fiduciary (1041) tax returns
- Prepared and filed corporate, trust, partnership, and individual income tax returns.
- Reviewed and analyzed financial statements to accurately assess tax liability, ensuring compliance and optimizing tax positions.
- Prepare and file 1099-NEC and 1099-MISC forms for clients, ensuring accuracy and full IRS compliance
- Complete year-end adjustments, reconcile client books and prepare adjusting journal entries to ensure financials are tax-ready
- Reviewed year-end closing entries related to taxes for accuracy and completeness.
- Collaborated with clients to collect necessary documentation for accurate tax filing.
- Collaborated with clients to identify and implement tax savings strategies, enhancing their financial outcomes.
- Collaborated with clients to identify and implement tax savings strategies, enhancing their financial outcomes.
Internship
Kliger & Zoldan
01.2021 - 12.2021
Education
MASTER OF SCIENCE DEGREE - ACCOUNTING
Farleigh Dickinson University
BACHELOR OF TALMUDIC STUDIES -
Bais Medrash Zichron Meir
Lakewood, NJSkills
- Tax Preparation
- Tax Regulation Analysis
- Financial analysis
- Excel
- Project Management
- Relationship Management
- Client communication
- Financial analysis
Timeline
Tax Associate
Bernath & Rosenberg
01.2022 - Current
Internship
Kliger & Zoldan
01.2021 - 12.2021
MASTER OF SCIENCE DEGREE - ACCOUNTING
Farleigh Dickinson University
BACHELOR OF TALMUDIC STUDIES -
Bais Medrash Zichron Meir