Summary
Overview
Work History
Education
Skills
Timeline
Generic

Steven Milo

Commack,NY

Summary

Dynamic Staff Accountant with extensive experience at Trachtenberg & Pauker, excelling in tax return preparation and audit compliance. Proven ability to enhance accuracy through meticulous account reconciliations and effective communication. Proficient in CCH tax software and QuickBooks, demonstrating strong problem-solving skills and a commitment to excellence in financial reporting.

Overview

4
4
years of professional experience

Work History

Staff Accountant

Trachtenberg & Pauker
10.2023 - Current
  • Prepared corporate and personal tax returns (1120, 1120-S, 1065, 990, 1040, 1041)
  • Prepared and Filed Payroll Tax returns (940, 941, NYS-45)
  • Preformed audits on on 401K programs, Condominiums, and other businesses
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.

Staff Auditor

Figliozzi & Company CPA
09.2021 - 09.2023
  • Perform various audit and analytical procedures for hospitals to ensure compliance with Medicare regulations
  • Communicate directly with high level personnel involved with healthcare facilities who are being audited via phone calls and emails; request documentation, ask questions, and demonstrate guidance about the audit process
  • Review documentation for hospitals throughout the country for accuracy on the Cost Report and verify if they match with the analysis given by the facility
  • Trained new hires and current employees on their daily duties and continued to be a dependable resource when employees faced obstacles in the completion of their task
  • Prepared reports and supporting documentation for audit findings

Education

Bachelor of Science - Accounting

Hofstra University
Hempstead, NY
05.2021

Associate of Arts - Accounting

Suffolk County Community College
Selden, NY
05.2018

Skills

  • Proficient in Microsoft Word, excel, powerpoint
  • Proficient in audit softwares (HFS)
  • Proficient in CCH tax software and CCH Engagement
  • Proficient with QuickBooks and QuickBooks Online
  • Communication
  • Audit support
  • Financial reporting

Timeline

Staff Accountant

Trachtenberg & Pauker
10.2023 - Current

Staff Auditor

Figliozzi & Company CPA
09.2021 - 09.2023

Bachelor of Science - Accounting

Hofstra University

Associate of Arts - Accounting

Suffolk County Community College

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