Steven Palmerson
Neptune,NJ
Summary
Detail-oriented Tax Accountant with proven success in tax advisory services, account reconciliation, and regulatory compliance. Committed to delivering accurate financial reporting and educating clients on tax strategies.
Overview
3
3
years of professional experience
Work History
Tax Accountant
Schwager & Valanzano
Middletown, NJ
11.2022 - Current
- Prepared and filed federal and state tax returns for individuals and corporations.
- Conducted comprehensive tax research to ensure compliance with current regulations.
- Reviewed client financial statements to identify potential tax-saving opportunities.
- Collaborated with clients to gather necessary documentation for accurate filing.
- Educated clients on tax strategies and changes in legislation affecting their obligations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
- Managed accounts payable and receivable using QuickBooks to ensure accurate financial records.
- Reconciled bank statements monthly, identifying discrepancies and ensuring consistency in financial reporting.
- Processed payroll accurately and on time, maintaining employee records and compliance with regulations.
- Assisted in preparing financial statements and reports for management review, enhancing decision-making accuracy.
Education
Bachelor of Science - Accounting
Stockton University
Absecon, NJ05-2022
Skills
- Tax advisory services
- Federal and state tax returns
- State and local taxation
- Verbal and written communication
- Account reconciliation mastery
- Bookkeeping expertise
- Skilled in Quickbooks Desktop, Quickbooks Online, and Lacerte
Timeline
Tax Accountant
Schwager & Valanzano
11.2022 - Current
Bachelor of Science - Accounting
Stockton University