Steven Paoli
CBIZ
Massapequa,NY
3
years of professional experience
I am a tax associate with 4 years of experience at a large public accounting firm. I am proficient in tax compliance and financial analysis, with excellent social skills and a strong attention to detail. I am also a very quick learner, a dedicated worker, and I strive for excellence in everything.
Work History
Tax Experienced Associate
1 Year 10 Months- Prepared and reviewed tax returns for wide array of entities ensuring completeness and consistency, focusing on consolidated 1120's with complex foreign filings
- Prepared and reviewed tax workpapers and supporting schedules to ensure accurate filings and compliance
- Preparing timely extensions and estimated tax vouchers
- Assisting with preparation of ASC 740 income tax provisions and referencing for tax return preparation
- Communicated with clients and internal teams to build relationships, gather information, and resolve outstanding items
- Coordinated trainings with summer interns to teach them about our tax return preparation process and compliance
Tax Accounting Intern
1 Year 4 Months- Prepared and submitted the following returns for review by managers: 1040, 1041, 1065, 1120, 1120-S
- Worked proficiently under strict timelines to complete returns for the tax season deadlines in March, April, September, and October
- Filed extensions for individuals, partnerships, and corporations
- Prepared and submitted form IT-204-LL for partnerships
- Maintained accurate and complete documentation to facilitate accounting and filing functions
Education
BBA - Accounting
Skills
Tax return software proficiency (CCH Axcess
GoSystem Tax
ProSystems Engagement
Caseware
GoFileRoom
SurePrep)
Tax research software (Thomson Reuters Checkpoint
Bloomberg Tax)
Leveraging Artificial Intelligence to assist in tax research and tax planning opportunities (primarily Microsoft Copilot)
Tax return preparation and advisory for a wide variety of returns (1120
1120S
1065
1040
1041)
Journal entries and trial balance maintenance
International tax return preparation and advisory
Proficiency in Microsoft Excel
Professional verbal and written communication
Timeline
Tax Experienced Associate
CBIZ
01.2025 - CurrentRead More
Tax Accounting Intern
Marcum LLP
06.2023 - 10.2024Read More
Baruch College
BBA from Accounting
Read More
Extra Curricular Activities:
- Past extracurricular activities: Service Club Member in high school where we did volunteer work for our community; Missions Trips to Guatemala, West Virginia, and Ohio where I served and did volunteer work for towns and residents affected by natural disaster
- Current extracurricular activities: Leading worship at church every Sunday and volunteering in pre-school children's church