Svetlana Hayes
Pompano Beach,FL
Summary
Accomplished Tax Manager with a proven track record at CohnResnick, LLP, demonstrating expertise in compliance assessment and risk management. Skilled in personnel supervision and team building leadership, significantly enhancing operational efficiency. Leveraged proactive and focused approach to exceed employer expectations, achieving notable client savings and compliance successes.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Tax Manager
CohnResnick, LLP
03.2023 - Current
- Researched and analyzed tax developments and applications to specific business situations.
- Assisted in managing audits of federal and state income tax and state and local filings.
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
Supervisor
Daszkal Bolton, LLP
07.2018 - 06.2021
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Established and checked coding procedures, monitored reports and updated internal files.
Senior Associate
Daszkal Bolton, LLP
07.2016 - 06.2018
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Provided information about available products and services to clients, resulting in increased business opportunities.
Tax Associate
Daszkal Bolton, LLP
05.2014 - 06.2016
- Completed and filed returns with tax departments at local, state, and federal levels.
- Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Offered clients recommendations to reduce tax liabilities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Tax Intern
Daszkal Bolton, LLP
01.2014 - 04.2014
- Prepared various tax forms and documentation associated with tax compliance, audits and refunds.
- Prepared individual, trust, partnership and corporate tax returns.
- Identified errors in previously filed tax returns, saving average of $[Amount] for clients.
- Organized client tax documents to facilitate quick preparation of tax returns.
Accounting Intern
Renaissance Regulatory Services, Inc.
12.2011 - 03.2014
- Entered [Type] data into general ledgers.
- Compiled monthly journal entries into general ledger system.
- Assisted with month-end closing and reporting duties.
- Completed and Analyzed clients' monthly/quarterly financial B/S, I/S, Net Cap
- Produced and submitted Financial Industry Regulatory Authority (FINRA) reports - FOCUS, SSOI, SIPC 6 and 7, Schedule I
- Comlied and sent to clients monthly/quarterly financial statements and regulatory reports to ensure compliance with FINRA
- Created monthly Regulatory Compliance Updates
- Reconciled balance sheet figures and sought assistance to reduce errors.
Bookkeeper/Property Manager
Mirabeau Properties, LLC
01.2007 - 01.2010
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Administrative Assistant/Office Manager
Bustos Insurance
01.2005 - 03.2006
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained inventory of office supplies and placed orders.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Performed basic bookkeeping
- Coordinated scheduling of appointments and meetings for office staff
Education
Accounting Degree - Accounting
FAU
Boca Raton, FLBachelor of Arts - Accounting
Florida Atlantic University
Boca Raton06.2014
Skills
- Personnel Supervision
- Compliance Assessment
- Risk Management
- Team Building Leadership
- Employee Training Oversight
- Proactive and Focused
Affiliations
- AICPA - former memeber in good standing
- Florida State CPA
Certification
- CPA - Certified Public Accountant
Languages
Russian
Full Professional
Software
QuickBooks
Microsoft Suite
Microsoft Excel
Microsoft PowerPoint
Interests
Tennis
Reading
Pickleball
Yoga
Travel
Culinary Arts
Competitive Oragami
Timeline
Tax Manager
CohnResnick, LLP
03.2023 - Current
Supervisor
Daszkal Bolton, LLP
07.2018 - 06.2021
Senior Associate
Daszkal Bolton, LLP
07.2016 - 06.2018
Tax Associate
Daszkal Bolton, LLP
05.2014 - 06.2016
Tax Intern
Daszkal Bolton, LLP
01.2014 - 04.2014
Accounting Intern
Renaissance Regulatory Services, Inc.
12.2011 - 03.2014
Bookkeeper/Property Manager
Mirabeau Properties, LLC
01.2007 - 01.2010
Administrative Assistant/Office Manager
Bustos Insurance
01.2005 - 03.2006
Accounting Degree - Accounting
FAU
Bachelor of Arts - Accounting
Florida Atlantic University