Thomas Wallace
Bluffton
Summary
Results-driven accounting professional with a strong background in tax preparation and strategic planning. Recognized for exceptional attention to detail and commitment to achieving client goals through effective problem-solving and financial analysis. Proven ability to work independently, manage multiple clients, and meet strict deadlines with accuracy and discretion.
Overview
2026
2026
years of professional experience
Work History
SENIOR ACCOUNTANT
Paul A. Bilotta, CPA
Wellesley
1995 - 12.2025
- Prepared federal and state tax returns for corporations, partnerships, trusts, and individuals across multiple industries.
- Provided tax planning and projections for clients to minimize tax liability, and support informed financial decisions.
- Provided comprehensive accounting and bookkeeping services for small businesses.
- Prepared monthly, quarterly, and yearly financial statements and reports for clients and management review.
- Prepared and filed quarterly and annual payroll tax returns, and remitted required tax payments to ensure ongoing client compliance.
- Prepared and filed monthly sales tax returns and payments in accordance with state and local requirements.
- Reviewed and analyzed financial statements to identify potential discrepancies.
- Managed journal entries for balance sheet and income statement reconciliations to facilitate general ledger closing activities.
- Assisted clients in determining business strategy and achieving profitability goals.
- Developed strategies to improve accounting systems and processes.
- Delivered consistent, high-quality client service while building long-term relationships with business and individual clients.
STAFF ACCOUNTANT
Schwartz & Katz, CPA's
Waltham
1988 - 1995
- Assisted in the preparation of individual and business tax returns.
- Bookkeeping and general accounting functions.
- Monthly reconciliations and closings.
Education
Bachelor of Science - Accounting
Suffolk University
Boston, Massachusetts, MA01-1990
Skills
- Tax preparation
- Financial reporting
- Tax compliance
- Financial analysis
- Strategic Planning
- Problem solving
Affiliations
Vice President & Treasurer
The Pediatric Foundation for Rare Diseases, Northbridge, MA (Ongoing)
Oversee nonprofit financial management, budgeting, and compliance; provide leadership and fiduciary oversight.
The Pediatric Foundation for Rare Diseases, Northbridge, MA (Ongoing)
Oversee nonprofit financial management, budgeting, and compliance; provide leadership and fiduciary oversight.
Timeline
SENIOR ACCOUNTANT
Paul A. Bilotta, CPA
1995 - 12.2025
STAFF ACCOUNTANT
Schwartz & Katz, CPA's
1988 - 1995
Bachelor of Science - Accounting
Suffolk University