Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Yisroel Meroz

Brooklyn,NY

Summary

I am known for my strong communication and amiable personality. I'm an analytical accounting professional known for high productivity and efficient task completion. Tax has been my specialty over the past few years with an emphasis on LLCs. My experience extends to S-corps, C-corps, organizations & estates. I don't limit myself to any roles. As someone that is always searching to join interesting projects I have also had the opportunity to work as litigation support on multiple projects.

Overview

3
3
years of professional experience

Work History

Tax Accountant

Leshkowitz & Company
Manhatt, NY
08.2022 - Current
  • Review the write-up of work performed by junior accountants.
  • Prepare 709, 1065, 1120, 1120S, 990, and 990PF tax returns.
  • Work on year-end BNA (Bloomberg Tax) planning for clients by inputting the prior year’s return into the tax planning software and running various scenarios to mitigate taxes.
  • Make worksheets to calculate required tax payments to adhere to the safe harbor rules.
  • Communicate with clients regarding any outstanding documents required to complete their tax return.
  • Frequently conduct tax research via AI platforms and CCH Smart Connect.
  • Prepare audits, reviews, compilations, and certioraris (for the state of NY, to reduce the property tax bill).
  • Calculated estimated taxes due from clients and ensured timely payments.
  • Prepare engagement letters and audit workpapers for large skilled nursing facilities.
  • Work as litigation support with SBA PPP loan forgiveness.

Auditor

Deloitte
Montreal, Quebec
09.2021 - 07.2022
  • Assessed organizational charts and entity components to comprehend accounting procedures and detect potential risks.
  • Reviewed data populations and performed monetary unit sampling to select samples.
  • Communicated with the client regarding necessary backup information and performed substantive and analytical tests.
  • Performed inventory counts by doing floor-to-sheet and sheet-to-floor procedures.
  • Addressed discrepancies in required and provided information with company controllers.
  • Prepared detailed audit workpapers for review by senior auditors.

Education

Bachelor of Accountancy - Commerce

Concordia University
Montreal, QC
01-2021

CPA -

AICPA
New York, NY

Skills

  • Federal and state tax returns
  • Corporate tax filings
  • General ledger reconciliations
  • Auditing assistance
  • Skilled in CCH Tax Prep, Bloomberg Tax Planning, Microsoft Word, and Microsoft Excel
  • Verbal and written communication
  • Communication and presentation
  • Financial ratio analysis

Languages

English
Native/ Bilingual
French
Professional

Timeline

Tax Accountant

Leshkowitz & Company
08.2022 - Current

Auditor

Deloitte
09.2021 - 07.2022

Bachelor of Accountancy - Commerce

Concordia University

CPA -

AICPA
Yisroel Meroz