Zach Winkel
North Olmsted,OH
Summary
Hi! I'm a Tax Accountant with many years of public accounting experience. Excellent knowledge of Microsoft Office applications, Quickbooks, ProSeries, Ultra Tax, and CCH. I also have plenty of experience with Audits, Reviews, and Compilations. I love helping people, and businesses with their tax and accounting needs!
Overview
6
6
years of professional experience
Work History
Senior Tax Accountant
Winbridge SBF
Independence, Ohio
01.2025 - Current
- Prepared tax returns for individuals and corporations in compliance with regulations.
- Prepared and reviewed financial statements to ensure accuracy and adherence to tax laws.
- Assisted clients with tax planning strategies to minimize liabilities effectively.
- Performed in many year-end attestation audits, including multiple types of testing, field work, etc.
Tax Accountant
Park & Illenberger CPA's
Lorain, OH
09.2022 - 01.2025
- Prepared and filed taxes for individuals, corporations, and other entities. This includes 1040s, 1120s, and 1065s. I would also review tax returns for coworkers.
- Responded promptly to inquiries from IRS agents regarding client's taxes.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Calculated estimated taxes due from clients and ensured timely payments.
- Created reports on client's income, expenses, capital gains. for filing purposes. This includes personal financial statements.
- Maintained up-to-date knowledge of changes in federal, state, and local taxation laws.
- Worked closely with clients throughout the year to ensure accurate filings at year end.
Tax Associate
McManamon & Co., LLC
Westlake, OH
08.2019 - 09.2022
- Prepared federal, state, and local tax returns for individuals, businesses, non-profit organizations and partnerships.
- Prepared year-end attestation engagements for clients, including compilations, reviews, and audits.
- Met with clients to gather information and discuss line item tax return components.
- Reconciled bank statements and financial documents to ensure accurate tax reporting.
- Developed and maintained professional relationships with clients to encourage repeat business and referrals.
- Calculated quarterly estimated tax payments for self-employed clients and small businesses.
Education
Bachelor of Arts - Accounting/Financial Management
Hiram College
Hiram, OH12-2018
High School Diploma -
North Ridgeville High School
North Ridgeville, OH06-2014
Skills
- Federal and state tax returns, for individuals and businesses/corporations
- GAAP
- General ledger assistance for clients, anything involving their accounting needs
- Proficient in Quickbooks, ProSeries, and Ultra Tax
- Auditing, Reviews, Compilations
- Payroll filings for corporations
- Great communicator, social skills necessary for any client
- Will learn quickly!
Affiliations
- Golfing
- Playing Guitar
- Video Games with friends
- Traveling with my wife
References
References available upon request.
Timeline
Senior Tax Accountant
Winbridge SBF
01.2025 - Current
Tax Accountant
Park & Illenberger CPA's
09.2022 - 01.2025
Tax Associate
McManamon & Co., LLC
08.2019 - 09.2022
Bachelor of Arts - Accounting/Financial Management
Hiram College
High School Diploma -
North Ridgeville High School