Senior Accountant

• Nov 2022 - Present

Senior Accountant

• Nov 2014 - Nov 2022

Accountant

• Sep 2012 - Nov 2014

Bookkeeper/Administrative Assistant

• May 2012 - Sep 2012

Staff Accountant

• Feb 2012 - Apr 2012

Temporary for tax season▪ Performed client write-ups. ▪ Prepared personal and business tax returns.▪ Performed reviews. Temporary for tax season▪ Performed client write-ups. ▪ Prepared personal and business tax returns.▪ Performed reviews.

Staff Accountant

• Feb 2012 - Apr 2012

Temporary for tax season▪ Prepared personal and business tax returns. Temporary for tax season▪ Prepared personal and business tax returns.

Staff Accountant

• Oct 2010 - Oct 2011

▪ Responsible for accounting, audit and tax engagements for a varied client base that includes corporations, partnerships, pensions and high-net worth individuals.▪ Prepared high volume of tax returns: corporations, partnerships and individuals including Schedule C.▪ Responded as needed to Federal and State tax notices.▪ Prepared detailed tax projections.▪ Prepared quarterly financial statements.▪ Reviewed write-up work performed by others, prepared necessary adjusting journal entries.▪ Performed audit procedures including substantive testing for various accounts. ▪ Client exposure: Small business, real estate partnerships, medical practices, pensions, high net-worth individuals.

Staff Accountant

• Nov 2008 - Sep 2010

▪ Prepared high volume of tax returns: corporations, partnerships, non-profit organizations and individuals including Schedule Cs.▪ Created client write up work on a monthly, quarterly or annual basis as needed including bank reconciliation, review of payables and receivables, payroll tax reconciliation, sales tax, and adjusting journal entries.▪ Prepared quarterly financial statements for corporations, partnerships and non-profit organizations.▪ Reviewed clients’ ADP payroll and payroll taxes and recorded appropriate journal entries to the general ledger.▪ Set-up client payroll in QuickBooks including necessary withholding calculations.▪ Travel to clients to review bookkeeping including bill payment and write-up.▪ Act as client liaison to receive and disburse client write-up work. ▪ Reviewed and adjust write-ups as needed.▪ Created database for data entry system utilizing Excel.▪ Researched authoritative literature for new rules and regulations applicable to clients.▪ Client exposure: small businesses, professionals, individuals.

Staff Accountant

• Jul 2007 - Nov 2008

▪ Performed client write-ups. ▪ Recorded payroll and created payroll reports. ▪ Performed detailed reconciliations of bank accounts. ▪ Recorded credit card transactions, and cash expenditures in the General Journal.▪ Analyzed client receipts to determine proper coding of transactions.▪ Prepared client payroll taxes. ▪ Prepared individual and corporate tax returns.▪ Attended Business Networking (BNI) meetings representing the president.▪ Client exposure: small businesses, professionals, individuals.

Assistant Manager

• Jun 2002 - Jul 2007

▪ Assisted clients in making reservations▪ Supervised wait and maid staff▪ Organized Welcome Newsletter ▪ Created small business “Beach Setup” to provide further profits for the business▪ Handled food orders ▪ Updated webpage periodically▪ Interacted with clients to help them with decisions▪ Demonstrated problem-solving skills daily ▪ Assisted clients in making reservations▪ Supervised wait and maid staff▪ Organized Welcome Newsletter ▪ Created small business “Beach Setup” to provide further profits for the business▪ Handled food orders ▪ Updated webpage periodically▪ Interacted with clients to help them with decisions▪ Demonstrated problem-solving skills daily