Senior Accountant

• Jun 2021 - Present

Tax Senior

• Oct 2020 - May 2021

• Acting manager on engagement for high net worth individual and related entities during extended leave of habitual manager.• Communicate with clients, gathering information and answering inquiries.• Utilize various software to review corporate, passthrough, and individual tax returns.• Work closely with associates, assisting with technical and software issues.• Co-lead numerous trainings on technical concepts for seniors, associates, and interns.• Mentor two tax associates on professional development and offer tax expertise. Show less

Experienced Tax Associate

• Jun 2019 - Oct 2020

• Utilized various software to prepare corporate, passthrough, and individual tax returns.• Acted as senior on large engagements, working closely with associates and managers.• Served on new hire training team, co-lead depreciation and for-profit trainings.

Staff Accountant

• Feb 2019 - May 2019

• Prepared tax returns for review using tax software. • Reviewed client financial statements and made necessary adjustments. • Worked with bookkeeping staff to ensure accurate accounting. • Communicated with and advised clients on tax treatments and elections. • Prepared tax returns for review using tax software. • Reviewed client financial statements and made necessary adjustments. • Worked with bookkeeping staff to ensure accurate accounting. • Communicated with and advised clients on tax treatments and elections.

Experienced Tax Associate

• Aug 2017 - Jan 2019

• Worked with tax software to complete tax returns for review.• Completed tasks and organized files to minimize rework by reviewer.• Ensured information was collected to comply with filing requirements.• Reviewed work papers prepared by other staff and communicated any corrections.

Tax Associate

• Jun 2016 - Jul 2017

• Worked with tax software to complete tax returns for review.• Utilized software efficiently in tax preparation.• Completed tasks and organize file to minimize rework by reviewer.• Ensured information is collected to comply with filing requirements and communicates missing items.

Tax Intern

• Jan 2016 - Jun 2016

• Worked with tax software to complete simple tax returns for review.• Utilized referencing system and workpapers that ties to the return.• Completed tasks and organized file to minimize rework by reviewer.• Ensured data is collected to comply with filing requirements.

Sales Associate

• Oct 2012 - Jan 2016

• Provided excellent customer service by assisting customers with purchases. • Completed cash and card transactions while cross selling GAP credit products. • Set up displays throughout the store. • Assisted with stocking inventory. • Provided excellent customer service by assisting customers with purchases. • Completed cash and card transactions while cross selling GAP credit products. • Set up displays throughout the store. • Assisted with stocking inventory.

Accounts Receivable Clerk

• May 2015 - Sep 2015

• Reconciled manifested guest accounts to actual activities. • Created invoices and checks using QuickBooks. • Assisted with period closing activities. • Audited actual inventory against stated inventory. • Reconciled manifested guest accounts to actual activities. • Created invoices and checks using QuickBooks. • Assisted with period closing activities. • Audited actual inventory against stated inventory.