Supervisor

• Oct 2021 - Present

Senior Tax Accountant

• Dec 2017 - Oct 2021

Tax Accountant

• Jan 2009 - Nov 2017

- Prepare and review Federal and state income tax returns for individuals, estates and trusts; concentration in final-year individual/initial-year estate tax returns. - Manage projects from inception to completion- Develop and maintain client relationship by addressing questions and/or concerns in a timely manner. - Assist and educate clients in estate/trust administration process - Monitor due dates for estimated taxes for clients filing on fiscal-year basis; request payment for estimates and ensure timely submission- Assisted in preparation of annual or quarterly projections for select clients- Prepare Federal and state estate tax returns.

Accountant

• Apr 2015 - Jun 2016

Managed full cycle accounting for the East Coast region. Managed full cycle accounting for the East Coast region.

Furniture Sales Associate

• Mar 2002 - Jan 2009

- Assisted customers in determining and selecting furniture and/or decor based on specific tastes, needs and requirements.- Maintain in constant contact with customer providing order status update to following-up for quality assurance.- Solved and negotiated customer service issues by finding solutions that fit the demands of the customer while adhering to company policies. - Assisted customers in determining and selecting furniture and/or decor based on specific tastes, needs and requirements.- Maintain in constant contact with customer providing order status update to following-up for quality assurance.- Solved and negotiated customer service issues by finding solutions that fit the demands of the customer while adhering to company policies.

A/P Assoc

• 2000 - 2001