Experience

Pease Bell CPAs

• United States
• Accounting
• 1 - 100 Employee

• Tax Manager

  • Jul 2021 - Present

• Tax Supervisor

  • Jul 2019 - Jun 2021

  -Review individual, trust, and gift tax returns.-Review Partnership, S-Corp and C-Corp tax returns.-Manage extensive client base (nursing homes, real estate, manufacturing and other various industries).-Train new hires and interns on individual tax preparation and firm software.

• Senior Tax Accountant

  • Jan 2017 - Jun 2019

  -Prepare and review complex individual, trust, and gift tax returns.-Prepare and review complex Partnership, S-Corp and C-Corp returns.-Train new hires and interns on individual tax preparation and firm software.

• Staff Tax Accountant

  • Apr 2014 - Jan 2017

  -Prepare individual, trust, and gift tax returns.-Prepare Partnership, S-Corp and C-Corp returns.-Work extensively with ProSystems Fx Global Tax, Engagement, and Document.-Utilize BNA Fixed Assets.

• Tax Intern

  • Jan 2014 - Apr 2014

  -Prepare various individual, trust, and gift tax returns.-Prepare Partnership and S-Corp returns.-Work extensively with ProSystems Fx Global Tax, Engagement, and Document.-Utilize BNA Fixed Assets.



Zinner & Co.

• United States
• Accounting
• 1 - 100 Employee

• Tax Intern

  • Jan 2013 - Aug 2013

  -Prepare individual tax forms (1040, 1040X, Gift Tax Form 709) -Assist in maintaining archived tax forms -Work directly with partners/managers on a daily basis -Communicate directly with clients -Assist on various projects relating to the organization of large clients -Multi-task effectively in balancing several in process tax returns and other projects -Prepare individual tax forms (1040, 1040X, Gift Tax Form 709) -Assist in maintaining archived tax forms -Work directly with partners/managers on a daily basis -Communicate directly with clients -Assist on various projects relating to the organization of large clients -Multi-task effectively in balancing several in process tax returns and other projects