Senior Financial Accountant

• Apr 2021 - Present

Senior Accountant

• Feb 2021 - Apr 2021

• Prepare quarterly and year-end financial statements using various methods of accounting to suit client reporting requirements• Perform account reconciliations and account analysis on client records• Perform month-end, quarter-end and year-end closings of client records• Assist clients with journal entries and accruals• Advise clients regarding entity level and activity level internal control matters to ensure compliance with GAAP and other acceptable methods of accounting.• Research new accounting pronouncements to determine how clients would be impacted and develop appropriate responses.• Perform planning, fieldwork and review functions for financial statement audits, reviews, compilations and agreed-upon procedures for businesses in multiple industries.• Perform audit risk assessments, data analytics, and financial statement disclosure reviews.• Supervise engagement team members and serve as a liaison during all phases of attest engagements.• Evaluate client readiness and lead internal meetings to facilitate effective and efficient engagement planning and execution.• Plan, perform and supervise employee benefit plan audits covered under ERISA.• Prepare and present content for annual internal training and continuing education sessions.

Senior Accountant

• Nov 2015 - Feb 2021

- Plan and conduct financial statement audits, reviews, compilations, and other agreed upon procedures for businesses in multiple industries.- Perform risk assessments, data analytics, and serve as liaison during all audit phases.- Conduct client interviews and lead internal meetings to facilitate effective and efficient audit planning and execution.- Prepare quarterly and year-end financial statements using various methods of accounting to suit individual client’s needs.- Plan, perform, as well as supervise employee benefit plan audits covered under ERISA.- Review work papers prepared by staff on multiple A&A engagements.- Work independently with clients in suggesting procedural changes to ensure compliance with GAAP and other acceptable methods.- Prepare federal, state and local tax returns for high net worth individuals, handle issues regarding partnership/shareholder interests, disposition of publicly traded partnerships and reporting of foreign bank accounts and assets.- Prepare federal and state tax returns for businesses including C-corps, S-corps, partnerships, and tax exempt organizations.- Work closely with businesses in various industries to reconcile books, prepare accrual adjustments, and allocate shareholder/partner interests, in order to prepare tax returns.- Prepare federal and state trust tax returns.- Perform year-end tax planning for individuals while adjusting estimates as necessary.- Analyze notices received from IRS, state, and local taxing authorities including negotiating with authorities on various tax issues, penalty minimization and abatement

Staff Accountant

• Jan 2012 - Oct 2015

Extensive experience with preparation of tax returns for small businesses, real estate investors, and high net-worth individuals. Worked with businesses and individuals on year-round tax planning. Responsible for managing and conducting audits and reviews, and coordinating peer review. Responsible for managing client base post acquisition of former tax and accounting practice, running all facets of the business and keeping a close relationship with clients.