Experience

Omega Financial Services, Inc

• United States
• Financial Services
• 1 - 100 Employee

• Lead Junior Processor

  • Jun 2020 - Present

  Union County, New Jersey, United States

• Assistant To Vice President Operations

  • Nov 2018 - Jun 2020



Waldman, Hirsch & Co., LLP

• Tax Preparer

  • May 2011 - Apr 2016

  Greater New York City Area Prepared individual returns for tax departments at the local, state and federal level. In charge of completing and filing all trust returns withing the firm with tax departments at the local, state and federal level. Contacted IRS or other relevant government organizations on behalf of client. Managed payroll for several clients (kept records of amounts paid to employee(s), prepared federal and state returns and scheduled payments). Reconciled bank statements in Quickbooks for… Show more Prepared individual returns for tax departments at the local, state and federal level. In charge of completing and filing all trust returns withing the firm with tax departments at the local, state and federal level. Contacted IRS or other relevant government organizations on behalf of client. Managed payroll for several clients (kept records of amounts paid to employee(s), prepared federal and state returns and scheduled payments). Reconciled bank statements in Quickbooks for several businesses (monthly and yearly). Conducted financial audits, federal and state compliance audits, and agree-upon procedures. Show less



Santander Bank, N.A.

• United States
• Banking
• 700 & Above Employee

• Bank Teller

  • Jun 2010 - Apr 2011

  Elizabeth, NJ Executed customer transactions, including deposits, withdrawals, money orders and checks. Organized, stocked and maintained the teller window area. Sold cashiers checks, traveler's checks and money orders. Recorded all transactions promptly, accurately and in compliance with bank procedures. Cross-sold bank products by informing customers of new services, product promotions, and ascertaining customer needs. Maintained friendly and professional customer interactions.