Experience

Red Bike Advisors (formerly Adam Shay CPA PLLC)

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • Jan 2022 - Present

  -Supervising current intern staff by managing their workload, training them to meet the firm's performance metrics, and helping them achieve their own professional goals-Individually preparing and managing the timeline of projects including income tax returns, income tax planning, and income tax projections-Independently managing client relationships by regularly communicating with clients in a professional manner via phone calls, email, and virtual meetings regarding information to complete their tax returns and other services provided by the firm-Heading the stock option niche at the firm including preparing all related projects -Ability to accurately complete Forms 1040, 1065, 1120, and 1120-S (focusing most time on 1065 and 1120-S) , using Drake tax software and QuickBooks Online, in a timely manner to meet all typical annual and extension deadlines Show less

• Tax Accountant

  • Jun 2021 - Jan 2022

  -Work closely with my direct manager to complete projects, including income tax preparation and income tax planning, in the stock option niche-Ability to accurately complete Forms 1040, 1065, 1120, and 1120-S, using Drake tax software and QuickBooks Online, in a timely manner to meet all typical annual and extension deadlines-Manage and regularly communicate with clients in a professional manner via phone call, email, and online meetings regarding information to complete their tax returns and other services provided by the firm Show less

• Tax Intern

  • Jan 2020 - Jun 2021

  • Accurately completed and e-filed 1099 and business property tax listings for clients to meet the yearly filing requirement in a timely manner• Properly managed the status of assigned tasks and projects which further developed time management and accountability skills• Successfully determined which source documents we are missing from clients by going through prior workpapers and then completed tax returns to aid the partners and other tax managers with their workload • Regularly communicated with clients in a professional manner regarding information to complete their tax returns and other services that the firm provided Show less



Southland Amusement & Vending

• United States
• Entertainment Providers
• 1 - 100 Employee

• Accounting Intern

  • Sep 2018 - Dec 2019

  • Successfully created invoices and updated accounts payables and then filed all documents accordingly • Managed the funding of ATM’s weekly by writing and mailing checks to employees and kept track of them via online software Yardi • Accurately completed bank reconciliations monthly for 10+ company business accounts to aid manager in making monthly financial statements • Analyzed receipts provided by employees daily and reconciled that to weekly funding that was expected to keep track of monies Show less



ALPHA CHI OMEGA SORORITY

• United States
• 1 - 100 Employee

• Assistant to Vice President of Finance

  • Jan 2018 - Dec 2018

  -Approving/ creating checks -Working with VP of Finance to create a budget for the term -Making sure payments are collected by members -Sending out invoices to members -Approving/ creating checks -Working with VP of Finance to create a budget for the term -Making sure payments are collected by members -Sending out invoices to members



Accounting Experts, Inc.

• United States
• Accounting
• 1 - 100 Employee

• Data Entry Clerk

  • Jan 2017 - Aug 2018

  -Data entry on QuickBooks -Reconciling bank accounts -Creating invoices and applying payments -Filing documents away in folders -Answering phone calls *Still work here during school breaks and over summer -Data entry on QuickBooks -Reconciling bank accounts -Creating invoices and applying payments -Filing documents away in folders -Answering phone calls *Still work here during school breaks and over summer