Controller

• Nov 2019 - Present

Senior Tax Associate

• Jan 2015 - Nov 2019

Prepare tax returns for pass-through, corporate, trust and estate and related individual clients including multi-state and international returns using UltraTax software. Perform tax planning, projections and research as required/assigned. Respond to federal and state taxing authority notices and inquiries. Prepare/review QuickBooks accounting records for assigned clients.

Senior Tax Associate

• Feb 2006 - Jan 2015

Prepare tax returns for pass-through, corporate, trust and estate and related individual clients including multi-state, consolidated and international returns using ProSystem fx software. Perform tax planning, projections and research as required/assigned. Respond to federal, state and international taxing authority notices and inquiries. Prepare/review QuickBooks accounting records for assigned clients.

Controller/Office Manager

• 2003 - 2005

Performed all accounting functions using QuickBooks software for start-up construction company including G/L maintenance, A/P, A/R, payroll and human resources functions, preparation of payroll tax returns and union reports, lending covenant compliance reporting, insurance and union audit compliance

Accounting/Tax Associate

• 1999 - 2003

Preparation of accounting records, financial statements, sales tax returns, payroll and union reports for assigned clients using QuickBooks and MYOB software.Individual, corporate, pass-through tax return preparation using TaxWise software.Provided technical support for QuickBooks to end-user clients.

Consultant

• 1997 - 1999

Provided training and technical support for ACCPAC accounting software.