Management Consultant

• May 2023 - Present

Auditor

• 2021 - 2023

VP of Finance

• 2021 - 2023

Associate

• 2020 - 2021

•Ensured clients complied with IRS regulations and met their state and federal tax obligations. •Analyzed and minimized tax liabilities by implementing tax reduction strategies. •Reviewed financial records, income statements, and expenditures. •Prepared and filed tax returns and work papers for companies, partnerships, and individuals. •Researched tax issues and assisted with tax audits. •Consulted with clients, reviewed their tax information, and responded to questions and… Show more •Ensured clients complied with IRS regulations and met their state and federal tax obligations. •Analyzed and minimized tax liabilities by implementing tax reduction strategies. •Reviewed financial records, income statements, and expenditures. •Prepared and filed tax returns and work papers for companies, partnerships, and individuals. •Researched tax issues and assisted with tax audits. •Consulted with clients, reviewed their tax information, and responded to questions and concerns. •Advised clients on employee health care benefits, compensation, and accounting systems. •Maintained accurate and up-to-date client records. Show less •Ensured clients complied with IRS regulations and met their state and federal tax obligations. •Analyzed and minimized tax liabilities by implementing tax reduction strategies. •Reviewed financial records, income statements, and expenditures. •Prepared and filed tax returns and work papers for companies, partnerships, and individuals. •Researched tax issues and assisted with tax audits. •Consulted with clients, reviewed their tax information, and responded to questions and… Show more •Ensured clients complied with IRS regulations and met their state and federal tax obligations. •Analyzed and minimized tax liabilities by implementing tax reduction strategies. •Reviewed financial records, income statements, and expenditures. •Prepared and filed tax returns and work papers for companies, partnerships, and individuals. •Researched tax issues and assisted with tax audits. •Consulted with clients, reviewed their tax information, and responded to questions and concerns. •Advised clients on employee health care benefits, compensation, and accounting systems. •Maintained accurate and up-to-date client records. Show less

Accounting Team

• 2018 - 2020

•Entering service, contract, travel reimbursements, payment authorization, and invoices into accounts payable module for payment. Verifying expenditure authorization and coding. Matching purchase orders to invoices. •Weekly check and ACH runs •Filing checks and ACH support weekly. •Process weekly Student Credit Refunds via direct deposit and check. •Maintain vendor profiles and recurring payment listing. •Verify legitimacy of new vendors and keep recurring payments listing… Show more •Entering service, contract, travel reimbursements, payment authorization, and invoices into accounts payable module for payment. Verifying expenditure authorization and coding. Matching purchase orders to invoices. •Weekly check and ACH runs •Filing checks and ACH support weekly. •Process weekly Student Credit Refunds via direct deposit and check. •Maintain vendor profiles and recurring payment listing. •Verify legitimacy of new vendors and keep recurring payments listing updated. •Ensure payments are made timely. •Verify invoices have proper authorization and general ledger account coding. •Create and upload monthly accounting journal entries. •Monthly account and vendor statement reconciliations. Show less •Entering service, contract, travel reimbursements, payment authorization, and invoices into accounts payable module for payment. Verifying expenditure authorization and coding. Matching purchase orders to invoices. •Weekly check and ACH runs •Filing checks and ACH support weekly. •Process weekly Student Credit Refunds via direct deposit and check. •Maintain vendor profiles and recurring payment listing. •Verify legitimacy of new vendors and keep recurring payments listing… Show more •Entering service, contract, travel reimbursements, payment authorization, and invoices into accounts payable module for payment. Verifying expenditure authorization and coding. Matching purchase orders to invoices. •Weekly check and ACH runs •Filing checks and ACH support weekly. •Process weekly Student Credit Refunds via direct deposit and check. •Maintain vendor profiles and recurring payment listing. •Verify legitimacy of new vendors and keep recurring payments listing updated. •Ensure payments are made timely. •Verify invoices have proper authorization and general ledger account coding. •Create and upload monthly accounting journal entries. •Monthly account and vendor statement reconciliations. Show less