Senior Staff Accountant

• Sep 2021 - Present

Senior Tax Accountant

• Jan 2019 - Sep 2021

• Prepare and review federal, state, and local tax returns for individuals and corporations using Lacerte, UltraTax and Drake software.• Develop general ledger financial statements in accordance with GAAP or OCBOA.• Maintain record of fixed assets and related depreciation schedules for organizations.• Create income tax projections and forecasts for individuals and business entities on a quarterly, semi-annual, and annual basis.• Compile and review write-up work using QuickBooks and provide bookkeeping guidance.• Analyze accounts for accuracy and prepare journal entries to reconcile.• Manage monthly, quarterly, and year-end payroll for business entities.• Investigate and resolve client tax issues with the Internal Revenue Service, state departments, and local municipalities.• Research income tax matters using various technical resources.• Train and supervise staff accountants and interns to ensure the quality and continuity of the organization’s operations.• Track tax law changes and communicate updates to all members of the staff; respond to client questions pertaining to changes. • Recruit and meet with prospective clients.• Meet with partners to conduct employee performance reviews and discuss workflow.

Staff Accountant

• 2008 - Dec 2018

• Prepared federal, state, and local tax returns for individuals and corporations for the firm partners to review.• Served as a client point of contact and representative for the firm.• Participated in community marketing outreach efforts.• Completed copy and assembly of tax returns for client and firm’s official copies.• Represented clients during audits pertaining to Bureau of Workers Compensation, Unclaimed Funds, and state withholding.• Assisted clients in completing required documentation including business census questionnaires and state bi-annual reports.

Production Manager

• 1993 - 2008

• Managed supply inventory and maintained equipment to ensure quality of production.• Oversaw prioritization of workflow and coordinated team members to meet deadlines.• Guaranteed customer satisfaction with completed work products. • Managed supply inventory and maintained equipment to ensure quality of production.• Oversaw prioritization of workflow and coordinated team members to meet deadlines.• Guaranteed customer satisfaction with completed work products.