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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Tax Accountant
      • Jun 2022 - Present
    • United States
    • Banking
    • 700 & Above Employee
    • Tax Support Assistant
      • Sep 2017 - May 2022

      -Aid in the review and submission of 2,500+ 1041 fiduciary income tax returns and agency 1099’s. -Utilize tax software in the preparation of individual tax returns for 35-40 clients. -Advise trust administrators on trust tax issues and tax compliance questions. -Correspond with the IRS or other relevant government organizations to address tax issues. -Maintain accounting logs throughout the year to ensure timely filing of all tax accounts. -Aid in the review and submission of 2,500+ 1041 fiduciary income tax returns and agency 1099’s. -Utilize tax software in the preparation of individual tax returns for 35-40 clients. -Advise trust administrators on trust tax issues and tax compliance questions. -Correspond with the IRS or other relevant government organizations to address tax issues. -Maintain accounting logs throughout the year to ensure timely filing of all tax accounts.

Education

  • Saint Xavier University
    Bachelor of Business Administration (B.B.A.), Accounting
    2013 - 2017

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