Director

• Dec 2021 - Present

Experienced Audit Manager

• Jan 2012 - Dec 2021

Public Accountant

• Nov 2008 - Dec 2011

• Planned and performed audit, review and compilation engagements in various industries, predominantly Real Estate, Manufacturing and Distribution. • Ran audits for major Real Estate Companies consisting of multiple entities for which some are independent while others are consolidated, and then preparing tax returns for these entities. • Organized audit plans to suit specific engagements and keep track of all aspects of the audit while documenting the status of each aspect of the engagement and communicating results of audit testing and findings to management. • Prepared tax returns for partnerships, S-corporations, C-Corporations and high net worth individuals utilizing ProSystem fx Tax software. • Assisted clients in the preparation of financial statements and the review of such statements for compliance with applicable accounting standards and other regulatory requirements. • Performed detailed analytical reviews of work papers, and further assessed processes for efficiency and adequacy of controls. • Conducted special analytical projects that are usually outside of the scope of audit work. • Developed and maintained professional and courteous relationships with clients. • Utilized RIA Checkpoint to research relevant tax and accounting industry guidelines. • Planned and conducted inventory observations, coordinating with warehouse personnel. Show less

Intern

• Jul 2008 - Oct 2008

• Performed transaction testing and substantive testing for nonprofit and voluntary health and welfare organizations; utilized ProSystem fx to produce 990 information tax returns. • Performed transaction testing and substantive testing for nonprofit and voluntary health and welfare organizations; utilized ProSystem fx to produce 990 information tax returns.

Intern

• May 2007 - Jun 2008

• Prepared cash confirmations for clients; scanned and documented year-end financial statements of clients; entered trial balance amounts for year-end; prepared client filter lists for partners; tied-in and reviewed clients’ end-of-period fixed asset schedule; projected income and withholdings of clients. • Assisted partners, IT director, and marketing director; footed schedule K-1 (Form 1065); helped edit and review technology website; assisted in obtaining client gross profit benchmarks for partner. Show less

Staff

• Jul 2000 - Jun 2008

• Organized and shelved all materials; participated in book sales. • Organized and shelved all materials; participated in book sales.

Accounting Tutor

• Jan 2005 - May 2008

• Instructed fellow students in accounting principles.

Intern

• Jan 2006 - May 2007

• Examined annual financial statements; reviewed vendor accounts and worked collaboratively with accounts payable, accounting, project planning departments and independent auditors.• Assisted in testing restricted endowment funds; examined and reviewed IRS Form 990/990A.• Produced worksheets, assisting the chief accounting officer in determining bond issue costs, capitalization of asbestos removal in building costs, and vendor information for equipment over $3000; assisted director of treasury on smaller projects. Show less

Staff

• Jul 2000 - Aug 2004

• Organized materials using Dewey Decimal System; placed periodical collection in sequential succession; resolved computer-related problems; utilized Opac and Millennium Library Computer Systems. • Organized materials using Dewey Decimal System; placed periodical collection in sequential succession; resolved computer-related problems; utilized Opac and Millennium Library Computer Systems.