Senior Consultant

• Feb 2022 - Present

Tax Accountant

• Aug 2020 - Feb 2022

- Leads and manages multiple tax engagements to deliver quality tax services for our clients.- Preparation and review of federal and state income taxes for individuals, corporations, partnerships, trusts, and exempt organizations.- Builds new and existing client relationships and demonstrates knowledge of client business.- Prepares internal memoranda and written correspondence to taxing agencies.- Assist in training staff, reviews and evaluations of their work.- Manages multiple clients ad tax deadline.

Accountant/Bookkeeper

• Mar 2017 - Nov 2019

- Responsible for assisting in managing company finances through QuickBooks Online.- Prepared and issued invoices and ensured supplier invoices paid in a timely manner.- Prepared and processed various quarterly and annual tax reports.- Analyzed, examined, and compiled financial information, and reconciled reports and financial data.- Verified, allocated and posted transactions in journals and computerized systems from documents such as invoices, receipts and reports.- Reviewed bank account statements to reconcile accounts by documenting correct financial information in general ledger.

Payroll Intern

• May 2016 - Aug 2016

- Responsible for assisting in payroll production.- Assisted Payroll Analyst with daily activities for the completion of the payroll production.- Identified problems with Human Resource department to correct errors and secure missing information.- Filed institution related documents through Banner Document Management Suite.- Setup and verified direct deposit accounts.- Clarified monthly and annual garnishment calculations.- Assisted with, preparing, and submitting documentation for service purchases, withdrawals, and rollovers.- Supported the team with production of payrolls during critical periods.