Experience

DMJPS PLLC

• United States
• Accounting
• 100 - 200 Employee

• Tax Senior

  • juin 2022 - - aujourd’hui



DMJ & Co., PLLC

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • janv. 2021 - - aujourd’hui



CLAY TABLET ACCOUNTING LLC

• United States
• Accounting

• Senior Tax Accountant

  • janv. 2017 - janv. 2021



DMJ & Co., PLLC

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • oct. 2012 - juil. 2016



Plante Moran, PLLC

• Tax & Assurance Staff

  • août 2011 - août 2012

  Prepare federal and state tax returns for corporate (1120 & 1120S), partnership (1065), individual (1040)and not-for-profit (990) clients* Review individual (1040) tax returns* Experience with consolidated corporate tax returns* Prepare multi-state returns for both individuals and businesses* Complete Income tax planning for individual clients* Work on Review teams and Employee Benefit Plan Audit teams* Perform inventory observations* Participate in client service review meetings* Complete compilations* Serve as a mentor/buddy for interns* Active role in the recruiting process with onsite job fairs; trained in behavioral based interviewing



Plante Moran

• United States
• Accounting
• 700 & Above Employee

• Tax Staff/CPA

  • 2011 - 2012

  CPA, Tax Preparation, Audit services, mentoring, compilations, Tax Review, corporate tax, individual tax, non profit tax, tax planning, etc. CPA, Tax Preparation, Audit services, mentoring, compilations, Tax Review, corporate tax, individual tax, non profit tax, tax planning, etc.



Bottom Line Services

• Client Service Associate

  • nov. 2009 - mai 2011

  Completed company payrolls, bill pay and monthly financial statements* Completed bank reconciliations for clients* Completed and filed individual (1040), corporate (1120 and 1120S), and not-for-profit (990) tax returns* Amended tax returns* Assisted a financial planner in opening and maintaining mutual fund accounts, brokerage accounts, etc. Completed company payrolls, bill pay and monthly financial statements* Completed bank reconciliations for clients* Completed and filed individual (1040), corporate (1120 and 1120S), and not-for-profit (990) tax returns* Amended tax returns* Assisted a financial planner in opening and maintaining mutual fund accounts, brokerage accounts, etc.



Citicorp Credit Services USA

• Customer Service Representative

  • juin 2007 - nov. 2009

  Resolved customer inquiries regarding their credit card accounts* Met all sales goals established by management and at times exceeded them* Calculated interest rates for credit cards, personal loans, flexible lines of credit, transfers, and advances* Mentored new representatives giving them regular, constructive feedback Resolved customer inquiries regarding their credit card accounts* Met all sales goals established by management and at times exceeded them* Calculated interest rates for credit cards, personal loans, flexible lines of credit, transfers, and advances* Mentored new representatives giving them regular, constructive feedback