Staff Tax Accountant

• dec. 2022 - - heden

Tax Accountant

• feb. 2019 - nov. 2022

Staff Accountant

• nov. 2017 - jan. 2019

Tax Preparer

• dec. 2014 - nov. 2017

Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY

• feb. 2014 - aug. 2015

*Not practicing for Guardian or any subsidiaries or affiliates thereof.File #2014-3539 Exp. 5/16 *Not practicing for Guardian or any subsidiaries or affiliates thereof.File #2014-3539 Exp. 5/16

Life & Health Producer at Bankers Life & Casualty Company

• aug. 2013 - feb. 2014

Senior staff accountant

• jul. 2009 - dec. 2012

• Prepare Individual, Estates, Trusts, Partnership & Corporate tax returns. In conjunction to the aforementioned, gather client information, organize paper or electronic files, compile open items list.• Prepare multi-state corporate returns.• Review and adjustment of client records for tax preparation purposes on an annual and quarterly basis. • Prepare tax returns for individuals with high net worth.• Prepare Income tax projections and estimated tax payments.• Prepare cash flow projections and budgets. • Maintain fixed asset data for clients.• Research of various tax issues. • Consult clients on accounting, tax and other matters. • Resolve Federal and state tax notices.

Tax Associate

• feb. 2005 - jul. 2009

• Perform Audit Field Work: review cash, review invoices, operating accounts, Medicare and Medicaid Outliers, etc. • Prepare Individual, Estates, Trusts, Partnership & Corporate tax returns. In conjunction to the aforementioned, gather client information, organize paper or electronic files, compile open items list.• Prepare Sales tax returns • Prepare Income tax projections and estimated tax payments• Prepare Power of Attorney• Prepare Adjusted Trial Balances• Prepare Application for Employer Identification Number• IRC research for special client cases• Assist clients with setting up accounting programs• Resolve Federal and state tax notices• Assist other tax associates with various tax matters

General Ledger Accountant

• jul. 2004 - jan. 2005

• Assist Manager with various balance sheet accounts projects involving Inter Company accounts, Accrued customer refunds, Branch to Branch AR, Inter company labor accounts• Prepare monthly closing procedures for the multiple branches.• Prepare month end accruals, salesman commission, branch manager bonuses work in progress• Reconcile corporate operating accounts (payroll, deposits, disbursements)• Assisted in various projects and gained an understanding with respect to section 404 of the Sarbanes Oxley Act

Accountant

• jan. 2004 - jun. 2004

• Analyze General Ledger• Prepare journal entries• Complete monthly and quarterly sales tax compliance• Federal and state tax notices• Prepare interim financial statements• Prepare monthly book closing• Prepare Year end closing (1099, W-2, etc)• Prepare tax schedules for year end income tax compliance • Analyze General Ledger• Prepare journal entries• Complete monthly and quarterly sales tax compliance• Federal and state tax notices• Prepare interim financial statements• Prepare monthly book closing• Prepare Year end closing (1099, W-2, etc)• Prepare tax schedules for year end income tax compliance

Staff Accountant

• jul. 2001 - apr. 2003

• Perform review and compilation engagements• Perform client write ups of receipts and disbursements• Reconcile Bank statement to operating accounts• Audit field work: review invoices, analyze inventory, bank reconciliations• Individual, Estates, Trusts, Pension Plans, Partnership & Corporate tax preparation• Prepare extensions • Prepare estimated tax• Prepare quarterly payroll and sales tax returns• Prepare financial statements: monthly, quarterly, comparative• Prepare Adjusting Journal Entries• Prepare Application for Employer Identification Number• Assist clients with accounting programs• Federal and state tax notices

Staff Accountant

• jan. 2000 - jun. 2001

• Reconcile Bank statement to operating accounts• Audit field work: review invoices, analyze inventory, bank reconciliations• Individual & Corporate tax preparation• Prepare extensions • Prepare estimated tax• Prepare monthly and quarterly payroll tax• Prepare financial statements• Prepare Adjusting Journal Entries• Prepare Application for Employer Identification Number • Reconcile Bank statement to operating accounts• Audit field work: review invoices, analyze inventory, bank reconciliations• Individual & Corporate tax preparation• Prepare extensions • Prepare estimated tax• Prepare monthly and quarterly payroll tax• Prepare financial statements• Prepare Adjusting Journal Entries• Prepare Application for Employer Identification Number