Experience

TRUST PROCESSING SOLUTIONS

• United States
• Accounting
• 1 - 100 Employee

• Tax Accountant

  • Nov 2020 - Present



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Tax Analyst (seasonal)

  • Sep 2018 - Apr 2020

  • Review trust accounts for discrepancies• Ensure transactions are coded correctly for tax purposes• Assist in preparing tax forms including 1099-Misc, 1099B and 1041• Respond to client inquiries related to prepared tax forms • Review trust accounts for discrepancies• Ensure transactions are coded correctly for tax purposes• Assist in preparing tax forms including 1099-Misc, 1099B and 1041• Respond to client inquiries related to prepared tax forms



H&R Block

• United States
• Retail
• 700 & Above Employee

• Senior Tax Specialist

  • Jan 2018 - Apr 2019

  • Completed 280 individual tax returns• Assist with preparing and submitting tax returns in accordance with IRS regulations• Utilize various websites and software databases for completing tax returns• Communicate with clients in a courteous and professional manner• Explain the results of the tax return to the client • Completed 280 individual tax returns• Assist with preparing and submitting tax returns in accordance with IRS regulations• Utilize various websites and software databases for completing tax returns• Communicate with clients in a courteous and professional manner• Explain the results of the tax return to the client



VITA

• Volunteer Tax Preparer

  • Jan 2016 - Apr 2016



United States Marine Corps

• Maintenance Management Chief

  • Apr 2007 - Jul 2009