Accountant

• Aug 2023 - Present

Tax Senior

• Jun 2022 - Aug 2023

Tax Senior

• Oct 2019 - Apr 2022

• Researched tax code and changes to legislation that affected tax planning• Wrote tax review memos that summarized findings within the audited tax provision• Prepared presentation materials using PowerPoint for partners to use for discussions with the client• Managed multiple client engagements at one time • Communicated with managers and above regarding work status and any findings that may require additional information or requests• Reviewed client support provided and communicated with the client to ensure we have all documents needed• Communicated and coordinated with the core audit team and additional tax specialists in order to validate tax accounts are correct within a client’s financial statements• Trained new hires on basic auditing and tax concepts• Reviewed staff’s work and provide feedback along with answer any questions they may have Show less

Tax Staff

• Jul 2017 - Oct 2019

• Documented tax provision documents for each quarter from audit clients to show procedures performed in order to verify the client’s tax amounts, which are being disclosed on their financial statements, are correct• Prepared corporate tax returns using OneSource software• Assisted in administrative work required to open an engagement code for charging time and billing a client

Tax Accountant Associate

• Jan 2015 - Jun 2017

• Prepared and reviewed over 250 tax returns • Prepared Individual, Corporate, S-Corporate, Partnership, and Trust Tax Returns • Analyzed client’s balance sheet and profit & lost statement • Created Bank Reconciliation in order to track a company’s deposits and withdraws • Entered adjusting entries into companies’ QuickBooks • Prepared and reviewed over 250 tax returns • Prepared Individual, Corporate, S-Corporate, Partnership, and Trust Tax Returns • Analyzed client’s balance sheet and profit & lost statement • Created Bank Reconciliation in order to track a company’s deposits and withdraws • Entered adjusting entries into companies’ QuickBooks

Client Programs Junior Associate

• Dec 2013 - Dec 2014

- Called high net worth client to extend invitations for client program events to retain high retention rates - Entered detail notes into Onyx regarding the phone conversation with client - Elevated client issues and or feedback to appropriate departments - Processed the return of clients original documents - Checked team voicemail box and recorded client voicemails on spreadsheet - Received and processed potential prospect information and forward to Sale Support Group - Helped create and rewrite caller scripts to increase client attendance at events - Mentored and helped train new hires Show less

Pet Hotel Associate

• May 2013 - Aug 2013

- Provided care to boarded dogs and cats - Supervised Doggy Day Camp - Cleaned and sanitized facility (including kennels and play rooms) - Greeted pet owner when dropping and picking up pet - Completed and signed off paperwork of pet’s stay - Provided care to boarded dogs and cats - Supervised Doggy Day Camp - Cleaned and sanitized facility (including kennels and play rooms) - Greeted pet owner when dropping and picking up pet - Completed and signed off paperwork of pet’s stay

Office Assistant

• Jun 2010 - Aug 2012

- Answered phones and managed front desk - Provided customer service to clients and contractors - Ordered material for jobs - General Clerical Support (copying, Faxing, Filling) - Answered phones and managed front desk - Provided customer service to clients and contractors - Ordered material for jobs - General Clerical Support (copying, Faxing, Filling)