Experience

CBIZ MHM, LLC

• United States
• Accounting
• 300 - 400 Employee

• Senior Associate Auditor

  • Jul 2022 - Present

• Audit Associate II

  • Jul 2021 - Jul 2022

• Audit Associate

  • Oct 2020 - Jul 2021



NYC Department of Finance

• United States
• Government Administration
• 500 - 600 Employee

• City Tax Auditor

  • Jan 2018 - Sep 2020

  • Analyze taxpayers’ Federal and NYC tax returns, leases, invoices, ledgers and folios to prepare workpapers and calculate the appropriate tax amounts in order to form initial conclusions on the correct tax assessment • Complete over 40 audits with various degrees of complexities that generate tax revenue in excess of $5,000,000 for NYC• Manage workload of 25 audits simultaneously by planning and coordinating the stages of the audits, while ensuring that all work plans and deadlines are met• Correspond, meet, confer, and conduct field audit appointments with taxpayers and Power of Attorneys on a daily basis to perform audits and discuss results• Confirm whether filing taxpayers correctly filed quarterly and annual tax returns and whether non-filing taxpayers are subject to the applicable tax• Liaise with management to communicate potential issues that emerge during audits, the results of the audit, and any future recommendations regarding the taxpayer• Prepare complete, clear, and concise audit reports ensuring NYC retains professional records for any future audits deemed necessary or cases going into litigation • Conduct exit conferences with taxpayer executive representatives to discuss audit settlements and make constructive suggestions to improve adherence to laws, rules, and regulations and ensure proper tax treatment is implemented going forward



Eastern Accounting and Consulting

• Junior Tax Accountant

  • Jun 2017 - Nov 2017

  • Prepared and reviewed 1040 individual, 1120 corporation, and 1120S S-corporation tax returns for federal and multi-state jurisdictions• Researched and assisted senior team members in the preparation of financial reports by making general ledger adjustments and reconciliations • Managed daily transactional activity for a non-profit organization including making bank deposits, writing checks, and recording them into QuickBooks • Prepared and reviewed 1040 individual, 1120 corporation, and 1120S S-corporation tax returns for federal and multi-state jurisdictions• Researched and assisted senior team members in the preparation of financial reports by making general ledger adjustments and reconciliations • Managed daily transactional activity for a non-profit organization including making bank deposits, writing checks, and recording them into QuickBooks



Eastern Accounting & Consulting

• United States
• Accounting
• 1 - 100 Employee

• Accounting and Tax Intern

  • Jan 2017 - Jun 2017

  • Assisted with reviewing individual tax returns making any necessary changes with discrepancies discovered• Communicated with senior accountants regarding tax information and the status of clients• Documented clients’ bank and credit card statements into QuickBooks to summarize business transaction activity • Assisted with reviewing individual tax returns making any necessary changes with discrepancies discovered• Communicated with senior accountants regarding tax information and the status of clients• Documented clients’ bank and credit card statements into QuickBooks to summarize business transaction activity



Queensborough Community College

• United States
• Book and Periodical Publishing

• College Assistant

  • Oct 2014 - Jun 2017

  • Assisted students with the completion of their yearly Free Application for Federal Student Aid (FAFSA)• Provided assistance to students with financial aid inquiries• Coordinated workshops coaching a group of 50 students on the proper financial aid process• Prepared and organized financial aid documents for PELL verification• Updated students’ enrollment databases • Assisted students with the completion of their yearly Free Application for Federal Student Aid (FAFSA)• Provided assistance to students with financial aid inquiries• Coordinated workshops coaching a group of 50 students on the proper financial aid process• Prepared and organized financial aid documents for PELL verification• Updated students’ enrollment databases