Experience

Hyannis Honda
• United States
• Automotive
• 1 - 100 Employee
• Accountant

  • Nov 2017 - Present


Massachusetts Department of Revenue

• United States
• Government Administration
• 200 - 300 Employee

• Tax Examiner 2

  • Jan 2013 - Present

  • Primary audit duties are comprised of extensive review, examination, and analysis of applicable tax data in order to ensure accuracy and compliance. • Draw conclusions and make appropriate recommendations based on assessments of tax returns, financial reports, transactions, bank statements, accounts, or ledgers. • Serve as a customer service representative to taxpayers, using effective communication both in writing and over the telephone to provide technical assistance and answer general questions. • Assist taxpayers with unique tax situations by explaining state and federal tax laws, rules, regulations, guidelines, and procedures. • Identify non-registrants and non-filers and compel tax compliance through education of taxpayers on filing requirements. • Evaluate applications for abatements of taxes and determine new assessments based on information provided by applicants. • Review, approve, and/or deny abatement claims and amended returns as authorized. • Perform problem resolution and accounting adjustments to tax returns, and initiate enforcement sanctions against delinquent accounts. Show less



Mugar Enterprise Inc.

• Driver

  • Sep 2012 - Jan 2013

  Personal driver for David G. Mugar – responsibilities include ensuring vehicle maintenance, logistical planning of itinerary and providing a personalized service aligned with the schedule of the Chairman and CEO of the company. Personal driver for David G. Mugar – responsibilities include ensuring vehicle maintenance, logistical planning of itinerary and providing a personalized service aligned with the schedule of the Chairman and CEO of the company.



Cape Cod Five

• United States
• Financial Services
• 1 - 100 Employee

• Staff Accountant

  • Nov 2011 - Sep 2012

  Staff Accountant • Transition into position was dependent on keen understanding of bank’s internal structure, financial products offered to customers, and also entity-wide goals and initiatives. • Prepared reports for senior management, Board of Trustees, Board of Investment, Asset / Liability Committee, and Audit Committee on a monthly basis, including asset yield and cost of funds, investment portfolio, investment maturity analysis, transaction summary reports, as well as various other reports using both month and year-to-date balance sheet and income statement data, along with other tasks as directed by senior management. • Import, collect, post, and reconcile the core product transactions from the core system into the Bank’s general ledger system. Research transaction rejections with internal customers from the branch and / or deposit and loan operation personnel. Account Reconciliation • The position demanded the ability to adapt to a fast-paced accounting department, while transitioning into the role of a key member of accounting team. • Reconciliation duties included, but were not limited to, detecting, researching, and resolving variances amidst daily bank activity. This required communication and teamwork with both internal and external customers and vendors of the Bank. • On a daily basis, duties included the compilation and analysis of relevant data in order to assure the accuracy of multiple transactions of bank activity to be reconciled with the Federal Reserve Bank and Bank of America. • Monthly reconciliations of bank activity with several third party financial institutions, including reconciling several of the bank’s general ledger and demand deposit accounts. • Successfully enhanced the operating efficiency and effectiveness of the reconciliation process within several weeks of employment. Show less



Oyster Harbors Club

• United States
• Hospitality
• 1 - 100 Employee

• Accounting Intern

  • Jun 2011 - Aug 2011

  • The position demanded rapid, multidimensional and independent learning to account for the transactions of private equity golf, social, and tennis club. • Compiled relevant information to perform necessary accounts receivable transactions, handled member inquiries and disputes to provide an accurate assessment of precise balances for member and club accounts. • The position required the ability to work both independently and as a functional member of a team, while applying problem solving and time management skills with an utmost focus on customer service for member inquiries. Show less