Experience

The Williston Northampton School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Accounting & Business Services Coordinator

  • Feb 2021 - Present

  • Record all cash activity in Blackbaud and prepare all bank account reconciliations and related journal entries • Review cleared controlled disbursement report and clear checks in Blackbaud AP system • Maintain the daily/monthly updates for cash management • Process bi-weekly and monthly payroll once all related timesheets and payroll changes have been received and verified • Process employee benefit contributions with outside vendors on a per payroll basis • Month end accounting and reporting for the School’s endowment, pooled life income fund, charitable remainder unitrust and charitable gift annuity accounts • Serve as point person for coordinating all summer programs and outside campus facility rental activities • Oversee and coordinate the use of dormitory spaces and residential halls, classrooms, and dining hall for shared use by summer camp programs • Provide occasional backup assistance for Campus Store



University of Massachusetts Amherst

• United States
• Higher Education
• 700 & Above Employee

• HR Payroll Generalist

  • Oct 2020 - Jan 2021

  • Review, verify and enter data on personnel action forms for Faculty, Staff, and Students, regarding hiring, job changes, and status changes • Run audit reports/queries and make appropriate changes to HR Direct records • Research and resolve problems associated with employment status using both printed and electronic data; escalate complex issues to appropriate specialty area • Manage changes to personal information for all of campus community (address changes, name changes, tax withholding changes, etc.) • Act as liaison between employees, departments and agencies • Provide support to other sections within Human Resources as needed



Longmeadow Country Club

• United States
• Golf Courses and Country Clubs
• 1 - 100 Employee

• Office Assistant

  • Jan 2020 - Mar 2020

  • Preparing and filing of tax forms, including Form 1099-MISC and 1099-K’s for service contractors and Fiscal Year – Form of List (Return of Personal Property Subject to Taxation) • Managing multiple events calendar for club members • Managing current and past member folders and member directory • Administrative duties, including organizing old information throughout business office, helping with various projects around club, etc. • Preparing and filing of tax forms, including Form 1099-MISC and 1099-K’s for service contractors and Fiscal Year – Form of List (Return of Personal Property Subject to Taxation) • Managing multiple events calendar for club members • Managing current and past member folders and member directory • Administrative duties, including organizing old information throughout business office, helping with various projects around club, etc.



MP P.C.

• France
• Restaurants

• Senior Tax Associate

  • Jun 2018 - Jan 2020

  • Reviewing & Preparation of Corporation and Individual Tax Returns• Reviewing & Preparation of Estate and Trust Tax Returns• Reviewing & Preparation of Payroll Filings• Coordinating Training of New Interns and Staff

• Tax Associate

  • Jun 2013 - Jun 2018

  • Preparation of Corporation and Individual Tax Returns• Preparation of Estate and Trust Tax Returns• Preparation of Payroll Filings

• Tax Intern

  • Jan 2012 - Jun 2013

  • Various administrative duties• Preparation of Individual and Corporate tax returns



Nicholas LaPier CPA P.C.

• United States
• Accounting

• Office Assistant

  • Jan 2008 - Jan 2012

  • Administrative duties, including answering the telephone, making appointments, etc. • Responsible for entire bookkeeping of three companies • Quickbooks - maintaining and reconciling numerous clients' monthly bank accounts • Preparation of 1040's and State individual income tax returns • Preparation of financial statements • Traveled to clients to assist in performing audits with Auditors • Administrative duties, including answering the telephone, making appointments, etc. • Responsible for entire bookkeeping of three companies • Quickbooks - maintaining and reconciling numerous clients' monthly bank accounts • Preparation of 1040's and State individual income tax returns • Preparation of financial statements • Traveled to clients to assist in performing audits with Auditors