Experience

Safra National Bank of New York

• United States
• Financial Services
• 1 - 100 Employee

• Junior Accountant

  • Oct 2022 - Present

  Associate accountant at JOSEPH SAFRA REAL ESTATE LLC Associate accountant at JOSEPH SAFRA REAL ESTATE LLC



Wayne & Wayne Law Offices

• United States

• Legal Assistant

  • Apr 2020 - Present

  ● Executed a clients 1.5 Million Dollar Surrogate Court case with the New York State Court System. ● Developed relationship with clients, gathering necessary documents and information to begin building a case. ● Conduct all initial research and provide information to the Lawyer. ● Manage all administrative responsibilities in the legal office. ● Organize all legal document in a confidential way. ● Assisted in the completion of various regulatory filings. ● Executed a clients 1.5 Million Dollar Surrogate Court case with the New York State Court System. ● Developed relationship with clients, gathering necessary documents and information to begin building a case. ● Conduct all initial research and provide information to the Lawyer. ● Manage all administrative responsibilities in the legal office. ● Organize all legal document in a confidential way. ● Assisted in the completion of various regulatory filings.



Self-employed

• Real Estate
• 1 - 100 Employee

• Tax Preparer

  • Feb 2020 - Apr 2022

  ● Saved several clients (Students) between $800-$3000 by uncovering eligibility for The American opportunity tax credit (AOTC)● Established relationship with 20+ students in filing for 2020 and 2021 Federal, City, and State tax returns.● Saved clients (married couple)$8,000 by uncovering eligibility for Earned Income Tax Credit.● Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions● Prepared tax returns for clients in college according to government regulations and requirements.