Senior Tax Associate

• Dec 2022 - Present

Tax Associate

• Feb 2021 - Dec 2022

-Prepares and reviews individual (1040), partnership (1065), and corporate tax returns (1120S, 1120)-Assists Seniors and Managers with planning, research, and compliance for clients-Maintain client files and records-Support the firm with ongoing projects and tasks

Tax Preparer

• Dec 2019 - Jan 2021

Hired as a Tax Preparer/Staff Accountant in an US accounting & tax service to prepare tax returns for Individuals (Form 1040), including federal, state and local tax returns, estimated payments and extensions. Assisted in completing business tax returns (Form 1120-S and Form 1065) and associated schedules. Performed adjusting journal entries on Quickbooks and communicated accurate financial statements to clients. Initial experiences and thorough understanding of fiduciary income tax returns (Form 1041) including a Form 1041 workshop. Proficient with Lacerte professional tax software, Quickbooks professional accounting software, document management system and Microsoft office. Show less

Tax Preparer/Staff Acountant

• Aug 2019 - Nov 2019

As a tax preparer in an US CPA firm assisted in preparing of individual income tax returns in a paperless environment. Reviewed financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. Dealt with information of a sensitive, highly confidential nature, handled diverse matters which require a working knowledge of the business. Assisted in preparing of corporate and partnership tax returns. Performed general bookkeeping, bank reconciliations and data entry of small businesses. Experienced in using Lacerte tax software and Quickbooks. Show less

Tax Assistant

• Apr 2017 - Sep 2018

Hired as a tax assistant following student work. Assisted in research and preparation of annual accounts for statutory and tax purposes. Prepared and completed German tax returns and net income calculations. Assisted in the preparation of financial accountings and the review of tax assessment notices. Supported the preparation of tax opinions on various client taxation issues through tax analysis and finding solutions for clients’ individual tax questions. Participated in client meetings and completed day-to-day organizational and commercial tasks. Show less

Tax Intern

• Apr 2016 - Mar 2017

As a working student in a German CPA firm, prepared and completed German tax returns. Reviewed tax assessment notices and assisted in research to answer tax questions.

Tax Intern

• Sep 2015 - Jan 2016

As an intern in a German tax firm, prepared monthly finance accounts, reviewed tax assessment notices and assisted in research tasks related to taxation issues. As an intern in a German tax firm, prepared monthly finance accounts, reviewed tax assessment notices and assisted in research tasks related to taxation issues.