Sales Accounting

A n n a G a l i c k i

***********@*****.*** 347-***-**** 61 45 77 th Street Middle Village, NY 11379

EDUCATION

BBA, Boricua College, New York, NY 12/2007

GPA: overall 4.00

Major: Business Administration Minor: English

SEE Exam Part I Completed – SEE Exam Part II and Part III are already scheduled.

Currently working on CPA – all required classes are approved.

RELATED COURSEWORK

financial accounting managerial accounting

auditing: internal and external statistics

taxation: individuals and businesses management

case studies in accounting concepts of micro/macroeconomics

ACCOUNTING SKILLS

AUDITING analyzing, problem solving, preparing and representing the following audits

various IRS audits of individual and business tax returns

various NYS tax returns audits of individuals (EIC, Dependent Care Credit, Tuition Credit)

payroll audits – accuracy of quarterly reports (941, 940, NYS 45)

unemployment audits of businesses (compliance with Department of Labor regulations)

commercial insurance payroll audits – general liability and workers’ compensation

PAYROLL – processing weekly, bi weekly or monthly payrolls for different types of businesses in compliance with federal and state

regulations

preparing and filing quarterly tax reports

filing federal and state deposits

unemployment registration

preparing payroll summaries/journals for audits or tax return preparations

benefits implementations

processing certified payrolls for union or city jobs

SALES TAX RETURNS – registering different types of businesses for a Certificate to Collect Sales and Use Tax in various states,

preparing and filing sales tax returns for individuals and corporations in compliance with states’ sales tax rules and regulations

FILING NEW BUSINESSES

communicating with clients to fully understand their business needs

incorporating businesses

filing new Limited Liability Companies

processing publications for LLC

completing and filing Business Certificates (DBA)

completing corporate books: minutes, by laws, certificates, operational agreements

applying for Employer Identification Numbers

preparing and filing forms for electing small (S) corporation

TAXATION information gathering by interviewing clients and through research, analyzing data, preparing federal/state tax returns,

communicating with clients and maintaining confidentiality

federal tax return forms 1040 and all related schedules for individuals

NY, NJ and PA state tax return forms and schedules, NYC tax returns for individuals

federal tax return forms 1120, 1120S, 1065 and related additional forms for businesses

NYS and NYC tax return forms for businesses

FINANCIAL ACCOUNTING – preparing financial statements, analyzing accounting data to find any discrepancies, problem solving

and correcting misstatements in the financial statements

BOOKKEEPING

opening accounts for different types of businesses (initial account set up)

recording the accounting transactions in corresponding ledger books

closing accounts and preparing balance sheet

full charge of bookkeeping including: general ledger, accounts payable and receivable, sales/expense journals, cash management

and accountability, cash receipts, cash disbursement, corporate bank accounts, bank reconciliations, bank deposits and petty cash

MANAGEMENT

handling multiple assignments and tasks

adapting myself and the company to changing conditions and work assignments

evaluating employee performance

coordinating departments

delegating work

representing company during various business meetings

PERSONAL AND COMMERCIAL LINES

providing accounting services for insurance departments (personal and commercial lines)

bidding personal lines policies (auto, rental, homeowner, dwelling)

bidding commercial lines policies (general liability, workers’ compensation, disability)

COMPUTERIZED ACCOUNTING SKILLS (advanced level)

ULTRA TAX by Creative Solutions (CS) – personal and corporate tax returns preparation software

ATX by CCH Small Firm Services – tax returns, bookkeeping, and payroll preparation software

STF SUPERFORM – tax forms software

PROPAY by Paysoft – payroll software

ADP Software and Platform – payroll software

VERTAFORE AMS 360 (PRIME) – personal and commercial lines insurance accounting system

MS OFFICE 03’07’10’ – Word, Excel, Outlook, PowerPoint

QUICKBOOKS PRO – bookkeeping software

ACT – customer relationship management software

CABINET NG – document management, workflow and content sharing solutions software

WORK EXPERIENCE

Metro Business Center, Inc 11/2004 – current

Senior Accountant/Office Manager

prepared tax returns for individuals and businesses

analyzed and produced various audits, represented clients during these audits

processed all types of payrolls and quarterly/annual payroll reports

prepared sales tax returns (quarterly and annual) for individuals and businesses

registered clients for different accounts such as unemployment, sales tax or withholding tax

incorporated new businesses, registered sole proprietorships and partnerships, registered LLC or LLP, registered trust and estate,

applied for EIN

coordinated bookkeeping for different types of businesses, closed accounts and prepared balance sheet

prepared financial statements (P&L)

provided accounting services for the insurance department (including biding policies)

managed and run all aspects of a small business company

LANGUAGES

English (proficient)

Polish (native)

Spanish (basic)

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