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TAX ACCOUNTANT

Location:
Yonkers, New York, United States
Salary:
85 k
Posted:
January 19, 2018

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EDUCATION

**** **** **********

BBA Accounting

TECHNICAL SUMMARY

LaCerte Tax, Ultra Tax, ProSystem FX, ProSeries, QBO Pro Advisor, QuickBooks, Excel

EXPERIENCE

INDEPENDENT SENIOR TAX ACCOUNTANT

(Presently servicing limited clientele)

Prepared/reviewed taxes for high net worth individual, corporate, partnership clients

Prepared/reviewed NY ST-100s, Form 940s, 941s, NYS 45, 1120s, 1040s, 1065s, write- ups on retail

co’s, landscaping, school programs, daycare centers, transportation & E-commerce, rental properties Applied at risk limitation, basis limitation PAL sections 469, 108, Pub 4681. Allocated active gross income from various passive business activities, separating portfolio income and deductions. Communications with clients on relevant tax issues and publications for qualifications, timely compliance.

1800ACCOUNTANT.COM

Dedicated Accountant 7/16 to 11/16

Heavy client contact via daily Legal/Tax consultation & On boarding multistate start- up clientele

In depth researches for varied clientele online commercial retails, constructions, real estate investors & professional residential & commercial, software developers, dentists, manufacturing companies

Reviewed assigned tax returns on LaCerte tax on digital platform using Smart vault & Sales force applications for tracking clients’ notes and tax concerns

Daily appointments setting with clients from across 50 states

INDEPENDENT SENIOR TAX ACCOUNTANT 5/08 to 7/16

Concurrently serviced SME clients providing bookkeeping & non attest engagements

Provided & discussed Financial Statements with clients per ARC- C 70

Tax planning and counseling on implementing tax savings strategies: Sect 125, SEP, 401K, IRA’s

BERNSTEIN & DRUCKER, LLP 11/07 to 5/08

Senior Accountant

Prepared/reviewed tax returns for individuals, partnerships, corporations and exempt entities

Performed audits of exempt organizations, construction, and technology companies

Worked on LaCerte tax, QuickBooks and ATB programs for write –ups for realty co’s

Responsible to maintain close contact with clients on changes and notices from IRS & state regarding exclusions & exceptions or entity status requiring data/documentation/schedules

GRAF REPETTI & CO., LLP 12/06 to 11/07

Accountant

Prepared taxes for corporate, partnership, exempt organization and individual clients using Prosystems Tax and researched tax matters on Checkpoint

Audited co-ops and nonprofit clients using Engagement FX and E-Tools

Performed compilation and review engagements using required check lists and procedures

Traveled to clients’ locations for auditing: interim inquiries, documented duties of staff and functions

Organized scanned auditing work papers/schedules/spreadsheets in paperless platform using Engagement

INDEPENDENT TAX ACCOUNTANT 12/01 to 12/06

Prepared NY ST-100s, Form 940s, 941s, NYS 45, 1120s, 1040s, W-2s, 1099s, performing write-ups

For small retail companies, landscaping, child care plus individual tax returns

Travelling to clients and counseling office personnel on bookkeeping data i.e. A/R & A/P, chart of accounts

Post college short-term positions at various CPA firms 11/98 to 12/01

Staff Accountant

Performed audits, write-ups, individual and corporate returns for educational institutions & banks

Prepared clients’ general ledgers, P&Ls, quarterly payroll returns, 1099’s, 1096, W-2, W-3

Work performed using QuickBooks & Excel: account analyses, bank reconciliation, payroll entries

Frequent out of state travel for auditing: Test of Controls substantive tests, annual inventory counts



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