Sales Customer Service

Lisette Ramos

Tax and Accounting

Mamaroneck, NY

acxl1x@r.postjobfree.com - 646-***-****

Experienced, multi-task and detail-oriented accountant seeks a long term position, within a well-established organization; where I could utilize my fourteen years of experience of analytical, deductive reasoning, and problem-solving skills as well as my comprehensive knowledge of relevant computer systems, tax and accounting software.

Authorized to work in the US for any employer

WORK EXPERIENCE

Senior Tax Professional

PKF O’Connor Davies LLP - Harrison, NY - May 2013 to Present Ethically prepare Federal and State Tax Exempt returns (Form 990, Form 990T, Form 990 PF, NYS and NJ annual tax exempt filing). Prepare work papers, analyze financials and tax information and review of client contracts. Exercised skepticism and perform analytics of inconsistencies, to achieve substantiation. Follow up, with research and resolutions, for tax exempt organization noncompliance matters with due diligence. Advise clients on policies and procedures, in connection with governance, compliance and nonprofit best practices as prescribed by the IRS. Employ initiatives to research and problem solve, before communicating potential problems. Narrate course of actions, for anticipated client and management inquiries. Manage the use of various research, tax and accounting software. Research and manage other special projects assigned. Interact and maintain excellent rapport with Firm Partners, audit staff, clients and client’s liaisons, in a high volume, multi-tasking and deadline orientated environment. Effectively managed and met all client and firm deadlines. Created, lectured and provided training materials. Promoted to Senior level, which includes training and reviewing the work of tax staff.

Simone Development

Hutch Management LLC - November 2006 to May 2013

Sr. Accountant/Assistant Controller Bronx, NY

Managed multi commercial property portfolio. Cash management, revenue and expense summary reporting, intercompany transaction reporting and reconciliations, budgeting, variance reporting, general ledger maintenance, profit/loss and balance sheet analysis. Debt management. Journal entries. Assisted during annual audit process and closing. Work papers and general ledger analysis. Developed control systems. Managed and trained staff on process and procedures for accounts payable, accounts receivables, review and analysis of construction cost. Reviewed tenant leases and contracts. New tenant set up and rent roll. Prepared 1099s. Processed and managed payroll. Safeguard confidential data. Interacted and maintained excellent rapport with staff, vendors, tenant, various banks and other affiliates in a multi-task environment. Researched and managed various other special tasks assigned by the Controller. CPA

David Vishnia - May 2004 to October 2006

Public Accountant New Rochelle, NY

Provided tax, financial and bookkeeping client services. Interacted and worked closely with domestic and foreign clients in a fast paced, high volume environment. Performed mass data entry, journal entries, management of escrow accounts, monthly reconciliations, monthly cash summary analysis and report preparation, profit/loss and balance sheet report generation and analysis, financial statement preparation, managed accounts payable, accounts receivables, correspondences related to IRS & NYS problem notices, updated client information, new client set up, incorporation for new entities, SS-4, S-Election, corporate dissolution, Federal and State Power of Attorney, Sales Tax Certificate of Authority, Sales Tax Certificate for Vendor Resale, Federal and State Extension for both Individual and Corporate Income Tax Returns, Federal and State payroll tax calculation, Federal and State Payroll tax return preparation, Sales tax preparation, Analysis of prior year Federal and State Individual and Corporate Tax Return. Preparation of Federal and State Individual and Corporate tax returns.

Accounts Receivable, Billing, Collections (Temp)

Icon Parking - New York, NY - April 2003 to May 2004 Accounts receivable, billing and collections. Setup new customers, update customer information, handle customer billing inquiries, analyze data in connection with customer service and complaint resolution, fraud prevention, post payments, batch cash balancing and reconciliation, type and generate invoices, delinquency follow up, lien letters, late notices, and reports, and process tax exemption certificates. Junior Accountant (Temp)

Summit Financial Services Group Incorporated - Nanuet, NY - January 2002 to July 2002 Interacted and worked closely with clients, clerical tasks, general accounting, data entry, journal entries/ daily transaction recording, prepared profit/loss and balance sheet reports, payroll tax preparation, sales tax preparation, assisted in Federal, State and corporate tax preparations preformed bank reconciliation. EDUCATION

Bachelor of Science in Accounting

Lehman College

2002

SKILLS

Software: CCH Tax, CCH ProSystems Fx Engagement, CCH IntelliConnect, E-forms, ProStaff, Engagement Time Entry, Yardi, QuickBooks, CFS Payroll, CFS Sales Tax, CFS Tax Tools, Lacerte, Pro Series Accounting Package, Microsoft Windows, Word, Outlook, Excel, Access, PowerPoint, and Internet GROUPS

Senator/Vice Chairperson

Lehman College Student Government

Elected as senator and was promoted to vice chairperson. Represented the student body by discussing and voting on issues. Called and conducting student government meetings. Participated in academic and community meetings and sought to protect the rights of students and community members. Teen Group Leader/Promoted To Teen Group Leader Supervisor November 1999 to August 2006

Heavenly Vision Christian Center (Volunteer)

Educate and train youth leaders in the areas of confidence and public speaking skills, facilitate bible instruction, which involves creating lesson plans, documenting procedures, and modifying curriculum. Mentor and provide guidance and instruction.

Treasurer

Maintained youth program funds, kept accurate financial records and recorded daily transactions. Handled purchases in a cost effective manner, coordinated shows and events and managed petty cash fund. School of Leaders

ADDITIONAL INFORMATION

Bilingual: English/Spanish

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