Staff Accountant Tax & Audit

Dee Tamakuwala

Cell 310-***-****; Email: ***********@*****.***

**** ******** ******, **** *, Los Angeles, CA 90025

OBJECTIVE: CPA candidate with a Master’s Degree seeks staff position at a CPA firm that offers long-term growth and stability.

PROFESSIONAL EXPERIENCE:

Confidential CPA firm Jun. 2016 – Feb. 2017

Staff Accountant for public accounting firm with high net-worth individual, partnership, and corporate clients.

Prepare individual, partnership, corporate, Fiduciary and Estate, federal & multi-state corporate tax returns.

Perform Audit, Review, Compilations, and Consolidated Financial Statement preparation along with footnotes for various clients.

Review, analyze and reconcile bank accounts, accounts receivable, inventory, fixed assets, accounts payable, inter-company accounts, leases/CAM and other G/L accounts.

Research and preparation of FinCEN 114, Reporting of Foreign Bank and Financial Accounts (FBAR).

Research tax issues for special projects under the supervision of the Partners.

Tax planning and periodic cash flow tax projections.

Strong commitment to deadlines, assist co-workers and work extra hours when needed.

CBG formally Cohen &Bender CPA firm Jan. 2015 – Jun. 2016

Staff Accountant for public accounting firm with high net-worth individual, partnership, and corporate clients.

Prepared individual, partnership, corporate, Fiduciary and Estate, federal & multi-state corporate tax returns.

Performed Review, Compilations, and Consolidated Financial Statement preparation along with footnotes for various clients.

Reviewed, analyzed and reconciled bank accounts, accounts receivable, inventory, fixed assets, accounts payable, inter-company accounts, leases/CAM and other G/L accounts.

Property Tax preparation filing with BOE.

Researched and preparation of FinCEN 114, Reporting of Foreign Bank and Financial Accounts (FBAR) was only one in office along with partner to participate.

Researched tax issues for special projects under the supervision of the Partners.

Tax planning and periodic cash flow tax projections.

Strong commitment to deadlines, assist co-workers and work extra hours when needed.

Smith Mandel and Associates, LLP - Members of the BDO Alliance Feb. 2014 – Jan. 2015

Staff Accountant for public accounting firm with high net-worth individual, partnership, and corporate clients.

Prepared individual, partnership, corporate, Fiduciary and Estate federal & multi-state corporate tax returns.

Research and preparation of FinCEN 114, Reporting of Foreign Bank and Financial Accounts (FBAR).

Application for United States Residency Certification, check the requirements and prepare Form 8802 for multiple clients.

Researched tax issues for special projects under the supervision of the Partners - Cost Segregation with BDO Alliance.

Tax planning and periodic cash flow tax projections.

Strong commitment to deadlines, assisted co-workers and worked extra hours when needed.

Prepare business Tax Renewals to help bookkeepers.

Involved with both IRS and various state governments tax audits, notices and correspondence.

S. Arora & Associates CPA Firm Nov. 2012 – Feb. 2014

Staff Accountant for public accounting firm with individual, partnership, and corporate clients.

Full Charge Bookkeeper responsible for General Ledger, A/C Payable, A/C Receivable, Payroll, Collections, Bank and Credit Card Reconciliations.

Filing monthly and quarterly Sales Tax Returns and Business License Renewals.

Responsible for preparing federal income tax returns & multi-state returns for individuals and business firms.

Answer client queries regarding tax codes and appropriate deductions.

Addressed complex tax issues and tax deduction problems of clients.

Develop strong relationship with firm and client personnel.

Assist clients about legal issues, tax amendments and payment plans.

Maintain and update personnel records for more than 3000 employees.

Process weekly, bi-weekly, semi-monthly, monthly and quarterly payrolls for more than 70 client accounts.

Update employee wage information, deductions, garnishments, direct deposit, and insurance changes.

Prepare Quarterly and Year-end payroll tax adjustments and reporting.

Process government surveys including quarterly statistical reporting and EDD requests and process worker's compensation reports.

TMW Corp. Aero- Chrome Plating, Monarch California Properties Feb. 2011 – Nov. 2012

Responsible for managing the financial and accounting reporting activities of all the entities owned by Gary Berger namely STL Enterprise, TMW Corp. Aero- Chrome Plating, Monarch California Properties, Berger Condominiums, STL International Castle International, Crown AZ, and Camelot. (Secretary for TMW Corp, HR Manager and Controller for all the entities).

Handle all areas of finance including: budgeting, bank reconciliation, fixed assets, payroll, A/P, cash flow analysis, projection as well as 2010 audit & tax return paperwork for Corporate Auditors and IRS Audit presentation.

Prepare legal entity's financial statement and management reports on a monthly, quarterly and annual basis.

Coordinate as well as prepare operational budgets.

Communicate and work with business managers and staff to ensure accurate and timely reporting of financial information.

Handle daily accounting activities like journal entries, reconciliations, collection, tax reporting.

Prepare, review and ensure completion of recurring activities including reconciliations, year-end closings and financial reporting.

H&R Block, Santa Clarita, CA, Oct. 2008 – Dec. 2013 (seasonal work – 2nd job during tax season)

Responsible for preparing federal income tax returns & multi-state returns for individuals and business firms.

Answer client queries regarding tax codes and appropriate deductions.

Addressed complex tax issues and tax deduction problems of clients.

Develop strong relationship with firm and client personnel.

Assist clients about legal issues, tax amendments and payment plans.

Tax Professional - CPA Firm, Long Beach, CA Aug. 2007 – Feb. 2011 (Full time Contract Position)

Staff Accountant for public accounting firm with individual, partnership, and corporate clients.

Manage all the accounting functions. General day-to-day financial accounting.

Monthly reconciliation of main ledger and Sub Ledger (AR, AP) for all companies, Credit Card and cash transaction reconciliation and maintain annual budget.

Perform tests of financial data (e.g. Planning Materiality, Sampling selection, Disbursement testing, Participant Data testing, Investments, Rollovers, Loans, Plan expenses, Contributions, Bonds, prepare Trial Balance etc.) to support conclusions and recommendations for Employee Benefit Programs.

Review prior year work papers, if applicable, to gain an understanding of the current engagement.

Communicate effectively with all levels of management, preparing reports and discussing recommendations.

Complete other tasks as assigned, on time and on budget.

Preparing tax return for individual clients, booking and payroll services.

Assisting Audit Manager and Audit Partner in compilation of financial statements according to US GAAP.

Perform audits on 401K plans, auditing plan contributions, withdrawals, and participant loans.

EDUCATION

2004 Masters of Professional Accounting (MPA): Griffith University, Australia, Qld – GPA 4.56/5.00

2001 MCSD – Microsoft Certified Solutions Developer.

2000 Bachelor’s Degree of Commerce (B.com): South Gujarat University, India, Gujarat

CPA status: Becker Review course, expect to complete exams in 2017.

TECHNICAL SKILLS

Technically proficient in: PFx, Practice Management, Pro Systems Engagement, CCH, Tax Tools, Documents, Lacerte, DMS, Accounting CS, CSA (Creative Solution Accounting), QB online, QB Pro 2010, 2013, 2014,Worktime,TPS ( H&R Block), Engagement Manager, QUICK BOOKS, PEACHTREE, SOLOMON, SUN, MYOB, TIMBERLINE, Great Plains, Accpac, and Microsoft Office (Word, Excel & Outlook).

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