Senior Tax Associate

Julia spencer

Profile

Extremely motivated, results-oriented, and effective professional with the ability to contribute independently and in a team environment.

Time Management: Excellent ability to meet tight deadlines and goals while maintaining quality standards.

Project Management: Well, organized with proven ability to effectively prioritize work, completing multiple, concurrent projects in a timely and professional manner.

Communication Skills: Excellent written and oral communication.

Professional Experience

KRD, CPA FIRM – Schaumburg, Illinois 2023 FEBRUARY- present

Senior Tax

Preparation and review of federal and state income taxes for 1040 Individual, 1120S Corporate and 1065 Partnerships

Preparation and review of business, gift, and fiduciary tax

Projections in accordance with firm and professional standards as directed by engagement partners utilizing Engagement, Documents and CCH Axcess.

Communicate with partners regarding open items or other important matters in a timely manner.

Recognize potential issues and /or opportunities within engagements and discuss with partners.

Research tax issues.

Respond to client and associate requests in a timely, accurate, positive, and professional manner

michael silver, CPA FIRM – Deerfield, Illinois 2021 - 2023 january

Senior Tax Associate

Preparation and review of federal and state income taxes for 1040 Individual, 1120S Corporate and 1065 Partnerships

Preparation and review of business, estate, gift, and fiduciary tax

Projections in accordance with firm and professional standards as directed by engagement partners utilizing Caseware, Documents and CCH Axcess..

brookweiner llp, cpa firm - Chicago, Illinois; Acquired by KMA 2017 - 2021

Senior Tax Associate

Prepared and reviewed federal and multi-state income taxes for 1040 Individual, 1120S Corporate and 1065 Partnerships tax returns utilizing Workpapers Cs and Thompson Reuters Ultra Tax CS software.

Involved heavily in balance sheet and income statement Workpapers CS preparation for 1065 Partnership tax returns., imported trial balance into Workpapers CS and reconciled Thompson Reuters Ultra Tax CS.

Maintained Fixed Asset CS and depreciation schedules.

Participated in a variety of accounting engagements for industries that included manufacturing, hedge funds, printing and publishing, real estate, and service industries.

Involved heavily in the preparation of hedge funds 1065 Partnership tax returns.

deloitte & touche llp - Chicago, Illinois 2012 –2016

Senior Tax Associate / Supervisor

Prepared and reviewed federal/state and 1041 Trust tax returns for simple, complex, Electing Small Business Trust (ESBT), Qualified Subchapter S Trust (QSST), and grantor trusts annually including extensions by utilizing ONESOURCE tax software.

Monitored investments held in trusts which included hedge funds, private equity funds, securities,

partnerships, real estate holdings, farm and oil and gas interests.

Understood Foreign Bank & Financial Accounts (FBAR) and Passive Foreign Investment Company (PFIC) reporting.

Prepared and reviewed required federal and state quarterly estimated tax payments.

EDUCATION

Lake Forest Graduate School of Management Lake Forest, Illinois

Master of Business Administration: Concentration in Accounting.

College of Lake County Grayslake, Illinois

Candidate to sit for CPA--currently pursuing EA

Loyola University of Chicago Chicago, Illinois

Bachelor of Science

AFFILIATIONS: Member of a Chicago Tax Club

Chicago Tax Club seminars are held on a quarterly basis. It has been designed to encompass a wide variety of current and diverse tax topics.

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