Tax Manager Returns

Jonah Zerner

949-***-**** *****.******@*****.*** Laguna Woods, CA 92637

EXECUTIVE SUMMARY

Highly skilled Certified Public Accountant with over 10 years of extensive knowledge and experience in taxation, accounting and auditing. Keen eye for detail, a strong work ethic, and the ability to work in a fast-paced, deadline-driven environment.

SKILLS

Excellent written and verbal skills

Tax review and preparation

Exceptional analytical skills

Great interpersonal skills

Financial reporting

Tax research & planning

Budgeting

Strong computer skills in QuickBooks & Excel

EXPERIENCE

Tax Manager 1/2023 -Present

Capata – Newport Beach, CA

●Technical review of individuals, corporate, fiduciary and partnership tax returns using Ultra Tax software.

●Mentor and coach staff members effectively to improve their job skills.

●Preparation of tax projections and other tax planning strategies.

Tax Manager 5/2021 -7/2022

Martin Accountancy Corp – Irvine, CA

●Reviewed, approved and signed tax returns for release to clients.

●Trained staff utilizing Lacerte Tax software.

●Developed strong working relationships with clients.

Senior Auditor(contract ) 10/2019-5/2020

Inouye, Shively, Klatt& McCorvey, CPAs, LLP – Laguna Hills, CA

●Performed audit procedures to provide an objective and independent examination of clients financial statements.

●Timely and constructive feedback to management on internal controls and process improvement.

●Issued Certified Financial Statements to Management.

Senior Tax Preparer (contract) 12/2018-4/2019

Accountemps – Irvine, CA

●Prepared individual and business tax returns utilizing CCH ProSystem Fx software.

●Responded to IRS & State agency tax inquiries and notices.

●Consulted with Managing Partner on tax research issues.

Tax Manager 6/2016-6/2018

David S. Cutler, CPA– Tucson, AZ

●Oversaw staff and prepared individual and business tax returns utilizing CCH ProSystem Fx software.

●Posted data entry and journal entries to clients Quickbooks On Line to compile mid-year and year-end financial statements.

●Performed monthly bank reconciliations, tied out payroll and updated fixed asset schedules.

EDUCATION

BS Business Administration, Major in Accounting

State University of New York, College at New Paltz

MEMBERSHIPS/VOLUNTEER WORK

●The California State Society of Certified Public Accountants

●The Association of International Certified Public Accountants

●Volunteer Firefighter, Jericho, NY

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