Detail-oriented Tax Accountant with 42 years experience working in my own accounting and tax practice. Contributing team player and comfortable working independently as needed.
Seeking position with an accounting firm focused on building relationships with business and individual clients. I have successfully built relationships with both business clients and individual tax clients during my years in practice.
. Persuasive communicator . Computerized Bookkeeping
. Multitasking . Transaction review
. Customer relations . Tax accounting
. Meeting deadlines . Corporate tax planning and tax return preparation
. Project management . Individual tax planning and tax return preparation
. Financial reporting . All other IRS required tax return preparation
Owner/Accountant, 01/1974 to 09/2016
MARC GERLICK & COMPANY-619 N. DIXIE HIGHWAY, LAKE WORTH, FL 33460
THIS WAS A CLOSELY HELD FULL SERVICE ACCOUNTING AND TAX FIRM THAT SPECIALIZED IN THE NEEDS OF SMALL AND MID SIZED BUSINESSES AND INDIVIDUAL TAX RETURNS. WE DID COMPUTERIZED ACCOUNTING AND TAXES, BUSINESS CONSULTING AND FINANCIAL PLANNING. THE PRACTICE WAS SOLD IN SEPTEMBER, 2016.
. Maintained integrity of general ledger, including chart of accounts.
. Filed all tax returns and prepared governmental reports in compliance with strict standards.
. Analized monthly balance sheet accounts for corporate reporting.
. Generated financial statements and facilitated account closing procedures each month.
. Compiled general ledger entries on a short schedule with 100% accuracy.
. Analized and researched reporting issues to improve accounting operations procedures.
. Computed taxes due by applying prescribed rates, laws and regulations.
. Implemented marketing strategies which resulted in major growth of client base.
CURRENT WORK HISTORY:
During the past three years, I have worked for 3 Prestigious CPA Firms on a contract basis.
I performed Client write-up work and prepared all necessary tax returns for filing.
Bachelor of Science – Major in Accounting, 1969
Brooklyn College – City University of New York
Graduated Cum Laude