Tax Associate Resource Manager

Objective : A position where advancement is attained by individual achievement and progress.

Experience:

January,2021 to Neve Group LTD 1000 Germantown Pike Suite C-5 Plymouth Meeting, PA 19462

April, 2021 As a Senior Tax Associate at this CPA Firm My primary responsibilities are:

Prepare personal, partnership & corporate

Perform various other tasks as needed

May, 2020 to CAS Home Healthcare Inc 7308 Castor Avenue Philadelphia, PA 19152

November, 2020 As an Accountant at this Health Care Company, My primary responsibilities are

Record insurance company payments into HHA Exchange

Prepare & enter adjusting journal entries

Review and analyze various types of general ledger accounts

Review and analyze various other types of general ledger accounts

Enter, review & reconcile various types of cash accounts

September, 2018 to Giordano & Associates CPAs, PC One North Wilson Avenue Suite 2 Bristol, PA 19007

January, 2020 As an Accountant at this CPA Firm, I work with clients of various sizes & different industries. My

essential duties are:

Prepare personal, partnership and corporate tax returns

Daily communications with assigned clients

Prepare & enter adjusting journal entries

Review and analyze various types of general ledger accounts

Review and analyze various other types of general ledger accounts

Enter, review & reconcile various types of cash accounts

November, 2005 to Friedman LLP(Formerly Shechtman Marks Devor PC) Philadelphia, Pa 19103

August, 2017 As a Senior Accountant at this CPA Firm, I worked with clients of various sizes and different

industries. My primary responsibilities are:

Day to day communications with assigned clients

Enter, review and reconcile various types of cash accounts

Analyze and maintain fixed asset and prepaid accounts

Review and analyze various other types of general ledger accounts

Prepare and enter adjusting journal entries

Prepare financial statements and supporting schedules

Coordinate, prepare & review various types of payroll tax returns

Prepare various states sales & use tax returns

Prepare personal, partnership and corporate tax returns

Instruct employees how to prepare payroll tax returns, how to use QuickBooks & how to analyze client trial balances

July, 2000 to Joseph L Maccarone & Co Philadelphia, Pa 19148

October, 2005 As an Accountant at this CPA Firm, I worked with clients of a diverse group of size and type entities.

My essential duties were:

Review and reconcile various types of cash accounts

Maintain and analyze fixed asset and prepaid accounts

Review and analyze various other types of general ledger accounts

Prepare and enter adjusting journal entries

Prepare financial statements and supporting schedules

Prepare payroll and sales tax returns

Prepare personal, partnership and corporate tax returns

March, 1989 to American Heritage Federal Credit Union Philadelphia, Pa 19115

May, 2000 As the Senior Accountant of this Credit Union, which grew from $51 million to

$240 million during this period, my essential duties were:

Maintain and analyze fixed asset and prepaid accounts

Maintain and analyze credit card program accounting activity

Perform and review various general ledger account analyses

Prepare financial statements and supporting schedules

Coordinate credit union’s daily cash management

Prepare quarterly report of financial activity for Federal Examiners

Assist in the preparation and presentation of the credit union’s annual budget and business plan

Approve and code credit union expense disbursements

Interface with outside auditors, federal examiners, and other financial institutions

Administer and work with Fed line for wire transfers, reserves report and user maintenance

Assist in the preparation and analysis of intercompany activity and journal entries

Prepare, post and review various adjusting journal entries

Assist the Human Resource Manager with payroll taxes, related accounting issues and other matters

March, 1988 to Rohm and Haas Del-Val Credit Union Philadelphia, Pa 19137

March, 1989 As the Financial Manager, I was responsible for all financial work, including:

General Ledger account analysis

Bank account reconciliations

Cash Management

Investments

Daily transactions

Delinquent loans and member service

August, 1987 to Upper Darby Belltelco Federal Credit Union Upper Darby, Pa 19082

March, 1988 I was employed as the Assistant Manager. I was responsible for:

All daily financial work

General Ledger account analysis

Bank reconciliations

Assisted with loan processing, member service and other duties

Education: Pennsylvania State University B.S. in Accounting

Certified Credit Union Executive Program CCUE in January, 1995

Pennsylvania State University Management Development Program in April, 1995

Pennsylvania State University Team Building for Senior Managers in March, 1996

Software: QuickBooks Desk Top, QuickBooks On-Line, MS Excel, MS Word, MS Outlook Pro-System

Tax & Fixed Assets, Turbo Tax, Ultra Tax

Contact this candidate