Accountant Tax

EDUCATION

PACE UNIVERSITY

BBA Accounting - ****

TECHNICAL SUMMARY

UltraTax, Drake Tax, LaCerte, Pro System FX, Pro Series, Go Systems, QBO Pro Advisor, Excel

Fulfilled 2018 CPE requirements on the Tax Cuts & Job Act of 2017 effective 2018 through 2025

EXPERIENCE

PER DIEM TAX ACCOUNTANT

Peretz Resnick Mitgang & Marcus LLP 2//2018 to 4/2018

Tax season work performed on Ultra Tax working 5 days per week at Westchester’s CPA firm for diverse high yield individuals, publicly traded partnerships, corporations and tax exempt organizations

Analyzed and extracted tax data from emails, schedules/worksheets, estimated tax payments, Form 1099’s, General Ledgers, P&L & Balance sheet for individuals and businesses

INDEPENDENT SENIOR TAX ACCOUNTANT 7/2016 to 7/2018

Prepared/reviewed taxes for high net worth individual, corporate, partnership clients

Achieved taxpayers’ goal by reducing federal & state tax liabilities: Applied at risk limitation, basis limitation PAL sections 469, 108, Pub 4681. Allocated active gross income from various passive business activities, separating portfolio income and deductions. Communications with clients on relevant tax issues and publications for qualifications, timely compliance.

Reconciled NY ST-100s, Form 940s, 941s, NYS 45, 1120s, 1040s, 1065s, write- ups on retails, landscaping, school programs, daycare centers, transportation & E-commerce, rental properties

1800ACCOUNTANT.COM

Dedicated Accountant 7/2016 to 11/2016

Heavy client contact via daily Legal/Tax consultation & On boarding multistate start- up clientele

In depth researches for varied clientele online commercial retails, constructions, real estate investors & professional residential & commercial, software developers, dentists, manufacturing companies

Reviewed assigned tax returns on LaCerte tax on digital platform using Smart vault & Sales force applications for tracking clients’ notes and tax concerns

Daily appointments setting with clients from across 50 states

INDEPENDENT SENIOR TAX ACCOUNTANT 5/2008 to 7/2016

Concurrently serviced SME clients providing bookkeeping & non attest engagements

Provided & discussed Financial Statements with clients per ARC – 70

Tax planning and counseling on implementing tax savings strategies: Sec 125, SEP, 401K, IRA’s

BERNSTEIN & DRUCKER, LLP (defunct) 11/2007 to 5/2008

Senior Accountant

Prepared/reviewed tax returns for individuals, partnerships, corporations and exempt entities

Performed audits of exempt organizations, construction, and technology companies

Worked on LaCerte tax, QuickBooks and ATB programs for write –ups for realty companies

Responsible to maintain close contact with clients on changes and notices from IRS & state regarding exclusions & exceptions or entity status requiring data/documentation/schedules

GRAF REPETTI & CO., LLP (merged with Citrin Cooperman & Lybrand LLP) 12/2006 to 112007

Accountant

Prepared taxes for corporate, partnership, exempt organization and individual clients using ProSystems and researched tax matters on Checkpoint

Audited co-ops and nonprofit clients using Engagement FX and E-Tools

Performed compilation and review engagements using required check lists and procedures

Traveled to clients’ locations for auditing: interim inquiries, documented duties of staff and functions

Organized scanned auditing work papers/schedules/spreadsheets in paperless platform using Engagement

Post college short-term positions at various CPA firms 11/1998 to 12/2006

Independent tax accountant

Performed audits, write-ups, individual and corporate returns for educational institutions & banks

Prepared clients’ general ledgers, P&Ls, quarterly payroll returns, 1099’s, 1096, W-2, W-3

Work performed using ProSeries, QuickBooks & Excel: account analyses, bank reconciliation, payroll

Frequent out of state travel for auditing: Test of Controls substantive tests, annual inventory counts

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