Tax Preparer Intern

Oscar Atchon

614-***-**** *********@*****.*** *662 Christopher Park Ln, Columbus, OH 43110

EXPERIENCE

JBN Tax Columbus OH

Income Tax Preparer January 2022 – May 2022

Reviewed customer’s prepared tax documentation to reduce errors and maximize tax benefits

Facilitated communication between clients and tax authorities (IRS)

Consulted with clients to assess and mitigate future tax liabilities and determined eligibility for tax abatement

Deloitte & Touche, LLP New York/Columbus OH

Audit In Charge (Senior) January 2018-October 2021

Audited financial statements prepared in accordance with U.S. GAAP and PCAOB requirements for private equity funds

Recalculated allocation of income and expenses to members, considering any side agreements

Tested investment valuations under FASB ASC 820

Performed testing of all capital calls and distributions including allocation to members insuring consistency with limited partnership agreement

Reviewed financial statements, footnote disclosures, partnership allocations, waterfall/carried interest calculations and financial statement highlights

Prepared audit workpapers for various accounting areas including Cash, AR, Inventory, PPE, AP, Sales, COGS, Operating Expenses and consolidation entries

Communicated with clients to perform walkthroughs of key processes, obtain support, and resolve issues identified during the audit

Interface with managers and partners on daily basis regarding status of client engagements

Clients served include KKR, Redbird, BroadStreet, ADS, and Vertiv

Hearst Magazines New York, NY

Junior Accountant December 2015-December 2018

Engaged in administrative workload such as requesting proper documentation from vendors and communicating via telephone and emails

Performed and evaluated vendor proposals

Audited and maintained balance of vendor and company accounts to find breaks and discrepancies,

Analyzed and approved travel expense reports for employee reimbursement

Responsible for coding invoices with appropriate cost center, and entering information into Hearst Invoice Processing platform

Assisted in updating various company travel expense policies

Ernst & Young New York, NY

FAAS Intern May - June 2015

Summarized key terms of contracts including lease agreements, partnership agreements, business combination and corporate merger agreements

Reviewed and sorted technical accounting memos based on accounting topics and issues discussed

Researched information on public company filings and the impact of new GAAP standards including revenue recognition

Highlighted the adoption of the new standards, including effective dates and transition methods

Hearst Corporation New York, NY

Audit Intern July-August 2014

Learned the fundamentals of financial services and other company policies such as fraud and internal control

Matched internal expense reports made by the employees with American Express reports

Executed critical analysis of the transactions in order to make approval decisions based on the company policies

EDUCATION

CPA Candidate Expected March 2023

Baruch College, Zicklin School College of Business, New York Graduated June 2016

Bachelor of Science in Business Administration

Specializations: Accounting & Finance

Minor: Corporate Communication

Borough of Manhattan Community College, New York Graduated June 2013

Associates of Arts Degree in Business Administration

Honors & Awards: Phi Theta Kappa, Dean’s List

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