Tax Accountant
Resume:
Vivian Clark
Email: **********@*****.***
Mobile: (908) 267- 3054
Dover, DE 19904
Education:
Masters in accounting, New Jersey City University, May 2018
Bachelor Science in Accounting: May 2010
CPA Exam Candidate: 150 Credits
Summary:
Highly motivated Senior Tax Accountant with expertise in corporate tax form 1120 Corp, 1120S-Corp, 1065 Partnership,1041 Trust,
1040 “high net worth individuals,”. Experience with CCH Axcess, Engagement Management, XCM, SurePrep, Pro System FX, GoSystem, CaseWare, Fixed Asset, SharePoint, CS Professional Suite, MS Office.
Experience in auditing tax returns, tax exemption certificate, financial reports account receivable, accounts payable, general ledger, bank reconciliation, profit & loss report, balance sheet, Adjusted Trial Balance.
Computer Skills:
CCH Axcess, ProSystem fx, SurePrep, Go System, XCM, QuickBooks, Microsoft Office, Lacerte, Drake, Ultra SharePoint,
Tax Senior
Ernst & Young - - Private Client Services Contract June 2023. – Dec. 2024: Remote
Prepared and filed several types of complex tax returns in accordance with firm policies and procedures.
Assisted with coordination of the annual partner tax questionnaire process and updating the tax module databases.
Identified and escalated tax or accounting process issues to mitigate risk.
Reviewed transactional data of the firm's financial records and ensuring accuracy.
Conducted research, analyzed financial information, in responded to inquiries by internal and external stakeholders.
Reconciliated of complex tax accounts
Collaborated with external state or local taxing authorities to research issues and prepare responses to mitigate risk for the firm.
Tax Staff Garden City, NY
NKSFB CPA Firm: July 2022- May 31, 2023
high Entertainment Industry,
Wealth Management & Various Industrie
Prepared and reviewed a variety of tax returns, including individual, partnerships, S corporation, C corporations, trust, gift,1120 -Corp, 1120S-Corp, 1065 partnership returns and 1041.
Identify and communicate tax and accounting issues to other staff, as well as managers and partners
Worked on lead sheet and tie tax return.
Assisted with IRS Issues
Worked on tax adjustments and financial statements.
Prepared Bank Reconciliation
Prepared trial balance
Tax Staff/ Bookkeeping Edison, NJ
July 2021- July,2022
.
Reviewed tax document
Prepared individual income tax return. (High Net Worth)
Prepared tax returns with Foreign Bank Account Report FBAR
Reviewed tax information submitted by client for completeness.
Made adjusting entries and completed trial balances to prepare a tax return.
Recorded depreciation expenses.
Recorded transactions in legers, prepared trail balances and financial statements using QuickBooks software.
Reconciled accounts to control accounts.
Assisted in proofing financial statements, tax returns and other documents.
Prepared corporate, partnership, and S Corp returns
Accounts Payable and Receivable: Process invoices, handle vendor payments, and manage customer invoicing and collections
Tax Associates
Peller and Company LLC Jan. 2019- June 2021
Specializes in Wealth Management & Various Industries New York, NY
Prepared individuals 1040 Tax Returns, 1120, 1041
Prepared bank reconciliations using MS Excel
Profit and Loss, balance sheet and Adjusted trial balance used desktop QuickBooks
Responded to IRS request regarding some tax issues.
Reviewed tax information submitted by client for completeness.
Levine & Seltzer LP, CPA Firm, Jul. 2017 – Dec. 2019
Tax Staff New York, NY
Specializes in Private Equities and Real Estates)
Prepared high net worth individual tax returns/ multi-family tax returns 1040s.
Prepared partnership 1065 with K-1s, S- Corporation 1120 and 1120 F
Form 8938 FBAR (Foreign Bank Account Reporting) and form 8858
Prepared form 5471 and 8865 (Information return of U.S Person w/ respect to foreign disregarded entities)
Prepared financial statement such as Balance Sheet, P & L.
Updated estimated federal and states tax payment spreadsheet.
Collected and reviewed documentation to support tax return filings.
Prepared form 1116 (Foreign tax credit.)
Prepared power of attorney forms for federal and states
Responded to IRS request regarding some tax issues.
Reviewed client financial record before preparing tax returns.
Qualified tax returns for filing
Berkower LLC CPA Firm Jan 2017 - June 2017
Staff Accountant Woodbridge, NJ
Specializes in Private Equities, Hedge Funds and Real Estates
Prepared corporate return, partnership returns, 1040 high net worth tax returns, 1042.
Filed Extensions for some 1040, 1120s and 1065 returns.
Prepared Financial Statement such as Profit and Loss
Prepared partnership tax returns with schedule k-1
Prepared trail balances and sent them to clients for review before preparing tax returns.
Prepared comparison spreadsheet for 2015 and 2016 tax documentation to determine what is missing on 2016 tax returns.
Qualified tax returns by clearing diagnostics before filing the returns.
Researched payroll tax issues and kept up to date on regulatory changes.
Responded to and resolved payroll tax notices from taxing authorities.
Maintained files/records in accordance with proper retention policy.
Provided useful payroll tax information to other departments to ensure they have data necessary to set billing rates, accrue correct amounts, and provide good client services.
Reviewed tax information submitted by client for completeness.
Made adjusting entries and completed trial balances in order to prepare a tax return.
Recorded depreciation expense.
Bond Street Group, New York, NY Jan. 2013 – Nov. 2016
Tax Staff
Prepared Individual tax returns on 1040, New York and New Jersey
Schedule C for self-employed and small businesses.
Prepared previous year’s returns and amendments.
Received information from all relevant sources for tax purposes.
Identified the underlying principles, by breaking down information and data into separate tax categories for clients.
Worked with individual and business clients to gather relevant tax-related information so that accurate returns are prepared ensuring the maximum tax benefit is applied to the client’s situation.
Applied tax laws and regulations when preparing or reviewing tax documentations for clients.
Submitted tax returns to IRS for processing.
Prepared and reviewed corporate tax form 1120, partnership form 1065, nonprofit form 990s.
Researched, interpreted tax laws for clients and resolved tax matters.
Contact this candidate