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Queens, NY
... Benefit Resource New York, NY March 2020 - September 2022 ACCOUNT EXECUTIVE • Managed a $1 Million Dollar book of business with a 90% retention rate and advised and provided pre-tax benefit • Worked with brokers, carriers, vendors, and benefit ...
- Aug 05
Staten Island, NY
... Managed the mailings of Schedule K-1s, Annual and Semi-Annual Financial Statements, quarterly management letters, investor capital calls, Federal tax filings and State tax filings for the Employee Private Funds. Oversight of the annual regulatory ...
- Aug 05
Caldwell, NJ
... ● Contributed to the organization's financial stability during challenging times while assisting leadership in applying for Payroll Protection Program loans and securing Employee Retention Tax Credits. Christopher Ferguson ● Performed an in-depth ...
- Aug 05
Newark, NJ
Monica Morris ADMINISTRATIVE/FRONT DESK/TAX PREPARER Linden, NJ 07036 ad7rni@r.postjobfree.com +1-908-***-**** PROFILE SUMMARY Resourceful and enthusiastic Accounts Receivable and Payable professional experienced in tracking and auditing incoming ...
- Aug 05
Manhattan, NY, 10261
... ADDITIONAL EXPERIENCE URBAN UPBOUND, Long Island City, NY, Tax Preparer (Volunteer Income Tax Assistance (VITA), 2022 AARP FOUNDATION, Monmouth County, NJ, Tax Aide Volunteer / Quality Reviewer, 2024 HAYNES SECURITY INC., Newark, NJ, Payroll ...
- Aug 04
Jersey City, NJ, 07399
... Implementation and Support of various financial modules including General Ledger, Payables, Receivables, Purchasing, Cash Management, Fixed Assets, E-Business Tax, Expense TCA, and Trade Management in EBS and Cloud. Worked on upgrade projects from ...
- Aug 01
Brooklyn, NY
... Prepared and mailed tax forms to clients during tax season. Provided management with weekly updates concerning the status of each delinquent account. Trained new staff member to collect monies on past due accounts. EDUCATION State University of New ...
- Aug 01
Livingston, NJ
... Start and Advanced Intern programs 2020 to 2021 I led a team that reimagined the design of an Audit and Tax Associate's in-person “Day in the Life” to a digital simulation, delivered to 3,900 interns. Evaluation ratings were 4.7 on a 5-point scale ...
- Jul 31
Bronx, NY
... Submitted various documents to banks for funding, mortgage pay offs, title liens or tax payoffs. Packaged documents, sent to both bank and title companies Notarized all documents at the closings. Guaranteed Home Mortgage / Loan Processor/Underwriter ...
- Jul 31
Edison, NJ
... These included multistate tax returns. Also calculated book to tax calculations which included UNICAP. Prepared estimated taxes based on tax planning calculations. ITO CPA, PC – 2/1993 TO 10/1995 – SEMI SENIOR Worked with international tax issues ...
- Jul 30