Experienced Tax Staff Accountant Resume
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Silicon Valley, CA
SUMMARY:
- To obtain an accounting position that will utilize my experience, knowledge, and skills in the field of Tax and Accounting while pursuing CPA Licensure.
PROFESSIONAL EXPERIENCE:
Confidential, Silicon Valley, CA
Experienced Tax Staff Accountant
- Provided tax compliance and prepared tax returns for high net worth individuals (foreign and domestic), multi - state public corporations with foreign entities, partnerships, and single member LLCs.
- Prepared federal and multi-state corporate extensions in Lacerte and Gosystems.
- Provided tax planning services for high net worth individuals and business entities by preparing quarterly projections.
- Prepared cash reconciliation, financial statements and journal entries for clients in accordance with GAAP.
- Research and consult on various tax projects.
- Accustom to working with members at all levels - lead projects that report directly to partners and senior managers.
- Responsible for upholding time management for multiple clients with various deadlines.
- Industries served include individuals and businesses involved in technology, healthcare, financial services, and companies with expatriate issues.
Confidential, Palo Alto, CA
Commercial Operations Contractor
- Resolved field issues and inquiries from company sales consultants, to effectively limit the escalation of issues.
- Processed daily reports through Data Entry and Data Validation.
- Managed account information through the CRMSON software database, to ensure the input of information is accurate.
- Compiled, Sorted, and Verified client records to detect errors or discrepensies, resulting in an improved and more efficient record database.
Confidential
Online Program Coordinator
- Managed an Online Program that included a population of over 300 students, resulting in a 90% successful completion rate.
- Presented information in meetings with staff to discuss campus progress and to ensure objectives were attained.
- Analyzed attendance data reports to forecast, budget, and identify trends, to limit the disenrollment rate.
- Created and distributed marketing materials to increase Online enrollment, resulting in a 10% increase above goal.
- Worked with program directors and student services staff to execute standard retention management processes.
TECHNICAL SKILLS
- Microsoft Office (Word, Excel, Power Point, and Outlook)
- SalesForce
- CRMSON
- Quickbooks
- Various tax programs such as Lacerte, ProSystems, GoSystems, Pfx Engagement, and CS Professional Suite.