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Tax Senior Resume

Roseland, NJ

SUMMARY:

I am a self starter and organized individual who is able both to work independently and as part of a team to accomplish company objectives. I am looking to secure a position that will enable me to work in an environment, where my professional skills as well as educational qualifications are utilized for the benefit of the organization.

SKILL:

Proficient in: Microsoft Word, Excel, Access, PowerPoint, Outlook, Quickbooks, Quicken, Prosystem Engagement, Prosystem Tax and Prosystem Fixed Assets, BNA Tax, Gosystem Tax, CCH Axcess, FAS

WORK EXPERIENCE:

Confidential, Roseland, NJ

Tax Senior

Responsibilities:

  • Review and preparation of trust, estate, private foundation and gift tax returns as well as amended returns
  • Preparation of trust and estate annual accountings
  • Reconciliation of various investment accounts on a monthly basis
  • Preparation of financial statements based on the monthly accountings / bookkeeping
  • Calculation of estimated tax payments, yearend projections and preparation of various tax planning scenarios for clients
  • Preparation of correspondence with taxing authorities in response to notices and other issues
  • Developing client relationships as communication with clients regarding various client issues
  • Tax Research on various tax issues

Confidential, New Brunswick, NJ

Tax Supervisor

Responsibilities:

  • Review and preparation of trust, estate, private foundations, gift and individual (high net worth), corporate and partnership tax returns
  • Calculation of estimated tax payments, yearend projections, and projections of various tax planning scenarios
  • Training and supervising staff members in the area of trust and estate
  • Preparation of correspondence with taxing authorities in response to notices and other issues
  • Developing client relationships as communication with clients regarding various client issues

Confidential, New York, NY

Tax Accountant

Responsibilities:

  • Review and preparation of trust, estate, private foundations, gift and individual (high net worth), corporate and partnership tax returns
  • Calculation of estimated tax payments, yearend projections, and projections of various tax planning scenarios
  • Preparation of correspondence with taxing authorities in response to notices and other issues

Confidential, Staten Island, NY

Tax Accountant

Responsibilities:

  • Preparation of individual tax returns for high net worth individuals, estates and trusts and private foundations
  • Reconciliation of various client accounts such as cash and security accounts
  • Calculation of estimated tax payments, yearend projections, and projections of various tax planning scenarios
  • Preparation of family office accounting and financial statements
  • Preparation of currency conversion workpapers for clients with international investments in various currencies.

Confidential, Brooklyn, NY

Consultant

Responsibilities:

  • Prepared individual and business (1120, 1120S, 1065) tax returns
  • Kept company’s books and records using Quickbooks and prepared write ups using client provided information and accounting software
  • Prepared fixed asset schedules for clients and kept track of accumulated depreciation
  • Preparation of forms 1099 and W - 2 and all payroll related fillings
  • Prepared quarterly and sales tax fillings
  • Reconciled various balance sheet accounts and prepared corporate and individual projections

Confidential, Lake Success, NY

Audit Semi-Senior

Responsibilities:

  • Audits, Reviews and Compilations: assisted in the planning process, worked with risk assessment standards, supervised small engagements and assisted staff accountants during the engagement process, compiled financial statements based on client provided information.
  • Prepared Individual and Business Financial Statements using Prosystem Engagement
  • Prepared write ups as well as corporate, partnership, personal, trusts and not for profit tax returns using Prosystem Tax and Fixed Assets
  • Worked on forensic accounting engagements

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