Senior Lead Negotiator Resume
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SUMMARY:
Energetic, tenacious, Certified Public Accountant, looking for a challenging position that uses my eight years in tax resolution, plus eleven years of experience in public accounting and finance, to further grow in a company and oversee and work with fellow employees to teach what I have learned with my work experience.
EXPERIENCE:
Senior lead negotiator
Confidential
Responsibilities:
- Facilitated accounting and bookkeeping services for hundreds of clients in preparation for their tax returns to be filed.
- Initiated hundreds of Offers in Compromise for federal and state taxes for clients to settle for a reduced amount their taxes owed thereby delivering millions of dollars in savings.
- Advocated and negotiated with federal and state tax agencies payment plans for clients who cannot pay in full and qualify for the Fresh Start Program.
- Aggressively negotiated with the IRS to grant the Currently NonCollectible status for clients who do not have an ability to pay the debt down but are current on their taxes.
- Conducted multiple Audit Defense when a tax authority audits the tax returns.
TEAM LEADER
Confidential
Responsibilities:
- Supervise several co - workers accounts and ensure their timely completion per deadlines.
- Responsible for researching complex aged items as appropriate.
- Conduct and supervise various complex account reconciliations between PIMCO and custodial records for portfolios with net market values in the billions of dollars.
- Take proactive approach in monitoring the daily cash movements which result in minimized aged items.
- Continuously keep zero aged items over 90 days on all accounts.
- Accurately post journal entries, capital stock withdrawals and deposits, and fees and expenses.
- Ensure all monthly accounting reports under jurisdiction are completed by all due dates.
- Led project that analyzed all cash breaks over 90 days and brought a reduction in over 50% of all cash breaks thereby limiting company exposure saving millions of dollars.
STAFF ACCOUNTANT
Confidential
Responsibilities:
- Prepared trade reconciliations, researched warrants and dividend payments for hundreds of clients.
- Provided client services and scheduled numerous online transfers for the Emerging Markets area.
- Ensured timely and accurate settlements for all transactions, including related dividends.
- Monitored transactions for compliance with rules and regulations governing specific products.
STAFF ACCOUNTANT
Confidential
Responsibilities:
- Performed audits, reviews, compilations, and write - ups for a myriad of clients.
- Provided individual income tax return and payroll tax return assistance, as well as assisted in the preparation of C corporation, S corporation, and Partnership returns.
- Prepared bank reconciliations in addition to assisting clients in their accounting for income and expenses.
- Participated in the compilation of client s financial statements.