Billy Kerkenides, Ea Email & Phone Number

Syosset, Ny, Us

New York, New York, Us

New York, New York, Us

New York, New York, Us

New York, New York, Us

●Responsible for preparing tax returns for trusts, estates, and charitable organizations with precision and accuracy●Communicate to the IRS and State governing departments involving sensitive tax matters ●Thorough review of trust instruments and legal documents to determine appropriate tax administrative procedures●Review and mentor younger staff's work●Teach and explain pertinent tax topics to newer staff●Effective tax knowledge of Partnership and S-Corporation Schedule K-1s●Clear and concise work paper skills ●Analytical review client transactions●Proficiency in CCH, Microsoft Outlook, ProSystems, and Thomson Reutters OneSource

Gb

●Extensive review of trust instruments and legal documents to determine appropriate tax administrative procedures ●Lead weekly team meetings with “teach-based-learning” objectives ●Assist in estate tax planning through review of clients’ Last Will & Testament and asset inventory ●Manage and coordinate internal tax consequences for deceased individuals ●Review intricate and diverse fiduciary income tax returns ●Itemize all materials and tax documents necessary for preparation of intricate Estate Income Tax Returns ●Teach and explain pertinent tax topics to newer staff ●Thorough analysis of Partnership and S-Corporation Schedule K-1s and their appropriate taxability ●Meticulous work paper skills ●Determine state fiduciary tax compliance for all 50 states and Washington DC ●Streamline necessary procedures for tax preparation ●Boost team morale with self-developed examples ●Rigorously review and determine taxability of client transactions ●Responsible for preparing Form 1099s and Form 1041s with precision and accuracy ●Correspond to IRS and State governing departments involving sensitive tax information ●Proficiency in Lotus Notes, all Microsoft Software, and Tax Research techniques

Mechanicsville, Virginia, Za

●Perform daily inventory reconciliation ●Reconcile cash drawers for accurate accountability ●Manage the scheduling needs for a pool of 10 employees to meet forecasted shift demand ●Motivate staff by “Leadership by Example” to enhance service delivery and ultimate customer experience ●Friendly and enthusiastic bartender for over 4 years

Master'S Degree, Taxation

Advanced Regents Diploma