Support and assist a 10-person team responsible for providing a wide range of accounting services such as tax planning, audits, and bookkeeping services to medium and small clients in various industries. Provide administrative support by efficiently entering trial balances and generating reports in Accounting CS for senior colleagues. Key Responsibilities: ● Proficient in preparing 400+ individual, partnership, S-Corp, trust, and nonprofit organization returns using CCH Prosytem fx Tax software.● Prepare detailed audit workpapers including financial statements, reconciling bank statements and for governmental entities and nonprofit organizations using PPC SMART Practice Aids software.● Skill in preparing W-2, 1099-NEC and 1099-MISC forms in CFS Payroll system software. ● Maintain compliance to local and federal tax regulations through due diligence, and yearly training in accordance with updated tax laws.

Support a team responsible for providing professional services to medium and small clients in various industries with company sponsored retirement plans. Provide administrative support including uploading and downloading necessary files for client valuations and collecting and tracking necessary information for completion of annual review reporting. Key Responsibilities: ● Edit and proof census data using Microsoft Excel to conditionally format to ensure efficiency with internal processing.● Calculate employee vesting and eligibility for retirement plans.● Assist the team with reconciling deposits, IRS Form 5500 and any additional schedules required, including IRS Form 5330 and 8955A.● Review legal plan documents and understand retirement plan provisions.

Prepared 2019 state income tax returns for various Life and Property and Casualty subsidiaries of MetLife in accordance with current tax laws and interpretations. Key Responsibilities: ● Assisted with state premium tax filings and sales/use tax filings for various MetLife entities to meet their compliance needs.● Corresponded with colleagues on project management updates for various assignments.● Utilized Thomson Reuters ONESOURCE software to complete tax return filings.

● Prepared and assessed 50 + 2019 federal, state, and local tax returns, 300+ extensions, and quarterly estimates for the transportation division.● Utilized several Thomson Reuters products including GoFileRoom and ONESOURCE. ● Communicated with clients daily to review necessary forms and assets for tax returns.

• Assist department and secretary with various as-needed tasks• Greet and respond to the needs of visitors to the department• Stock and clean various rooms and storage closets within the department

● Approved invoices and entered receipts and payables for 8 company properties.● Updated and organized on-boarding client information and transactions to ensure accuracy.● Gained knowledge and experience with software’s Yardi 6 and 7 and Nexus.

-Completed cash register and credit card transactions totaling approximately $300 per shit-Incorporated excellent customer service during transactions emphasized by tips gifted by customers-Oversaw restock of food products while maintaining organization for efficiency and cleanliness

-Handled approximately 50 customer satisfaction emails per day-Expedited shipments, initiated phone calls with clients, stocked checks, ensured shipment dates and returns on time-Collaborated effectively with a 5-person customer satisfaction email team