Senior Accountant
- Prepare federal, state and local tax returns, and extensions for various clients (C-Corp, S-Corp, Partnership, Individual, Trust, Gift) -Calculate and run quarterly projections for high-income individuals, trusts, and businesses (C-Corp, S-Corp, Partnership, etc.)-Review tax information supplied by client, assist with the coordination of the day-to-day duties of tax planning, tax work, and wrap-up, perform tax research, and build relationships with clients and colleagues -Manage audit and assurance engagements, in association with managers and partners, from start to finish, including planning, supervision and execution of fieldwork, coordination with quality control team, and timely delivery of reports consistent with client expectations- Train, mentor, and review work of new staff to ensure quality work, improve efficiencies, as well as enhance professional development for both tax and A&A assignments- Part of firm “Champion Team” for CCH AutoFlow and Microsoft Teams. Collaborated with other team members on best way to integrate new software, brain-storm best practices, and train fellow colleagues on new processes of software and meeting platform