• Managed many competing priorities characteristic of public accounting environment by working 12-hour days year-round; praised by managers and partners for commitment to firm.• Prepared variety of federal, state, and local business tax returns, especially IRS Forms 1065 and 1120S; was assigned 90 business clients for 2024 tax season.• Gathered, assembled, and generated workpapers to review business clients’ activity:‒ Coded transactions to proper trial balance… Show more • Managed many competing priorities characteristic of public accounting environment by working 12-hour days year-round; praised by managers and partners for commitment to firm.• Prepared variety of federal, state, and local business tax returns, especially IRS Forms 1065 and 1120S; was assigned 90 business clients for 2024 tax season.• Gathered, assembled, and generated workpapers to review business clients’ activity:‒ Coded transactions to proper trial balance accounts.‒ Reconciled bank and credit card accounts.‒ Conducted analytical reviews of trial balances by investigating year-to-year account variances.‒ Interacted with clients via phone calls, e-mails, and face-to-face meetings to discuss plausibility of account variances and obtain additional required documents.‒ Closed books at year end by recording adjusting journal entries.‒ Converted books from accrual basis to cash basis for tax preparation purposes.• Prepared financial statements and accompanying footnotes for compilation and review engagements in compliance with U.S. generally accepted accounting principles (GAAP) on quarterly, semiannual, and annual basis.• Prepared non-profit organization tax returns, including IRS Form 990 and annual state registrations; researched unique filing requirements for 14 states across the country.• Projected quarterly and semiannual taxable income to enable businesses to plan for remainder of tax year.• Supervised junior accountant for 1.5+ years with preparation of workpapers, business tax returns, and financial statements; reviewed colleague’s work for accuracy, and provided feedback to improve precision and efficiency of future projects.• Assisted managers with audit engagements by performing fieldwork at clients’ facilities:‒ Completed audit planning, testing, and reporting procedures for financial statement audits of non-profit organizations, a homeowners’ association, and a 401(k) plan.‒ Performed Yellow Book audit of non-profit organization. Show less

• Selected by partners to direct firm’s COVID-19 task force for 2 years: ‒ Assisted 300 business clients to obtain $56 million of pandemic relief funding, including Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) proceeds. ‒ Learned and applied regulations for new government programs. ‒ Trained 10+ colleagues to prepare loan funding applications.• Chosen by partners to assist major construction client with… Show more • Selected by partners to direct firm’s COVID-19 task force for 2 years: ‒ Assisted 300 business clients to obtain $56 million of pandemic relief funding, including Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) proceeds. ‒ Learned and applied regulations for new government programs. ‒ Trained 10+ colleagues to prepare loan funding applications.• Chosen by partners to assist major construction client with accounting functions for 5+ years: ‒ Reviewed and annotated weekly payroll timesheets for accuracy; submitted timesheets to enable payroll company to generate employees’ paychecks and certified payroll reports. ‒ Filed weekly and monthly union benefit remittance reports for 12 different local unions. ‒ Gathered documents requested by union auditors to comply with routine annual union benefit audits. ‒ Updated accounts receivable and project income reports weekly to assist controller with cash flow planning. ‒ Renewed disadvantaged business enterprise (DBE) status with certifying agencies annually. Show less

• Led all new hires in year-to-date billable hours; worked 299 billable hours in Mar. 2017.• Recognized by managers and partners as “very proactive” in seeking additional billable work.• Volunteered to assist colleagues at Florida office with extremely time-sensitive audit project.• Prepared federal, state, and local tax returns, including IRS Forms 990, 1040, 1041, 1065, 1120, and 1120S.• Prepared workpapers, recorded adjusting journal entries, and performed accrual-to-cash… Show more • Led all new hires in year-to-date billable hours; worked 299 billable hours in Mar. 2017.• Recognized by managers and partners as “very proactive” in seeking additional billable work.• Volunteered to assist colleagues at Florida office with extremely time-sensitive audit project.• Prepared federal, state, and local tax returns, including IRS Forms 990, 1040, 1041, 1065, 1120, and 1120S.• Prepared workpapers, recorded adjusting journal entries, and performed accrual-to-cash conversion to determine taxable income.• Identified missing documents needed to finalize workpapers and tax returns; communicated findings to 10+ managers and partners on timely basis.• Resolved federal, state, and local tax notices on behalf of clients.• Computed quarterly estimated tax payments. Show less