Isaac Perri Email & Phone Number

Bartlett, Illinois, United States

• Effectively prepare monthly balance sheets and profit and loss statements.• Code invoices, set up new accounts, reconcile accounts, and close the monthly books.• Accurately reconciles bank accounts, verifies deposits, and addresses inquiries from banks.• Reconcile cash disbursement accounts, payroll, customer accounts, and other financial accounts.• Verify payment of invoices associated with accounts payable and ensure payments are charged to the appropriate accounts.• Provide outside auditors with assistance; gather necessary account information and documents to perform annual audit.

Oak Brook, Illinois, United States

• Produced corporate, fiduciary (complex, grantor, simple, and split-interest), gift, individual, partnership, payroll, sale tax, and private foundation tax returns, including preparation of work papers and lead sheets, preparation of tax projections and related estimated payments• Advised clients on tax strategies, compensation and benefit plans, and accounting systems• Prepared monthly, quarterly, and annual bookkeeping for clients. Along with preparing financial statements, journal entries, and account reconciliations • Researched tax laws, rules & regulations, analyze their application and defend decisions, and outline solutions to those issues• Managed the mailing, e-filing, and tracking process for 1099s along with preparing them using Yearli by Greatland

Oak Brook, Illinois, United States

• Showed proficiency in preparations of 1040s and 1041s, was asked to work on more complex projects (including roll forwards, extensions of non-for-profits, uploading, etc.)• Work with CCH Access and SurePrep to prepare tax returns and tax projects • Collaboratively working with tax team members and tax interns; responding and assisting my intern peers on more complex issues while building rapport and strong relationships

Maywood, Illinois, United States

• Assist with accounts payable by completing requisitions for invoices and reimbursements and ensuring proper documentation and receipts are included• Work with the Operation’s Accountant to code, allocate, and enter invoices and check requests into the MIP accounting system• Assist with the preparation of the agency budget model in Excel and other related duties as assigned by the Chief Financial Officer

Bachelor Of Business Administration - Bba, Accounting, Gpa: 3.7/4.0

Activities and Societies: The Village (2018-2020)

High School Diploma

Activities and Societies: Future Teachers of America (2016 – 2018) Students Against Destructive Decisions (2016 – 2018) Black Students.