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.
• 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.