James Bolognese, Cpa Email & Phone Number

Portland, Oregon, United States

New York, New York, United States

New York, New York, United States

Greater New York City Area

• Assist in the design, implementation, and operation of global record-to-report processes. • Working with local country EY teams to ensure the client’s statutory reporting and tax compliance filings are completed and filed by the statutory due dates.• Holding monthly calls with clients to update them on their current and future filing requirements and any foreign or domestic tax developments that may affect their subsidiaries.• Reviewing the English summaries of foreign tax returns for completeness.• Helping to create and analyze data analytics using the English summaries of the client’s foreign tax filings.• Working on foreign tax proposals for multi-million dollar engagements.

11 E 26Th St. New York, Ny, 10010

• Responsible for recording various journal entries for month-end close.• Handling the entire payables process, including employee reimbursements, for the NY school campus.• Preparation of various divisional and corporate reports for departmental heads as well as corporate finance team.• Designing and generating reports to support extensions, school operations, and finance. • Preparation of various documents as requested for periodic audits, including state sales tax audit. • Responsible for the financial analysis and budget comparison for one of the revenue streams.• Managing vendor, staff contracts, and class needs as required by instructor.• Managing the enrollment process for the after-school, study abroad, and summer programs.• Initiating and managing regular communications with families regarding the registration, drop/add, and financial aid process.

225 West 35Th Street, 16Th Floor New York, Ny 10001

Maintenance of books and records for clients in various industries including technology, fashion, retail, and professional services. Responsibilities included: • Updating and reconciling of checking, credit card, line of credit, and loan accounts. • Responsible for client A/R process from billing invoice creation to collections follow-up as needed. • Reviewed client’s A/P aging to determine vendor disbursements, as well as addressing vendor liability discrepancies. • Responsible for client’s onboarding process for new employees via various outside payroll services such as Intuit, ADP, Paychex, and Zen Payroll. • Presenting monthly financial statements as well as updated projection analyses to the client or their parent company on a basis of their choosing. • Reviewed client’s financial statements to identify any cost saving opportunities and/or anomalies.Preparation of tax returns. • Prepared individual, partnership, nonprofit, and corporate income tax returns on the Federal, state, and city levels. • Reviewed, analyzed, and corrected client’s general ledger used for tax return preparation. • Prepared periodic sales tax returns for various states.

55 Water Street, New York, Ny 10004

• Database research for information pertaining to pending cases in the Department of Transportation’s litigation services/records management department, and compilation of records in preparation for attorney testimony in court.

601 W 26Th St. New York, Ny 10001

• Entered and monitored time sheets for over 250 full and part-time employees via HR software. • Assisted in the employee onboarding process including employment contracts.

8613 3Rd Ave., Brooklyn, Ny 11209

• Receive, inspect, and store meat upon delivery, to ensure meat quality; cut, trim, bone, tie, and grind meats, such as beef, pork, and poultry to prepare meat in cooking form; prepare special cuts of meat ordered by customers; shape, lace, and tie roasts, using boning knife, skewer, and twine; wrap, weigh, label and price cuts of meat.

350 Jay Street, Brooklyn, Ny 11201

• Interviewing of police officers, detectives and civilian witnesses involved in arrests within Brooklyn; creating affidavits concerning these arrests; and forwarding case information to the appropriate bureau following the screening process.

399 Park Ave, 12Th Floor, New York, Ny 10022

• Working directly with a Financial Adviser to enhance the overall client experience, overseeing the practice management portion of the Financial Adviser's business, creating efficient processes to make client interactions easier for the client, general administrative help to the Financial Adviser, communicating with client, CPA's, wholesalers, and other third parties regarding client matters and questions, creating marketing materials to help educate clients.

6901 5Th Ave. Brooklyn, Ny 11209

• Handling various customer transactions including taking deposits, disbursing cash, opening accounts, preparing cashier's checks, personal money orders, issuing traveler's checks, exchanging foreign currency, ensure compliance with all internal controls and established policies and procedures, and balance cash drawer at the end of each shift.

Bs, Business Administration And Management, General

Activities and Societies: Omicron Delta Epsilon, GLOBE International Business Club, Economics Society, Finance Society, Pre-Law Society.

Master'S Degree, Accounting

Education record

Activities and Societies: student bar association 1L representativeStudent Bar Association - 1L Representative, Tax Law Society - Member.