Jason Ocasio Email & Phone Number

Managed the financial operations of the organization including budget preparation, audit, and monthly closing of books of record, ensuring accurate records and compliance with all regulatory requirements. Prepared monthly, quarterly, and annual reports summarizing company business operations, assisting management in understanding and directing the organization. Analyzed financial data, extracted and defined relevant information, in order to record the proper amounts accurately and efficiently. Collaborated with Italian colleagues on complex financial transactions, ensuring alignment with corporate initiatives and GAAP.

Prepared federal and state corporate tax returns for clients with approximately $1 million in revenue. Consulted with over 100 clients regarding the preparation of their federal and state individual tax returns, including schedules A, B, C, D, E.Timely filed monthly and quarterly state sales and payroll tax returns in accordance with state and federal regulations. Completed monthly and quarterly bank reconciliations for clients, to give clients a financial understanding of their operations. Audited school districts, Government Municipalities, and exempt organizations, ensuring records and operations were pursuant to GAAP. Conducted interviews of accounting personnel to determine internal control procedures.Performed analytical procedures to determine further audit testing path.Used audited results to prepared financial statements. Researched accounting and taxation issues, to better consult my client on tax matters.

Master, Tax Law/Taxation

Bachelor Of Science (Bs), Accounting And Business/Management