- Prepared and reviewed tax returns for individual, fiduciary, S corporation and/or partnership and nonprofit organizations.- Prepared and reviewed multi state tax returns for businesses.- Prepare and present tax planning strategies to clients and offer tax-savings recommendations. - Generate invoices to bill clients..- Correspond with clients regarding missing items required to initiate and complete the tax return.- Coordinate with the firm partner and the firm’s senior accountant to ensure precise tax return preparation.- Draft response letters for clients who have receive notices from IRS or state Department of revenue- Utilized software such as CCH ProSystem fX Engagement, CCH Axcess, Microsoft, Practice Management, tax planning software, QuickBooks Online, and QuickBooks Desktop.- Recorded and reconciled monthly transactions..- Prepared and analyzed financial statements, including balance sheets, income statements and accounts receivable and accounts payable reports.- Monitored changes in tax laws and regulations, ensuring compliance with all applicable laws.

- Prepared, filed and reviewed tax returns for individual, corporate, partnerships, trust and nonprofit organizations.- Prepared and reviewed estimated tax payments.- Monitor changes in tax laws and regulations.- Developed and maintained client relationships.- Monitor and analyze businesses financial performance.- Prepare and review journal entries.- Assisted with month-end and year-end close processes.- Research and resolve discrepancies in financial data.- Performed audits of financial statements and internal controls for a variety of clients, resulting in identification of significant deficiencies and material weaknesses.- Stayed up-to-date on changes in auditing standards and regulations, resulting in the successful implementation of new audit procedures and techniques.- Utilized software including CCH ProSystem fX Engagement, Thomson Reuters AdvanceFlow, GoFileRoom, TeamMate Analytics, QuickBooks Online and QuickBooks Desktop.- Coordinated with the firm partner and senior accountant to ensure accurate preparation of tax returns and issuance of audited financial statements.

- Assisted in preparing tax returns for individual, fiduciary, S-corporation and partnership.- Assisted in analyzing a variety of clients financial statements to identify deficiencies and material weaknesses.- Researched and analyzed tax laws and regulations.- Communicated with clients regarding missing items necessary to complete their tax returns.- Effectively communicated with the tax manager, tax reviewer and client manager to ensure accurate preparation of the tax return(s).- Utilized software such as CCH ProSystem fX Engagement and SurePrep.

- Maintain databases for students, alumni, faculty, and donors by inputting new and updated information.- Verify entered data by reviewing and correcting any inaccuracies.- Maintain confidentiality of all information.- Identify and remove duplicate records from the database.- Utilize software including Blackboard, Raiser's Edge, and Citrix Application.

- Developed a $250,000 inventory system.- Managed product ordering and inventory utilizing Microsoft Excel and Word.- Assisted with day-to-day production tasks.- Interacted with lodge guests, providing necessary information and fulfilling their stay requirements.