Julia Zack, Cpa Email & Phone Number

Farmington Hills, Michigan, United States

Greater Detroit Area

• Act as commercial SME (subject matter expert) in two key areas of Ally’s dealer financial services – wholesale financing and dealer loans.• Assist with the accounting close process (complete journal entries, financial statement account analysis, etc.) and prepare related monthly account reconciliations, daily and monthly.• Prepare SEC footnote disclosure information in support of Ally's 10-Q/10-K reporting process.• Prepare Auto Finance segment-specific financial disclosure information for internal and regulatory reporting purposes.• Responsible for providing support for internal and external audits.• Liaise with other accounting groups that impact the Auto Finance segment financial statement results (Securitization Accounting, Financial Shared Services, Tax, Risk, Treasury, etc.), regional business centers, and 3rd party providers.• Support global financial accounting systems initiatives (e.g., development of new Auto Finance Accounting sub-ledger, improved usage of SAP general ledger).• Insure accuracy, completeness, and proper support of journal entries and reconciliations in compliance with global policy. Prepare adequate documentation to support general ledger balances.• Assist in research and implementation of certain technical accounting and disclosure matters, special projects, ad hoc requests, as required.

Greater Detroit Area

• Prepare and review complex federal, state and local income tax returns, estimates, and extensions for partnerships, non-profit organizations, and high net-worth individual and trusts.• Prepare and review annual federal and state income tax returns for subsidiaries as well as consolidated federal income tax return for the entire company.• Examine trial balances, make adjusting journal entries where needed to properly prepare book to tax adjustments and tax income statement.• Provide tax consulting services, research tax regulations, and implement new legislation under supervision.• Assist in resolving federal and state tax notices and audits; coordinate information responses for federal income tax audits.• Maintain first point client contact, prepare engagement letters and billings.• Identify client compliance issues and open items. Appropriately communicate them to the engagement team and client management.

Warren, Mi

•Prepared individual tax returns addressing complex tax issues and tax deduction problems of clients.•Advised clients on possible appropriate avenues for rebates, tax deductions, savings, and credits.•Helped clients with strategies and tax minimizing practices that had tax advantages in keeping with what the law allows.

Greater Detroit Area

Responsible for assisting in the delivery of Financial Accounting course with the duties of:•Supervising and directing two breakout sessions, fifty students each•Working through additional examples with students to further explain and reinforce concepts•Administering quizzes and exams as well as helping professor with grading•Tutoring twice a week

*Executed, facilitated, and supervised more than 300 listings and successfully finished more than 200 closings.*Supervised and managed team of assistants and buyers' agents.*Assessed and determined fair market value of residential real estate by collecting, verifying, and analyzing property information, reconciling various indicators, and preparing comparative market reports.*Maintained office operations through handling phone calls, incoming and outgoing correspondence, faxes, scheduling, appointment setting, and office supplies purchasing.*Maintained and updated company's websites.*Performed a variety of tasks requiring extensive evaluation, originality or ingenuity in making decisions.

*Gathered and examined collected financial and related documents of enterprises in question for possible infractions of the currency and export law. Initiated suggestions.*Communicated, collaborated, and cooperated with the auditing and support team.*Assisted in planning and conducting comprehensive audits.

Provided administrative support to the CEO, trough planning support, appointment setting, scheduling of meetings and event.Maintained working relationships with regional and municipal administrations, federal law-enforcement agencies, customs, arbitrage, ministry of internal affairs.Performed day-to-day office management functions such as correspondence handling, organization and maintenance of filing system, management of incoming phone calls, monitoring inventory of supplies, and maintenance of office equipment.Planned, coordinated, and prepared special projects as assigned.

Bachelor Of Science, Business And Management

Post-Baccalaureate Certificate, Accounting, 3.95

Activities and Societies: Deans List Recipient, Fall 2010 & 2011; Golden Key member, invitation only International Honour Society MACPA.

Pob Certificate In Accounting, Accounting And Finance, 3.96