Lex Uffer Email & Phone Number

New York City Metropolitan Area

New York, United States

- Complete both State and Local Separate and Combined Returns. - Assisted with Controlled Foreign Corporation documentation- Documented all FDII Substantial Evidence - Prepared Returns for Inactive Companies

Newport, Ri

• Resolved billing issues, disputed unpaid claims, and reconciled paid claims• Maintained confidential information as required by HIPPA while updating records and insurance information• Communicated with clients to provide excellent service and to request feedback on services and Dietitians• Obtained insurance benefits for services provided to ensure coverage for clients• Managed the schedules of Registered Dietitians to ensure organization and coordinate with client’s… Show more • Resolved billing issues, disputed unpaid claims, and reconciled paid claims• Maintained confidential information as required by HIPPA while updating records and insurance information• Communicated with clients to provide excellent service and to request feedback on services and Dietitians• Obtained insurance benefits for services provided to ensure coverage for clients• Managed the schedules of Registered Dietitians to ensure organization and coordinate with client’s preferences Show less

Toa Baja, Puerto Rico

• Utilized Excel to accurately assess inventory cycle count to determine freight charges and international tax rates• Reviewed Federal and State requirements to minimize legal and financial risks for foreign trade zone• Analyzed account information on credit card expenses and reconciled financial discrepancies to maintain records

Framingham, Ma

• Created a Profit and Loss Sheet in Excel as explanation to the bank for net income including all divisions• Prepared detailed invoices for all client engagements in firm service divisions• Utilized QuickBooks to record, track and reconcile invoices for company HQ and global locations• Analyzed Master Service Agreement and Settlement of Work using Salesforce to upload client information,updated contracts, and executed services agreements for contracts

Master Of Science - Ms, Taxation

Activities and Societies: • Relevant Coursework: International Taxation, Corporate Taxation, Financial Statement Analysis, Python •.

Bachelor'S Degree, Accounting

Study Abroad

Activities and Societies: Leeds Snowriders, Leeds Swim Team Studied abroad at the University of Leeds in Leeds, GB taking an array.