Mason Rittenberg Email & Phone Number

Grand Rapids, Michigan, United States

Kalamazoo, Michigan, United States

- Completed over 500 Anti-Money Laundering alert work items for a secondary client to ensure customers were in compliance with both accounting and legal guidelines. - Conducted research on existing customers, employers, investment firms, gifts to/from family members, and other sources/uses of personal income to determine whether the source or use of funds was credible. - Specialized in designated rule breaks such as Historical Profile Deviations, High-Risk Counterparty (Cryptocurrency), Round Amount Activity, Incoming/Outgoing Historical Profile Fund Transfer Deviations, and Excessive use of Cash and/or Cash Equivalents.- Regularly engaged in open discussion with our group of 220+ other Analysts to spread useful learning experiences, necessary changes to protocol and guidelines, and friendly conversation to make the remote workspace more enjoyable.

Kalamazoo, Michigan Area

Position was held from the months of January to April in 2019 and January to March in 2020.- Gained proficiency in UltraTax, Caseware, and Fixed Assets to prepare individual 1040s, trial balances, and generate depreciation schedules for client businesses and corporate entities.- Prepared over 250 individual tax returns during the tax season to provide clients with a quick and easy service.- Eagerly accepted delegated tasks from peers and professionals to increase both their efficiency and my own.- Compiled knowledge of taxation through firm-wide performance and communication.- Demonstrated organization and work ethic in a high stress environment to assist in reaching tax return deadlines.

Kalamazoo, Michigan Area

- Interacted with interns and CPAs to quickly identify and solve new problems from day to day.- Analyzed and interpreted tax documents to identify omissions and inconsistencies to strengthen the next step in the tax return filing process.- Utilized GoFileRoom to correctly scan and input engagement letters, banking invoices, and client provided tax information.