Tax Manager at the public accounting firm Goff Backa Alfera & Company.

• Work with teams on the preparation of tax returns and accounting engagements for a variety of business entity types: partnerships, s corporation, corporate, individual, not-for-profit, and trust/estate tax returns. • Review the General Ledger, trial balance, and financial statements provided by the client. Review year-end balance sheet accounts, including: bank reconciliation, ending receivables, payables balance due, and loan statements and activities, including related parties.• Prepare Adjusting Journal Entries to the General Ledger to update any balance sheet items for year-end activity, review and reclassify expense activity to be in conformance with both GAAP and the Internal Revenue Code. • Analyze Fixed Assets activities for the year, update reporting software and generating annual reports for federal and state level. Review related expenses for any needing to be capitalized. • Research tax compliance issues, transaction analysis, and planning, both for the year-end and ad hoc. Review multi-state tax apportionment and compliance (sales, wages, and property.)• Mentoring new staff. • Member of the office Social Committee for employee engagement and event planning.

• Work on a team to supervise the kashrus of food served at the Charles Morris and related nursing homes, making sure Jewish dietary laws are strictly adhered to. • Review current kosher policies and procedures for maintaining kosher kitchens under jewish dietary laws (Halacha), suggest any updates if need be for new products or procedures. • Helped to implement a new and improved standard for checking lines of produce.• Research new products to make sure standards are kept, as well as yearly review of current items.• Educate staff and visitors on kosher guidelines to maintain the integrity of the kosher standards.

• Contract remote work with public accounting firms in meeting the client’s tax and accounting needs. Preparation of business and individual returns. • Review G/L, trial balance, and financial data provided by the client, prepare lists of outstanding items. Analyze fixed assets for any additions or disposals. Maintain assets and GAAP depreciation in firm software, reconciling year end activities, and preparing adjusting journal entries for the client’s ledger. Thorough documentation of work with the use of standard workpapers and reports.

• Worked on a team in preparation of partnership, s corporation, corporate, not-for-profit, and individual tax returns.• Researched tax compliance issues, transaction analysis, and planning. Drafted correspondence with taxing authorities.• Wrote 11 technical tax research articles on current tax topics for the award-winning online tax blog, "Our Thoughts On".• Received two employee awards for meritorious work in the fall of 2016.

• Trusted business adviser of Business Banking solutions to cash flow needs. • Generate revenue for the bank through cross-sell of PNC Business Banking services and products. Enhance and grow the clients’ relationships with the bank, while attaining goals set by management based on the projected sales development through the market.• Team and collaborate with branches across the footprint in ensuring smooth account opening, effective cross-sell penetration, and smooth on-boarding of new Business Banking clients.• Help in on-boarding and training new hires to the team. • Balanced scorecard of 104% in 2015 and 110% for 2014.

• Manage a portfolio of 400+ small businesses in an assigned territory. Generate revenue for the bank through cross-sell of PNC business banking services and products. Enhance and grow clients’ relationships with the bank, while attaining goals set by management based on projected sales developed through the book. • Manage the business credit process for the bank’s clients from the initial application to working with the underwriters, post approval unit, and document preparation specialist to ensure a positive lending experience. • Practice sound risk management both internal and regulatory [“Know Your Customer”, recorded phone calls, U.S. Patriot Act, and other compliance issues].

• Solicited new accounts and cross-sell banking products and services to grow and retain personal and small business customer [sales under 500m]. • Performed a wide-range of services from opening accounts, credit applications, mortgage referrals, investment referrals, Business Banking services, and addressing customer service needs. • Helped with sales coaching on the teller line to increase cross-sales during a branch visit. • Numerous awards for Gallup polling scores and top sales ranking.