Responsible for the preparation of tax returns for a variety of organizations including multi million-dollar hedge fund, oil and gas, foundation, food and beverage industry, and individual clients. Prepared partnership, corporation, estate, charitable, trust, and individual tax returns(forms 1040, 1041, 1065, 1120, 1120S, consolidated, 990, etc.) Preparation of tax returns including analyzing data to make determinations regarding capitalization of client acquisitions and start-up costs, depreciation and amortization, and ensuring compliance with Generally Accepted Accounting Principles (GAAP). Analyzed and reconciled various client financial statements including general ledger, income statement, balance sheet, and trial balance. Assisted in analyzing client budget and non-budgetary accounts to make tax decisions regarding distribution of funds to ensure the most advantageous tax position. Prepared quarterly estimated taxes, as well as state taxes for several different states, and communicated with various state tax offices and government agencies regarding requirements. Conducted the day-to-day maintenance of financial information in Quick Books for some clients and produced their financial statements for yearly tax reporting. Assured the compliance to tax laws and regulations and regularly met strict deadlines with a focus on saving money by avoiding penalties and interest. Maintained a completely paper-less office by utilizing strict internal controls and software to track clients, deadlines, billing, client files and documents. Regularly researched various tax issues and maintained up-to-date knowledge of Generally Accepted Accounting Principles (GAAP). Occasionally traveled to client offices to work in the field.

As an intern, met with clients to gather information and requirements and prepared their individual and corporate tax returns under the supervision of a Certified Public Accountant. Utilized several different types of software for the preparation of tax returns, W-2 forms, client scheduling, and performing accounts receivable functions. Maintained knowledge of generally accepted accounting principles (GAAP) and stayed current on changing information that was relevant to that tax year by reading various accounting and Internal Revenue Service publications and updates.