Patrick Simon Email & Phone Number

Auburn, California, United States

Bergisch Gladbach, North Rhine-Westphalia, DE

San Jose, CA, US

• Compliance assistance for sales, property, and corporate income taxes
• Created extension, estimates, and state return workbooks
• Prepared and filed extension and multi-state returns in an accurate and timely manner
• Contributed to the provision team’s quarterly and yearly work paper preparation and analysis
• Prepared detailed analysis for property tax returns
• Provide support for federal, state, and local audit defense positions

San Ramon, CA, US

• Reviewed and analyzed client data and prepared corporate tax returns on their behalf
• Researched and analyzed changes in tax regulation and developed tax planning skills
• Worked as an individual contributor and as part of a team to support client engagements
• Created and prepared clean and accurate work papers
• Developed administrative, professional, and interpersonal skills to the extent of being able to organize, analyze and communicate with others in a productive and efficient manner.

Certificate Of Advanced Accounting Proficiency (Caap), Accounting

Bachelor'S Degree, Public Health