• Assigned, supervised, and reviewed work delegated to junior staff• Account manager for high net worth individuals and small business clients• Prepared tax returns for individuals, partnerships, corporations, estates, trusts, and nonprofit organizations • Provided federal and state payroll tax services to individuals and various other entities• Independently completed annual audit and tax returns for a 501(c)(3) private foundation with more than $75 million in assets and $10 million in annual grants• Audited, reviewed, and compiled financial statements of non-publicly held companies• Met with clients to prepare income projections and advise financial strategies to minimize both current and future tax liabilities• Principal staff in charge of weekly bookkeeping, annual financial statement preparation, and necessary tax returns for three cooperative buildings

• Prepared monthly prepayments of over one million dollars and presented to the Board of Commissioners• Responsible for reconciling data from various records and kept track of the budgeted projections versus actual expenditures of a proprietary fund• Worked directly under the CFO and successfully carried out a wide range of duties including budget preparation for (3) major operating departments of a state-of-the-art wastewater treatment facility