Samantha Glassman Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

● Entered incoming and outgoing cash transactions into internal software each day to ensure our records matched the bank report and all payments to and from suppliers and customers were accounted for.● Prepared reports at the end of each monthly period involving gross profit, inventory adjustments, expense accounting, income statement and others in order to provide the leadership team with accurate financial statements and forecasts.● Collaborated with coworkers to create and present special projects to the leadership team that helped make financial decisions and reduce the amount of work needed to transfer data from software to software.● Made quarterly state tax payments both online and through the mail ensuring each payment was sent before the due date and keeping records of all payments and correspondence between the company and state revenue agencies.● Researched legal materials including governmental legislation and areas of the tax code to understand and present different opportunities or potential issues that could arise.

Chicago, Illinois, United States

● Researched tax legislation to apply specific tax benefits for each client.● Processed and mailed tax returns to clients and state agencies using an organized system and ensured clients and state tax agencies received the documents within the allotted timeframe.● Delegated associated tasks to interns and staff for each client.● Collaborated with the Property Tax department to assist in collecting property tax bills, parcel information, and creating work papers involving location and ownership of retail locations for real estate and commercial companies.

Chicago, Illinois, United States

● Worked in the Multistate Tax department and focused on tax compliance surrounding state and city annual tax returns, estimate payments, and extension vouchers.● Reviewed and drafted tax support documentation, work papers, tax returns, and K-1s for partnerships, corporations, individuals and trusts.● Calculated extension and estimated tax payments for state requirements and drafted extension and estimate payment vouchers for partnerships, corporations, individuals and trusts.

Chicago, Illinois, United States

● Became proficient in tax preparation software including GoSystems, Corptax, Excel and internally created software supporting K-1 creation and data transference to the relevant tax software.● Researched tax filing requirements for individuals, corporations and franchises regarding standard deductions, filing requirements and due dates for specific tax forms, and other relevant tax law interpretations for state and city tax laws.● Assisted senior associates with the creation of work papers, K-1s, tax returns and the processing and distribution of completed deliverables to the client and relevant state agencies.

Tel Aviv District, Israel

● Answered common questions in person, over the phone, and via email from guests traveling from all over the globe and helped convey the mission of the museum to visitors.● Created weekly and monthly schedule updates using graphic design software including Photoshop and Canva to inform donors and executives of the museum’s important guests and events.