Tax Associate
Tax associate role for a wealth management firm catering heavily to musicians and large touring companies. Preparation of multiple types of tax returns, while gaining specialized knowledge of clients with multi state/country activity.
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Simone Lockhart is listed as Tax Accountant based in Los Angeles, California, United States. AeroLeads shows a matched LinkedIn profile for Simone Lockhart.
Simone Lockhart previously worked as Tax Associate at Tkg Business Management and Tax Associate at Baker Tilly Us. Simone Lockhart holds Bachelor Of Science - Bs, Financial Analysis, 3.5 from California State University, Northridge.
Over 10 years experience in a corporate setting for varying industries including tax, wealth management, and manufacturing. I joined the workforce right out of high school and built my skills up as an office administrator and bookkeeper. Once I reached a plateau with working opportunities I realized the only way to climb upwards would be to enroll in college and get my degree. As I had been focused on financial work for years, finance and accounting seemed like the best pick. While in school I was lucky enough to get a job with a top 10 accounting firm and from them have gained ample experience in tax preparation and office coordinating for an international corporation. I am still looking to grow in my career and look forward to my next chapter, which will, fingers crossed, include passage of my CPA exam in the next year.
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Beverly Hills
Tax associate role for a wealth management firm catering heavily to musicians and large touring companies. Preparation of multiple types of tax returns, while gaining specialized knowledge of clients with multi state/country activity.
Los Angeles, California, United States
Full time Tax Associate for Baker Tilly US. Position involved tax preparation for Individuals, Businesses, and Trusts. Through this position I built on the knowledge I acquired from my previous role at the firm, and became skilled at tax preperation, including quarterly financials, extensions, and miscellaneous tax projects.
Los Angeles, California, United States
My role as tax processing coordinator involved me processing all tax returns that were to be sent out to clients. With this, I was also tasked with the upkeep and management of our offices expansive due date lists, including mainiting communication with the firm partners and managers to ensure that no project was missed, whether big or small. My role expanded over the years to including submitting completed returns for electronic filings, processing rejection notices, updating our-various systems when projects moved to the next step, and general management of our teams work flow. I continued in this position until I was moved over to a full time Tax Associate position.
Santa Clarita, California, United States
On-site role as an Aero parts quality control inspector. This involved verifying parts intended for shipment were made to specified codes.
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Simone Lockhart is listed as Tax Accountant.
Simone Lockhart is based in Los Angeles, California, United States.
Simone Lockhart has worked for Tkg Business Management, Baker Tilly Us, and Aero Engineering & Manufacturing Co.
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Simone Lockhart holds Bachelor Of Science - Bs, Financial Analysis, 3.5 from California State University, Northridge.
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