Stephen Defelice Email & Phone Number

Brielle, NJ, US

Purchase, NY, US

Princeton, NJ, US

Princeton, NJ, US

• Prepare 1065 Partnership/LLC tax returns for private equity funds, hedge funds, and venture capital funds, and various other large clients creating approx. $5M in net taxable income
• Utilize Microsoft Excel by creating pivot tables, formulas, and macros to calculate taxable income for clients
• Deliver over 100+ corporate returns during the 2022 tax season
• Maximize productivity, efficiency, and quality to increase company profits by 16% from prior year.
• Appeared three times on Withum’s monthly “Top 40” list during the peaks of the firm’s busy season

Princeton, NJ, US

• Applied prior tax knowledge to federal and state/local tax returns
• Meticulously inputted source documents to align with the SurePrep and GoSystem software and print a draft that is compliant with the IRS standards
• Prepared income tax returns for over 60 clients to help maximize tax saving opportunities
• Communicate with supervisors regarding assignments to make sure the tax documentation was collected and reported accurately

Riverdale, NY, US

• Answered phone and transferred calls to appropriate recipients.
• Monitored 27 cameras covering common areas, building entrances, and hallways and alerted Public Safety to any trespassers or suspicious activity.
• Accurately entered Public Safety data onto online platform.
• Familiar with Public Safety emergency protocols and assisted with coordinating initial response for injured parties and fire drill evacuations.

San Francisco, California, US

• Utilizing time-management skills was crucial for good customer satisfaction while establishing a good relationship with the restaurants and customers
• Calculated net profit daily by subtracting gas, fuel and repair expenses from income using QuickBooks
• Monitor delivery car’s fluid levels and tire pressure and schedule any repair services

• Deliver and assist with loading golf carts and provide excellent customer service for clients and members
• Respond effectively to customer requests via telephone and email
• Cleaned the golfer’s clubs and belongings and was tipped for our services and assistance throughout the day
• Must sweep the driving range and keep track of the number of carts sent out onto the golf course that needed to be cleaned before closing

• Efficiently prepare and serve meals for members, gained skills in cooking and cleanliness in a high-pressure work environment
• Maintained a good relationship with members of the club by providing exceptional customer service
• Responding resourcefully to requests and concerns and worked behind a cash register which dealt with daily transactions from the club members
• Worked alongside my employer and learned about the different values and aspects of a work environment and the relationship between other companies

Bachelor Of Science - Bs, Accounting

Non-Degree Program, Accounting And Business/Management

Mechanical Engineering