New York, New York, United States
Tax Associate at Davis, Ward & Hochman LLP with experience in tax compliance, tax planning, and client advisory services for high-net-worth individuals and closely held businesses. Skilled in the preparation of individual, fiduciary, partnership, S-corporation, C-corporation, and gift tax returns, as well as the review of individual tax returns to ensure accuracy, compliance, and identification of tax-saving opportunities. Experienced in tax research, quarterly projections, and multi-state compliance matters. Currently pursuing CPA licensure while combining a strong accounting background with technology and analytical skills gained through a Master of Science in Information Systems from Baruch College. Earned a Bachelor of Business Administration in Accountancy from Baruch College with a strong academic record. Previous experience includes audit internship experience at KPMG US and accounting experience in fast-paced, client-focused environments. Recognized for strong attention to detail, communication skills, problem-solving abilities, and building lasting client relationships.Passionate about helping clients navigate complex tax matters while continuously developing expertise in accounting, tax strategy, and business technology solutions.
• Preparation of individual, fiduciary, partnership, S-corporation, C-corporation & gift tax returns. • Review of individual tax returns to ensure accuracy, compliance, and identification of tax-saving opportunities • Conduct tax research and analyze federal, state, and local tax issues • Prepare quarterly tax projections and estimated tax calculations for individuals and businesses • Direct year-round communication with clients regarding tax matters, notices, planning opportunities, and document requests • Assist clients with tax planning strategies and compliance requirements • Analyze financial statements, general ledgers, and supporting documentation for tax return preparation • Coordinate with partners, managers, and internal teams to meet filing deadlines and client needs
•Supported the execution of high-quality audit through diligent performance of assigned tasks and professional client and engagement team interactions. •Developed an understanding of client-specific risks through review of financial results of the client, relevant external information, current business trends and specific client transactions •Learnt to prepare clear, well-structured, and effective audit documentation regarding understanding of client’s processes and technology systems •Executed and documented testing of client controls and financial statement account balances with clear explanations of procedures and results using appropriate standards and terminology
• Assisted in preparation of individual tax returns. • Worked on Projections for the end of the year tax liability, and helping clients with tax compliance. • Responding to IRS and state notices.
•Posted bank transactions, processed invoices, and kept in touch with over 10 clients. Answered their questions and concerns. •Prepared month-end reconciliations of accounting records to resolve discrepancies and ensure compliance and integrity. Followed by preparing statements for clients such as: balance sheet, income statement, fixed assets schedule. •Worked with the other accountants, towards innovative, costumer-tailored solutions as the tech-toward, data-driven firm. •Developed and organized SOPs regarding internal processes, monthly closings, and tax services.