New York, New York, United States
High-energy, dependable team player able to multi-task and react in dynamic, fast-paced environments. Proactive, demonstrating consistent attention to detail and accuracy while tracking to objectives and timelines of multiple projects simultaneously. Excellent client service and interpersonal skills. Skills include: Tax Preparation ● Record Keeping ● Client Service ● Financial Statement Preparation ● Foreign Exchange Conversion ● Bank Reconciliation ● Procedural Design & Implementation ● Document Management
- Review and prepare a variety of tax returns for high-net-worth individuals and corporations. Returns include individuals (1040) s-corporations (1120S) partnerships (1065) c corporations (1120) trusts (1041) and gifts (709). - Review and prepare 1099’s for clients’ corporations. - Review and prepare year end projections to estimate salary, pension, & taxes owed. - Review and prepare weekly and monthly financial reports showing cash flow, credit cards, & investments. - Communicate with different tax authorities to resolve client related issues. - Communicate with clients, agents, managers, and vendors in order to assist the client with day-to-day matters. - Manage accountants and bookkeepers’ day to day work. - Attend higher level meetings with partners, clients, and financial advisors.
• Prepare a wide variety of tax returns for individual 1040 and 1040NR clients, including all relevant schedules and Foreign Bank Account reports. • Prepare tax returns for corporate clients including Partnerships (1065), Sole Proprietorships (1120S) and Corporations (1120). • Assist in the preparation of Sales Tax Returns, W-7 forms and the examination of Tax Treaties. • Responsible for performing all required foreign exchange conversion. • Conduct recordkeeping for multiple corporate clients using QuickBooks. • Created a customized procedure for remediation of financial statements using Excel. • Manage multiple client relationships simultaneously, with 20-30 active at any one time • Responsible for all work paper and record management across two branches, including large corporate clients with multiple bank accounts and revenue sources • Communicate with clients to obtain financial materials, advise on progress, answer inquiries and resolve issues. • Created procedures and templates for client onboarding, record maintenance and retention.