Orange County, California, United States
Perform audits and prepare audited financial statements for partnerships, corporations, and nonprofits within the real estate and New Market Tax Credits industries Perform government and single audits Prepare Partnership, Corporate, Non-Profit tax returns using CCH Axcess Manage and review audit, tax, and bookkeeping engagements prepared by interns and staff accountants Research and communicate updates in accounting standards to clients
Completed tax returns for s-corporations, partnerships, and individuals Managed retainer client accounts Oversaw and reviewed monthly books prepared by bookkeeping staff Prepared mid-year and year-end tax projections annually for retainer clients Trained and supervised new employees in bookkeeping and payroll Prepared quarterly sales tax returns, 571-L filings, and other miscellaneous forms Provided client assistance regarding business consulting and accounting questions over email, phone, and in-person Researched new tax/business legislation on federal, state, and local levels
Assisted in clearing backlog of bills in accounts payable for company’s four apartment properties through Appfolio Inputted and reconciled daily transactions in Quickbooks Created invoices for company’s home appraisal assignments Analyzed and corrected financial statements in preparation for tax filings