- Boutique CPA specializing in high-net-worth corporations and individuals
- Primarily working summers for a CPA firm. Quick learner that advanced from general office tasks to preparing and filing
- Tracked, reviewed, and recorded financial transactions
- Generated Financial Statements and reconciled accounts to tight timelines for companies with a gross revenue ranging from $5 million to $50 million (balance sheets, P&L's, and cash flow
- Performed Data Analytics, utilizing Microsoft Excel, on returns and financial statements
- Preparation of basic tax returns
- Value added in client service through monitoring tax return status
- Delivered numerous ad hoc requests via accountants throughout lifecycle of tax return process
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Private Baseball Lessons
Executive Board President
January 2022 - December 2023
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Private Baseball Lessons
Self Employed
Mountainside, NJ, US
January 2022 - December 2023
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Student Advisory Committee
Captain of Varsity Wrestling Team
January 2022 - December 2023
S
Student Advisory Committee
January 2022 - December 2023
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Skills
AccountingAdministrative OperationsBalance SheetsBanking ServicesBaseballCash ManagementConsultingCoordination SkillsCuriosityCustomer Relationship ManagementCustomer ServiceData AnalysisEvent ManagementFiling SkillsFinancial AccountingKnowledge of BoatsKnowledge of MathematicsLeadershipMentoringMicrosoft ExcelMicrosoft OfficeOperations Support SystemsSelf MotivationSpelling and GrammarTax Return