• Supported and finalized 250,000+ tax department with 1099’s forms for the Wealth Management Tax Services, with demonstrated highest levels of quality, accountability, and teamwork.
• Proactively assisted as Team Lead the team in various aspects of the project.
• Prepared deliverables.
• Contributed to the development of own and team’s technical acumen.
L
Liberty Tax
tax preparer
New York City, NY, United States of America
January 2019 - April 2019
J
JPMorgan Chase & Co.
personal banker
New York City, NY, United States of America
May 2014 - May 2017
S
Schwartz & Company, LLP
Accounting Intern
Bellmore, NY, United States of America
January 2017 - March 2017
L
Liberty Tax
Tax Intern
New York City, NY, United States of America
December 2011 - February 2012
Fun Fact
Currently studying for CPA license. Taking FAR part on October 7, 2019.