Staff Accountant II (Tax & Audit)
PROFESSIONAL EXPERIENCE
CPA Firm, Philadelphia, PA
Staff Accountant II (Tax & Audit) September 2023 – Present
- Prepare tax return for individuals, partnerships, S Corps & C
- Conduct thorough account reconciliations and analyze financial statements to identify discrepancies and ensure proper reporting.
- Assist with planning, execution and review of financial statements.
- Work on audit engagements for local governments & school
- Reconcile client records to trial balance, including analytical procedures and perform schedule computations for prepaids, accruals, property & equipment along with calculating depreciation.
- Provide training and mentorship to new staff and
INTERNSHIP EXPERIENCE
Manufacturing Company, South Jersey, NJ
Accounting Intern May 2022 – May 2023
- Generate billing statements and financial reports associated with telematics business
- Utilize data analysis tools like SQL, Qlik & Hyperion SmartView to provide insights and trends related to the accounting balances and transactions.
- Leverage Power Automate functionality within SharePoint to automate and streamline approval related processes.
- Researched and verified monthly backup associated with manual journals entries was being provided and stored in a central location to facilitate approval and auditing of journal entries.
Local Business, South Jersey, NJ
Office Manager January 2019 – May 2022
- Created procedures and systems that helped increase schedule efficiency and increase
- Coordinated and participated in marketing events to promote our office to potential customers.
- Negotiated higher rates with vendors that increased our overall
Local Business, South Jersey, NJ
Office Manager May 2011 – January 2019
- Coordinated paperwork necessary for
- Maintained a profitable relationship with multiple business
- Worked with customers to keep their account
EDUCATION
XXXX University
Bachelor of Science, Accounting, GPA of 3.6 August 2023