Tax Accountant at Robert J. Logreco, CPA, LLC (2023-01 – Present)
- Manage 4 Staff Accountants, assist 2 Administrators with client interactions, set effective time budgets, and advise on billing
- Complete monthly bookkeeping procedures for roughly 38 clients and review/approve completed Associate bookkeeping procedures for 15 clients
- Complete approximately 110 Income Tax Returns and review/approve approximately 80 Associate-completed Income Tax Returns from February 1st - April 15th including C-Corporations, S-Corporations, Partnerships, Trusts, and Individual Returns
- Complete Monthly Sales Tax Returns and Annual/Quarterly Payroll Reports
- Review client list, analyze Associate experience levels, and assign clients to Associates to develop efficient and accurate systems
- Mentor and train all new Interns, Associates, and Tax staff
Realtor at Latter & Blum/Compass, Inc. (2022-08 – Present)
- Develop proficient communication, coordination, and organizational skills through overseeing Real Estate transactions
- Improve interpersonal skills, enhance professionalism, and establish exceptional multi-tasking abilities
- Cultivate masterful customer-service skills, learn the art of negotiating through hands-on experience, and mold client expectations into reality
