Sr. Tax Accountant - Business Tax Solutions - Las Vegas, NV
(2025-09)
- Prepare complex tax returns for Real Estate S-Corps, Partnerships, and high-net-worth individuals
- Handle a high volume of Form 1041 (Fiduciary) returns for Estates and Trusts
- Manage and facilitate 1031 like-kind exchanges for real estate investors
- Prepare Form 1120H returns annually for Homeowners' Associations
- Prepare Form 990 returns annually for Non-Profit organizations
- Maintain client relationships and provide proactive tax planning and advisory services
Sr. Tax Staff Accountant - Forde Firm - Jacksonville, FL
(2025-04 - 2025-09)
- Onboarded new clients through in-person and Zoom meetings
- Contributed to the design of a proprietary firm workflow software
- Specialized in tax preparation for Non-Profits (Form 990s) and Real Estate entities, including HOAs (Form 1120H)
- Applied proper codes to a variety of tax forms for individuals, S-Corps, C-Corps, Partnerships, LLCs, Trusts & Estates
- Provided tax projection, advisory services, and maintained client relationships
Tax Staff Accountant - Carr, Riggs, & Ingram - Jacksonville, FL
(2024-09 - 2025-04)
- Engaged in daily client meetings and communication
- Experienced with cloud-based document management systems (Hub Sync, iManage, NetDocuments)
- Utilized CCH Axcess and FX Engagement for tax preparation
- Integrated financial statements from QuickBooks Online and Xero into trial balance sheets
- Managed budgeted assignments while maintaining a high level of accuracy
Accounts Payables & Receivables - SMD/KALI, Inc. - Las Vegas, NV
(2023-09 - 2024-06)
- Applied proper codes to invoices and receipts for efficient record-keeping
- Organized and maintained physical and electronic files
- Prepared weekly and monthly financial reports
- Conducted monthly account reconciliations and made adjusting entries
- Investigated and resolved discrepancies to ensure accurate records
