Dynamic Tax Accountant with extensive experience, specializing in federal and state tax returns. Proven ability to reduce client tax liabilities through in-depth analysis and strategic tax advisory services. Strong communicator with a keen attention to detail, adept at leveraging tax software to enhance compliance and client satisfaction.
Overview
4
4
years of professional experience
Work History
Tax Accountant
Morey & Associates
06.2025 - Current
Prepared federal and state income taxreturns for individuals, businesses, trusts, estates and non-profits.
Examined accounts and records and computed taxreturns according to prescribed rates, laws and regulations.
Reduced client tax liabilities through diligent research and application of applicable tax laws.
Collaborated with team members to identify opportunities for improving client services and tax strategies.
Stayed up-to-date on ever-changing tax regulations, attending industry conferences and participating in professional development workshops.
Tax Accountant
Citco International Support Services Ltd. PH-ROHQ
08.2022 - Current
Managed multiple US/Australian Hedge Fund and Private Equity funds tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
Provide U.S tax analysis of transactions and contribute to delivery of K-1s to investors on a timely basis.
Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
Assisted colleagues with challenging cases, sharing knowledge and expertise to ensure the best possible outcomes for clients.
Accounts Payable
Puregold Price Club
06.2021 - 06.2022
Managed high-volume accounts payable transactions, ensuring accurate entry and timely payments.
Ensured timely vendor payments by effectively managing accounts payable and maintaining strong relationships with suppliers.
Trained new employees on accounts payable processes, contributing to a seamless integration into the team.
Supported cross-departmental financial initiatives by providing accounts payable data for budgeting exercises.