Tax Accountant Resume
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Cleveland Columbus, OhiO
TECHNICAL COMPETENCIES:
- Proficient in the use of MS Suite Products, Bloomberg BNA, RIA Checkpoint, CCH, GoSystem Tax RS, CaseWare, Sage Fixed Asset, BNA Income Tax Planner.
- Comprehensive knowledge of corporate financial statement analysis and the application of financial theory.
- Understanding of the global financial markets and the role it plays in a global economy.
- Ability to develop strategies with an overall goal of tax minimization.
- Effective analysis skills regarding the US tax laws that help to insure compliance for income reporting requirements.
- Collaborative use of business analytics and financial scenarios to model expected financial outcomes.
- Effective oral presentation and communication skills.
EMPLOYMENT HISTORY:
Tax Accountant
Confidential, Cleveland/Columbus, Ohio
Responsibilities:
- Prepare and review; income tax returns for high net - worth individual clients, s-corporations, c-corporations, partnership, various fiduciary tax returns including gift, trust, estate filings, and informational returns for qualified retirement benefit plans and non-profit entities.
- Perform research on complex international, federal, and state/local tax issues.
- Assist senior management in the development of planning strategies that help our clients achieve their tax and overall financial goals.
- Draft response memos for tax notices that were receive from federal, state and local authorities under the guidance of a senior manager.
- Assist in various special projects including but not limited to; process and technology improvements within the tax department to increase overall efficiencies.
- Calculate and organize tax computations and tax account reconciliations along with the supporting work papers.
- Prepare quarterly provisions/projections under the care of a senior manager.
- Act as a liaison between client and senior management to ensure proper gathering of client work papers and accompanying correspondence in a timely manner.
- Act as a mentor to interns and help guide their development through their internship experience.
- Contribute written articles on various tax topics for the company outreach newsletters.
Tax Intern
Confidential, Cleveland, Ohio
Responsibilities:
- Provide general assistance to staff, managers, and partners in a variety of tax matters as requested.
- Develop the foundational skills needed to navigate tax preparation software, and accounting document management systems.
- Preparation of simple individual income tax returns, and simple trust returns.
- Assist staff with performing tax research for US Federal/State/Local jurisdictions where entity files a return.
- Develop core tax accounting skills.
- Risk Management Intern
Confidential, Brooklyn Heights, Ohio
Responsibilities:
- Developed multi-asset class portfolios containing real and synthetic securities while using integrated risk management techniques to track profit/loss and other financial metrics including implied volatility, interest rate term structures, and credit spread structures.
- Generated multiple positions using trading strategies including but not limited to covered equity long/short, convertible arbitrage, and global macro strategies.
- Accessed portfolio performance by running various tests including: Monte Carlo, VaR, Projections, and Stress Testing.
- Created transparency reports based on aggregate portfolio/position holdings including: Market Value and Exposure, Scenario and Stress Test, Risk and Exposure, Value at Risk, Sensitivity Ladder, Holding Greeks, and Liquidity Reports.
Public Service Laborer
Confidential, Berea, Ohio
Responsibilities:
- Ensured safety and sound usage of public infrastructure in a high paced, team oriented working environment.
- Responsibilities of this job consisted of manual labor including but not limited to the following; concrete, asphalt, landscaping, public safety initiatives, water pipes/plumbing and construction projects.
FRM Financial Risk Manager
Confidential
Responsibilities:
- Extensive coverage of risk management concepts focusing on enterprise risk governance, risk and return trade-off analysis, fundamental asset pricing models, and data quality management.
- Reviews basic probability and statistics, regression and time-series analysis, and quantitative techniques such as Monte Carlo methods, Volatility forecasting models, and Value-at-Risk estimations.
- Details the mechanics of financial markets and the characteristics and usage of financial instruments.
- Presentation of the most widely used valuation and risk modeling techniques including but not limited to basic bond valuation and hedging, binomial trees, Black-Scholes-Merton model, VaR, and stress testing techniques.