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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.

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