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lori s

Tax Preparer - 10 Years of Experience - Near 07436

Occupation:

Tax Preparer

Education Level:

Bachelor

Will Relocate:

YES

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Summary: I am a diligent worker who goes out of my way to meet the professional requirements for my clients. Assisted team members to reach goals as required by management. Fast learner and proactive planner to prioritize work and meet deadlines. Accountant Spectrum Staffing, Parsippany, NJ July 2015 - Present * Various Accounting assignments. * Prepare tax returns with Ultra Tax, Lacerte, ProSeries and ProSystem. * Work on audits, reviews and compilations. * Proficient with QuickBooks. * Participated in royalty audits. Proficient in excel and pivot tables. Senior Tax Accountant - Buchbinder & Tunick, LLP, Hackensack, NJ (merged with Cohen Hacker Rothstein and Pearl, LLC) January 2015 - July 2015 * Facilitated in converting clients in ProSeries to ProSystem software. * Prepared tax returns with ProSystem. * Prepared foreign tax credit, dual citizen returns with forms 1116 and 2555. * Prepared 10 years of form 5471 along with form 8858 for a tax client. Client has an LlC in Chile. Used excel documents provided by the client and converted data using Oanda exchange rates for each year. Prepared reports comparing US income and Chili income. * Maintained relationship with clients for a smooth transition to the new firm. * Assisted in coding and scanning client information to go-file room. Tax Accountant- Cohen Hacker Rothstein and Pearl LLC, Hackensack, NJ October 2007 - December 2014 * Prepared individual, partnership, corporate, trust and gift tax returns. * Assisted high net-worth clients with tax planning. * Handled bookkeeping for non-profit clients and prepared 990-pf for the clients. * Participated in annual audits. . Tax Preparer- The Tax Shoppe, Ramsey, NJ January 1992 - October 2007 * Prepared personal and corporate tax returns, payroll returns and sales and * Use tax returns. * Interviewed clients and maintained correspondence year round. * Reviewed tax returns prepared by other preparers. * Prepared year-round bookkeeping with QuickBooks.

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