Accountant in New York, New York

Janet Bingham, MBA 14 Elm Street Mt. Vernon, New York 10550 Tel (917)517... E-mail [email protected] WORK HISTORY: Radcliff Simpson Certified Public Accountant - Mt. Vernon, New York 09/13 – Present Senior Accountant • Tax return preparation of Forms 1120, 11...S, 1065, 10... and Not-For-Profits including required workpapers – Federal, state and local • Tax Return preparation for Sales/Use Tax • Tax preparation of extensions • Communicate and Interview clients to obtain additional information on taxable income and deductible expenses and allowances • Financial statement preparation for small business entities • Other related tax and accounting projects as directed by the CPA owner Alfred Sims Certified Public Accountant - Bronx, New York 01/13 – ... Accountant • Prepare and review individual and corporate tax returns • Prepare sales/use tax returns • Proactively establish business relationships with customers and potential customers • General ledger analysis reconciliation • Other duties as assigned and directed by the CPA owner Lend America - Melville, New York 07/04 – ... Sales • Advise and sell clients on various mortgage programs best suited for their needs – refinance and purchase • Negotiate with the banks on behalf of the clients for short pay refinances and modifications • Provide leadership to sales force on selling to clients (New York and across the country) to help increase the firm’s profit margin • Estimate credit worthiness of clients by calculating repayment risk and budgets • Complete 1003 applications, scheduled appraisals • Collect supporting documents from clients for underwriting, follow thru from application to closing and resolve any problems while ensuring compliance guidelines • Educate realtors, attorneys and the public on mortgages programs thru office seminars Primerica Financial Services – Milford, Connecticut 10/02 – ... Senior Regional Insurance, Finance and Investment Sales Leader • Sell various types of insurance policies to businesses and individuals on behalf of insurance company • Interview prospective clients to obtain data about their financial resources and needs • Call policyholders to set time to deliver and explain policy, analyze insurance program and suggest additions or changes for the change of beneficiaries • Ensure policy requirements were fulfilled including any necessary medical examinations and the completion of appropriate forms • Develop clientele by networking and generate lists of prospective clients • Refinance existing mortgages, secure home mortgages, pension plans and educational plans for client’s children • Provide product recommendations and on-going service to existing clients Citrin Cooperman, LLP – New York, New York 10/01 – ... Senior Associate • Prepare and review C Corporations, S Corporation, partnership and personal tax returns (federal/all states/local) • Prepare book to tax income and expense M-1 adjustments • Prepare sales/use tax returns and property tax returns • Tax research and tax planning using internet related tax programs • Communicate with IRS and state taxing authorities • Converse with clients, banks and brokerage firms to coordinate financial activities • Develop account relationships with CEO’s, Controllers, CFO’s, Small and Middle market business owners for business development Grant Thornton LLP – New York, New York 7/96 - 1... Senior Associate • Prepare and review C Corporations, S Corporation and partnership tax returns (federal/all states/local) • Prepare book to tax income and expense M-1 adjustments • Prepare year end projections • Prepare estimates and extensions • Assist with Federal/state/local income tax audits • Prepare sales/use tax returns and property tax returns • Tax research • Interact with IRS and state taxing authorities • Communicate with clients, banks and brokerage firms to coordinate financial activities • Supervise staff on various projects • Develop account relationships with CEO’s, Controllers, CFO’s, Small and Middle market business owners for business development Education: Clark-Atlanta University, Atlanta, Georgia Accounting, MBA Monmouth College, Monmouth College, Monmouth, Illinois Mathematics, BA QuickBooks Certification for 2017 Currently pursing CPA Certificate Proficiencies Knowledge of Microsoft Office Applications (Excel, Word, Outlook) Knowledge of QuickBooks – Desktop and Online GoSystem Tax Lacerte ProSystems Tax Business and Personal References Available Upon Request