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Click here or scroll down to respond to this candidateCandidate's Name
Telephone PHONE NUMBER AVAILABLE - Email: EMAIL AVAILABLEOBJECTIVEA challenging position fully utilizing superior skills in finance andinvestments, which will ensure business growth.EXPERTISEJan 2024 May 2024 Swinarski & Co CPA Firm Prepared Individual and Business Tax ReturnsAug 2023-Dec 2023 Auto Service Department West Palm Beach Worked as a Fronter for Auto WarrantiesMay 2023 July 2023 Tax Help MD Palm Beach Gardens Tax Preparer of 1040 & 1120s tax returns. Company did not have adequate marketing and sales team to generate enough businessFeb 2022 May 2023 Worked in a number of local CPA Firms preparing 1040, 1120S, 1120,1065 and 1041 tax returns Was basically a seasonal job and firms were unable to offer year round full time employment.Swinarski & Company Palm Springs which included the 2020,2021,& 2023 tax seasons, Boyer & Ginori CPA West Palm Beach for the 2022 tax season.Aug 2021 Feb 2022 Tax Preparer Justice Tax Prepare 1040 tax returns for a tax resolution firmJan 2019 Jan 2021 Various call center jobs selling health insurance, auto warranties student loansOct 2018 Dec 2018 Ican Benefit Group Present Health insurance Agents with both the private insurance market and ObamacareAugust 2018 - September 2018 Health Insurance Direct Sold private health insurance to the under 65 marketJune 2018 July 2018 Studied for and acquired my 2-15 LicenseMedical Funding Affiliate April 2018 Present With a pool of investors fund the marketing operations for medical funding company called The Medical Funding HubNational Health Agents April 2018- June 2018 Worked as a Fronter for Private Health InsuranceCreative Tax Solutions June 2016 December 2017 Prepared 1040 Tax ReturnsPeoples Tax Relief May 2015 June 2016 Prepared 1040 Tax ReturnsPalm Beach Tax Advisors (Franchise of H&R Block) Nov 2014 Feb 2015 Prepared 1040 Tax ReturnsDistributor Discount Drug Network May 2014 Oct 2014 Distribute free discount prescription cards and recruit other distributorsTax Preparer Jackson Hewitt North Palm Beach County are Feb 2014 March 2014Provide outstanding and extensive customer Service/relations in taxpreparation in fast paced environmentLotto Magic July 2013-May 2014 Present Recruit members to join lottery membership club.Ican Benefit Group April 2013 June 2013Health Insurance Agent Sell health insurance over the phone.Self-Employed April 2010 April 2013Includes being a investor, trader and venture capitalist. Recently fundedthe US Branch of Vertue Trading which teaches members how to trade theforex marketTax Specialist H&R Block Boynton Beach, FL DistrictNov 2008 April 2010Provide outstanding and extensive customer Service/relations in taxpreparation in fast paced environment. Assist and coach new personnel.INTERMEDIATE TAX ACCOUNTANTThomson Tax & Accounting, Richmond, VAOct. 2006-Jan 2008 Manage over 1,300 tax accounts for Stock Yards Bank & Trust Co,Cypress Trust Company, and Bank of Edwardsville, preparing 1041, and 1099taxes, consisting of grantor trusts or agent custodian, as well as some1040s for M&T Bank.TRUST TAX ADVISORWachovia Bank, Charlotte, NC2002-9/06 Prepared 1099 agency custodian accounts for 2,300 clients.Assisted with 1041 grantor accounts and managed special projects.TAX SERVICE SPECIALIST & OFFICE MANAGER2000 - 2002H&R Block, Orlando, FL Provided outstanding and extensive customer service/relationsin tax preparation. Interview clients and prepare returns in ahigh-volume, fast paced environment. Coach and assist new personnel. Coached/mentored 6 staff members by clearly explaining anddemonstrating proper applications of software. Result: Improved staffproductivity, efficiency and morale.TAX ADMINISTRATOR1998 - 1999SunTrust Bank, Orlando, FL Conducted initial analysis and preparation of 1041 income taxreturns of Trust and Estate accounts. Prepared 990-PF and 1099 returns.As Tax Officer, was authorized to co-sign check requests for supportpersonnel. Utilization of TRUSTEASE software and AMDESTOP accountingsystem.FIDUCIARY TAX ADMINISTRATOR1990 - 1998First Union Bank (formerly First Fidelity Bank), Philadelphia, PA Prepared basic 1041 tax returns (including reviewingtransactions to proper tax code) as well as death of a beneficiaryaccounts and some complex 100 accounts. Assisted co-workers in use ofOmega Tax system and performed tests on system to ensure properfunctioning of tax codes. Responded to IRS inquiries and charged taxservice fees. Efficiently prepared 2000+ tax returns within 1 year byaccurately reviewing/assessing and expertly utilizing tax softwareprogram. Result: Met all deadlines and performance standards.TAX ACCOUNTANT1987 - 1990Wolf, Block Schoor & Solis-Cohen, Philadelphia, PA Maintained ledger accounts and prepared trust/estates 1041,990-PF, personal property tax returns. Assisted in calculation ofquarterly estimated taxes.EDUCATION/TRAINING/LICENSES: BA in Accounting, Rutgers University Completed 10 week course thru Liberty Tax Nov 2013 Investment, Stocks, Bonds & Mutual FundsComputer Skills: Omega and HR Block Tax Software programs by intenseconcentration, disciplined practice and self-directed management.Result: Improved production by 100% and exceeded customer expectations. |
