Experience

• 

  Vista tax group llc

  Jan 2014 - Sept 2014

  Intern

  Personally administer bill pay services, such as bookkeeping and bank reconciliations, for multiple high net worth clients.Provide support for numerous duties including collating reports, filing documents, faxing and organizing data.

• 

  Untracht early llc

  Jun 2014 - May 2015

  Worked closely with Family Office Services on many bill pay accounts, including bookkeeping, bank reconciliations, etc.Prepared 1099 forms for multiple clients.Worked on many client projects, which involved analyzing data and preparing spreadsheets. Create and prepare tax vouchers to be sent to clients.Review financial statements and prepare spreadsheets for multiple audits.Collaborate with a team on multiple projects and client work.

  • Bill Pay Associate

    Jan 2015 - May 2015

  • Intern

    Jun 2014 - Jan 2015
• 

  Untracht early llc

  Nov 2015 - Dec 2017

  Prepare federal and state income tax returns for multiple high net worth individuals.Prepare quarterly tax projection and extension calculations, as well as extension and estimated payment vouchers.Address federal and state tax notices for multiple individuals.Prepare basic corporate, partnership, fiduciary, foundation, estate, and gift tax returns.Create and maintain good relationship with clients. Prepare audits, reviews and compilations at varied stages of development or completion.Proof client financial statements, tax forms, and documents for accuracy and regulatory agencies' compliance.Work on many monthly, quarterly, and annual write-ups.

  • Staff Tax Accountant

    Jun 2016 - Dec 2017

  • Staff Assurance Accountant

    Nov 2015 - Jun 2016
• 

  Bessemer trust

  Jan 2018 - now

  • Assistant Vice President, Assistant Tax Manager

    Jan 2024 - now

  • Assistant Vice President, Senior Tax Associate

    Jan 2022 - Jan 2024

  • Senior Tax Associate

    Jan 2021 - Jan 2022

  • Tax Associate

    Jan 2018 - Dec 2020