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Val
United States Of America
English
Spain
Bachelor's degree
SUNY Geneseo and St. John Fisher
BA in English, certification to teach, and Accounting Certificate
Accuracy, Approachability, Charity, Efficiency, Honesty, Humility, Synergy
Reading, Spending time with family/kids, Travel
accounting, QuickBooks, Tax Law - Taxations
Finance/Accounting
> 10 Years of experience
Part-Time, Contract
Sparrow Financial, LLC; Feb 2010 to present
Portland, OR (Virtual accounting/tax services)
Owner/Member
- Advise clients on accounting & tax matters – individuals and businesses – including assistance/representation regarding IRS & NYS notices/liens, etc.
- Prepare & file tax returns – individuals and businesses.
- Provide bookkeeping services, training and guidance.
Pearson Education; Feb 2010 to present
Boston, MA (Location independent)
Freelance Accounting & Tax Content Developer
- Create online interactive instructional content to accompany college-level accounting & tax textbooks (MyAccountingLab).
- Review content developed by others (authors, editorial staff, other developers) for accuracy, completeness and consistency (peer review).
The Bonadio Group, LLP; Sept 2007 to Feb 2010
Rochester, NY
Tax Senior
- Manage/review staff and clients on preparation of C-Corp, S-Corp, Partnership and Individual tax returns and workpapers – federal and multi-state.
- Review/prepare FAS 109 tax provisions and related financial statement footnotes.
- Extensive research on tax related issues for additional client advising as needed – e.g., sales tax, payroll tax, state nexus issues, new tax laws.
- Perform client financial statement reviews and assist with bookkeeping issues/questions.
- Maintain consistent and effective communication with team members and clients from satellite office location.
Deloitte & Touche, LLP/Deloitte Tax, LLP; Sept 2002 to Sept 2007
Rochester, NY
Tax Consultant/Senior
- Prepare/review consolidated & separate company, federal & multi-state corporate tax returns, estimates, extensions.
- Prepare budgets, conduct engagement team meetings and guide team members through the tax compliance process.
- Provide guidance to clients on tax issues as needed.
- Manage internal projects – virtual teaming, technical software issues, e-filing.
- Prepare/review tax provisions for audit engagements.
- Assist SEC-clients with R&D credit study, expatriates reserve project, on-line project management/world-wide return tracking system, SOX compliance.
Auditor
- Perform financial statement audits for manufacturing, healthcare, telecommunications and governmental entities.
Experience
