Yorbi L. Gomez

• The challenge of managing the large amount of 1099s that needed to be prepared
• Supported clients in gathering necessary documents such as W-2s, 1099s, and business income statements for 1040s
• Collaborated with senior associates to prepare S Corporation tax returns form 1120s
• Gathered and organized financial data from general ledgers, trial balances, and documentation to compile accurate tax forms for partnership returns
• Developed a working knowledge of tax software (such as Fixed asset, Caseware, or CCH Axcess) for inputting data, completing forms, and filing electronically

● Post daily journal entries to the General Ledger for claim checks issued.
● Recording amounts to monthly excel reports of received income for specific line of business.

● Posting cash receipts to the General Ledger for cobra payments as requested by Senior Finance Manager
● Organized and alphabetized monthly bank statements for approximately 800 accounts.
● Complete the actual bank account reconciliation in Excel format verifying to General Ledger for majority of account.