SUMMARY
Experienced Tax Accountant with 8 years of expertise in corporate, partnership, and individual income tax returns. Proficient in advanced tax planning and advisory services, with a proven ability to reduce tax liabilities and optimize financial performance. Skilled in federal and state income tax compliance, Utilizing tools such as CCH Axcess Tax, CCH, BNA Income Tax Planner, AgilLink, and QuickBooks (Desktop & Online). Adept at developing strategic tax solutions to maximize savings, ensure compliance, and minimize audit risks. Seeking to leverage in-depth knowledge and technical proficiency to drive financial success and client satisfaction
SKILLS & COMPETENCIES
Tax Expertise: Tax planning and strategy development, tax compliance and regulation knowledge, multi-state and international tax proficiency, tax provision preparation and review.
Financial Acumen: Financial analysis, data interpretation, GAAP compliance, and financial statement accuracy.
Tax Operations: Tax return preparation and review, IRS and tax authority representation.
Client Engagement: Client relationship management, business transaction and investment tax advice, tax savings identification and implementation, client retention, and referral growth.
Technical Proficiency: Advanced knowledge of Excel, Word, Access, CCH Axcess Tax, CCH, BNA Income Tax Planner, Agillink, QuickBooks Desktop & Online, and federal and state income tax compliance tools.
Tax Law Awareness: Continuous monitoring of tax law updates to ensure compliance and strategic advantage.
Language Skills: Fluent in English and Arabic.
WORK EXPERIENCE
Freemark Financial, LLP | WEALTH & BUSINESS MANAGEMENT | Beverly Hills, CA
Senior Tax Accountant (May 2025 – Now)
Prepared high-net-worth individual, corporate, and partnership tax returns with a strong emphasis on accuracy, contributing to high-quality client service and satisfaction.
Prepared multistate tax returns and supporting workpapers, ensuring compliance with varying state tax laws, filing requirements, and nexus considerations.
Assisted with foreign tax reporting and compliance, including foreign-source income, foreign tax credits, and related tax schedules and disclosures.
Applied market-based sourcing rules to analyze service revenue apportionment for multistate businesses, ensuring accurate state income tax reporting and compliance with applicable state regulations.
Prepared state apportionment schedules by analyzing sales factor sourcing, business activities, and nexus implications to determine state tax liabilities.
Supported quarter-end close activities by reviewing reconciliations, journal entries, and financial reports to facilitate timely and accurate financial reporting and ensured compliance with accounting standards.
Prepared monthly fixed asset reconciliations and analyses, ensuring alignment with the general ledger.
Managed compliance reporting, including the preparation of Forms W-2 and 1099, payroll tax returns, sales tax returns, business property statements, and business license filings.
Conducted comprehensive tax research to identifying potential tax credits and planning opportunities for clients.
Wishnow, Ross, Warsavsky & Company | Encino, CA
Staff Tax Accountant (November 2021 – June 2024)
Prepared individual and corporate tax returns with a focus on accuracy, contributing to improved client satisfaction scores.
Conducted in-depth tax research to support senior accountants, resulting in the identification of potential tax credits for clients.
Played a key role in updating the firm's tax documentation processes, reducing manual errors and enhancing workflow efficiency.
Prepared and analyzed financial statements, recorded necessary journal entries, and ensured compliance with accounting standards.
Performed general ledger analysis, reconciled accounts with records, and resolved discrepancies effectively.
Managed compliance tasks, including the preparation of W-2s, 1099s, payroll tax returns, sales tax returns, business property statements, and business licenses.
Performed monthly bank reconciliations to ensure accurate reporting of financial transactions.
Oversaw the fixed asset system, including additions, depreciation, dispositions, and inter-office transfers.
Prepared monthly fixed asset analyses and reconciled them to the general ledger.
Supported the monthly closing process to deliver timely and accurate financial reporting.
Progressive Business Resources: Los Angeles, CA
Staff Accountant (May 2015 – October 2021)
Proficient in bookkeeping and data entry using QuickBooks Desktop and QuickBooks Online.
Assisted in tax preparation processes, including organizing client data and supporting tax filing activities.
Skilled in preparing various federal and state income tax returns for individuals and LLCs.
Communicated with potential clients via email and phone to establish rapport and generate business opportunities.
Addressed audit findings and implemented approved recommendations to ensure compliance and accuracy.
Prepared and analyzed financial statements, recording necessary journal entries to maintain accurate accounts.
Conducted general ledger analysis and reconciled accounts with supporting records and files.
Prepared compliance documents, including W-2s, 1099s, payroll tax returns, sales tax returns, business property statements, and business licenses.
DERAYA Marketing Services
Back Office Coordinator (May 2007 - December 2011)
Provided sales support in the Credit Card Department at Piraeus Bank, assisting with customer inquiries and account management.
Addressed audit findings and implemented approved recommendations to ensure regulatory compliance and operational efficiency.
Participated in fraud investigation processes, analyzing suspicious activities and contributing to the prevention of financial fraud.
Communicated with potential clients via email and phone to establish rapport and explore business opportunities.
Sheraton Hotel
Internship Accountant (June 2006 to October 2006)
Served as a Staff Accountant in the Cost Control section of the Accounting Department, monitoring expenses and ensuring adherence to budgets.
Attended conferences, meetings, and industry events to stay informed about trends and best practices in the field.
Prepared detailed quotes and proposals for clients, ensuring accuracy and alignment with financial goals.
Managed budgeting and financial control processes, providing insights to optimize resource allocation and maintain fiscal discipline.
EDUCATION & CERTIFICATIONS
Certified Public Accountant (CPA)
Federal and State Tax Preparer License – Issued December 2018
Advanced Accounting Courses – UCLA, October 2018
Bachelor of Science in Business Administration (Concentration in Accounting) – Ain Shams University, May 2006