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Work Background
Hartford HealthCareStaff Tax Accountant
Dec. 2022 - May. 2024United States, Farmington● Financial Analysis & Strategic Support for Growth: Performed variance analysis to identify tax-related discrepancies, budget deviations and ensure operational efficiency for alignment with financial goals for growth initiatives.
● Tax Compliance & Risk Management: Prepared and filed complex federal and state tax returns (IRS Forms 990,1120, Sales & Use) ensuring accuracy and adherence to regulations. Minimized corporate tax liability through strategic tax planning and implementation.
● Data-Driven Decision Making & Actionable Insights: Analyzed complex tax data and financial statements to identify tax-related discrepancies and ensure GAAP to tax basis reconciliations.
● Process Improvement & Innovation: Reviewed and recommended improvements to HHC's accounting procedures for increased efficiency, accuracy, and timeliness.
● Client Service & Cross-Functional Collaboration: Resolved complex tax-related inquiries from internal departments, fostering positive relationships and effective collaboration across the organization.
● Research & Problem-Solving: Researched complex tax regulations and collaborated with internal resources to identify solutions for various tax challenges.
● Prepared and filed of annual IRS Form
● Prepared of IRS Form W-9-Request for
○ 990-Return of Organization Exempt Taxpayer Identification Number and Form Income Tax Certification.
○ 1120-U.S. Corporation Tax Income
● Posted cash journal entries for tax payment Tax Return purposes.
● Participated and executed in month-end close activities, including the preparation and review of journal entries.
● Adjusted GAAP financial statements to reflect Tax basis income for tax returns Accrue and expensing Federal and State Income Taxes
● Prepared and filed estimated tax payments for HHC entities.
● Substantiated financial transactions by auditing documents verifying and analyzing business records and transactions
● Prepared and filed of State of Connecticut Sales and Use Tax Returns
● Prepared and submitted State of Connecticut Tax Exemption Certificates
● Processed Real Estate and Personal Property tax bills for Hartford HealthCare Entities
Prepared Property Tax Appeals with various state municipalities ● Implemented strategies to minimize corporate tax liability in accordance with current tax laws
● Performed variance analysis to ensure compliance with operational budget targets and goals
● Reviewed the company's accounting procedures for improvements to result in information timeliness, reduced effort, and greater accuracy
● Researched and worked with appropriate resources and personnel to handle other department or customers' questions and/or issues
● Completed and file legally required forms, including tax exemption applications
State of Connecticut Office of the State TreasurerInvestment Technician
Nov. 2021 - Apr. 2022Hartford, Connecticut, United StatesInvestment accounting & operations analytics - Identified, researched, and resolved investment performance and performance attribution data anomalies and system issues - Monitored & identified performance data workflow, processes, and systems to maintain accuracy, reduce risk and improve efficiency. - Perform calculations, analysis, research, and report preparation to support performance measurement, risk, and portfolio management processes and tools. - Reconciled the investment cash and security positions to brokers, custodians and investment managers
- Interacted with brokers and investment managers to research and resolve reconciliation differences
- Analyzed significant price changes to independent sources
- Calculated and posted accruals and expense payables to internal and external investment managers, consultants and third party vendors
- Compiled the AUM reporting package to be provided for internal audit and and reviewed by the State of Connecticut Investment Advisory Council.
- Assisted with the completion of the year-end audit and financial statements
People's Securities, Inc.Virtual Broker
May. 2015 - Oct. 2021Bridgeport, Connecticut, United StatesStock Broker
Northwestern MutualFinancial Representative
Dec. 2013 - Nov. 2014Hamden, CTI help individuals achieve a more secure future by working to understand their situation and to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.
owenbernard.nm.com
US ArmyAcademic Air Traffic Control Instructor
Aug. 2011 - Dec. 2013Fort Rucker, AL 36362
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