Years of experience: 12

AccountantAuditorCustomer ServiceFinanceTax ProfessionalData Entry

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Nick's Career Path
Staff AccountantApr. 2023 -
Present
Hagen Kurth Perman, CPAsStaff Accountant
Seattle, Washington, United States• Update knowledge on employee benefit plans (EBP) by attending conferences to insure smooth performance of EBP audits • Create relationship with clients by enabling open communication to allow ease of retrieving information • Determine risky audit areas with engagement team and discuss & select procedures to ensure team retrieves sufficient and appropriate audit evidence • Prepare financial ...
In-Charge AccountantJun. 2022 -
Apr. 2023
Hawthorne & CoIn-Charge Accountant
Seattle, Washington, United States• Assembled tax returns (individual, corporate, partnership, gift, and non-profit) while actively requesting missing information to ensure timely filing • Prepared financial statements by performing necessary attest and/or nonattest services, delivering reporting on time • Created pivot tables by organizing data from clients to assist with bookkeeping entries • Coached staff accountant(s) on ...
Audit and Tax AccountantFeb. 2018 -
May. 2022
JAMES D. JENNINGS, CPA, INCAudit and Tax Accountant
Honolulu, Hawaii, United States• Assembled tax returns (individual, corporate, partnership, gift, and non-profit) while actively requesting missing information to ensure timely filing • Reconciled tax returns by creating tax workpapers to determine accurate filing • Assisted bookkeeper by performing necessary services outlined in engagement letter while striving to achieve great customer service • Prepared financial statem...