josh shapin

staff - private client tax

About

CPA with meticulous attention to detail and customer service. With the CPA and MSA credentials behind me, I am now looking to become a more rounded tax professional by expanding my experience and knowledge base. 10 years of experience in the restaurant industry taught me how to interact with clients on a daily basis and efficiently meet their needs in a fast paced work environment. I seek to continue progressing in the field of accounting by turning my focus towards tax preparation and compliance services for high net worth families and their related entities. Diligence and determination are some of the core traits that best describe my work ethic. I am hard working, and always striving to constantly learn to become more valuable for my team and my clients.

Country

united states

City

new york

Industry

accounting

Skill

customer service, microsoft office, social media marketing, social media, marketing, social networking, microsoft word, strategic planning, accounting, computer hardware, powerpoint, event management, team building, event planning, hospitality, food, sales, microsoft excel, management, financial analysis, generally accepted accounting principles, gaas, income tax, financial accounting, auditing, cost accounting, datafaction, aldelo, financial reporting, pcaob standards, cpa, interpersonal skills, prosystem fx tax, prosystem fx engagement, sureprep, checkpoint, gofileroom, superforms, bloomberg bna, ria checkpoint, cch, cch research, research, tax research, high net worth individuals, tax, tax preparation, leadership, teamwork, finance

Experience

staff - private client tax

anchin, block & anchin llp

general manager

oleandr restaraunt

2012-1 - 2017-9 · 5 yrs 9 mos

* Boosted sales revenues by 200% within a 1 year period through implementation of effective marketing strategies. * Hired and trained new employees to provide top-notch customer service receiving a 4.8/5 client feedback. * Strategically developed effective marketing plans to increase sales and profits while managing costs. * Organized special events in the restaurant, including receptions, promotions and corporate luncheons. * Purchased adequate quantities of necessary restaurant items, including food, beverages, and supplies.

private client intern

dl business management

2016-6 - 2016-12 · 7 mos

* Performed cash receipts and disbursement procedures for various clients in the entertainment industry. * Monitored integrity of input into ADP Payroll. * Coded out credit card statements to properly classify deductible expenses for the tax filing season. * Carefully prepared adequate documentation for IRS audits.

Education

zicklin school of business

accountancy

2015-1 - 2016-1 · 1 yr 1 mo

Corporate Communication Seminars * Career Advancement Workshops * Communications Minor Activities and Societies: BBA/MSA Integrated Program

baruch college

accounting

2016-1 - 2017-1 · 1 yr 1 mo

Activities and Societies: Zicklin Graduate Accounting Society (ZGAS)

baruch college

accounting

2015-1 - 2016-1 · 1 yr 1 mo

Minor: Communication Studies * Corporate Communication Seminars * Career Advancement Workshops Activities and Societies: * BBA/MSA Integrated Program * NYSSCPA Member and Scholarship Awardee