Michael Serrecchia

As a Bachelor of Science in Business Administration with a concentration in Accounting and Finance from Suffolk University, Michael is highly a accomplished, results driven individual, with over 10 years of experience in the accounting and finance industry. Strong background in analytics, auditing, budgeting and reporting.  Problem solver who develops effective strategies for improving project inefficiencies.  Proficient in Microsoft Excel, Quickbooks, various tax software (Drake, Turbo).

Prior Work Experience:

• PricewaterhouseCoopers – Senior Financial Analyst (2003 – 2007)
• Liberty Tax Service – Tax Preparer (2001 – 2004)
• Kelmar Associates – Project Manager (2007 – 2016)
• JMS Tax & Financial Services – Present

Responsibilities:

• Maintain client accounts by verifying, allocating, and posting banking and credit card transactions

• Balance client accounts by reconciling entries on a monthly basis.
• Create client invoices and apply banking deposits to ensure accurate reporting.
• Prepare and distribute appropriate schedules and reports as requested by clients.
• Process period-end closing, report maintenance, account reconciliations and adjustments.
• Produce month-end financial statement reports such as profit and loss, statement of cash flows and balance sheet
• Process weekly payroll along with submitting payments of federal and state taxes on a timely basis.
• Assist subsidiaries with questions relating to payroll, sales tax, unemployment, along with any other tax liabilities
• Prepare and process federal and state tax returns for individuals and businesses

Professional Affiliations:

• Member: National Association of Enrolled Agents National Association of Tax Professionals