Maria S.

Claudio
Orlando, Florida maria.claudio10@yahoo.com

Summary Tax federal and state compliance, accounting, accounts payable, QuickBooks (2013 refresher courses taken), Excel, Word, CCH ProSystem fx, GoSystem Tax RS, BNA, RIA, research, excellent communications skills, strong analytical skills, process analysis and recommendations, proven ability to manage multiple projects with much attention to detail, self-motivated and enthusiastic about learning Experience Schafer, Tschopp, Whitcomb, Mitchell & Sheridan LLP Maitland, Florida Senior Accountant Contract-2013 Tax Season Partnerships, S Corporations and Individuals Contract tax preparation during tax season CNL Financial Group, Inc. Orlando, Florida Tax Associate February 2007-January 2013 Partnership and S Corporation Federal and State Compliance Heavy federal and state tax compliance for many partnership returns. Many of these returns had over three hundred partners with both taxable and tax exempt partners. Within the state compliance I was responsible for researching, analyzing, calculating and submitting tax withholding payments to numerous state agencies as well as responding to state notices. Individuals, Gifts, Trusts and Foundations For the last five years, I was responsible for the preparation of certain highly confidential tax returns (individuals, gifts, trusts and private foundations) and individual projections. I gathered and organized information for the audits as applicable. For the last three years I worked with the family office accounting group to streamline the flow of tax information from a manual to an electronic process and successfully reduced the amount of time spent on work paper organization. I was commended by the seniors and the outside CPA firm on those returns with high volume of information.

Accounting I was responsible for the reconciliation of certain balance sheet accounts, mainly investment accounts. I researched and cleaned up old investment accounts. I prepared individual partner tax basis schedules and provided the accounting group with adjusting journal entries to update the investments on an annual basis.

Tax Software-Issue Resolution As the tax software champion, I was able to train new tax associates and seniors that had not used CCH ProSystem fx saving the company time and money. In addition, I provided tips to the tax team when preparing hundreds of state Schedule K-1s during the busy season. I communicated state withholding software issues to CCH via telephone conferences or emails and informed management of the progress or final resolution.

Untracht Early, LLC Orlando, Florida Tax Associate January 2006 to February 2007 I was mostly preparing individual, gift, trust and foundation returns for residents located mainly in the northeast region of the United States. Although I had no formal QuickBooks training I was posting monthly statement activities for taxpayers like foundations in order to prepare their financial statements and ultimately prepare those tax returns.

KPMG, LLP Orlando, Florida Tax Associate December 1999 to January 2006 At KPMG I was preparing individual, fiduciary and foundation returns. I was working directly with the tax director or senior managers on estate and gift tax returns for the Orlando office. I also had the opportunity to work with senior managers on estate tax returns in other offices like Miami and Jacksonville. I assisted clients with their bookkeeping needs as applicable. I assisted the tax partner with client investment allocation scenarios using Allocation Master Software.

SunTrust Banks, Inc. Orlando, Florida Accounting & Trust Tax Officer September 1988 to December 1999 Accounting I started in trust operations but rapidly moved to the Comptrollers office. My initial responsibilities were to process the trust incentive plan payout for those employees referring and closing trust business in the State of Florida. I also prepared and processed accounts payable for various entities within SunTrust (over 300 checks per week). I prepared and posted general ledger entries at month end and I reconciled multiple accounts. I was responsible for setting up fixed assets for certain entities within SunTrust. Estate, Gifts and Trusts I prepared estate tax returns (average of 36 returns per year) and gift tax returns for SunTrust clients and assisted the tax director with federal estate tax audits. Created and implemented a fee collection system for past due estate fees which resulted in over $100K of additional revenue for the tax department.

Education Nova Southeastern University Fort Lauderdale, Florida Master of Accounting-2009 Sigma Beta Delta Honor Society University of South Florida Tampa, Florida Trust Officer Program Summer 1995, 1996 and 1997 Florida Trust School and Graduate Trust School University of Puerto Rico Rio Piedras Campus Bachelor of Business Administration-1989 Accounting Major Cum Laude Languages-Spanish (Speak and Write) Florida CPA Qualified Candidate