Summary
Overview
Work History
Education
Skills
Timeline
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Otis Scriven

Fayetteville,NC

Summary

Detail-oriented Tax Associate with over five years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

8
8
years of professional experience

Work History

Senior Tax Associate

Markoff & Malatesta CPA’s PLLC
07.2024 - Current
  • Participating in tax planning projects for high net worth clients
  • Supporting and preparing of federal, state and local corporate and partnership tax returns
  • Supporting and training staff in the preparation of all aspects of corporate & partnership returns and research
  • Assist clients in responding to IRS and other tax authorities’ notices and inquiries

Tax Accountant

FRSCPA, PLLC
08.2022 - 06.2024
  • Prepared federal and multi-state corporate and individual tax returns
  • Supported clients' tax compliance by collecting and analyzing financial or operational information and preparing supporting work papers
  • Performed strategic tax planning for high income clients
  • Researched and resolved tax issues for clients
  • Maintained fixed asset schedules

Tax Accountant

Thomas & Gibbs, CPAs
10.2021 - 08.2022
  • Researched tax regulations and analyzed financial statements to ensure documentation correctness.
  • Prepared multi-state tax returns in compliance with US federal and state law.
  • Took part in quarterly financial planning and implemented tax strategies to minimize the financial risks of the company.
  • Prepared state Sales and Use tax returns for clients

Tax/Project Accountant

Bassett & Associates P.A.
01.2019 - 10.2021
  • Responsible for the preparation of individual and corporation tax returns and payroll returns
  • Performed various tax research projects for clients to mitigate tax liability
  • Responsible for the interpretation of recent tax legislation
  • Analyzed financial reports to determine qualification for various federal and state government programs
  • Compiled cost segregation reports for tax and commercial purposes

Tax Intern

Omarya D. Coon, CPA, P.C.
01.2018 - 06.2018
  • Prepared individual income tax returns for clients
  • Responsible for organizing and maintaining important financial files for clients
  • Demonstrated use of accounting software such as Quickbooks, Drake tax software, and eFile Cabinet
  • Prepared journal entries for year-end financial statements for clients
  • Performed tax research for abnormal and complex tax situations

Education

Bachelor of Science - Accounting, History

Methodist University
Fayetteville, NC
12.2018

Skills

  • Understanding of GAAP principles
  • Skilled in tax software applications including CCH Axcess and Ultra Tax
  • Tax return preparation
  • Proficient in data management using MS Excel and MS Access
  • Financial data analysis
  • Detailed account reconciliation
  • Currently preparing for CPA exam

Timeline

Senior Tax Associate

Markoff & Malatesta CPA’s PLLC
07.2024 - Current

Tax Accountant

FRSCPA, PLLC
08.2022 - 06.2024

Tax Accountant

Thomas & Gibbs, CPAs
10.2021 - 08.2022

Tax/Project Accountant

Bassett & Associates P.A.
01.2019 - 10.2021

Tax Intern

Omarya D. Coon, CPA, P.C.
01.2018 - 06.2018

Bachelor of Science - Accounting, History

Methodist University

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