Candidate: 34940

Applicant 34940 is an experienced Certified Public Accountant with a strong background in tax preparation, bookkeeping, financial recordkeeping, reconciliations, year-end close, and detailed financial documentation. With more than a decade of accounting and tax experience supporting individuals, businesses, partnerships, corporations, trusts, private foundations, and high-net-worth clients, he brings the technical expertise, discretion, and accuracy needed to support a busy entrepreneur with complex personal, business, and property-related financial matters. Throughout his career, Applicant 34940 has prepared federal and state individual and business tax returns, maintained bookkeeping and tax records, organized workpapers, coordinated filings and payments, addressed tax notices, and prepared financial statements. His experience includes high-net-worth individual tax returns, multi-state filings, partnership K-1 packages, quarterly estimates, and year-end closes for small and mid-sized businesses. This background makes him especially well-suited for a role requiring meticulous recordkeeping, tax documentation support, expense tracking, account reconciliation, and ongoing financial administration. His experience across public accounting firms has required strong organization, careful deadline management, clear client communication, and the ability to handle sensitive financial information with professionalism and discretion. He is comfortable managing detailed records, reviewing financial documents, tracking payments and filings, communicating with outside professionals, and bringing order and consistency to complex financial matters. Most recently, following layoffs at his former accounting firm, Applicant 34940 has remained professionally active through per-diem tax and accounting work. He is now seeking a long-term opportunity where he can apply his CPA background, tax expertise, bookkeeping experience, and strong organizational skills in a more personalized support capacity. Applicant 34940 is a strong fit for a Bookkeeper/Personal Assistant position requiring advanced accounting knowledge, Excel proficiency, accurate documentation, independent follow-through, and a high level of confidentiality. His CPA background, long-term tax experience, and familiarity with New York-area accounting and professional services environments would allow him to provide polished, reliable, and highly detail-oriented support to a principal seeking a trusted partner for personal and financial administration. New York City-based, Applicant 34940 is open to full-time or part-time opportunities, either locally or remotely. He is currently seeking compensation in the $130,000–$140,000 range for a full-time role. Benefits would be appreciated but are not required.