Conducted Complex and State/Federal Single Audits of Housing Authorities, Municipalities, Private Developers and Non-Profits who received State and/or Federal Financial Assistance. Provided technical assistance in State requirements. Served as Lead Auditor on audits. Trained new auditors, as needed.
Utilized the computer system to standardize work papers and procedures. Assisted in the provisions of accounting and financial services to Housing Authorities, Municipalities, Private Developers and Non-Profits during the Development and Administration Phases.
Determined if agencies were in compliance with applicable State Laws and Regulations and Department requirements.
Establishes and maintains financial records for a Housing Authority; prepares Federal and State Tax Returns, Quarterly Financial Statements, Payroll Records and Year-End Tax Forms.
Resolves problems with the IRS and State Agencies. Answers questions and provides additional information to outside auditors conducting annual audits.
Collected rents; made deposits; paid bills; maintained books and records via QuickBooks; reconciled bank accounts. Ordered supplies and resolved issues on billings with vendors and/or contractors. Prepared Quarterly Tax Returns, Financial Statements and monthly financial reports for the Board of Directors' meetings.
Sent out and processed Tenant Applications and prepared Tenant's paperwork for signature. Conducted Credit and Background Checks via Yardi Resident Screening on all tenant applications.
Conducted Complex Audits of employers to determine that wages were properly reported and the appropriate tax was remitted; made necessary adjustments to the employer tax records; provided technical assistance to the public and other divisions of the Department regarding the interpretation of the Tax Statutes. Collected delinquent taxes due and registered/discontinued business for Unemployment Taxes.
Acted as liaison with other tax jurisdictions, such as IRS and Department of Revenue Services, in the exchange of tax information.
Utilized EDP systems for financial records, reports and analysis.
Maintained a complete set of financial records for the Credit Union activities. Posted adjusting and closing entries monthly. Closed out the records at the end of the year. Prepared monthly reports for the Board of Directors' meetings.
Worked as a Teller cashing checks.
Performed filing duties for the Loan department and answered telephone calls.
Was a co-speaker at a New England Intergovernmental Audit Forum meeting in 1991.
Demonstrated the Labor Department's computerized Audit Program to representatives from the State of Massachusetts and the Regional Inspector General.
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