Orthelande J.

Tax Associate at General Investment & Development

Role
Tax Associate at General Investment & Development
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Orthelande J.

Currently pursuing my CPA

Experience

  1. Tax Associate

    General Investment & Development

    Jan 2015 — Present

    Preparation of federal & state income tax returns for partnerships, corporations, S corporations, individuals and trusts.Preparation of quarterly taxable income projections and estimated tax payments for all taxpayers.Maintain tax due date tracker; prepare monthly reports, follow up prior to due dates.Maintain accounting and investment records for family trusts.Apply for federal & state ID numbers; respond to ID requests; maintain updated entity & ID database. Research and document federal and state tax issues.Assist in preparation of tax projection package for entire ownership group.Analyze and report projection to actual taxable income and tax variances.Review fixed and intangible assets to ensure accuracy of tax basis in accordance with current legislation.

Education

  • John D. O'Bryant

    High School

    2003 — 2009

  • Suffolk University

    Master's Degree, Accounting

    2014 — 2017

  • Lasell University

    Bachelor's degree, Accounting

    2009 — 2013

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Orthelande J. — Tax Associate at General Investment & Development in Boston, MA, US | Unifers