Shayna Wohl
Tax Manager @Aldrich
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WORK HISTORY
Tax Manager @Aldrich
Carlsbad, CA, US
Review and preparation of Individual, Corporate, S Corporate, Partnership, Fiduciary, and amended tax returns for a variety of industries * Assignment and management of tax return projects, including intake of client documents, client communications, and managing and overseeing the overall tax preparation process * Assisting clients with compliance issues and their understanding of tax scenarios * Tax planning and projection* Responding to agency notices* Client management and billing* Training staff
EDUCATION
Torrey Pines High School
Graduate with honors
Isenberg School of Management, UMass Amherst
Bachelors of Business Administration, Accounting, Cum Laude
ABOUT SHAYNA WOHL
Almost two decades of experience reviewing and preparing S Corporate, C Corporate, Partnership, and Individual Tax Returns. Proficient in Lacerte Tax, ProSystems Tax, Engagement, QuickBooks, Microsoft Office, and Excel. Certified Public Accountant and member of CalCPA and AICPA. Enthusiastic about helping clients to understand their taxes and achieve their goals, teaching staff, and working in a team environment, collaborating with coworkers to learn, grow, and provide the best services to our clients. Recognized for excellent client service and interpersonal skills, attention to detail, quality and accurate work, trustworthy, discreet, and ethical.
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