Summary
Overview
Work History
Education
Skills
Certification
Software
Timeline
Generic

OSCAR MUNOZ

Elmhurst

Summary

Experienced Tax Manager with over seven years in public accounting. Committed to continuous professional growth to enhance skills and support team achievements. Recognized for hands-on approach, tackling tasks of all sizes with enthusiasm and precision.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Tax Manager

CohnReznick LLP
09.2022 - Current
  • Review tax returns (1065, 1120, 1040) prepared by staff to ensure accuracy and completeness
  • Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverables
  • Identify opportunities to expand the scope of current engagements through identification of client needs and target client requirements
  • Provide regular performance feedback as well as deliver constructive and timely performance reviews
  • Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
  • Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.
  • Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
  • Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.

Senior Tax Associate

Cohnreznick LLP
08.2020 - 08.2022
  • Delegated work to staff and interns, provided guidance, feedback, and served as a liaison between staff and upper management
  • Performed detail and concurring review of tax returns prepared by staff and interns for accuracy and completeness
  • Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement
  • Prepared tax returns, extensions, tax planning calculations and research for organizations and entities
  • Promptly prepared written responses and tax return amendments to resolve state and federal notices

Experienced Tax Associate

Cohnreznick LLP
11.2019 - 07.2020
  • Prepared tax returns of partnerships, corporations, and high net worth individuals, focusing on real estate and affordable housing
  • Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.

Staff Accountant

Callero & Callero LLP
10.2016 - 10.2019
  • Prepared tax returns (1065, 1120, 1040)
  • Prepared sales tax returns, payroll tax forms, 1099s, and W-2s
  • Conducted financial statement audit and review engagements of profit and non-profit clients from planning to financial statement preparation
  • Performed financial evaluations of financial information through analysis of data to identify potential misstatements or irregularities

Education

Master of Science - Accounting

University of Illinois At Chicago
Chicago, IL
05.2016

Bachelor of Science - Accounting

University of Illinois At Chicago
Chicago, IL
05.2014

Skills

  • Supervision of interns and associates
  • Tax compliance expertise
  • Analytical thinking
  • Skilled in pivot tables and XLOOKUP in Excel
  • Prioritizing heavy workloads efficiently

Certification

2019-07 CPA - Certified Public Accountant

Software

  • Wolters Kluwer CCH Axcess & CCH Engagement
  • CaseWare
  • Thomson Reuters UltraTax & Accounting CS, GoFileRoom

Timeline

Tax Manager

CohnReznick LLP
09.2022 - Current

Senior Tax Associate

Cohnreznick LLP
08.2020 - 08.2022

Experienced Tax Associate

Cohnreznick LLP
11.2019 - 07.2020

Staff Accountant

Callero & Callero LLP
10.2016 - 10.2019

Bachelor of Science - Accounting

University of Illinois At Chicago

Master of Science - Accounting

University of Illinois At Chicago
OSCAR MUNOZ