Overview
Work History
Education
Publications
Languages
Timeline
Generic
Beatrice Deliperi

Beatrice Deliperi

La Spezia,SP

Overview

13
13
years of professional experience

Work History

Accountant, Tax Consultant

Fresh Dining Concepts
03.2023 - 08.2024
  • Managed Sales Tax compliance across over 20 States for the various stores.
  • Worked daily with General Ledger and other Accounting Important month-end reports to provide clients
  • Creation of Pivot Tables and working with other Excel tools to enhance strategic decision-making and Inventory reporting efficiency
  • Advised clients on the best Tax strategies according to situation
  • Managed Core Banking Operations including deposits and calculation of interests
  • Calculation of Royalties, Credit Card fees, Insurance commissions with accuracy and operational success
    for the company
  • Usage of Power Bi, Netsuite, Quickbooks, Excel, Restaurant 365, Microsoft Office

Accountant, Tax Consultant

Finvisor
02.2023 - 02.2024
  • Daily processing of payments and financial transactions to suppliers and obtaining directions from suppliers
  • Entering invoices into the accounts payable/Receivable system
  • Daily processing payments for American, Canadian and foreign suppliers/customers
  • Filing and maintaining supplier records
  • Reconciling invoices, payments and performing monthly bank reconciliation
  • Liaising with finance officers and suppliers concerning stock management, financial records and important accounts for year-end tax purposes
  • Calculation and filing of of Sales Taxes
  • Small payroll monthly reports duty
  • Software usage: Bill.com, TaxJar, Rippling, Stripe, Quickbooks, Excel, Microsoft Office, Exact Accounting

Payroll Team Lead

ADP
04.2022 - 01.2023
  • Reviewed and verified timesheets and attendance records, addressing discrepancies
  • Prepared and submitted required paperwork for tax deductions, employee benefits, and garnishments
  • Analyzed compensation data, including wages, bonuses, and other payments
  • Managed payroll transactions, ensuring accuracy and timely processing (e.g., via e-banking systems)
  • Conducted routine audits of payroll records and procedures to ensure compliance and accuracy
  • Processed benefit-related costs such as insurance premiums and sick leave allocations
  • Developed, documented, and implemented efficient payroll procedures to streamline operations.
  • Maintained and oversaw payment calendars for the fiscal year
  • 941, 940, EFTPS document reviewing
  • W-4, W-2, 1099 Reviewing
  • Provided management with detailed reports on payroll matters
  • Software used: SAP, Excel, ADP Workforce, ADP internal Softwares

Tax Accountant

AJI CPA
01.2022 - 03.2022
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
  • Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
  • Researched and provided summary memos on technical tax issues at request of partners and clients.
  • Preparation of 1120, 1040, 1065, Trusts and Non profit
  • Preparation of 1099-MISC and NEC
  • Financial Forecasts
  • FBARs and Foreign forms (5471, 5472)
  • Software Usage: Ultratax, Quickbooks, Excel, ProSeries

Tax Consultant

Gen USA
02.2021 - 12.2021
  • Furnished clients of firm / taxpayers with sufficient information and advice to facilitate correct tax form completion.
  • Informed Italian customers about GAAP regulations
  • Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Responded to inquiries from IRS and other tax authorities.
  • Main Software utilized: Excel, SAP, Quickbooks

Tax Accountant

Valdes CPA and Advisors PA
01.2020 - 12.2020
  • Preparation of various Tax Forms such as 1040, 1120, 1065 and others, ensuring
    accurate reconciliation and timely financial transactions finalized to the year end
  • Led daily bookkeeping (Cash and Accrual) services for a variety of clients present in the US and Latin America
  • Quickbooks daily usage (Online and Desktop), enhancing data integrity and
    efficiency for local and foreign clients in need of bookkeeping services
  • Provided expert Tax Preparation and support during 2020 Tax Season leveraging Excel, Ultra Tax and Intuit Lacerte and Great Plain to assist clients through COVID-19 pandemic challenges.
  • Optimized Tax Liabilities and compliance for Foreign sellers by preparing Real Estate FIRPTA forms and facilitating ITIN applications for foreign
    clients
  • Oversaw monthly closing procedures (GAAP), maintaining rigorous Journal
    Entry logs, preparing complex International Tax Forms (5471, 5472), and ensuring adherence to regulatory standards
  • Integrated advanced software tools, including Excel and Tax Jar, to streamline accounting processes and improve client service delivery on behalf of the Controller
  • Usage of Excel, Ultra Tax, Preparation of Forms 1120 C and S, Form F-BAR,b W-7, W-9
  • Streamlined financial transactions and improved data accuracy by implementing robust systems and processes dictated by the firm
  • Creation of companies for clients, daily contacts with the Department of Florida, preparation and filing annual reports for companies established in
    various States, maintaining corporate compliance for all our clients.
  • Working daily with General Ledger and Journal Entries, working with Current Assets and CIP and other accounts
  • Managed preparation of monthly closing balance sheets and year-end packages, ensuring timely compliance with deadlines
  • Working with Construction Companies, reconciling their books and maintaining their financial reports clean
  • Working with Cash and Accrual bookkeeping
  • File all required State returns according to client
  • Filed all annual business licenses for the company
  • Filed all annual personal property renditions for each branch
  • Assisted with external auditors assisting with their analysis,documentation and other important forms requested.
  • Managed special projects assigned by the Controller
  • Software used: Drake, Excel, Quickbooks

Language Data Analyst

Amazon
05.2018 - 12.2018
  • Contributed to the development of Alexa in Italian
  • Worked with a range of text, speech and other types of data
  • Delivered high-quality labelloid data, using guidelines provided to meet our KPIs, and using in-house tools and software
  • Report issues with tools and software as and when they occurred in order to make Alexa functioning better in Italian language
  • Build a thorough understanding of labeling conventions and provide supported to global sites
  • Sourced, validated, and delivered high-quality language artifacts and linguistic data
  • Trained and monitored annotators to ensure high quality annotations

Staff Personnel

Consulate General Of Italy
02.2018 - 05.2018
  • Administered comprehensive database supervision, ensuring adherence to privacy and data protection regulations for records of Italian citizens in Massachusetts
  • Facilitated diplomatic liaison of Visa processing, providing accurate validation of status changes and efficient visa services.
  • Managed Immigration case documentation, offering guidance on legal procedures and requirements for citizenship and residency
  • Handled appointments for Visa Requests, Renewal of Passport Citizenship and acquisition of Citizen through Italian law system
  • Delivered client resolution services, expediting processing of vital records, and addressed citizenship-related inquiries according to Italian Laws
  • Software used: Yardi System, Excel, Microsoft Package, Internal programs

Private Banker

Indosuez Wealth Management
11.2011 - 12.2015
  • Daily worked with High Net Worth Individuals managing their financial portfolios local and International
  • Advised Wealth Management clients on financial strategies, tailoring solutions to individual needs in the European market
  • Management of financial items and virtual Assets, different forms of payments (International and National Wires), savings accounts and daily bank drafts in accordance with Banca d'Italia (Italian Central Bank)
  • Conducted weekly risk assessment reports, communicated potential investment risks, and formulated risk mitigation strategies.
  • Consulted on loan interest calculations and terms for clients, ensuring that their terms met clients' financial capabilities
  • Developed and implemented weekly spreadsheets for tracking client financial goals, enhancing progress monitoring and planning support
  • Leveraged advanced analytics to identify financial trends and opportunities, contributing to improvement of client investment strategies
  • Daily collaboration with other Bank's Branches around the Milan area
  • Main software utilized: SAP, Cedacri and SIB2000 Softwares

Education

Ph.D. - Business Administration And Management

University Of The Cumberlands
Williamsburg, KY
05-2028

Master of Science - Finance

University Of The Cumberlands
Williamsburg, KY
08-2024

MBA - International Economics

Barry University
Miami Shores, FL
12-2021

No Degree - IT Network Security

Bunker Hill Community College
Boston, MA
12-2017

Bachelor of Science - Economics

University Of Pavia
Pavia, Italy
07-2016

Publications

Addressing the Issue of Supply Chain Disruptions through Sustainable Managerial Accounting and Strategic Investment: An Economic Resilience Booster. American Journal of Economics and Business Management · Sep 4, 2024

Languages

Italian
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)

Timeline

Accountant, Tax Consultant

Fresh Dining Concepts
03.2023 - 08.2024

Accountant, Tax Consultant

Finvisor
02.2023 - 02.2024

Payroll Team Lead

ADP
04.2022 - 01.2023

Tax Accountant

AJI CPA
01.2022 - 03.2022

Tax Consultant

Gen USA
02.2021 - 12.2021

Tax Accountant

Valdes CPA and Advisors PA
01.2020 - 12.2020

Language Data Analyst

Amazon
05.2018 - 12.2018

Staff Personnel

Consulate General Of Italy
02.2018 - 05.2018

Private Banker

Indosuez Wealth Management
11.2011 - 12.2015

Ph.D. - Business Administration And Management

University Of The Cumberlands

Master of Science - Finance

University Of The Cumberlands

MBA - International Economics

Barry University

No Degree - IT Network Security

Bunker Hill Community College

Bachelor of Science - Economics

University Of Pavia

Similar Profiles

CREATE PROFILE
Beatrice Deliperi