About Jason Barrientos:
Jason is a efficient worker, who works well with people of all different backgrounds. Works great under pressure with a strong eye for detail, accurate and precise in performing various tasks, strong analytical and problem solving skills. Superb ability to multitask and manage time efficiently. Proficient in Microsoft office (Word, Excel, PowerPoint ,Access).Coachable and able to learn new software and skills if need be.
Experience
Wealth Management Tax Analyst at Morgan Stanley
- Processed daily reconciliation and ad hoc financial report reviews to maximize revenue and compliance with tax laws.
- Reconciled 86 accounts in one project to correct over $350k in system computing errors saving the firm $60k in IRS penalty fees, thus helping the firm reach accuracy and cost efficiency goals for the year.
- Found critical error codes in IRS filings that impacted 5,200 accounts saving the firm $25k in IRS penalty fees.
- Reviewed Year End Processing, Monthly and Quarterly Financial Reports, Mass Corrections, IRS filings, and Income Reclasses.
- Assisted Financial Advisors and Senior Managers via meetings, calls and Case Management JIRA tickets.
Education
Bachelors Degree in Account From Brooklyn College
Professionals in the same Accounting / Finance sector as Jason Barrientos
Professionals from different sectors near New York City, New York
Other users who are called Jason
Jobs near New York City, New York
-
Senior Underwriter
1 week ago
Willis Towers Watson Short Hills, United StatesThe Role: · Exhibits strong technical underwriting skills through strategic, thorough account reviews and file documentation · Grows and maintains profitable book of business through execution of individual risk underwriting and adherence to the strategic plan of the unit · Stays ...
-
Senior Audit Manager-Healthcare
2 weeks ago
Razzino Associates Inc New York, United StatesSenior Audit Manager-Healthcare · Our client, a well-known professional services firm, which specializes in accounting, tax and advisory practice and enjoys a long history of serving clients in the U.S. and abroad. They seeking their Senior Audit Manager to join their Healthcare ...
-
Software Engineer II
1 week ago
Disney Parks and Resorts New York, United StatesJob Summary: · Disney Entertainment & ESPN Technology · On any given day at Disney Entertainment & ESPN Technology, we're reimagining ways to create magical viewing experiences for the world's most beloved stories while also transforming Disney's media business for the future. W ...