Open to opportunities

Matt Tombeng

@matttombeng

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Detail-oriented tax professional with expertise in high net-worth taxation.

United States

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What I'm looking for

I am looking for a role that offers growth opportunities and a collaborative work environment, where I can leverage my tax expertise to make a meaningful impact.

I am a dedicated tax professional with a Master of Science in Professional Accountancy and a strong background in private client services. My experience includes working with high net-worth individuals and entities, where I have honed my skills in tax preparation and compliance. I have successfully utilized tools such as Caseware Workpapers and ProSystem Fx Tax Preparation to manage a diverse range of tax engagements.

Throughout my career, I have demonstrated my ability to mentor younger staff and interns, showcasing my commitment to professionalism and integrity. My academic achievements, including graduating summa cum laude, reflect my dedication to excellence in the field of accounting. I am passionate about providing exceptional service to clients and ensuring their tax needs are met with precision and care.

Experience

Work history, roles, and key accomplishments

Tax Staff, Private Client Services

Baker Newman Noyes

Aug 2023 - Apr 2025 (1 year 8 months)

Worked with Caseware Workpapers and ProSystem Fx Tax Preparation to complete a wide range of engagements for high net-worth individuals and entities. Completed necessary adjusting journal entries and tax journal entries from client supplied financial statements.

Caseware Workpapers ProSystem Fx Tax Preparation Bookkeeping Mentoring

Tax Intern, Private Client Services

Baker Newman Noyes

Jan 2023 - Apr 2023 (3 months)

Worked with Caseware Workpapers and CCH ProSystem Fx Tax Preparation to produce tax returns for individuals, entities, trusts, and gift tax. Manually created trial balances in Caseware Workpapers from client-supplied financial statements.

Caseware Workpapers Trial Balances Workflow Management

Tax Intern

BerryDunn

Jan 2022 - Aug 2022 (7 months)

Prepared S Corp, C Corp, Partnerships, 1040 and 1041 tax returns for individual and corporate accounts. Developed skills in working with accounting software including CaseWare, Fixed Assets CS, and Axcess.

1040 Tax Returns 1041 Tax Returns Fixed Assets CS Axcess

Audit Intern

Plodzik & Sanderson

Oct 2021 - Dec 2021 (2 months)

Completed one full audit cycle for a water district. Observed operations meetings between firm partners and clients to gain an understanding of the entity.

Financial Analysis

Education

Degrees, certifications, and relevant coursework

Southern New Hampshire University

Master of Science, Professional Accountancy

Obtained a Master of Science in Professional Accountancy. This advanced degree focused on specialized accounting principles and practices, preparing for a career in professional accounting.

Southern New Hampshire University

Bachelor of Science, Accounting

Grade: 3.9 | Summa Cum Laude

Completed a Bachelor of Science in Accounting, achieving a GPA of 3.9 and graduating Summa Cum Laude. Received the Academic Excellence Award in Accounting, demonstrating strong academic performance and dedication to the field.