Jason Pearson
jterrencepearson@outlook.com| 917.309.2048
137 Beach 60th Street, Arverne, NY 11692
OBJECTIVE To use my financial and business acumen in a manner beneficial to the success and growth of the organization as
as to my personal growth as a professional.
EDUCATION
NYACK College
Masters of Business Administration
Major in Finance (GPA 3.91)
Aug. 2011—Dec.2012
Howard University
Bachelors of Business Administration
Major in Finance
Aug. 2003—May.2008
______________________________
LANGUAGES
 English (Primary Language)
 Spanish (Conversational)
______________________________
SKILLS AND EXPERTISE
 Excellent verbal, written,problem
solving, organizational,
presentation and communication
skills.
 Skilled at working in a fast-paced
environment, and juggling several
projects at once.
 Proficient in MS Access, Excel,
Outlook, PowerPoint, Word,
Servant Keeper 7, Quickbooks,
GoFileRoom and FastTax
______________________________
REFERENCES
Personal and professional references
available upon request.
EXPERIENCE
Tax Associate Jan. 2015-Present
Tanton & Company
 Preparing corp tax returns, trust tax returns, foundation returns, gift taxes and foreign reportin
forms
 Preparing correspondence to State and IRS tax inquires on behalf of clients and provided
recommendations on tax issues
 Preparing agreed upon procedures for tax audits of corporations and foundations as well as
managing matters pertaining to individual taxes
 Handling tax documents and statements and managing the tax database by performing regular
updates
 Creating quarterly federal and state tax payment projections and drafting financial statements
Volunteer Jun. 2014-Jan. 2015
The Momentum Project, Inc
Teller May 2013-Aug. 2014
JP Morgan Chase Bank
 Audited over $400,000 bank vault cash; loaded and balanced TCM automatic cash dispenser on
daily basis
 Custodian responsible for auditing and restocking the Self Service Banking kiosk
 Custodian of the Chase instant issue card dispenser, and managed a cashbox of $16,000
 Receive and distribute cash during customer deposits, withdrawals, mortgage, loan and credit c
payments
 Assist customers in money transfers between personal and external accounts
 Assist relationship bankers with opening accounts including verification of checks used to open
accounts
 Comply with government banking regulations through filling out of SAR. MIPL, and CTR forms
 Conducted transactional due diligence and required appropriate ID(s) and additional account
information with any unusual withdrawals, transfers or deposits
 Monitored cash transactions for suspicious activity and reported any attempts at bribery
Executive Assistant to the President/CEO Aug 2011 – Dec 2012
InHim& AssociatesAccounting Services,LLC
 Processed accounts payable vouchers and reimbursement for CEO travel and related expenses
 Assisted HR department with maintenance of employee files including tracking of vacation and
time taken by employees
 Handled all company petty cash, audited receipts and prepared reimbursement vouchers.
 Maintained all company documents including the distribution of company literature to stimulate
client interest and business leads
 Negotiated favorable terms and pricing with clients increasing revenues by 10%
_________________________________________________________________________
Jason Pearson
jterrencepearson@outlook.com| 917.309.2048
137 Beach 60th Street, Arverne, NY 11692
OTHER PROFESSIONAL EXPERIENCE
Board Member & Chairman of Finance Committee Feb. 2016–Present
The Arverne YMCA
Volunteer Jun. 2014–Jan. 2015
The Momentum Project, Inc.
Logistics Assistant May. 2009–Aug. 2011
Inwood House

Jason's 6_26_16 Resume

  • 1.
    Jason Pearson jterrencepearson@outlook.com| 917.309.2048 137Beach 60th Street, Arverne, NY 11692 OBJECTIVE To use my financial and business acumen in a manner beneficial to the success and growth of the organization as as to my personal growth as a professional. EDUCATION NYACK College Masters of Business Administration Major in Finance (GPA 3.91) Aug. 2011—Dec.2012 Howard University Bachelors of Business Administration Major in Finance Aug. 2003—May.2008 ______________________________ LANGUAGES  English (Primary Language)  Spanish (Conversational) ______________________________ SKILLS AND EXPERTISE  Excellent verbal, written,problem solving, organizational, presentation and communication skills.  Skilled at working in a fast-paced environment, and juggling several projects at once.  Proficient in MS Access, Excel, Outlook, PowerPoint, Word, Servant Keeper 7, Quickbooks, GoFileRoom and FastTax ______________________________ REFERENCES Personal and professional references available upon request. EXPERIENCE Tax Associate Jan. 2015-Present Tanton & Company  Preparing corp tax returns, trust tax returns, foundation returns, gift taxes and foreign reportin forms  Preparing correspondence to State and IRS tax inquires on behalf of clients and provided recommendations on tax issues  Preparing agreed upon procedures for tax audits of corporations and foundations as well as managing matters pertaining to individual taxes  Handling tax documents and statements and managing the tax database by performing regular updates  Creating quarterly federal and state tax payment projections and drafting financial statements Volunteer Jun. 2014-Jan. 2015 The Momentum Project, Inc Teller May 2013-Aug. 2014 JP Morgan Chase Bank  Audited over $400,000 bank vault cash; loaded and balanced TCM automatic cash dispenser on daily basis  Custodian responsible for auditing and restocking the Self Service Banking kiosk  Custodian of the Chase instant issue card dispenser, and managed a cashbox of $16,000  Receive and distribute cash during customer deposits, withdrawals, mortgage, loan and credit c payments  Assist customers in money transfers between personal and external accounts  Assist relationship bankers with opening accounts including verification of checks used to open accounts  Comply with government banking regulations through filling out of SAR. MIPL, and CTR forms  Conducted transactional due diligence and required appropriate ID(s) and additional account information with any unusual withdrawals, transfers or deposits  Monitored cash transactions for suspicious activity and reported any attempts at bribery Executive Assistant to the President/CEO Aug 2011 – Dec 2012 InHim& AssociatesAccounting Services,LLC  Processed accounts payable vouchers and reimbursement for CEO travel and related expenses  Assisted HR department with maintenance of employee files including tracking of vacation and time taken by employees  Handled all company petty cash, audited receipts and prepared reimbursement vouchers.  Maintained all company documents including the distribution of company literature to stimulate client interest and business leads  Negotiated favorable terms and pricing with clients increasing revenues by 10% _________________________________________________________________________
  • 2.
    Jason Pearson jterrencepearson@outlook.com| 917.309.2048 137Beach 60th Street, Arverne, NY 11692 OTHER PROFESSIONAL EXPERIENCE Board Member & Chairman of Finance Committee Feb. 2016–Present The Arverne YMCA Volunteer Jun. 2014–Jan. 2015 The Momentum Project, Inc. Logistics Assistant May. 2009–Aug. 2011 Inwood House