Bernadette Zita

FAQ About Bernadette Zita

• What is Bernadette Zita's address?

  Bernadette Zita is located at
  Chicago, Chicago, United States

• What is Bernadette Zita's job title?

  Bernadette Zita is a
  I am an effective and influential executive with comprehensive experience optimizing the operations of tax-exempt organizations. I leverage my background in finance, project management, tax accounting, and tax law to drive financial sustainability and compliance while steering teams toward organizational goals. Throughout my career, I have ensured compliance with regulatory frameworks and navigated complex tax laws for public charities and private foundations. In my current role as a director at Forvis, I leverage my financial reporting and compliance skills to manage a 2M budget while navigating the delivery of services to public charities and nonprofit entities. Among other achievements in this role, I have streamlined billing and created new processes that improved the organization’s tax return efficiency. I have also enabled clients to understand the filing requirements for achieving compliance and avoiding liabilities. Below is a selection of some more top accomplishments from throughout my career: • Securing tax-exempt status for five separate private foundations for a high-net-worth family client of Forvis. I implemented procedures for grantmaking, investments, compensation, financial reporting, audits, budgeting, board positions, and compliance. • Preparing taxes and financial documents related to private foundations, charitable lead trusts, and charitable remainder trusts for PwC wealth management clients, including Wells Fargo, Merrill Lynch, and JPMorgan Chase. • Training internal teams at Ernst & Young on efficiencies across nonprofit and pension trust returns split between 60% private foundations and 40% institutional clients. I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at [email protected]. AREAS OF EXPERTISE Audit & Internal Control Management Financial Reporting & Compliance Strategic Planning & Consultation Nonprofit Finance Management Stakeholder Engagement Board Governance Asset Allocation Tax Planning Chime

• What industry does Bernadette Zita currently work in?

  Bernadette Zita currently works in the
  Chime

• What is Bernadette Zita's area of expertise?

  Bernadette Zita specializes in
  I am an effective and influential executive with comprehensive experience optimizing the operations of tax-exempt organizations. I leverage my background in finance, project management, tax accounting, and tax law to drive financial sustainability and compliance while steering teams toward organizational goals. Throughout my career, I have ensured compliance with regulatory frameworks and navigated complex tax laws for public charities and private foundations. In my current role as a director at Forvis, I leverage my financial reporting and compliance skills to manage a 2M budget while navigating the delivery of services to public charities and nonprofit entities. Among other achievements in this role, I have streamlined billing and created new processes that improved the organization’s tax return efficiency. I have also enabled clients to understand the filing requirements for achieving compliance and avoiding liabilities. Below is a selection of some more top accomplishments from throughout my career: • Securing tax-exempt status for five separate private foundations for a high-net-worth family client of Forvis. I implemented procedures for grantmaking, investments, compensation, financial reporting, audits, budgeting, board positions, and compliance. • Preparing taxes and financial documents related to private foundations, charitable lead trusts, and charitable remainder trusts for PwC wealth management clients, including Wells Fargo, Merrill Lynch, and JPMorgan Chase. • Training internal teams at Ernst & Young on efficiencies across nonprofit and pension trust returns split between 60% private foundations and 40% institutional clients. I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at [email protected]. AREAS OF EXPERTISE Audit & Internal Control Management Financial Reporting & Compliance Strategic Planning & Consultation Nonprofit Finance Management Stakeholder Engagement Board Governance Asset Allocation Tax Planning

• Which languages does Bernadette Zita speak? 

  Bernadette Zita speaks the following languages:
  No languages available.

• Which industries has Bernadette Zita previously worked in?   

  Bernadette Zita has prior experience in the following industries:
  Forvis Mazars , Forvis , Pwc , Ernst And Young , William Harris Investors , Meridian Rail Services , Chef Depot , Ey

• What is Bernadette Zita’s work experience?  

  Bernadette Zita has the following professional experience:
  Chime , Forvis Mazars , Forvis , Pwc , Ernst And Young , William Harris Investors , Meridian Rail Services , Chef Depot , Ey .

• How can I find Bernadette Zita on LinkedIn?  

  You can view Bernadette Zita’s
  LinkedIn profile at LinkedIn URL.

• What are Bernadette Zita’s work email addresses?  

  Bernadette Zita’s work email addresses are
  [email protected] .

• What company does Bernadette Zita work for?  

  Bernadette Zita works at
  Chime