Bio
Credentials
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Enrolled Agent
US Department of TreasuryApr, 2006- Apr, 2026
Experience
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United States
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Chemical Manufacturing
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100 - 200 Employee
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Financial Planning and Analysis Manager
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Sep 2021 - Present
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Senior Accountant
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Jul 2018 - Oct 2021
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Senior Accountant
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Feb 2012 - Sep 2013
Personal Tax Returns - 1040 and foreignCorporate Tax Returns - 1120, 1065, 990Reconciling / Trial Balance / Bookkeeping for Corporations and Small Businesses
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Senior Accountant
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May 2002 - Feb 2012
Supervise and train all incoming employees on office procedures, tax rules, preparation, and softwareConduct weekly staff meetings including the creation of, and tracking, weekly production goalsSupervise all employees, other than the CPA, most questions and issues were brought to my attention to determine which issues to escalate and which to resolvePrepare personal, corporate, partnership, non-profit, payroll, and sales tax returnsPrepare reviewed financial statements and audits for CPA's approvalBookkeeping, financial statement perpetration, and planning for small businessesMaintain the computer and phone systems along with all other general IT support
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Tech Support Representative
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Jan 2002 - May 2002
Technical support for migration from Microsoft Windows Millennium to XP Technical support for Microsoft Windows legacy consumer operating systems Front-line customer relations in charge of initial customer contact and providing all support necessary to solve issue with "one touch"
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Senior Account Representative
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Jun 2000 - Jan 2002
Technical and customer phone support for multiple dot-com companies Virus removal and technical support for McAfee Virus Scan Beta testing and troubleshooting new websites and products for dot-com clients Monitored and responded to all unanswered email support requests
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Education
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2010 - 2011San Jose State University
Masters, Business Administration -
2006 - 2010Utah Valley University
Bachelors of Science, Accounting
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