Experience

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  City of Chesapeake-Commissioner of the Revenue

  • Chesapeake, VA

  • Auditor reported to Accounting Manager specialized in Financial Reporting

    • Jun 2007 - Feb 2013
    • Chesapeake, VA

    I reported to the Manager of Business Taxation of the Office of the Commissioner of the Revenue. Responsibilities included Audits of Chesapeake Businesses to determine statutory compliance with reporting for business license,business personal property taxes and specialty taxes administered by the Commissioner of the Revenue. I annually reviewed and administered work related to Business Franchise Tax reporting and the renewal of business licenses for businesses within the City of Chesapeake. I assessed business personal property tax reporting for the City of Chesapeake. I worked with the Treasurer’s Office to assure collection of taxes related to audits I am associated with. The audit department is associated with the audit of the Cities Tax Relief Program and other internal reporting validation. I assisted in other capacities as needed or assigned.

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  Value Options, Inc.

  • Norfolk, VA

  • Corporate Tax Accountant

    • Dec 2005 - Oct 2007
    • Norfolk, VA

    I reported to the Manager of Corporate Taxation of the Finance Department. Responsibilities included assisting with income tax compliance for 70 plus companies with multi-state reporting, consolidation and sub-consolidation of multi-tier tax reporting. Additional duties included compilation of tax information for preparation of quarterly estimates, annual provision determination, return and extension preparation and correspondence with state taxing authorities as necessary. I was responsible for development of new depreciation reporting for taxation as a result of financial software conversion. I assisted with inter-departmental liaison activities to acquire and provide necessary information for accurate tax reporting with external CPAs. ValueOptions, Inc. provides managed care services for mental health care contracts throughout the United States.

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  Real-Time Data Management Services, Inc.

  • Norfolk, Virginia Area

  • Controller

    • Jul 2000 - Feb 2005
    • Norfolk, Virginia Area

    I was responsible for all accounting records of the Corporation, including accounts receivable, accounts payable, payroll, and general journals and the general ledger. Additional responsibilities included preparation of all reporting for financial position and corporate payroll and sales tax reporting. I was responsible for the personnel management obligations for the Corporation. I prepared the work papers for both financial and tax reporting, trial balances and depreciation detail for year-end and provided same to the independent accountants for preparation of annual income tax and financial position reporting to interested third parties. I was responsible for both the training and supervision of accounting personnel. I worked with management staff of other departments to obtain and provide financial information critical to the operations of the Corporation. I interfaced with customers, vendors, and other third parties as needed. Real-Time Data Management Services, Inc. provides multiple services to small credit unions throughout Virginia and the United States.

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  Wilfore and Wynn PC CPAs

  • Virginia Beach, VA

  • CPA Manager / Vice President

    • Aug 1988 - Jul 2000
    • Virginia Beach, VA

    I conducted and managed audit engagements for HUD, VHDA, multi-entity consolidation and other service / retail / contractor audits for corporations and partnerships. I conducted and managed assignments for review and compilation engagements for corporations and partnerships. I was responsible for financial statement and tax reporting for assigned engagements. I completed development of asset reporting on both a book and tax basis for clients of the firm. In addition, I specialized in preparation of trust accountings and related tax reporting. I completed individual tax preparation as assigned. I supervised and aided in the training of staff auditors and other staff as assigned to engagements under my charge. Wilfore and Wynn, PC was a local CPA firm. The partners split and Rick Wynn is now the managing Partner for Wynn and Hawkins, PC.

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  MARJ Corporation t/a National Tire Wholesale

  • Virginia Beach, VA

  • Controller / Company Accountant

    • Dec 1986 - Jul 1988
    • Virginia Beach, VA

    I reconciled and reconstructed the records of the Corporation. I implemented, restructured and systemized procedures for recording data through general ledger to provide for economy of time production of general ledger. I produced all financial statements, income, payroll and sales tax reporting and any and all state and federal filings of the Corporation. I prepared the work papers and trial balances to independent accountants for preparation of annual financial statement and income tax reporting to interested third parties. National Tire Wholesale was a local company that was bought out by Merchants Tire.

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  Postal Finance Co. (a subsidiary of St. Paul Companies, Inc.)

  • Sioux City, Iowa Area

  • Financial Accounting Supervisor

    • Dec 1977 - Jul 1982
    • Sioux City, Iowa Area

    I assisted the planning, organizing, execution and supervision of work relative to the Financial Accounting Department, consisting of, but not limited to SEC filings(S-1, 10-K, and 10-Q), federal and state income tax reporting for a multi-state and multi-corporate environment, banking department reporting and internal and external financial reporting, property tax reporting and other state and federal filings as assigned. I was responsible for supervision and evaluation of department personnel (3-5 persons) under my charge. I aided in the coordination, documentation and maintenance of a complex and deadline oriented financial reporting system. I interfaced with the year-end auditors and aided in the preparation of tax work papers, year-end audit reporting and financial statements. I worked on streamlining the activities of the Financial Accounting Department which ultimately reduced overtime by nearly 70%. Postal Finance Company operated as a finance company in multiple states thru multiple corporate identities.

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  Wolf and Company CPAs

  • Des Moines, Iowa Area

  • Senior Staff Auditor

    • Jun 1975 - Dec 1977
    • Des Moines, Iowa Area

    I was responsible for the review / audit of client financial records and preparation of related audit reports and income tax reporting. I supervised, evaluated and aided in the training of a staff of 1 to 3 persons. I conducted audits and / or examinations of banks, retail dealers, agricultural companies, insurance and municipal agencies. I developed a unique rapport with client companies to ensure successful business relationships. Wolf and Company was among the top 20 CPA firms in the nation at the time of my employment.

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  Coopers & Lybrand

  • Greater Los Angeles Area

  • Staff Auditor

    • Jul 1974 - May 1975
    • Greater Los Angeles Area

    I was responsible for assistance with audits of insurance companies, municipal agencies, manufacturing companies, multi-state and multi national entities, etc. Coopers and Lybrand was among the big 8 CPA firms in the nation at the time of my employment.