Tax Specialist

• Apr 2021 - Present

Certified Public Accountant

• Jan 2014 - Present

Prepare and review employees’ preparation of simple to complex (at-risk, basis calculations, reasonable compensation, passive losses, multi-state, foreign earned income) tax returns for individuals, corporations, limited liability companies and non-profit organizations using electronic filing and e-signature technology. Provide CFO services to get business insights, translate data into relevant business operations, implement strategies to meet managerial goals, and provide regulatory compliant financial information. Develop, implement, modify, and document recordkeeping/accounting systems, making use of current computer technology, including desktop programs, online programs, secure portals, and cloud-based remote servers and other cloud-based technology. Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards for Generally Accepted Accounting Principles (GAAP). Represent clients for tax resolution in response to audits/inquiries by the IRS or state.

Interim Senior Supervisor of Accounting

• Sep 2019 - May 2020

Supervise month and year-end closing process using Client Resource Management (CRM) software and Enterprise Resource Planning (ERP) systems to record prepaid/accrual accounts and closing journal entries. Receive inventory, maintain assets, prepare sales tax returns, and issue purchase orders. Work with the accounting team to efficiently resolve accounting inquiries/discrepancies. Review and approve budget requests, payroll, accounts receivable, and accounts payable transactions prepared by staff accountants. Present GAAP compliant month and year-end financial reports to Director of Finance.

Corporate Controller

• Mar 2000 - Oct 2013

Prepare and file federal and multi-state annual income tax returns, quarterly payroll tax returns, and monthly sales tax returns. Prepare financial statements, business activity reports, job costing analysis, financial position forecasts, annual budgets, or reports required by regulatory agencies, including Defense Contract Audit Agency (DCAA), working closely with corporate President. Supervise employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. Design, evaluate, and modify employee benefit policies to ensure programs for leave, insurance, and retirement are current, competitive and in compliance with regulations. Represent the corporation before the Internal Revenue Service (IRS), state tax authorities, and the Defense Contract Audit Agency (DCAA).

Tax Software Tester

• Sep 1998 - Nov 2000

Test tax software using testing programs for proper calculation and flow throughout the tax return, enter data to force the testing scenario, and provide feedback to software engineers regarding issues or suggestions for improvement, based results and tax laws. Test tax software using testing programs for proper calculation and flow throughout the tax return, enter data to force the testing scenario, and provide feedback to software engineers regarding issues or suggestions for improvement, based results and tax laws.

Adjunct professor

• Jan 1998 - Jan 2000

Adjunct Professor

• 1998 - 2000

Senior Accountant

• Oct 1997 - Apr 1998

Prepare simple to complex tax returns for individuals and organizations, including corporations, partnerships, and non-profit organizations. Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards for Generally Accepted Accounting Principles (GAAP). Prepare simple to complex tax returns for individuals and organizations, including corporations, partnerships, and non-profit organizations. Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards for Generally Accepted Accounting Principles (GAAP).

Senior Accountant/Auditor

• Jan 1991 - Oct 1997

Supervise teams to conduct financial and governmental audits, reviews, and compilations, and to evaluate financial accounting and internal control systems. Prepare financial statements, audit reports, and budget analysis in compliance with Generally Accepted Accounting Principles (GAAP) and governmental regulations. Meet with client’s Board of Directors to report on audit process. Prepare simple to complex tax returns for individuals and organizations, including corporations, partnerships, and non-profit organizations.

Co-op Accountant/Auditor

• Jan 1989 - Jun 1990

Prepare simple tax returns for individuals and corporations. Conduct audit work in the field for inventory, accounts receivable, and accounts payable, documenting findings in work papers and audit programs. Prepare simple tax returns for individuals and corporations. Conduct audit work in the field for inventory, accounts receivable, and accounts payable, documenting findings in work papers and audit programs.