Rebecca Crumpler, CPA, CFP®

Tax Supervisor at LifeTime Asset Management and LifeTime Tax Management
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Contact Information
Location
Willow Spring, North Carolina, United States, US

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Credentials

  • Certified Public Accountant
    North Carolina CPA Board
    Apr, 2022
    - Sep, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2019
    - Sep, 2024
  • NC Insurance Licenses (Medicare Supplement Long-Term Care, Life, Accident & Health or Sickness, and Personal Lines)
    -
    May, 2015
    - Sep, 2024
  • Accredited Financial Counselor® (Inactive)
    AFCPE® (Association for Financial Counseling and Planning Education®)
    Aug, 2017
    - Sep, 2024
  • Federally Licensed MLO - Inactive
    NMLS
    Oct, 2016
    - Sep, 2024
  • Notary Public
    -

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Tax Supervisor
      • Aug 2023 - Present

    • Tax Advisor
      • Mar 2021 - Aug 2023

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Financial Services Officer I
      • Aug 2020 - Mar 2021

      *Created and continue to lead the District Tax Center which brings employees from different branches into a single location to key and quality review individual tax returns.*Promote financial advisory services offered by SECU to membership.*Obtain loan/mortgage applications and make decisions on approval or declination.*Train employees on all facets of being a Financial Services Officer.

    • Senior Financial Services Officer
      • Sep 2018 - Aug 2020

    • Financial Services Officer III
      • Sep 2017 - Sep 2018

    • Financial Services Officer II
      • May 2017 - Sep 2017

    • Financial Services Officer I
      • Jun 2016 - May 2017

    • FSR I
      • Aug 2014 - Jun 2016

      • Administer delinquency lists and monitor eleven colleagues’ progress to warrant payment• Process 200+ daily teller transactions with proficiency and expertise; often handling the highest amount of transactions between the branch’s tellers: 2,500+ monthly• Deliver decisions on internet applications for loans within one hour of receipt• Initiated the scanning of six years’ worth of account forms into Image system within four months to declutter the office space and remove seven unnecessary filing cabinets• Maintain the flow of cash, at least $500,000+ during regular work weeks, $1,000,000+ during tax season, through the vault, ATMs, and coin sorter to audit standards• Train 12+ new employees to ensure solid basic knowledge of company, professional expectations, and job duties including active listening to perceive the desire of the member present at the teller window Show less

    • Personal Care Product Manufacturing
    • 500 - 600 Employee
    • Beauty Consultant
      • Feb 2013 - Dec 2017

      I strived to enrich women's lives by providing all of their beauty needs from skin care to makeup and fragrance. I also helped women start their own Mary Kay business. I strived to enrich women's lives by providing all of their beauty needs from skin care to makeup and fragrance. I also helped women start their own Mary Kay business.

    • Senior Teller/FSR II
      • Jan 2009 - Mar 2013

      Basic teller drawer work, small claims court in Wake and Johnston County, planned multiple member appreciation days, interviewed and trained new employees, vault/ATM/TCD custodian, managed multiple reports including returned items, and was the fundraising leader for March of Dimes. Basic teller drawer work, small claims court in Wake and Johnston County, planned multiple member appreciation days, interviewed and trained new employees, vault/ATM/TCD custodian, managed multiple reports including returned items, and was the fundraising leader for March of Dimes.

    • United States
    • Retail Groceries
    • 700 & Above Employee
    • Office Assistant
      • Sep 2007 - Jan 2009

      • Handled orders and cash transactions in a timely manner to shorten the wait time of customer in line • Performed daily opening and closing duties to ensure full operation of facilities • Assumed vault duties and upheld the front end employees to an above average level of cooperation • Handled orders and cash transactions in a timely manner to shorten the wait time of customer in line • Performed daily opening and closing duties to ensure full operation of facilities • Assumed vault duties and upheld the front end employees to an above average level of cooperation

Education

  • NC State University Graduate School
    Master's degree, Accounting - Tax Strategy
    2020 - 2021
  • College for Financial Planning
    CFP, Financial Planning and Services
    2017 - 2019
  • Appalachian State University
    Bachelor of Business Management (BSBA), Business Administration and Management, General
    2016 - 2017
  • Wake Technical Community College
    Accounting, Accounting and Business/Management
    2015 - 2015
  • Wake Technical Community College
    Associate of Arts (AA) Transfer Degree, 3.294 GPA
    2011 - 2011
  • Appalachian State University
    2005 - 2008

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