Senior Manager

• Jul 2018 - Present

Tax Manager

• Sep 2016 - Jun 2018

Manager

• Dec 2005 - Sep 2016

• Performed fieldwork for audits, reviews, compilations and accounting and tax projects. • Prepared and reviewed financial statements in accordance with GAAP and OCBOA. • Prepared and reviewed tax returns for corporations, partnerships, individuals, trusts, and exempt entities. • Prepared and reviewed state tax returns for almost all states for standard and insurance companies. • Did financial projections and tax planning for businesses and individuals. • Did specialized projects including cost segregation studies, business entity selection optimization, changes in accounting methods, and due diligence work for clients looking to buy or sell businesses. • Supervised, delegated to, and reviewed work performed by staff accountants and senior accountants. • Created presentations to provide continuing education to all professional staff in firm. • Leader of staffing and recruiting team, which includes posting ads, screening candidates and conducting interviews. • Participated in industry networking organizations and business development activities. • Researched complex tax issues and write memos. • Responded to government tax notices for clients. • Created many standardized templates using Microsoft Excel. • Did year-end accounting entries and general ledger cleanup for clients. Proficient user of • Prosystems Fx Engagement and Tax • Microsoft Office programs • Tritech Premium Pro Software for insurance companies • Creative Solutions Fixed Assets • Peachtree (Sage) and QuickBooks • XCM Solutions • CCH Tax Research Network, Thomson Reuters Checkpoint, & Bloomberg BNA for research

Junior Accountant

• Jan 2003 - Dec 2005

• Posted journal entries daily. • Did month-end reconciliations of inventory, fixed assets and other major accounts. • Typed and mailed A/R invoices. • Entered A/P invoices and mail out checks. • Prepared Statement of Cash Flows and Cash Gap Statements. • Utilized Microsoft Excel (including pivot tables) to prepare spreadsheets for managers. • Posted journal entries daily. • Did month-end reconciliations of inventory, fixed assets and other major accounts. • Typed and mailed A/R invoices. • Entered A/P invoices and mail out checks. • Prepared Statement of Cash Flows and Cash Gap Statements. • Utilized Microsoft Excel (including pivot tables) to prepare spreadsheets for managers.

Student Aide in Bradner Library

• Jun 2001 - Jan 2003

Attend to front desk Check books in/out Reshelve books Attend to front desk Check books in/out Reshelve books