Experience

Quandt Berndt & Company, LLC

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Feb 2022 - Present



Baker Tilly US

• United States
• Accounting
• 700 & Above Employee

• Senior Accountant

  • Jun 2021 - Feb 2022



FIS

• United States
• Information Technology & Services
• 700 & Above Employee

• Tax Accountant II

  • Aug 2020 - Jun 2021

  Prepare Fiduciary Income Tax Returns for estates and trusts - calendar year and fiscal year; prepare projections of income for trusts and estates to determine tax estimates; analyze trust accounting worksheets and create and reclass transactions as needed. Prepare Fiduciary Income Tax Returns for estates and trusts - calendar year and fiscal year; prepare projections of income for trusts and estates to determine tax estimates; analyze trust accounting worksheets and create and reclass transactions as needed.



RitzHolman CPAs

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Jan 2017 - Aug 2020

  Prepare and review Individual, Fiduciary, Partnership, S-Corp, Exempt Organization, and Private Foundation returns. Prepare tax planning scenarios for individual and trust clients. Compile financial statements for small businesses. Developed summary template for trusts for use in preparing fiduciary income tax returns. Utilize Fixed Asset software, LaCerte for tax compliance, and CCH Engagement for paperless return preparation and review. Prepare and review Individual, Fiduciary, Partnership, S-Corp, Exempt Organization, and Private Foundation returns. Prepare tax planning scenarios for individual and trust clients. Compile financial statements for small businesses. Developed summary template for trusts for use in preparing fiduciary income tax returns. Utilize Fixed Asset software, LaCerte for tax compliance, and CCH Engagement for paperless return preparation and review.



Wegner CPAs

• United States
• Accounting
• 100 - 200 Employee

• Senior Accountant

  • Sep 2015 - Sep 2016

  Prepare and review Individual, Partnership, Corporate (C-Corp and S-Corp), and Fiduciary Income Tax returns. Prepare adjusting journal entries and compile financial statements for small businesses and non-profit organizations. Prepare tax planning and cash forecasting scenarios for clients. Prepare and review Wisconsin sales tax returns for small business clients. Utilize Fixed Asset software, ProSystem Fx for tax compliance, and CCH Engagement for paperless return preparation and review. Prepare and review Individual, Partnership, Corporate (C-Corp and S-Corp), and Fiduciary Income Tax returns. Prepare adjusting journal entries and compile financial statements for small businesses and non-profit organizations. Prepare tax planning and cash forecasting scenarios for clients. Prepare and review Wisconsin sales tax returns for small business clients. Utilize Fixed Asset software, ProSystem Fx for tax compliance, and CCH Engagement for paperless return preparation and review.



Reilly, Penner & Benton, LLP

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • Dec 2013 - Oct 2014

  Prepare and review Individual Income Tax returns, U.S. Estate, Partnership, Corporate, Exempt Organization and Fiduciary Income Tax returns, prepare individual tax planning scenarios, perform tax research; analyze client financial statements and prepare adjusting journal entries as needed; prepare local property tax and sales/use tax returns; utilize Sage software for fixed asset reporting, and ProSystem Fx for tax compliance. Prepare and review Individual Income Tax returns, U.S. Estate, Partnership, Corporate, Exempt Organization and Fiduciary Income Tax returns, prepare individual tax planning scenarios, perform tax research; analyze client financial statements and prepare adjusting journal entries as needed; prepare local property tax and sales/use tax returns; utilize Sage software for fixed asset reporting, and ProSystem Fx for tax compliance.



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Tax Accountant

  • Jan 2013 - Apr 2013

  Temporary assignment at Eric Long, CPA - preparing federal and state individual income tax returns for high net worth clients, corporate income tax returns, and fiduciary income tax returns Temporary assignment at Eric Long, CPA - preparing federal and state individual income tax returns for high net worth clients, corporate income tax returns, and fiduciary income tax returns



Accountemps

• Seattle, WA

• Tax Accountant

  • Sep 2012 - Oct 2012

  Temporary assignment at Denice E. Rasch, P.S. - preparing federal and state individual tax returns for high net worth clients Temporary assignment at Denice E. Rasch, P.S. - preparing federal and state individual tax returns for high net worth clients



Accountemps

• Seattle, WA

• Tax Accountant

  • Mar 2012 - Apr 2012

  Temporary assignment at Denice E. Rasch, P.S. - preparing individual and fiduciary income tax returns for high net worth clients Temporary assignment at Denice E. Rasch, P.S. - preparing individual and fiduciary income tax returns for high net worth clients



HELLAM VARON & CO, INC., P.S. (CPA firm)

• Tax Accountant

  • Jul 2009 - Jan 2010

  Prepare federal Fiduciary income tax returns, U.S. Estate (and Generation-Skipping Transfer) Tax Returns, Washington State Estate and Transfer Tax returns, U.S. Gift Tax Returns, Private Foundation returns, and returns for Organizations Exempt from Income Tax (Forms 990 and 990-EZ) Research and report on tax issues for clients Prepare federal Fiduciary income tax returns, U.S. Estate (and Generation-Skipping Transfer) Tax Returns, Washington State Estate and Transfer Tax returns, U.S. Gift Tax Returns, Private Foundation returns, and returns for Organizations Exempt from Income Tax (Forms 990 and 990-EZ) Research and report on tax issues for clients



UNIVERSAL AMERICAN FINANCIAL CORP

• Agent

  • Oct 2008 - Jun 2009

  Consult with and inform Medicare recipients of their health insurance options and enroll them in plans fitting their needs Consult with and inform Medicare recipients of their health insurance options and enroll them in plans fitting their needs



WILLMS, S.C. (Law firm)

• Tax Accountant

  • Aug 2003 - Aug 2008

  Administer trusts and estates, involving extensive client contact Prepare and file probate pleadings Prepare federal and state Estate tax returns, Gift tax returns, and Fiduciary income tax (including split interest) returns Fund trusts in accordance with provisions of client estate plans Proof-read drafts of trust documents and wills Prepare Individual income, Corporate income, and Partnership returns Analyze and determine optimal quarterly Fiduciary and Individual estimates Prepare and analyze monthly investment performance reports for clients Perform rebalancing of client portfolios Execute investment trades and communicate with custodial firms Research cost-efficient alternative securities Show less



QUARLES & BRADY LLP (Law firm)

• Tax Accountant

  • Sep 2001 - Aug 2003

  Administer trust and estate accounts, including preparation and filing of probate pleadings Maintain probate forms software Prepare federal and state Estate and federal Gift tax returns, Fiduciary and Individual income tax returns, with regular client contact Prepare Partnership and Tax Exempt organization returns Present net probate income allocation spreadsheet preparation to work group Administer trust and estate accounts, including preparation and filing of probate pleadings Maintain probate forms software Prepare federal and state Estate and federal Gift tax returns, Fiduciary and Individual income tax returns, with regular client contact Prepare Partnership and Tax Exempt organization returns Present net probate income allocation spreadsheet preparation to work group



BANK ONE TRUST COMPANY

• Trust Officer

  • Oct 1994 - Sep 2001

  Prepare and review Fiduciary, Individual, Estate, Gift and Tax Exempt tax returns Team leader for electronic filing of over 4500 Forms 1041 for Illinois and Wisconsin trusts Mentor to newer employee Fiduciary, Estate, and Individual tax planning and estimate analysis Review and analyze trust documents Test beta versions of Form 1041 software and advise of necessary revisions Prepare and review Fiduciary, Individual, Estate, Gift and Tax Exempt tax returns Team leader for electronic filing of over 4500 Forms 1041 for Illinois and Wisconsin trusts Mentor to newer employee Fiduciary, Estate, and Individual tax planning and estimate analysis Review and analyze trust documents Test beta versions of Form 1041 software and advise of necessary revisions



NORWEST BANK WISCONSIN ­ TRUST

• Trust Officer

  • May 1986 - Oct 1994

  Implement and supervise statewide tax department Implement LAN-based fiduciary tax return preparation, greatly improving efficiency Prepare and review Fiduciary, Individual, Partnership, and Employee Benefit Plan returns Fiduciary and Individual tax planning Assist in preparation of Estate tax returns Implement and supervise statewide tax department Implement LAN-based fiduciary tax return preparation, greatly improving efficiency Prepare and review Fiduciary, Individual, Partnership, and Employee Benefit Plan returns Fiduciary and Individual tax planning Assist in preparation of Estate tax returns



KERBER, ECK & BRAECKEL (CPA firm)

• Staff Accountant

  • Dec 1984 - May 1986

  Team member for auditing hospitals in Wisconsin Compile periodic financial statements and prepare corporate income tax returns for small businesses Team member for auditing hospitals in Wisconsin Compile periodic financial statements and prepare corporate income tax returns for small businesses