Experience

Elite Sportswear, LP

• United States
• Retail Apparel and Fashion
• 100 - 200 Employee

• Senior Accountant

  • May 2022 - Present



Side Line Business (Seasonal)

• Wernersville, PA

• Tax Return Preparer

  • Jan 2008 - Present

  Accounting Services Tax Return Preparer Individual and small business federal, state and local tax returns. Communicate with clients to ensure all needs are met in a timely manner. Compute, prepare and submit Sales and Use Tax filings, Payroll Taxes (federal, state and local). PTIN and IRS mandated CPE requirements current. Accounting Services Tax Return Preparer Individual and small business federal, state and local tax returns. Communicate with clients to ensure all needs are met in a timely manner. Compute, prepare and submit Sales and Use Tax filings, Payroll Taxes (federal, state and local). PTIN and IRS mandated CPE requirements current.



William G. Koch & Associates

• Accounting
• 1 - 100 Employee

• Tax Accountant

  • Jan 2014 - May 2022

  Enrolled Agent Preparation and review of personal, partnerships, corporation, trust, estate and non-profit tax returns. Handle IRS and State notices. Preparation of compilation and reviews of financial statements. Fiduciary accounting, tax planning, bookkeeping, payroll and sales tax reporting. QuickBooks On-Line and Desktop experience. Enrolled Agent Preparation and review of personal, partnerships, corporation, trust, estate and non-profit tax returns. Handle IRS and State notices. Preparation of compilation and reviews of financial statements. Fiduciary accounting, tax planning, bookkeeping, payroll and sales tax reporting. QuickBooks On-Line and Desktop experience.



Surety Administrators, Inc

• Director of Risk Mitigation

  • Sep 2004 - Dec 2012

  Mid-level manager responsible for the run-off of $835 million in open bail bond insurance liability written nationwide. Hands-on mid-level Manager with over ten years experience in the insurance field, most recently serving as Director of Risk Mitigation for a bail bond insurer with run-off of over $800MM in open liability. Directed three teams consisting of four supervisors and managers, 25 employees and numerous outsourced contractors in execution of their duties. Developed regular performance reports and gave feedback to team members. Reduced overall open liability by 84% in a two year period. Participated in arbitrations that resulted in favorable decisions regarding the collections of agent account receivables. Streamlined data entry processes which resulted in significantly improved reporting processes. Reviewed, approved and processed payroll through ADP Totalsource; maintained employee benefits. Effectively motivated and guided Collection Team toward achieving their individual, team and company goals and objectives. Help develop and implement activities to create team spirit and performance improvement. Processed, posted, and reconciled payments; generated monthly reports and reviewed goals. Performed Human Resource Manager's responsibilities which included benefits, severance packages, new hire orientation, and termination. Show less