Tax Manager

• Sep 2015 - Present

Sr. Accountant

• Jun 2014 - Sep 2015

Responsible for operational expense accounting - journal entries, account reconciliations, and analysis of account fluctuations. Tracked leases - contracts, amortization of deferred liabilities, occupancy. Responsible for operational expense accounting - journal entries, account reconciliations, and analysis of account fluctuations. Tracked leases - contracts, amortization of deferred liabilities, occupancy.

Senior Tax Accountant, Acting Tax Manager, & AVP - Tax Officer

• Nov 1999 - Jun 2014

Senior Tax Accountant - Prepare and review trust, foundation and individual returns using ProSystems and One Source. Review year end tax situations using BNA tax planning software and make recommendations. Review and correct 1099's prepared in Charlotte and One Source. Handle estimated tax payments made by check and through EFTPS. Acted as co Manager for six months upon the retirement of the Manager and a Senior Tax Accountant. Reviewed as well as prepared returns, allocated work load, and tracked and managed over 500 returns for the 9/15 and 10/15 deadlines. Supervised new staff and introduced them to systems, procedures, and client history. Educated staff on resident vs non-resident trust issues. AVP - Tax Officer - Tax planning, research, preparation and review of trust, estate, gift tax, partnership, foundation and individual returns for high net worth individuals, using ProSystems, One Source, and BNA Tax Planning. Oversee processing of all Reno office 1099's and tax ledgers using Wall Street Concepts. Obtain and correct publicly traded K-1's, and process cost basis adjustments. Oversee estimated tax payments through Charlotte, EFTPS, and CA Webpay. Resolve problems with and respond to client, outside CPA and IRS inquiries and requests. Trouble shoot system problems. Show less

Part-time Instructor

• 2001 - 2004

Taught Quickbooks, Quicken, Financial Accounting, Managerial Accounting, Individual Taxation and Estate & Gift Tax. Taught Quickbooks, Quicken, Financial Accounting, Managerial Accounting, Individual Taxation and Estate & Gift Tax.

Sr. Staff Accountant

• 1995 - 1999

Streamlined bookkeeping process including bank, merchant credit card and client ledger reconciliations. Performed compilations and reviews from working paper documentation to final financial statements. Setup general ledgers for new clients on Client Accounting and Quickbooks. Prepared individual, corporate, partnership, fiduciary and estate tax returns. Researched stock basis incl spit and merger history. Worked with clients to ensure satisfaction with completed returns. Streamlined bookkeeping process including bank, merchant credit card and client ledger reconciliations. Performed compilations and reviews from working paper documentation to final financial statements. Setup general ledgers for new clients on Client Accounting and Quickbooks. Prepared individual, corporate, partnership, fiduciary and estate tax returns. Researched stock basis incl spit and merger history. Worked with clients to ensure satisfaction with completed returns.

Supervisor Hotel Income Control & Senior Internal Auditor

• 1991 - 1995

Supervisor Hotel Income Control - Managed team of ten employees responsible for audit of hotel, food, beverage, and showroom revenue. Supervised preparation of daily revenue reports, cash overages and shortages, submittal of credit card receipts, and journal entries. Reconciled deferred revenue and timing differences due to shift cutoffs. Interface with internal and external auditors. Senior Internal Auditor - Performed operational and regulatory reviews including purchasing, inventory control, cage/count room, food and beverage, gaming floor, hotel front desk and accounting functions. Presented recommendations to management on internal controls and operational efficiencies. Followed-up on implementation of management decisions. Show less

Cost Accountant & Programmer Analyst

• 1981 - 1990

Cost Accountant - Developed cost standards for manufacture of computer chips. Prepared and analyzed account reconciliations and journal entries for raw material, yield, labor and overhead variances. Designed cost reports and monthly journals. Interface with manufacturing, finance and IS. Documented systems and procedures. Programmer Analyst - Developed computer systems in support of general ledger, cost accounting, finance, and manufacturing. Led team implementing PROMIS Standard Cost System upgrades. Increased reliability and integrity of trend analysis, work order performance, project labor and sales systems working closely with finance and engineering. Created decision support models using IFPS. Show less