Client Accounting Services Senior Manager at Bennett Thrasher

• Jun 2023 - Present

Client Accounting Services Manager

• Jul 2021 - Jun 2023

Client Accounting Services Supervisor

• Jul 2020 - Jul 2021

• Review monthly accounting closes for multiple clients in a variety of industries• Review management reports for clients that display historical data• Approve and schedule payment for vendor invoices in Bill.com• Review reconciles bank accounts, credit cards, loans and other financial accounts on a monthly basis• Review supporting depreciation and capital lease schedules• Support client accounting teams with oversight

Client Accounting Services Senior

• Oct 2019 - Jul 2020

• Prepare monthly accounting closes for multiple clients in a variety of industries• Prepare management reports for clients that display historical data• Record vendor invoices in Bill.com• Reconcile bank accounts, credit cards, loans and other financial accounts on a monthly basis• Maintain and update supporting depreciation and capital lease schedules• Support client accounting teams with oversight

Board Member - Treasurer

• Aug 2018 - Present

Assistant Controller

• Nov 2018 - Aug 2019

• Perform and oversee the daily GAAP accounting for Patronus Holdings LLC and its multiple subsidiaries and related entities (a $6M+ controlled group) using QuickBooks Online • Create various reports with respect to budgeting, profitability of service lines, and projections and provide them directly to upper management and owners to better assist them with decision-making and to give them a comprehensive understanding of the performance of the business • Assist in HR administrative duties with respect to employee onboarding, benefits tracking, payroll management and terminating employees for an organization that comprises upwards of 50 employees • Communicate regularly with Chief Executive Officer, Chief Medical Officers, Co-Chiefs of Neurology, Senior Vice President of Operations, Vice President of Maritime Services, and Vice President of Client Relations to ensure they were effectively supported by the accounting department • Invoice clients using QuickBooks Online and following up on delinquent accounts receivable • Prepare and review bi-monthly payroll runs using ADP Resource • Lead efforts with respect to communications with tax accounting firm to ensure timely filing of all income tax returns • Direct efforts with respect to communications with audit firm to ensure efficient and streamlined financial statement audit • Manage and respond to all business licensing, income tax notices and payroll tax notices Show less

Tax Senior Associate

• May 2015 - Jun 2018

• Reviewed work prepared by tax staff• Assisted with tax provisions• Communicated with clients about planning, payments and tax returns• Participated and contributed to tax department initiatives• Prepared complex tax returns, including personal, fiduciary, and business types• Assumed ownership of tax responsibilities for assigned clients• Performed tax research projects• Delegated projects to staff who can handle them most efficiently• Checked tax returns• Developed expertise within agreed upon industry group(s)• Through acquired expertise, performed as a resource in designated areas for tax questions and issues from both tax and A&A staff• Assisted in developing staff through supervision, evaluation, and assistance in assigned projects• Performed formal training sessions for staff• Completed all work with expectation of zero defects• Identified opportunities/issues for clients Show less

Tax Team Member

• Sep 2013 - Apr 2015

• Prepared individual, corporate, trust and not-for-profit income tax returns• Prepared responses to tax notices• Coordinated payments for clients• Became familiar with pertinent IRC sections and regulations• Obtained a working knowledge of research techniques and the various research sources in the firm library• Became proficient in the preparation of corporate, individual, partnership, fiduciary, and other tax returns prepared by the firm, as well as using the tax software• Assumed responsibility for the completion of tax returns under the supervision of more experienced staff• Reconciled client records to trial balance, including analytical procedures, and performed schedule computations of prepaids, accruals, property, and equipment, and calculated depreciation expense using firm software Show less

General Intern

• Jun 2012 - Aug 2012

-Assisted in management reporting, loan operations, deposit operations, and accounts payable -Input contracts into an electronic database -Filed and scanned loan documents -Assisted in management reporting, loan operations, deposit operations, and accounts payable -Input contracts into an electronic database -Filed and scanned loan documents

Accounting Intern

• Jun 2011 - Aug 2011

• Worked with Accounts Payable and Central Balancing departments • Reconciled bank accounts • Assisted in the processing and payment of invoices • Created spreadsheets detailing company equipment, lease agreements, and projected lease payments • Worked with Accounts Payable and Central Balancing departments • Reconciled bank accounts • Assisted in the processing and payment of invoices • Created spreadsheets detailing company equipment, lease agreements, and projected lease payments

Bank Teller

• Jun 2010 - Aug 2010

• Performed deposits, withdrawals, and other various banking transactions • Processed hundreds of transactions daily • Gained experience dealing with a wide array and large number of customers • Performed deposits, withdrawals, and other various banking transactions • Processed hundreds of transactions daily • Gained experience dealing with a wide array and large number of customers