Director

• Jul 2019 - Present

Senior Manager

• Jun 2017 - Jul 2019

Accounting Manager

• Jul 2010 - Jun 2017

• Perform audits and reviews of nonpublic companies and nonprofit organizations (includes planning, fieldwork, monitoring the implementation and effectiveness of internal controls, managing audit staff, and financial statement preparation with full disclosure footnotes) • Compile financial statements (accrual basis, cash basis, full disclosure footnotes) • Full general ledger review and account reconciliation • Balance sheet and income statement analysis and reconciliation • Prepare projection of cash flows and debt service for potential purchase of business in order to consult with clients on whether the investment is a viable option • Coordinate with outside auditors for mutual clients – Prepare audit work schedules and correspond with outside auditors throughout audit cycle • Prepare tax returns for individuals, S-corporations, corporations, partnerships, trusts, and nonprofit organizations • Conduct tax planning for high net worth individuals to ensure tax liabilities are met • Prepare sales tax returns (California, Texas, Oklahoma, Arkansas) • Prepare quarterly and annual payroll tax returns and initiate payroll tax deposits (California) • Preparation of city business license renewals (California), business property tax statements (California, Texas, Oklahoma, Arkansas), and Form 1099-MISC • Manage and review workload of senior associates, junior associates, bookkeepers, and interns to ensure engagements were completed accurately and efficiently • Report directly to partners of the firm on special tax and accounting projects, as well as internal management of office • Conduct training sessions with staff • Conduct bi-weekly meetings with staff to ensure engagements were being completed timely and make special announcements about office procedures or tax and accounting news • Interview candidates applying for intern, junior associate, and senior associate positions Show less

Staff Accountant

• Jul 2003 - Jul 2010

• Compile financial statements (accrual basis, cash basis) • Full general ledger review and account reconciliation • Balance sheet and income statement analysis and reconciliation • Process live and after-the-fact payroll • Prepare tax returns for individuals, S-corporations, corporations, and partnerships • Prepare sales tax returns (California) • Prepare quarterly and annual payroll tax returns and initiate payroll tax deposits (California) • Preparation of city business license renewals (California), business property tax statements (California), and Form 1099-MISC Show less