Senior Accountant

• Jan 2019 - Present

Business Advisor

• Sep 2017 - Aug 2018

- Prepared tax returns for C corporations, S corporations, partnerships, trusts, and individuals - Made year-end adjustments and assembled workpapers for business clients - Reviewed the quality of a colleague’s work, and provided feedback - Assisted managers with tax planning - Reviewed, prepared, and entered client information into our computer software - Reconciled bank statements - Analyzed monthly financial statements, and noted material changes from prior periods - Shared knowledge of accounting software to improve the efficiency of tasks - Made calculations to determine how much should be added back to the Form W-2 for certain clients - Prepared fee increase worksheets for annual fee review - Converted old client information and tax returns from paper/old software to PDF

Business Advisor

• Oct 2014 - Sep 2017

- Prepared tax returns for S corporations, C corporations, partnerships, and individuals - Prepared Minnesota property tax refund returns - Compiled financial information - Reviewed month-end financial information of businesses - Provided tax planning services for clients - Answered client questions - Resolved tax software issues - Performed ad hoc payroll calculations - Responded to notices from taxing authorities on behalf of clients, sometimes obtaining a power of attorney or drafting letters - Championed clients to get their penalties abated - Researched the Affordable Care Act laws, disseminated important points to the owner, and provided information about it to clients - Filed annual business renewals for clients - Represented Abercrombie Accounting at Bloomington Chamber of Commerce events

Office Manager

• Dec 2013 - Sep 2014

- Led, organized, and coached four Tax Professionals, and six receptionists- Provided on-the-job and formal training to Tax Professionals and receptionists- Resolved computer issues that arose with assistance from the Technical Support Center- Relayed information that I deemed important to supervisor and colleagues- Developed schedules for office associates- Ensured that the office operated effectively and efficiently

Senior Tax Advisor 5

• Jan 2010 - Sep 2014

- Researched tax law regarding resident/nonresident aliens as part of a team, which helped determine staffing needs within my district- Applied rules regarding the reporting of foreign financial assets on Form 8938 and FinCEN Form 114- Assisted clients who received tax authority notices- Solved problems by investigating various tax issues for both clients and colleagues- Analyzed documents and previously filed income tax returns to determine if corrections were necessary and/or beneficial- Conversed with, informed, advised, and accommodated clients- Inspected client files to provide assurance of compliance with the Truth in Lending Act, and to determine completeness- Developed a marketing idea that was presented to the district manager and implemented