Thomas Valliere

Senior Manager at Puckett, Clement and Schellenberg, P.C.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • C.P.A.
    State of Michigan
    Jun, 1986
    - Nov, 2024

Experience

  • Puckett, Clement and Schellenberg, P.C.
    • United States
    • Accounting
    • 1 - 100 Employee
    • Senior Manager
      • Nov 2014 - Present

      Preparation and review of financial statements and work papers during audits, reviews and compilations of privately held companies Prepared and reviewed tax returns for Corporate, Trust, Partnership, Individual Clients Supervised staff accountants during client engagements Tax planning and projections for Individuals and Corporate clients In-charge for audits of retirement plans Developed effective working relationships with client ownership and key management personnel Represented clients during Federal, State and local income tax audits

  • Metzler Locricchio Serra & Co., P.C.
    • United States
    • Accounting
    • 1 - 100 Employee
    • Manager
      • Oct 2010 - Oct 2014

      Preparation and review of financial statements and work papers during audits, reviews and compilations of privately held companies Prepared and reviewed tax returns for Corporate, Trust, Partnership, Individual Clients Supervised staff accountants during client engagements Tax planning and projections for Individuals and Corporate clients In-charge for audits of retirement plans Developed effective working relationships with client ownership and key management personnel Represented clients during Federal, State and local income tax audits

  • Clement & Francis, P.C.
    • West Bloomfield, Michigan
    • Senior Accountant
      • Oct 1985 - Sep 2010

      Preparation and review of financial statements and work papers during audits, reviews and compilations of privately held companies Prepared and reviewed tax returns for Corporate, Trust, Partnership, Individual Clients Supervised staff accountants during client engagements Tax planning and projections for Individuals and Corporate clients In-charge for audits of retirement plans Developed effective working relationships with client ownership and key management personnel Represented clients during Federal, State and local income tax audits

  • Paul H. Henriksen Accountancy Corp
    • Oxnard, CA
    • Staff Accountant
      • Jan 1981 - Jan 1985

      Preparation of monthly and yearly audited and unaudited financial statements Individual, Partnership and Corporate tax preparation Bookkeeping services Preparation of monthly and yearly audited and unaudited financial statements Individual, Partnership and Corporate tax preparation Bookkeeping services

  • Boughton Hotel Corporation
    • Kennebunkport, ME and Delray Beach, FL
    • Auditor
      • Jan 1980 - Dec 1981

      Maintained complete financial and general ledger responsibility for two resort hotels Prepared semi-annual financial statements Payroll and payroll taxes for approximately 100 employees Supervised front desk personnel and night auditors Maintained complete financial and general ledger responsibility for two resort hotels Prepared semi-annual financial statements Payroll and payroll taxes for approximately 100 employees Supervised front desk personnel and night auditors

Education

  • University of Maine at Machias
    Bachelor of Science (B.S.), Accounting and Business Administration
    1975 - 1979

Community

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