Partner

• Jan 2018 - Present

Manager

• Nov 2006 - Jan 2018

Prepare and review compiled financial statements.Prepare and review tax returns (individual, fiduciary, gift, partnership, corporate, sales/excise, and personal property).QuickBooks consulting.Manage 1099 processing for all firm clients.Resolve tax matters with IRS directly on behalf of clients.Provide research support to firm partners.Assist with interviewing new hire candidates and train/mentor new personnel.Provide training to staff regarding various accounting, tax, and software issues.Act as contact between clients and staff accountants.Develop in-house procedures.Represent firm at recruiting events. Show less

Accountant

• Jun 2004 - Nov 2006

Process A/R, A/P, credit/financing, and provide financial statement analysis. Track lien and bond claim protection for jobs in progress. Communicate with all plants to assist with daily invoicing/collection operations. Assist with interviewing new hire candidates and train new personnel. Perform month-end journal entries and accruals. Process personal property tax returns for all plants. Compile employee company-vehicle usage data for payroll department. Reconcile company-wide purchasing of cement and hot oil against billings received. Show less

Accountant

• Jan 2003 - Apr 2004

Process A/R, A/P, reconciliations, and labor tracking. Obtain permits for all residential jobs. Process residential financing, rebates, and state tax credits. Provide customer service via telephone and in person. Assist management with commercial jobs by means of administrative office support. Obtain cooperative advertising funding from vendors. Create and maintain daily appointment schedules for sales staff. Process A/R, A/P, reconciliations, and labor tracking. Obtain permits for all residential jobs. Process residential financing, rebates, and state tax credits. Provide customer service via telephone and in person. Assist management with commercial jobs by means of administrative office support. Obtain cooperative advertising funding from vendors. Create and maintain daily appointment schedules for sales staff.