Experience

MBE CPAs

• United States
• Accounting
• 100 - 200 Employee

• Tax Specialist/ Resolution Support

  • Jan 2023 - Present

  Preparing tax records and reports for 1040 individual tax clients. Assisting clients with IRS correspondence when appropriate. Preparing 1099’s and other year-end work. Compiling financial statements and sales tax reporting. Assisting with client bookkeeping including banking, reconciliation, deposits, ledger entries, office filing, account receivable, and accounts payable. Providing QuickBooks (QB) support and consulting including training clients on managing… Show more Preparing tax records and reports for 1040 individual tax clients. Assisting clients with IRS correspondence when appropriate. Preparing 1099’s and other year-end work. Compiling financial statements and sales tax reporting. Assisting with client bookkeeping including banking, reconciliation, deposits, ledger entries, office filing, account receivable, and accounts payable. Providing QuickBooks (QB) support and consulting including training clients on managing their records in QB on an as-needed basis. Communicating and meeting with clients as requested; providing recommendations to assist clients with financial or tax needs. Actively pursuing self-development opportunities and continuing education to keep all professional certifications and knowledge of tax legislation current. Leveraging commercial and market knowledge to identify client opportunities to sell additional value added services from MBE affiliate group. Assisting with other duties associated with a full service CPA firm as needed to support the team and our clients. Show less



Guitar lessons with Viv

• Owner

  • Jan 2014 - Present

  Sarasota, Florida, United States Oversee and assist in growth of music students of varying age groups. Teach students of varying age groups, obtained students through self-promotion. Communicate effectively and motivate students from diverse backgrounds and age groups. Worked part time instructing guitar lessons for various age groups Customized lesson plans based on individual needs by altering method of teaching accordingly while documenting curriculum. Developed individualized lesson plans and curriculum to… Show more Oversee and assist in growth of music students of varying age groups. Teach students of varying age groups, obtained students through self-promotion. Communicate effectively and motivate students from diverse backgrounds and age groups. Worked part time instructing guitar lessons for various age groups Customized lesson plans based on individual needs by altering method of teaching accordingly while documenting curriculum. Developed individualized lesson plans and curriculum to create an optimized learning experience for each student. Implemented creative lesson plans to stimulate interesting learning and motivation to practice. Developed personalized lesson plans to provide a comprehensive learning experience. Developed and implemented individual lesson plans for students. Communication Students interactions management Enthusiasm and friendliness Knowledge of musical elements (rhythm, articulation, tempo, flow) Knowledge of recording equipment Hands-on experience in teaching music lessons Remarkable ability to maintain a professional demeanor Strong organizational and instructional skills Strong oral and written communication skills Show less



Freedom Accounting & Tax Service

• United States
• Individual and Family Services

• Senior Tax Specialist

  • Jan 2023 - Jan 2023

  Sarasota, Florida, United States A Tax Manager provides a full range of tax services in compliance with laws and regulations within a timeframe. Exceptional client service by providing clients expertise, planning, and consulting in return gives the company a loyal client for life. Plus maintaining a set number of returns a month to file directly. 1. Involvement in sustaining and growth of client business, proposing and winning new business, and positively contributing to the overall development of the practice 2… Show more A Tax Manager provides a full range of tax services in compliance with laws and regulations within a timeframe. Exceptional client service by providing clients expertise, planning, and consulting in return gives the company a loyal client for life. Plus maintaining a set number of returns a month to file directly. 1. Involvement in sustaining and growth of client business, proposing and winning new business, and positively contributing to the overall development of the practice 2. Manage workflow and a set number of returns per month depending on the complexity with proper projections with proficiency in Excel, Microsoft Word and products, and Tax Software 3. Tax planning and effective delivery for a diverse commercial client base including real estate, manufacturing, wholesale, retail, apparel, and financial services. Including new laws and research. 4. Deliver tax returns with multi-million dollar investments in real estate 5. Planning and research is required and reviewing complex entities/partnerships and High Net Worth individual tax returns 6. Prepare tax reports, correspondence, and research memoranda (assisting external auditors) 7. Identify factors that lead to tax risks for clients and in return advise clients on how to avert them and manage the burdens they may experience 8. Calculate and analyze OID, Market Discount, Wash Sales, Swaps, NYC UBT tax, and NYS withholding tax on sourced income to non-residents 9. Assist with tax research and planning for acquisitions, dispositions, and reorganizations relating to foreign and domestic investments 10. Work to assist in tracking all legal entities and maintaining the annual tax calendar 11. Work closely with the Partnership Accounting group to ensure proper calculation of tax adjustments 12. Oversee calculation, and audit of quarterly and year-end tax reporting 13. Improve processes by developing or implementing best practices Show less



Jackson Hewitt Tax Service Inc.

• United States
• Financial Services
• 700 & Above Employee

• Quality Assurance Analyst

  • Sep 2021 - Jan 2023

  Sarasota, Florida, United States Develop test data and create tax returns to verify and validate software functionality, content, and calculations Develop and execute test plans, scripts, and cases based on new software requirements/designs or existing software functionality Identify, record, and report software deficiencies and retests corrections according to change management procedures Work closely with team and internal customers to research and resolve any issues with our tax software Collaborate with test… Show more Develop test data and create tax returns to verify and validate software functionality, content, and calculations Develop and execute test plans, scripts, and cases based on new software requirements/designs or existing software functionality Identify, record, and report software deficiencies and retests corrections according to change management procedures Work closely with team and internal customers to research and resolve any issues with our tax software Collaborate with test team and business partners to share knowledge and perform test reviews Provide daily status and plan for testing activities Contribute in the maintenance activities of testing assets Perform manual and automated tests as needed

• Tax Consultant

  • Mar 2019 - Sep 2021

  Sarasota, Florida, United States • Consult with client prospects and provide tax problem solving solutions for our clients • Articulate value and sell our services to prospective tax problem clients • Serve as the point of contact for your clients, communicating important actions, status updates, and needed information with your clients • Regularly collaborate with team members to assist with client consultations and resolve client tax issues • Set up plans to resolve client issues by evaluating client facts, options, setting… Show more • Consult with client prospects and provide tax problem solving solutions for our clients • Articulate value and sell our services to prospective tax problem clients • Serve as the point of contact for your clients, communicating important actions, status updates, and needed information with your clients • Regularly collaborate with team members to assist with client consultations and resolve client tax issues • Set up plans to resolve client issues by evaluating client facts, options, setting a plan, aligning the plan with the client’s needs • Draft solution-oriented recommendations, strategies and arguments addressing specific clients’ tax issues on a consistent basis. • Use strong analytical and problem-solving skills to evaluate and determine the best course of action to resolve client tax issues.



Paul Thigpen Automotive Group, LLC

• United States
• Automation Machinery Manufacturing
• 1 - 100 Employee

• Payroll Specialist

  • Sep 2018 - Mar 2019

  United States Directs assessment of depreciation rates to apply to capital assets. Reviews the general ledger and scheduled accounts. Notes any unusual entries and investigates. Reviews the reconciliation of general ledger accounts with outside sources to ensure proper bank reconciliation, reserve accounts, factory payable and floor plan payable. Stays abreast of tax code revisions and advises dealer regarding any operational adjustments needed to accommodate revisions. Ensures compliance with… Show more Directs assessment of depreciation rates to apply to capital assets. Reviews the general ledger and scheduled accounts. Notes any unusual entries and investigates. Reviews the reconciliation of general ledger accounts with outside sources to ensure proper bank reconciliation, reserve accounts, factory payable and floor plan payable. Stays abreast of tax code revisions and advises dealer regarding any operational adjustments needed to accommodate revisions. Ensures compliance with all applicable government finance regulations, including filing and/or maintaining of required forms, payroll taxes and deposits, income taxes, retirement plan records etc. Processed payroll. Processed and paid vendor invoicing. Resolved payroll and invoice discrepancies. Prepared monthly, quarterly, and annual accounting reports. Accomplished accounting and organization mission by completing related results as needed. Show less



Lake Montessori School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Senior Accountant

  • Jul 2017 - Sep 2018

  Leesburg, Florida, United States . Assist with the daily operations of the school accounting and front office . Generate financial information and reports for the Principal, Pastor, and School Finance Committee . Submit to payroll online timekeeping & changes of status for the school employees . Interact with DOV offices and attend all meetings as requested . Work on general ledger, accounts payable, accounts receivable, fixed assets, reconciliations, budget preparation and monitoring, and closings . Oversee… Show more . Assist with the daily operations of the school accounting and front office . Generate financial information and reports for the Principal, Pastor, and School Finance Committee . Submit to payroll online timekeeping & changes of status for the school employees . Interact with DOV offices and attend all meetings as requested . Work on general ledger, accounts payable, accounts receivable, fixed assets, reconciliations, budget preparation and monitoring, and closings . Oversee school tuition management system including billing, collections, and financial aid . Work very closely with parents regarding tuition & fee payments . Preparing deposits and booking journal entries as required . Preparing and entering weekly extended care, lunch, and various billings . Any other duties as assigned by the Principal. . Excellent communication skills both written and oral . In-depth knowledge of QuickBooks and Microsoft Office Suites . Show less



Jackson Hewitt Tax Service Inc.

• United States
• Financial Services
• 700 & Above Employee

• Operations Manager

  • Dec 2012 - Sep 2018

  Leesburg, Florida, United States Operations manager are responsible for building and coaching an empowered, committed high performing team to achieve results and drive Jackson Hewitt strategies by providing the most amazing service to our clients and achieving operating excellence. • This position has full accountability for financial results including all key metrics. • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Responsible for managing the… Show more Operations manager are responsible for building and coaching an empowered, committed high performing team to achieve results and drive Jackson Hewitt strategies by providing the most amazing service to our clients and achieving operating excellence. • This position has full accountability for financial results including all key metrics. • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Responsible for managing the local P, recruiting, staffing, scheduling, store set-up, store operations and implementing marketing initiatives. • Ensures the safety/security of company assets, clients, and employees through regular store visits. • Responsible for building a high performing team through the recruitment, selection, guidance, training, and development of team members. • Builds strong relationships within the local community. • Act as a coach and mentor to store leadership by using discretion in assessing performance, providing feedback and coaching to improve performance. • Set high standards and empower others to achieve. • Manages to drive sales and exceptional client service; supervises support staff to drive results in the district. • Manages budgeting, forecasting and the P Identifies business opportunities. • Creates and/or approves work schedules and timecards. • Partner with HR Business Partner • Maintain relationships with brokers, property managers and landlords. • Analyze store operating policies, practices and procedures and recommend changes as necessary. • Ensure adherence to all Federal, State and Company compliance regulations.

• Tax Preparer

  • Dec 2011 - Dec 2012

  Melbourne, Florida, United States As a Seasonal Tax Associate (Entry Level Tax Preparer), you will be responsible for providing guidance, explaining, preparing, and completing accurately tax-related forms for clients, including multiyear, multistate, year-end tax forms and provide clients with IRS audit support. Compete E-filing, provide printed copies of returns for clients to review, signing and e-file these forms to IRS and state agencies. • Conduct face-to-face tax interviews with clients. • Prepare complete and… Show more As a Seasonal Tax Associate (Entry Level Tax Preparer), you will be responsible for providing guidance, explaining, preparing, and completing accurately tax-related forms for clients, including multiyear, multistate, year-end tax forms and provide clients with IRS audit support. Compete E-filing, provide printed copies of returns for clients to review, signing and e-file these forms to IRS and state agencies. • Conduct face-to-face tax interviews with clients. • Prepare complete and accurate tax returns.



McDonald's

• United States
• Restaurants
• 700 & Above Employee

• Assistant Manager

  • Aug 2005 - Jan 2018

  Melbourne, Florida, United States From Melbourne, FL to Minneapolis, MN, and Leesburg, FL. : This role is vital to the operations within the restaurant because you’ll: Take action first: Lead important internal functions including Employee Training, Food Safety, and Inventory Management Be results oriented: Effectively delegate tasks to team members and report back results Lead the experience: Directly support the General Manager to achieve restaurant performance and quality standards in three areas: Kitchen-… Show more From Melbourne, FL to Minneapolis, MN, and Leesburg, FL. : This role is vital to the operations within the restaurant because you’ll: Take action first: Lead important internal functions including Employee Training, Food Safety, and Inventory Management Be results oriented: Effectively delegate tasks to team members and report back results Lead the experience: Directly support the General Manager to achieve restaurant performance and quality standards in three areas: Kitchen- supervise food quality, safety, cost, and new menu items People- hire, train, and schedule restaurant staff to meet sales and profit goals Service- deliver a memorable guest experience by ensuring all staff is trained and organizing key service areas within the restaurant to provide the best service Understand that teamwork is key: Partner with restaurant team to ensure safe and efficient operations of the restaur Show less



H&R Block

• United States
• Retail
• 700 & Above Employee

• Senior Tax Consultant

  • Jan 2009 - Jun 2011

  Melbourne, Florida, United States Day to day, you'll... Conduct face-to-face tax interviews with clients Prepare complete and accurate tax returns Generate business growth, increase client retention, and offer additional products and services Provide IRS audit support Support office priorities through teamwork and collaboration