Waleed "Wally" Khoury CPA, MS

Tax Manager at Cassady Schiller CPAs & Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US
Languages
  • Arabic -
  • English -

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Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Manager
      • Jul 2023 - Present

    • Senior Tax Accountant
      • Jul 2019 - Jul 2023

    • United States
    • Accounting
    • 1 - 100 Employee
    • Certified Public Accountant
      • Jan 2014 - Jul 2019

    • Certified Public Accountant
      • Sep 2012 - Nov 2013

    • United States
    • Higher Education
    • 700 & Above Employee
    • Accounting Adjunct Professor
      • Oct 2011 - Nov 2013

      Conduct undergraduate and graduate lectures Develop and implement appropriate strategies for students success in the program Communicate and facilitate more complex accounting issues with students in tutoring issues Inform students about recent trends in the subject on a periodic basis Earn consistent high ratings in course evaluations Conduct undergraduate and graduate lectures Develop and implement appropriate strategies for students success in the program Communicate and facilitate more complex accounting issues with students in tutoring issues Inform students about recent trends in the subject on a periodic basis Earn consistent high ratings in course evaluations

    • Tax Accountant Specialist
      • Jan 2009 - Sep 2012

      Maintain weekly bookkeeping and accounting through utilization of QuickBooks accounting software for clients Analyze client’s month to month transactions and review journal entries Prepare business income tax and related clients’ personal tax returns through the utilization of Pro series tax software Consult with the clients of ways to reduce cost and improve revenues through using cost accounting techniques and cash flow analysis Conduct annual tax planning for clients with more complicated tax issues in order maximize their tax savings Responsible for processing payroll and filing quarterly payroll taxes for clients Show less

    • Seasonal Accountant
      • Jan 2012 - Apr 2012

      Prepared and reviewed income tax returns for individuals, partnerships, and corporations Counseled clients on a variety of tax issues Researched tax questions; offered suggestions for tax planning and studied tax laws for potential tax savings for corporate and individual clients Prepared and reviewed income tax returns for individuals, partnerships, and corporations Counseled clients on a variety of tax issues Researched tax questions; offered suggestions for tax planning and studied tax laws for potential tax savings for corporate and individual clients

    • Staff Accountant
      • Jan 2008 - Jun 2009

      Worked on audit, review and compilation engagements. Prepared individuals, corporate and/or other types of tax returns. Prepared work papers and drafted financial statements. Developed a thorough understanding of all the services the firm provided. Clark Schaeffer is a great firm to have worked for. Alot of great people who were willing to help and train so one could progress. Worked on audit, review and compilation engagements. Prepared individuals, corporate and/or other types of tax returns. Prepared work papers and drafted financial statements. Developed a thorough understanding of all the services the firm provided. Clark Schaeffer is a great firm to have worked for. Alot of great people who were willing to help and train so one could progress.

    • Accountant/Bookkeeper
      • Jan 2007 - Jan 2008

      Performed bookkeeping and in charge of preparing bank reconciliation with 100% accuracy Assisted management with the annual budget and other reports as needed Assisted with the annual audit Performed bookkeeping and in charge of preparing bank reconciliation with 100% accuracy Assisted management with the annual budget and other reports as needed Assisted with the annual audit

Education

  • Northern Kentucky University
    Master of Science, Accounting
    2007 - 2009
  • UNIVERISTY OF CINCINNATI
    Bachelor of Science, Accounting
    2004 - 2006

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