Adam Wheeler, CPA
Lexington,KY
Summary
Seeking to obtain an Accounting position with opportunity for continual professional growth and development. Career experience in Sales and Customer Service brings additional skillsets to the role. Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Tax Specialist
Dean Dorton
Lexington, KY
09.2022 - Current
- Prepares financial statements for GAAP and Tax presentation
- Prepares and reviews complete and accurate Federal, State, and local tax returns
- Prepares returns for S-Corps, C-Corps, Partnerships, Trusts, Estates, Non-profits, and Individuals
- Researches Internal Revenue Code tax matters
- Prepares journal entries and account reconciliations.
- Verifies accuracy of data entered into accounting systems such as QuickBooks.
- Serves on the Recruiting Team and participates in regional events and interviews for talent acquisition
- Expertise in financial management within the equine industry
Real Estate Agent
Lifstyl Real Estate/Weichert Realtors
Lexington, KY
01.2016 - 08.2022
- Marketed and branded adamwheelerproperties.com
- Licensed Realtor in Michigan and Kentucky
- Generated leads through neighborhood statistical analysis, targeted marketing, select advertising, search engine optimization, and cold calling
- Prepared accurate legal documents from engagement to closing
- Contributed to a team for networking, community outreach, charitable fundraising, and volunteer work for organizations including The United Way and Habitat for Humanity-soliciting over $15K in personal fundraising efforts
- Experienced Property Manager and bookkeeper for personal rental real estate
Supervisor
Salvatore Ferragamo
Beverly Hills, CA
01.2010 - 01.2016
- Increased store location sales 20 percent year-over-year through client outreach program, community outreach, and social networking
- Established strong clientele with existing clients, new clients, and reactivated clients-increasing personal client database over 400% while expanding depth of database information
- Managed a team of six salespeople with annual team sales of over $6M and personal annual sales of $1.2M
- Conducted training of all new team members
Education
Master of Science - Accounting
University of Kentucky
Lexington, KYBachelor of Science -
Brigham Young University
Provo, UTSkills
- Salesforce
- Tableau
- Alteryx
- Microsoft Office Suite
- Google Drive
- Google Doc
- Zoom
- Webex
- Adobe
- CCH Axcess Suite
- CaseWare
- Quickbooks
- Quickbooks Online
- Tax research
- Income tax accounting
- Bookkeeping
- Equine Accounting
- 1065, 1120, 1120S, 1040, 1041, 990 Preparation
Certification
Certified Public Accountant, Kentucky State Board of Accountancy
Timeline
Tax Specialist
Dean Dorton
09.2022 - Current
Real Estate Agent
Lifstyl Real Estate/Weichert Realtors
01.2016 - 08.2022
Supervisor
Salvatore Ferragamo
01.2010 - 01.2016
Master of Science - Accounting
University of Kentucky
Bachelor of Science -
Brigham Young University
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