Ashley Gray Woodall
Tax Accountant/Consultant
Orange Beach,AL
Summary
Driven finance professional with experience in tax accounting, accounts receivable, accounts payable, financial analysis and budgeting. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Strong analytical skills; support operations through analysis of key performance indicators and trends.
Overview
11
11
years of professional experience
Work History
Tax Accountant/Consultant
Vawter, Gammon, Norris & Co/J Lafoy & Associates
Gulf Shores, AL
2017.09 - Current
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Audited client financial records to determine discrepancies and liability.
- Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Prepared federal and state income tax returns for individuals, businesses, trusts and estates.
- Completed daily accounting tasks including reconciling accounts.
- Analyzed tax issues and made recommendations for remediation to management.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
Sr. Tax Reporting Associate
Raymond James & Associates
Memphis, Tennessee, United States
2016.07 - 2017.09
- Generated financial statements and facilitated account closing procedures each month.
- Computed taxes owed by applying prescribed rates, regulations and foreign tax treaties.
- Maintained integrity of investment accounts by correcting and reapplying withholding rates for foreign clients.
- Analyzed and researched reporting issues to improve operations procedures.
- Proactively researched technical tax reporting issues related to split reporting and uncertified domestic accounts.
Service Advisor
Raymond James & Associates
Memphis, Tennessee, United States
2014.10 - 2016.07
- Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
- Created an analytical framework for identifying and developing financial growth opportunities.
- Managed assets in excess of $800 million in group setting.
- Conducted buy and sell transactions for a wide array of securities for client accounts.
- Kept clients up to date on new information concerning retail, corporate and IRA accounts.
- Established and updated client accounts to maintain consistency with growth and risk tolerance.
Involuntary Separation/Incapacitation Pay Clerk
United States Navy (Active Duty)
Millington, TN
2011.01 - 2014.10
- Generated more than 500 contracts which resulted in military members receiving the severance pay they were due.
- Disbursed $52.5 million in payments to military members by calculating length of employment and service due to involuntary separation.
- Maintained a fiscal year budget for 15 person team to ensure accurate weekly and monthly financial reporting.
- Disbursed over $500,000 in pay to injured military members.
- Analyzed and researched reporting issues to improve financial accuracy with reporting.
- Maintained integrity of data by conducting audits to military pay records.
Education
Bachelor of Science - Accounting
University of Memphis
Memphis, TN12.2022
Bachelor of Science - Finance
Park University
Parkville, MO2014
Skills
Strong Communication Skills
Attention to Detail
Customer Service
Administrative Skills
Conflict Resolution
Planning and Analysis
MS Office Suite
Financial Records Verification
Defense Finance and Accounting Service
Multitasking
General ledger reconciliations
Timeline
Tax Accountant/Consultant
Vawter, Gammon, Norris & Co/J Lafoy & Associates
2017.09 - Current
Sr. Tax Reporting Associate
Raymond James & Associates
2016.07 - 2017.09
Service Advisor
Raymond James & Associates
2014.10 - 2016.07
Involuntary Separation/Incapacitation Pay Clerk
United States Navy (Active Duty)
2011.01 - 2014.10
Bachelor of Science - Accounting
University of Memphis
Bachelor of Science - Finance
Park University