Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brian Hopkinson

Saint Charles,IL

Summary

Highly experienced accounting and tax professional with over four decades of diversified experience in accounting, taxation, business planning, estate planning, business transitions serving business and individuals. Seeking an accounting or financial position in a collaborative in-house, hybrid or remote environment where my extensive expertise in taxation, financial accounting business operations and problem-solving can contribute to organizational efficiency, compliance and sustainable growth.

Overview

1
1
Certification
43
43
years of professional experience

Work History

Merchandise Service Team Plant Lead

Lowes Home Improvement Center
02.2023 - 05.2026
  • Responsible for $ 1.6 million live nursery operation
  • Receiving and displaying live goods following plan-o-grams to optimize customer experience
  • Care and maintenance of live goods to minimize inventory shrink
  • Regular inter action with customers promoting the overall retail experience
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.

Accountant

Patrick Naughton & Associates, CPAs
01.2022 - 11.2022
  • Prepared monthly financial statements ensuring compliance with GAAP standards.
  • Conducted detailed account reconciliations to maintain accuracy in financial reporting.
  • Assisted in the preparation of tax returns, optimizing deductions and credits for clients.
  • Developed and implemented internal controls to enhance accuracy of financial processes.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Prepared and filed tax forms to meet needs of clients

Business Proprietor

Brian Hopkinson Consulting
11.1991 - 12.2021
  • Legal, Tax and Consulting sole proprietorship.
  • Provided accounting, legal, tax and advisory services to niche client base.
  • Handled business start-ups, business transitions, business valuations, strategic planning, estate planning
  • Reviewed client accounting operations, in some cases maintain accounting books and records for clients
  • Developed and executed strategic and business plans to enhance business operations and drive growth.
  • Implemented process improvements that increased operational efficiency and client satisfaction.

Marketing Represerntative

New World Marketing, LLC
06.2009 - 01.2011
  • Collaborated with marketing teams to create targeted campaigns that increased lead generation.
  • Answered customers' questions regarding products, prices, and availability.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Enhanced customer retention by offering tailored solutions to address unique needs and challenges, resulting in increased loyalty and repeat business.

Associate Attorney

DiMonte & Lizak, PC
11.1988 - 10.1991
  • Conducted legal research to inform case preparation and ensure compliance with current laws.
  • Assisted clients with dispute resolution processes outside of litigation, such as mediation or arbitration proceedings.
  • Tracked and researched developing precedent and legislation in federal and state tax law to maintain expertise and best advise and advocate for clients.
  • Researched and interpreted laws, rulings and regulations to advise clients on business, tax and legal transactions.

Associate Attorney

Sarner, Collier & Associates, Ltd.
09.1986 - 11.1988

Provided specialized legal counsel to healthcare professionals, focusing on tax and business representation within a boutique law firm.

Senior Tax Manager

KPMG Peat Marwick
09.1983 - 09.1986
  • Led tax compliance and reporting efforts for specialized, niche client portfolios, ensuring adherence to regulations.
  • Completed in-depth research into tax issues affecting regulated investment companies to offer expert advice and accurately prepare submissions.
  • Developed strategic tax planning initiatives, optimizing clients' tax positions and mitigating liabilities.
  • Mentored junior tax professionals, enhancing team capabilities and fostering a culture of continuous improvement.
  • Analyzed complex tax issues, providing actionable insights to senior leadership for informed decision-making.

Education

J.D. - Law

John Marshall Law School
Chicago, IL
06-1983

LLM - Tax

Chicago Kent College of LAw
Chicago, IL
06-1985

Bachelor of Science -

Quincy University
Quincy, IL
12-1977

Skills

  • Teamwork and collaboration
  • Computer skills {Microsoft suite, QuickBooks, Turbo Tax, AI]
  • Client/Customer service
  • Problem-solving

Certification

  • Certified Public Accountant

Timeline

Merchandise Service Team Plant Lead

Lowes Home Improvement Center
02.2023 - 05.2026

Accountant

Patrick Naughton & Associates, CPAs
01.2022 - 11.2022

Marketing Represerntative

New World Marketing, LLC
06.2009 - 01.2011

Business Proprietor

Brian Hopkinson Consulting
11.1991 - 12.2021

Associate Attorney

DiMonte & Lizak, PC
11.1988 - 10.1991

Associate Attorney

Sarner, Collier & Associates, Ltd.
09.1986 - 11.1988

Senior Tax Manager

KPMG Peat Marwick
09.1983 - 09.1986

LLM - Tax

Chicago Kent College of LAw

J.D. - Law

John Marshall Law School

Bachelor of Science -

Quincy University