Scott M. Shubert
Aurora
Summary
Highly skilled accounting and tax professional with over 30 years of experience in financial management, tax preparation, and compliance. Proven expertise in overseeing financial operations, tax planning, and reporting for businesses and individuals. Adept at managing complex tax returns, including federal, state, and business filings, as well as preparing financial statements and implementing strategic financial controls. Strong leadership background in accounting management, tax consulting, and financial analysis across industries including public accounting, real estate, and corporate finance. Dedicated to optimizing financial performance, ensuring compliance, and providing strategic tax guidance to clients and organizations.
Overview
13
13
years of professional experience
Work History
Controller
The Country Club
09.2023 - 12.2024
- Managed and overseeing the financial operations of the prestigious country club
- Manage Operational and Capital budgets on a monthly basis
- Prepare monthly financial statements for Board of Directors meeting
- Maintained accurate financial records, analyze budgets, and provide strategic financial guidance to support the club's success
- Lead the accounting team and collaborate with various departments, ensuring compliance with financial regulations and implementing effective financial controls
Tax Manager
McManamon & Co. CPA
03.2022 - 09.2023
- Review Federal and State Income Tax Returns for over 2,500 clients
- Prepare Personal 1040, 1041 Income Tax Returns
- Prepare and Review Business Returns such as 1065, 1120, 1120S
- Prepare Payroll, CAT, Sales and use Tax returns
- Prepare W2, W3, and 1099’s
- Prepare year end journal entries for clients and consult with clients on best practices
- Prepare year end financial statements for clients
- Consult with clients on future tax planning
- Using UltraTax to complete all tax returns
Tax/Accounting Manager
Zagara's Marketplace
07.2020 - 03.2022
- Payroll for 104 employees
- Full Payroll Process -Manage all AP and AR
- Cash Control and Daily Store Balancing
- Accounting Manager for Operations, Holding Company, and Profit Share Account
- Process all, Payroll, CAT, Liquor, and Sales tax returns
- Monthly reconciliation of bank accounts
Tax Consultant
Intuit/TurboTax Live
03.2020 - 12.2021
- Streamlined tax preparation process for increased efficiency and accuracy amongst companies of various sizes in a wide range of industries
Financial and Operations Manager
Keller Williams Greater Cleveland Southeast
10.2011 - 03.2020
- Manage and control Escrow Account for all Real Estate Transactions for 180+ Real Estate Agents
- Complete daily, weekly, and monthly tasks with regards to the financial cycle from A/P, A/R to Financial Reporting
- Maintain all aspects of a professional Real Estate Office
- Monthly Financial Reporting and Trending compared to industry standards and trends
- Monitor cash control for the corporation
- Calculate, Report, Monitor, and Verify CAM charges for rented commercial office space
- Audit controlling, and audit engagements
- Create and write standard operating procedures for all areas of the business
- Institute Budgets and Budget Variance Analysis for multiple lines of service
- Maintain, and developing employee files for Human Resource purpose
Education
MBA - Accounting And Finance
Cleveland State University
Cleveland, Ohio11.1999
BA - Accounting
Baldwin-Wallace College
Berea, Ohio11.1995
Skills
- Lotus 123 50
- M/S Excel
- OS/2 Warp
- Monarch
- Brief
- M/S Word 07
- Publisher 07
- PowerPoint 07
- Access
- ATX Tax Software
- Peachtree
- ACT
- Wintrac
- Service Engine
- Quickbooks
- Peachtree - Sage50
Affiliations
- Medical Group Management Association, Former Member
- Healthcare Financial Management Association, Former Member
- National Notary Association, Current Member
- Garfield Heights United Methodist Church, Treasurer of Special Savings Account Activities and General Fund, Responsible for an Endowment Account with a Net Present Value of over $100K Dollars.
- Ohio Association of Realtors, Current Member
- National Association of Realtors, Current Member
- Akron Cleveland Association of Realtors, Current Member
Other Education
- Hondros College, Real Estate Education, 2012
- National Association of Security Dealers, New York, NY, Arbitration Training
- H&R Block, Maple Heights, Ohio, Over 31 hours of Tax Training every year for 15 years
Activities
- I have my own Tax Business for 20+ years, over 350 tax clients. Taking 31 hours of tax education each year.
- Arbitrator for FINRA taking cases, listening to evidence and making final decisions.
Timeline
Controller
The Country Club
09.2023 - 12.2024
Tax Manager
McManamon & Co. CPA
03.2022 - 09.2023
Tax/Accounting Manager
Zagara's Marketplace
07.2020 - 03.2022
Tax Consultant
Intuit/TurboTax Live
03.2020 - 12.2021
Financial and Operations Manager
Keller Williams Greater Cleveland Southeast
10.2011 - 03.2020
BA - Accounting
Baldwin-Wallace College
MBA - Accounting And Finance
Cleveland State University
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