Caleb Short
Stanton,CA
Summary
A seasoned Senior Tax Accountant with a strong work ethic and a self-starting attitude. Currently studying for the CPA exam, with one section passed.
Overview
5
5
years of professional experience
Work History
Senior Associate
Maxson & Associates, A.C./Bharmal & Associates
Long Beach, CA
11.2022 - Current
- Communicated with and advised clients on tax planning strategies.
- Developed, evaluated, and documented audit programs, risk assessments, and test plans for assigned audits.
- Directed completion of planned audits, reviewing records and procedures for accuracy.
- Drafted financial statements in accordance with GAAP for the audit of non-profit entities.
- Managed tax projects and returns for high-net-worth clients with complex tax and estate issues.
Experienced Staff Accountant
Wright Ford Young & Co.
Irvine, CA
08.2021 - 11.2022
- Prepared domestic tax returns for individuals, businesses, and trusts using CCH Axcess, and other CCH software.
- Exposure to gift tax returns and estate planning.
- Responsible for identifying potential tax issues and communicating them to seniors and the manager.
- Manage multiple tax projects at once while staying within budget, and meeting deadlines.
International Staff Accountant
Holthouse Carlin & Van Trigt LLP
Irvine, CA
01.2020 - 07.2021
- Managed multiple international tax preparation projects simultaneously, ensuring timely completion and filing.
- Drafted and analyzed international tax filings and workpapers using GoSystems, Excel, and Adobe Acrobat.
- Collaborated with team members to manage extensive databases and oversee updates of foreign partners' withholding certificates.
Education
Master of Science - Professional Accounting
Biola University
La Mirada, CA12-2019
Bachelor of Science - Accountancy
California State University, Long Beach
Long Beach, CA12-2018
Skills
- Tax planning
- International tax
- GAAP compliance
- Nonprofit financial reporting
- Lacerte, Axcess, UltraTax
Timeline
Senior Associate
Maxson & Associates, A.C./Bharmal & Associates
11.2022 - Current
Experienced Staff Accountant
Wright Ford Young & Co.
08.2021 - 11.2022
International Staff Accountant
Holthouse Carlin & Van Trigt LLP
01.2020 - 07.2021
Master of Science - Professional Accounting
Biola University
Bachelor of Science - Accountancy
California State University, Long Beach