Dave Humbert
Westerville,Ohio
Summary
Dynamic Senior Tax Accountant with extensive experience at Trust Processing Solutions and Ernst and Young LLC, specializing in tax preparation and regulatory compliance. Proven track record of enhancing process efficiency, managing client relationships, and successfully navigating complex tax issues. Adept at utilizing OneSource for accurate data management and ensuring compliance across diverse trust entities.
Overview
11
11
years of professional experience
Work History
Senior Tax Accountant
Trust Processing Solutions
Columbus, OH
08.2018 - Current
- Prepared 2500 Agent/Custodian 1099, trust 1041, charitable 990 and 5227, tax deferred returns for 7 different Bank/Trust Clients
- Reviewed and Researched a wide range of tax issues related to trust transactions for a variety of different trust entities
- Collaborated directly with client to Identify opportunities for processing improvements and ensuring monthly data bridges to OneSource accurately.
- Trained and mentored TPS associates and interns on IRA tax reporting policies annually
- Successfully Assisted and Responded to tax authorities and IRS notifications on behalf of the responsible client
- Prepared/Filed Quarterly estimated Federal and State taxes
- Researched federal, state and local regulations to ensure compliance with all applicable laws when necessary
- Worked with internal and external accounting and operational professionals to obtain and collate information required in connection with preparation of tax returns.
- Assisted in the growth of TPS from 50 clients to over 200 in 6 yrs
Senior Tax Accountant
Ernst and Young LLC
Grandview Heights, Ohio
12.2013 - 08.2018
- Ensured timely completion and filing of all 1099s for multiple engagements including 1099 state filing requiremenrs
- Collaborated with Executive management to develop and write client approval/authorization forms to give permission to perform preparation and filing
- Contributed to the development of new strategies for tracking and filing of all state tax returns on OneSource
- Prepared/Filed quarterly Federal and State estimates
- Prepared and filed tax returns for trusts, agency/custodian, charitable and tax deferred accounts approx 1500 accounts
- Assisted Senior Management with billing/invoicing for tax preparation
- Assisted in setting up client users for the OneSource tax application
- Worked with clients to ensure data from their accounting system bridged properly and accurately to OneSource.
- Reviewed existing procedures each year to identify areas for improvement and coordinated implementation of new processes
Education
Bachelor of Arts - Business
Otterbein University
Westerville, OH08-2008
Skills
- Tax preparation
- Regulatory compliance
- Client communication
- Data management
- Tax research
- Client relationship management
- OneSource application
- Process improvement
Timeline
Senior Tax Accountant
Trust Processing Solutions
08.2018 - Current
Senior Tax Accountant
Ernst and Young LLC
12.2013 - 08.2018
Bachelor of Arts - Business
Otterbein University
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