David Riemer CPA, CGMA, PFS
Concord,CA
Summary
Hardworking and passionate candidate with strong accounting experience that I am eager to pass on to next accounting generation.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Tax Accountant
RHW CPAs
01.2023 - 08.2024
- Prepared federal and state income tax returns for individuals, businesses, and trusts.
- Consulted with clients on investments and business planning.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
President
Johnson, Hankins, MacDonald, Kimball & Co.
12.2002 - 01.2023
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Managed financial, operational and human resources to optimize business performance.
- Directed technological improvements, reducing waste and business bottlenecks.
- Taught seminars to educate attendees on tax and business practices
- Prepared federal and state income tax returns for individuals, businesses, and trusts.
- Consulted with clients on investments and business planning.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Controller
Pilchuck Contractors Inc.
01.2000 - 01.2003
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Managed account receivable, account payable and payroll staff.
Corporate Controller
Services Group of America
04.1996 - 12.1999
- Oversaw the management of the accounting reporting for the largest privately owned business in the State of Washington.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
Education
Master of Science - Taxation
Golden Gate University
San Francisco, CA08.2006
Bachelor of Arts - Business Administration - Accounting
University of Washington
Seattle, WA06.1992
Skills
- Active Listening
- Interpersonal Communication
- Problem-solving aptitude
- Multitasking
- Tax Research
- Taxation proficiency
- Payroll Processing
- Financial statement analysis
- Financial Planning
- Cash Flow Management
Certification
- CPA - Certified Public Accountant
- CGMA - Chartered Global Management Accountant
- PFS - Personal Financial Specialist
- CMA - Certified Management Accountant - Lapsed
- Series 7 License - Lapsed
- Series 66 License - Lapsed
Timeline
Tax Accountant
RHW CPAs
01.2023 - 08.2024
President
Johnson, Hankins, MacDonald, Kimball & Co.
12.2002 - 01.2023
Controller
Pilchuck Contractors Inc.
01.2000 - 01.2003
Corporate Controller
Services Group of America
04.1996 - 12.1999
Master of Science - Taxation
Golden Gate University
Bachelor of Arts - Business Administration - Accounting
University of Washington
- CPA - Certified Public Accountant
- CGMA - Chartered Global Management Accountant
- PFS - Personal Financial Specialist
- CMA - Certified Management Accountant - Lapsed
- Series 7 License - Lapsed
- Series 66 License - Lapsed
Similar Profiles
Amber SteppAmber Stepp
Property Manager at Store Here Self Storage RHW Capital ManagementProperty Manager at Store Here Self Storage RHW Capital Management
Christina DavisonChristina Davison
Housekeeper at RHW MANAGEMENT INC.Housekeeper at RHW MANAGEMENT INC.
Derrel WhiteDerrel White
Managing Partner at FSW&B CPAs PLLC/White & Co CPAs (predecessor)Managing Partner at FSW&B CPAs PLLC/White & Co CPAs (predecessor)