Drake Tax Software
Diane Vanderwerff
Sophia,North Carolina
Summary
Financial statement and tax professional with 22 years of extensive business, not-for-profit, trust, estate, benefit plan and individual taxation experience and financial statement preparation and reporting. Proficiency in use of computers and accounting and tax software programs. Excellent analytical and time management skills, strong numeracy, oral and written communication skills and keen attention to detail to drive results.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
HUNEYUTT, PARSLEY & TAYLOR, CPAS, PLLC
2022.09 - 2023.08
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Reconciled tax accounts to prevent discrepancies and maintain readiness for expected tax liabilities.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Researched and provided summary memos on technical tax issues at request of partners and clients.
Firm Administrator/Director - HR
TAYLOR & PARSLEY, CPAS, PLLC
2019.01 - 2022.09
- Tax Preparation, research, analysis, planning for individual, partnership and corporate clients
- Tax preparation and support for not for profits, benefit plans, estates and trusts
- Software support and maintenance for tax software
- Maintained personnel records and updated internal databases to support document management.
- Collected, validated, and distributed information to employees.
- Completed forms and reports to facilitate admission, transfer or discharge.
- Evaluated operational practices and identified improvement opportunities to develop revisions for systems and procedures.
Tax Accountant
CHARLES W. TAYLOR, CPA, PA
2006.08 - 2019.01
- Analyzed client financial records to determine tax liability.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Leveraged tax software, spreadsheets and databases to provide supporting documentation for schedules and journal entries.
- Prepared moderate to complex state tax-related financial statement calculations, entries and disclosures.
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Remained educated in all current tax laws for US and states as required
Education
Bachelor of Science - MARKETING
Indiana State University
Terre Haute, INNo Degree - Accounting
University of North Carolina At Greensboro
Greensboro, NCSkills
- Tax Computing
- General Ledger Reconciliations
- Federal and State Tax Returns
- Skilled in Drake Tax Software, Microsoft Suite, Sage 50, Quickbooks Desktop and Online
- Research and Documentation
- Corporate Tax Filings
- GAAP Understanding
- Client Relationship Management
- Analytical Thinking
- Interpersonal Savvy
- Problem Solving Aptitude
- Continuous Learning Attitude
- Auditing Experience
- Tax Software Mastery
- Strong Organizational Skills
- Adaptable to Change
- Corporate Taxation Insight
- Partnership Taxation Acumen
- Tax Compliance Expertise
- Ethical Decision Making
- Effective Communication Abilities
- Critical Thinking Capacity
- Attention to Detail
- Verbal and Written Communication
- Fixed Assets Management
- Account Reconciliation
- Financial Data Analysis
- Balance Sheets
- Financial Controls
- Financial Reporting
- Financial Records Review
- General Accounting
- Tax Computation
- Tax Return Filing
- Certified Public Accountant (CPA)
- Journal Entry Preparation
- Clear Communication
- Staff Training
Certification
- CPA - Certified Public Accountant
Reading, learning, knitting, music
I enjoy all types of learning, reading, knitting, music and spending time with family and friends.
Hobbies
Reading, Knitting, Music, Lifelong Learning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancement401k matchPaid time offPaid sick leaveTeam Building / Company RetreatsFlexible work hoursWork from home optionPersonal development programsAffiliations
- AICPA member
- NCACPA member
Software
UltraTax software
Checkpoint research tool
Fixed Assets software
Microsoft Office
Microsoft Excel
Microsoft Word
Sage 50
Quickbooks online
Quickbooks desktop
Interests
Knitting
Music
Reading
Learning
Family & friends
Timeline
Senior Tax Accountant
HUNEYUTT, PARSLEY & TAYLOR, CPAS, PLLC
2022.09 - 2023.08
Firm Administrator/Director - HR
TAYLOR & PARSLEY, CPAS, PLLC
2019.01 - 2022.09
Tax Accountant
CHARLES W. TAYLOR, CPA, PA
2006.08 - 2019.01
- CPA - Certified Public Accountant
Bachelor of Science - MARKETING
Indiana State University
No Degree - Accounting
University of North Carolina At Greensboro
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