Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Elizabeth Shelhamer

Summary

Proven performer in assurance and tax services, adept at delivering assurance reports and tax returns to clients at Falco Sult & Company. Provided process improvement recommendations for GAAP adherence and tax efficiency strategies, demonstrating a keen eye for detail and a commitment to accuracy. Seeking a collaborative environment where I can lead growth in assurance services.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Accountant

Falco Sult & Company
07.2018 - Current
  • Technical review and preparation of reviewed and compiled financial statements in according with Generally Accepted Account Principals (GAAP) and Generally Accepted Assurance Services (GAAS) across multiple industries totaling ~80 engagements (80% preparation / 20% review).
  • Maintained knowledge on current GAAP and assisted clients in transitions to meet GAAP requirements.
  • Prepared 500+ timely and accurate federal and state income tax returns for individuals, businesses, trusts, estates and non-profits
  • Provided detailed technical review and supervision of staff members over tax returns and planning projects.
  • Cultivated an environment of collaboration and mentorship among junior associates by sharing expertise and providing constructive feedback on their work.
  • Assisted businesses with provisions and multi-state issues to comply with GAAP and IRS regulations.
  • Conducted comprehensive tax research and analysis to provide actionable insights and recommendations for optimizing tax positions and mitigating risks.
  • Advised clients on tax implications of business transactions, mergers, and acquisitions.
  • Provided recommendations on process improvements to clients' management teams after analyzing their business operations and financials.
  • Managed multiple client engagements simultaneously, consistently delivering high-quality work within tight deadlines.

Staff Accountant

Falco Sult & Company
07.2015 - 06.2018
  • Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
  • Researched and provided summary memos on technical tax issues at request of partners and clients.
  • Worked closely with colleagues across departments to address complex tax issues together.
  • Provided ongoing support to clients during IRS audits or other inquiries for positive outcomes whenever possible.
  • Collaborated with team members to optimize workload distribution and meet tight deadlines.

Education

Bachelor of Science - Accountancy

Western Washington University
Bellingham, WA
06.2015

Skills

  • GAAP proficiency
  • Expertise in Thomson Reuters and Microsoft Office suites
  • Detailed technical review of financial statements
  • Compilation and review preparation
  • Tax preparation
  • Detailed technical review of tax returns
  • Value added tax compliance

Affiliations

  • Member, American Institute of Certified Public Accounts (AICPA)
  • Member, Washington State Society of CPAs (WSCPA)

Certification

  • CPA - Certified Public Accountant

Timeline

Senior Accountant

Falco Sult & Company
07.2018 - Current

Staff Accountant

Falco Sult & Company
07.2015 - 06.2018

Bachelor of Science - Accountancy

Western Washington University
Elizabeth Shelhamer