Gayle V. Berkley
Washington,District Of Columbia
Summary
Reliable CPA professional with 15+ years in accounting and tax consulting. Adept at analyzing data to identify trends and developing strategies to optimize tax savings.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Independent Contractor
Gayle V. Berkley, CPA
04.2021 - Current
- Consult with customers to assess needs and propose optimal solutions
- Deliver outstanding service to customers to maintain and extend relationships for future business opportunities and referrals
- Prepare individual, gift, trust, estate, s-corporation, and partnership returns
- Engage with management to prepare monthly financial statements and reporting
- Maintain relationships with clients, investment advisors and attorneys regarding tax and consulting projects for various size for-profit and not-for-profit clients
- Manage team of outsourced bookkeepers and other financial consultants
Senior Tax Manager
Morgan Wingate, PC
07.2020 - 04.2021
- Reviewed individual, gift, trust, estate, s-corporation, and partnership returns
- Maintained relationships with clients, investment advisors and attorneys regarding tax and consulting projects for various size clients
Senior Tax Manager
Caldwell Associates
01.2016 - 05.2020
- Reviewed individual, gift, trust, estate, s-corporation, and partnership returns
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Reviewed financial statements in accordance with GAAP requirements
- Maintained relationships with clients, investment advisors and attorneys regarding tax and consulting projects for various size clients
- Oversaw team of 5 tax preparers handling over 700 submissions per year.
Senior Tax Manager
BDO
01.2015 - 01.2016
- Prepared individual, gift, trust, estate, s-corporation, and partnership returns
Senior Tax Manager
Walker & Co., LLP
01.2008 - 01.2014
- Managed various aspects of tax planning and financial reporting
- Reviewed federal and multi-state income tax returns for high net worth individuals, small to medium size businesses and exempt organizations
- Researched tax issues for compliance with IRS regulations
- Prepared internal memoranda, written correspondences provided to the client, and other documents addressed to the IRS and other taxing authorities
- Provided assistance directly to Partner in meeting internal and external deadlines
Independent Consultant
Berkley and Associates, LLC
01.2005 - 01.2008
- Prepared Individual, Corporate, S-Corp, and Partnership income tax returns
- Assisted with business formation to include articles of incorporation and partnership operating agreements
- Prepared federal and state payroll tax filings
- Proactively recommend tax saving strategies to include SEP plans and other retirement plans
- Generated financial statements and bank reconciliations
- Identified insurance and asset protection strategies
- Conducted simple audits, quality reviews, and compliance engagements
- Managed, trained, and evaluated the performance of subcontractors and affiliates
Education
Certificate of Financial Planning - Financial Planning
Georgetown University
Washington, DC10.2016
Bachelor of Science Accounting - Accounting And Business Management
University of The District of Columbia
Washington, DC05.2003
Skills
Product Expertise
- CCH Axcess Suite Tax Products
- Intuit QuickBooks
- SAP Financial Management tools
- Go Systems
- Microsoft Office Suites
- Sage ERP MAS 90
- Peachtree Accounting Software
Certification
- Certified Public Accountant
- Certified Financial Planner (Candidate)
Affiliations
- AICPA Member
- Maryland Society of Accountants
Community Service
Uptown Main Street, 2019, present, Washington, DC, Board Treasurer, Responsible for overseeing the budget and financial affairs of the non-profit organization who’s mission is support local small businesses along it designated corridor in Washington, DC.
References
Upon Request
Traveling to new and exciting places
Looking forward to spending time exploring new and exciting cultures
Timeline
Independent Contractor
Gayle V. Berkley, CPA
04.2021 - Current
Senior Tax Manager
Morgan Wingate, PC
07.2020 - 04.2021
Senior Tax Manager
Caldwell Associates
01.2016 - 05.2020
Senior Tax Manager
BDO
01.2015 - 01.2016
Senior Tax Manager
Walker & Co., LLP
01.2008 - 01.2014
Independent Consultant
Berkley and Associates, LLC
01.2005 - 01.2008
Certificate of Financial Planning - Financial Planning
Georgetown University
Bachelor of Science Accounting - Accounting And Business Management
University of The District of Columbia