Summary
Overview
Work History
Education
Skills
Timeline
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Gregory Lankston

Bend,OR

Summary

Certified Public Accountant with proven expertise working with private and public clients. Expertly manages accounting needs following optimal practices and current regulations. Brings wide-ranging knowledge of business and personal finances.

Overview

7
7
years of professional experience

Work History

Tax Manager

Squar Milner
Los Angeles, CA
07.2014 - 08.2019
  • Analyzed current and proposed laws for potential impact on taxes.
  • Provided technical advice to clients regarding complex transactions involving taxation.
  • Ensured timely payment of taxes owed by clients.
  • Researched new legislation that affects taxes due from individuals or businesses.
  • Identified opportunities for clients to reduce their tax burden through deductions or credits.
  • Monitored changes in local, state and federal taxation laws.
  • Negotiated with taxing authorities to resolve disputes or obtain favorable rulings.
  • Developed strategies to minimize client's overall tax liabilities while staying within the boundaries of applicable law.

Tax Accountant

Copeland, Hild, and Trotter, PC
Edmond, OK
08.2012 - 05.2014
  • Calculated estimated taxes due from clients and ensured timely payments.
  • Worked closely with clients throughout the year to ensure accurate filings at year end.
  • Prepared and filed taxes for individuals, corporations, and other entities.
  • Researched complex tax issues and provided solutions to clients.
  • Analyzed financial records to ensure accuracy of tax documents.
  • Reconciled client books for accurate reporting with post adjusting journal entries.

Partner

Capstone Certified Public Accountants
Bend, OR
09.2019 - Present
  • Managed daily operations of the business including budgeting, forecasting, financial analysis, staffing, and customer service.
  • Reviewed reports on performance metrics such as customer satisfaction scores, revenue growth rates. in order to make informed decisions regarding future initiatives.
  • Ensured compliance with industry regulations and company policies.
  • Conducted in-depth research in order to write effective proposals, agreements, and contracts.
  • Maintained up-to-date knowledge of Generally Accepted Accounting Principles guidelines.
  • Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
  • Provided guidance to other departments regarding accounting policies and procedures.
  • Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
  • Reviewed financial information detailing assets, liabilities, and capital.
  • Researched changes in laws to maintain adherence to financial regulations.

Education

MBA - Entrepreneurship

University of Oklahoma
Norman, OK
05-2013

Bachelor of Science - Accounting

University of Arkansas
Fayetteville, AR
05-2012

Bachelor of Science - General Education Courses

Northeastern State University
Tahlequah, OK
05-2010

Skills

  • Talent Recruitment
  • Strategic Planning
  • Operations Management
  • Recruitment and hiring
  • Company processes and procedures
  • Financial Administration
  • Risk Management
  • Compliance Assessment
  • Tax planning strategies
  • Quality Assurance
  • Cost Data Analysis
  • Operational Reporting
  • Certified Public Accountant (CPA)

Timeline

Partner

Capstone Certified Public Accountants
09.2019 - Present

Tax Manager

Squar Milner
07.2014 - 08.2019

Tax Accountant

Copeland, Hild, and Trotter, PC
08.2012 - 05.2014

MBA - Entrepreneurship

University of Oklahoma

Bachelor of Science - Accounting

University of Arkansas

Bachelor of Science - General Education Courses

Northeastern State University

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Gregory Lankston