Jacob Cruz
Charlotte,NC
Summary
A talent-driven, people focused, determined mindset is what has led me to the success I have had up to this point in my career. After becoming a CPA, my focus has turned to my position as a state and local tax professional at BDO. Sales taxability, nexus studies, due diligence, audit defense, and many other areas have highlighted my time so far with the firm. Additionally, working together on a BDO engagement team has grown my interpersonal communication skills, as collaborating with other BDO employees requires constant open communication. I look forward to learning more about accounting and what services we as professionals have to offer our clients as I continue my journey in the industry.
Overview
6
6
years of professional experience
1
1
Certification
Work History
State & Local Tax Associate
BDO USA, P.C.
03.2023 - Current
- Leading state and local tax consulting projects related to tax planning, due diligence, nexus and taxability studies, apportionment and revenue sourcing, voluntary disclosures, audit defense, and various other multistate projects
- Oversee project timelines, deliverables, and team coordination to ensure successful project completion within scope and budget.
- Perform research and technical analysis for multistate income/franchise, sales, use, gross receipts, and other state or local issues
- Continuously up to date on state and local law changes
- Serve as a technical resource on state and local tax matter and advising clients in a wide range of industries
Account Manager
High Point Financial Services
10.2018 - 12.2022
- Managed accounts receivable and accounts payable for clients
- Managed journal entries, collection efforts, reconciliations, and payroll processing
- Achieved accounting operational objectives by contributing accounting information and recommendations to strategic plans and preparing and completing action plans
- Contributed to 21% year-over-year revenue growth of Company's Client Accounting Services (CAS).
Education
Bachelor of Science: Accounting -
North Carolina State University
Raleigh, NCSkills
- Microsoft Office
- CCH Access
- RIA Checkpoint
- BNA Portfolio / Bloomberg Tax
- GoSystems Tax RS
- OneSource Income Tax (OIT)
- Alteryx Core Certification
- QuickBooks
- Communication Skills
- Leadership
- Spanish Fluent
Certification
Certified Public Accountant, North Carolina State Board of CPA Examiners, 2023
Timeline
State & Local Tax Associate
BDO USA, P.C.
03.2023 - Current
Account Manager
High Point Financial Services
10.2018 - 12.2022
Bachelor of Science: Accounting -
North Carolina State University