Summary
Overview
Work History
Education
Skills
Affiliations
5 Years Vision
Timeline
Generic

Jamall Theodile

Houston

Summary

Offering 5 years of progressive experience and strong contributions in diverse phases in the accounting and tax department. A strong team player with great public speaking & listening skills. Providing support, ideas, analytic, and development to all levels of staff, management, vendors and executives for critical thinking and conversations. History in payroll, reconciliations, reports, fix assets, journals, AP processes and payments and all aspects of accounting performances. Goal-focused to improve procedures and stages to create a seamless process with timely delivery of transparent records, reports, data analysis in accounting and tax functions to support decision making, goals. Ensuring GAAP is upheld when performing journal entries, reconciliation, monthly close, reporting. Specializing in USA tax regulations and liability by filing, compliances and legal obligation.

Overview

7
7
years of professional experience

Work History

Tax accountant I / II

Schumacher Clinical Partners
05.2023 - Current
  • Company Overview: https://www.scphealth.com/
  • Preparation of all tax return types: Federal, State, Local, Property/Sales, Use, Franchise and Gross Receipts Tax. Handle, process financials of 50K in tax liability.
  • Supervise and responsible for all aspects of tax compliance for SCP Health: filing, reporting, and planning.
  • Collaborate, work underneath with other departments.
  • Tax in preparation of various documents and related projects & research.
  • Build and prep depreciation/Amortization calculations for financials and audits.
  • Accomplishments: Become a pro in accounting, procedures in processing.
  • Improve end of month close process.
  • Improve tax compliance.
  • Able to work under stress and pressure.

Tax accountant

SSC Adler & CPA
03.2022 - 03.2023
  • Company Overview: https://www.sscpas.com/
  • Preparation of 1095, 1040,1120, SALT.
  • Handle, process financials of 500K and upward.
  • Managed and built relationships with clients.
  • Handle duties for clients in tax compliance and audits.
  • Accomplishments: On board clients during transitions.
  • Improve and build relationships.

Tax accountant

Hetteth & Langdon CPA
11.2020 - 05.2021
  • Company Overview: https://www.dekom.com/about/partnerships/dekom160775/hettenbach-langdon-cpa
  • Perform tasks such as payroll/ACH processes and consults with clients on requirements for successful tax compliance.
  • Ensure accurate, timely filing of estimated payments, state, and local tax returns.
  • Demonstrates effective project management skills, inspires teamwork, and responsibility with engaging team members, and uses current technology and tools to enhance the effectiveness of deliverables and service.
  • Accomplishments: Updated Bookkeeping software for multiple clients.
  • Promote to Tax Accountant.
  • Implemented software.
  • Improve payroll accurate.
  • Successful Tax compliance for clients.

Staff accountant

Saint Francis Ministries
11.2018 - 05.2020
  • Company Overview: https://saintfrancisministries.org/review/
  • Perform analysis and prepares reports for multiple financial statements, concerns, questions and issues for decision making.
  • Focus on reviewing general ledger, preparing journal entries, and spending account for any outstanding activities, spending habits.
  • Review general ledger and spending habits.
  • Perform day to day financial transactions including verifying, classifying, computing, posting, and recording accounts receivable data.
  • Prepare bills, invoices and bank deposits.
  • Assist in preparing monthly financial statements and management reports for monthly duties or per management request.
  • Reconcile cash accounts, spending expenses on a monthly basis.
  • Identify process improvements by providing and preparing students start and finish in the office.
  • Accomplishments: Successful collaboration with multiple team members.
  • Able to adjust to new systems and products.
  • Provided multiple insights from reports, data for decision making.

Registrar’s Office Accountant Assistant

Bethany College
06.2018 - 11.2018
  • Company Overview: https://www.bethanylb.edu/
  • Assist with registrations, maintaining student academic records and other office duties as assigned.
  • Periodically perform audit reviews of student’s admissions, transcripts, and enrollment status and accounts.
  • Review class register, schedule, and provided feedback to students.
  • Provide a full experience at the College for both parents and students.
  • Collaborate and work underneath with Register office.

Education

EA License - Tax professional

IRS Enrolled Agent

Master of Business Administration - Double Major: Accounting Management

Friends University
Wichita, Kansas

Bachelor’s Degree - Double Major: Accounting Management

Bethany College
Lindsborg, Kansas
01.2020

Skills

  • Blackboard Financial Edge
  • Sage Intacct
  • Liaison
  • TEMPS
  • GEMCAT
  • GAAP
  • Financial Accounting
  • Cost Accounting (entry)
  • Assist in solutions to management
  • Reconciliation
  • Healthcare Industry
  • Manufacturing Industry
  • Multiple industries experience
  • Depreciation/Amortization
  • Payroll functions
  • Tax Research and planning
  • Preparation, filing and compliances
  • Multiple full year accounting cycles

Affiliations

  • Volunteer: Summer track and running mentor and coach, Youth volunteer program (kick), Bethany Lutheran church, Circle K international, KCPAS
  • Church member
  • Pro-Athlete: College assistant coach and team management, USA Freshman Boldest Team, 2021, 5 years as a Cross-Country & Track Field Athlete, 5 Collegiate Records in the NAIA, 3 National Steeplechase Runner and All-American Athlete, Assistant and Team Manager for College Team

5 Years Vision

  • Being the trail blazer for problem solving, support and improving processes and procedures.
  • Innovating and growing within the accounting department.
  • Improving with leadership, teamwork and communication.
  • Strive to achieve company goals as a strong team player as a senior or manager within accounting or CPA & EA.

Timeline

Tax accountant I / II

Schumacher Clinical Partners
05.2023 - Current

Tax accountant

SSC Adler & CPA
03.2022 - 03.2023

Tax accountant

Hetteth & Langdon CPA
11.2020 - 05.2021

Staff accountant

Saint Francis Ministries
11.2018 - 05.2020

Registrar’s Office Accountant Assistant

Bethany College
06.2018 - 11.2018

Master of Business Administration - Double Major: Accounting Management

Friends University

Bachelor’s Degree - Double Major: Accounting Management

Bethany College

EA License - Tax professional

IRS Enrolled Agent
Jamall Theodile