Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jean Susan Colvin

CPA
Madison,OH

Summary

High-performing tax manager proficient at preparing & reviewing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Tax Professional

NMS Certified Public Accountants
06.2020 - 04.2023
  • Facilitated communication between clients and tax authorities.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
  • Facilitated integration of modern tax software with client accounting software.
  • Assessed client tax situations to determine best filing options.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Offered clients recommendations to reduce tax liabilities.

Owner

J. Susan Colvin CPA
01.2019 - 05.2020
  • Facilitated communication between clients and tax authorities.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
  • Analyzed financial records to verify accuracy of tax returns.

Tax Manager

David Weiss & Associates
08.2017 - 10.2018

Tax manager at top entertainment business management firm. Prepared and reviewed individual, multi-state partnerships & S corporation tax returns for high-net-worth clients in the entertainment industry.

Education

Accounting

California State University - Los Angeles

Bachelor of Arts - Psychology

Ohio State University
Columbus, OH

Skills

  • Litigation Support
  • Staff Oversight
  • Electronic Filing Software
  • Valid PTIN
  • Professional Correspondence
  • Tax Accounting
  • QuickBooks Proficiency
  • Local, State and Federal Tax Returns
  • Verbal Communication
  • Internal Revenue Service Correspondence
  • Tax-Related Research
  • Staff Development
  • Trained in Tax Software
  • Multi-State Tax Filing

Certification

  • Licensed CPA

Timeline

Tax Professional

NMS Certified Public Accountants
06.2020 - 04.2023

Owner

J. Susan Colvin CPA
01.2019 - 05.2020

Tax Manager

David Weiss & Associates
08.2017 - 10.2018

Accounting

California State University - Los Angeles

Bachelor of Arts - Psychology

Ohio State University
  • Licensed CPA
Jean Susan ColvinCPA