Jeffrey Smith
Sapulpa,OK
Overview
10
10
years of professional experience
Work History
Tax Accountant
Mayberry Accounting
Sapulpa, Oklahoma
01.2026 - Current
- Prepared and filed taxes for individuals, corporations, and other entities.
- Analyzed financial records to ensure accuracy of tax documents.
- Prepared final returns for filing with appropriate taxing authorities within deadlines.
Senior Accountant
Novak & Barhorst CPAs
Vero Beach, FL
07.2023 - 05.2025
- Manage client accounts in QuickBooks and in-house bookkeeping software.
- Prepared diverse tax returns to ensure compliance and optimize client benefits.
- Prepare Sales Tax Reports.
- Consulted with clients to discuss tax implications of transactions. regarding tax implications of transactions.
- Responded to client inquiries to provide accurate information and support timely resolutions.
Senior Accountant
Linart Business Services
Boca Raton, FL
09.2022 - 02.2023
- Prepared accurate individual and S-Corp tax returns, ensuring compliance with regulations.
- Managed client books in QuickBooks online and desktop, maintaining financial accuracy and organization.
- Communicated directly with clients to resolve inquiries about tax returns, enhancing client satisfaction and trust.
Tax Manager
Boyer & Ginori CPAs
West Palm Beach, FL
03.2022 - 09.2022
- Prepared Federal and State tax returns, ensuring compliance with regulations and accuracy.
- Prepared returns included Individuals, Partnerships and S-Corps.
- Reviewed and provided feedback on tax returns prepared by Associate accountants, enhancing quality and accuracy.
- Maintained accurate bookkeeping records for clients in QuickBooks online and desktop, supporting financial clarity and organization.
Associate Accountant
BKD CPAs & Advisors
Tulsa, OK
01.2020 - 02.2021
- Prepared diverse tax returns including partnership, trust, S-Corp, C-Corp, and individual filings, ensuring compliance and accuracy.
- Prepared and submitted 1099 forms for clients to ensure compliance with tax regulations.
- Collected bookkeeping records and relevant client information to produce timely monthly financial statements.
Staff Accountant
Sullivan & Associates, PLLC
Tulsa, OK
01.2017 - 01.2020
- Prepared federal and multi-state tax returns for individuals, C and S corporations, partnerships, and nonprofits, ensuring compliance with applicable regulations.
- Prepared monthly and quarterly financial statements for accounting outsourcing clients.
- Completed financial compilations and trial balances, contributing to accurate reporting for clients.
- Composed tax estimates for individual clients, aiding in tax planning and compliance.
Education
MBA - Business Administration
Northeastern State University
Tahlequah, OK01-2016
Bachelor of Science - Multi-Disciplinary Studies
University of Oklahoma
Norman, OK12-2015
Skills
- Tax compliance
- Lacerte
- Lacerte Tax Planner
- Intuit ProSeries
- Drake Tax Software
- Quickbooks
- Microsoft Excel
Timeline
Tax Accountant
Mayberry Accounting
01.2026 - Current
Senior Accountant
Novak & Barhorst CPAs
07.2023 - 05.2025
Senior Accountant
Linart Business Services
09.2022 - 02.2023
Tax Manager
Boyer & Ginori CPAs
03.2022 - 09.2022
Associate Accountant
BKD CPAs & Advisors
01.2020 - 02.2021
Staff Accountant
Sullivan & Associates, PLLC
01.2017 - 01.2020
MBA - Business Administration
Northeastern State University
Bachelor of Science - Multi-Disciplinary Studies
University of Oklahoma