Summary
Overview
Work History
Education
Skills
Software
Affiliations
Timeline
Generic

Jordan Campbell

Coral Springs,FL

Summary

Detail-driven accounting professional, experienced in examining and analyzing accounting records, financial
statements, and financial reports. Proven ability to assess accuracy and compliance with generally accepted
accounting principles and standards. Adept in analyzing accounting processes, identifying deficiencies, and
formulating and implementing corrective actions to ensure compliance. Currently pursuing a Master's in Accounting and Taxation at Florida Gulf Coast University; also studying for the CPA exam.

Overview

6
6
years of professional experience

Work History

Senior Accountant

Streimer & Flusberg PA
Coral Springs, FL
09.2023 - 04.2025
  • Ensured compliance with federal, state, and local tax regulations through proactive planning and timely filings.
  • Facilitated the successful resolution of IRS and state audit inquiries by reviewing notices and preparing the requested documentation.
  • Trained and mentored junior staff accountants and interns, providing feedback and technical guidance to support development and quality control.
  • Acted as the primary point of contact for client communications, addressing tax planning strategies, compliance matters, and general accounting inquiries.
  • Reviewed workpapers and tax returns prepared by junior staff, ensuring compliance with applicable tax laws, GAAP, and firm standards.
  • Oversaw month-end and year-end close processes for multiple clients, including adjusting journal entries, reconciliations, and financial statement preparation.

Fiduciary Accountant

Cummings & Lockwood
Bonita Springs, FL
03.2023 - 08.2023
  • Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
  • Reviewed legal documents such as wills, trust agreements, and probate filings to understand distribution provisions and accounting requirements.
  • Collaborated with attorneys and fiduciaries to gather required documentation for court filings and tax preparation.
  • Gained a working knowledge of fiduciary income tax concepts, including distributions, DNI (Distributable Net Income), and Schedule K-1 preparation.
  • Maintained strict confidentiality while handling sensitive client and estate information.
  • Developed a foundational understanding of the probate process and fiduciary duties in the administration of estates and trusts.

Staff Accountant

Palmetto, Zeigler, Chamberlain & Perrella, PL
Fort Lauderdale, FL
03.2021 - 02.2023
  • Created journal entry schedules to improve efficiency,
    support, and documentation of accounting processes.
  • Collected and arranged financial information and
    entered details into QuickBooks Desktop and
    QuickBooks Online.
  • Identified legal tax savings and recommended ways to
    improve profits. Managed to save multiple clients over
    $100,000 of payroll expenses as well as provide the
    necessary instructions for one client in particular to
    take advantage of nearly $600,000 of tax free funds
    from the federal government via various governmental
    programs including, but not limited to, the Paycheck
    Protection Program.
  • Tracked funds, prepared deposits, and reconciled
    accounts.
  • Responsible for financial reporting, managing prepaid
    accounts, schedules, reconciliations, event
    settlements, and month-end accruals.
  • Monitored accounts receivable, accounts payable, and
    other account balances to track transactions, avoid
    discrepancies and ensure accuracy.
  • Maintained fixed asset records and depreciation
    schedules to establish accurate calculations.
  • Prepared and filed approximately 200 tax returns,
    including 1040's, 1041's, 1065's, and 1120S's, to
    summarize transactions of the appropriate time frame,
    whether calender year end or fiscal year end.

Tax Accounting Intern

HBK CPAs and Consultants
Fort Myers, FL
01.2019 - 03.2020
  • Gained knowledge of accounting principles and
    standards and general business practices to evaluate
    financial data and transactions. This led to a smooth
    and seamless transition into my professional career
    and served as a great base to build upon.
  • Prepared tax returns and explained expected refund
    or income tax liability and due date for payment.
  • Developed technical knowledge through combination
    of workplace learning and formal study.
  • Praised for being one of the best interns the firm has
    ever had.
  • Invited to return by multiple principals due to my work
    ethic, initiative, and ability to adapt.

Education

Bachelor of Science - Accounting

Florida Gulf Coast University
Fort Myers, FL

Skills

  • Federal and state income tax compliance (Form 1040, 1120S, 1065, etc)
  • Month-end and year-end close processes
  • Fixed assets accounting and depreciation
  • Account reconciliations (bank, intercompany, accruals, etc)
  • Sales and use tax filings (multi-jurisdictional)
  • 1099/1096 preparation and filing
  • Client communication

Software

  • Highly proficient in Microsoft Office
  • Adept in Lacerte, CCH Axcess, ProSystem fx, & UltraTax
  • Well versed in QuickBooks Desktop and QuickBooks Online

Affiliations

  • Reading/learning
  • Building computers
  • Brazilian jui jitsu
  • Working out

Timeline

Senior Accountant

Streimer & Flusberg PA
09.2023 - 04.2025

Fiduciary Accountant

Cummings & Lockwood
03.2023 - 08.2023

Staff Accountant

Palmetto, Zeigler, Chamberlain & Perrella, PL
03.2021 - 02.2023

Tax Accounting Intern

HBK CPAs and Consultants
01.2019 - 03.2020

Bachelor of Science - Accounting

Florida Gulf Coast University

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