Jordan Campbell
West Palm Beach
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 at analyzing accounting processes, identifying deficiencies, and formulating and implementing corrective actions to ensure compliance. Respected accounting professional with a proven record of delivering quality work products, resulting in unsurpassed customer satisfaction.
Overview
8
8
years of professional experience
Work History
Tax Preparer
W.E. Stevens, P.C.
Remote
06.2025 - 07.2026
- Prepared primarily Form 1040 individual income tax returns, along with select business returns, ensuring compliance with federal and state tax regulations and timely filing requirements.
- Analyzed client financial records to identify potential deductions and credits for maximum tax benefits.
- Communicated directly with clients to obtain required tax information, explain filing requirements, and address tax-related questions.
- Assisted with IRS representation matters by reviewing notices, gathering supporting documentation, and preparing responses to resolve client issues.
- Researched federal and state tax issues and applied relevant tax law guidance to support return preparation and client advisory services.
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 their development and quality control.
- Served as primary point of contact for client communications, addressing tax planning strategies and compliance matters to enhance client relationships.
- 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 approximately 30 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 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.
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 1040s, 1041s, 1065s, and 1120Ss.
Tax Accounting Intern
HBK CPAs and Consultants
Fort Myers, FL
01.2019 - 03.2020
- Eagerly pursued a deep understanding of accounting principles, regulatory standards, and core business practices to critically evaluate financial data and transactions. This strong foundation enabled a confident and seamless transition into my professional career, and continues to serve as a valuable platform for ongoing growth and development.
- Prepared tax returns and explained the expected refund, or income tax liability, and due date for payment to the client.
- Developed technical knowledge through a 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, FLMaster of Science - Accounting and Taxation
Florida Gulf Coast University
Skills
- Federal and state income tax compliance (Form 1040, 1120S, 1065, etc)
- Sales and use tax filings (multi-jurisdictional)
- 1099/1096 preparation and filing
- Month-end and year-end close processes
- Account reconciliations (bank, intercompany, accruals, etc)
- Fixed assets accounting and depreciation
LEADERSHIP QUALITIES AND COMPETENCIES
- Self-driven and motivated, eager to take on challenging projects.
- Strong ability to understand and solve challenges.
- Notable analytical, quantitative, and social skills.
- Excellent time management skills with a proven ability to meet deadlines.
Interests
Reading/learning, Building computers, Brazilian jui jitsu, Working out
Timeline
Tax Preparer
W.E. Stevens, P.C.
06.2025 - 07.2026
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
Master of Science - Accounting and Taxation
Florida Gulf Coast University