Julianna Plemons
Leander,TX
Summary
Detailed senior accountant with 6+ years of experience in public accounting specializing in client accounting and tax. Demonstrated ability to improve processes to increase efficiency, train and mentor staff, and manage multiple projects with tight deadlines.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work History
Senior Accountant
TRM Tax and CFO Services
Jupiter, Florida
04.2025 - Current
- Managed accounting department staff members and workload.
- Reviewed and analyzed financial statements to identify potential discrepancies.
- Supervised, trained, and mentored accounting staff, promoting a culture of high performance and continuous improvement.
- Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
- Managed month end close procedures and payroll deadlines.
Senior Tax Accountant
Weinstein Spira
Houston, Texas
11.2024 - 04.2025
- Prepared detailed tax returns for individuals and businesses using industry-standard software.
- Collaborated with team members on complex tax projects and client inquiries.
- Maintained up-to-date knowledge of changes in tax laws and regulations affecting clients.
- Communicated effectively with clients to gather necessary financial information and documentation.
- Generated tax returns for more complex individual, corporate, and foreign tax clients.
- Worked with internal and external accounting and operational professionals to obtain and collate information required in connection with preparation of tax returns.
- Provided training and mentorship to junior staff members in order to increase their knowledge base related to taxation matters.
Senior Tax Accountant
Castillo CPA
Conroe, Texas
01.2020 - 11.2024
- Supervised, trained, and mentored associates and interns on tax projects and assessed staff for performance reviews.
- Identified opportunities for process improvements and integration of technology into tax reporting functions.
- Responded to tax authorities and IRS notifications to discuss tax matters.
- Discussed tax projections and related estimated payments with clients.
- Assisted partners with proposals and business development calls.
- Reviewed changes in legislation that may affect taxation policies or procedures.
- Provided guidance to clients regarding estimated taxes, filing requirements, payment options.
- Prepared and filed tax returns for individuals, corporations, and partnerships.
Education
BBA - Accounting
Sam Houston State University
Huntsville, Texas, TX 08.2015 - 05.2020
Skills
- Training and mentorship
- Financial statement preparation & review
- Individual and business tax
- Tax research
- QuickBooks Online & QuickBooks Desktop
- CCH Axcess Tax
- Caseware Working Papers
- Excel proficiency
Timeline
Senior Accountant
TRM Tax and CFO Services
04.2025 - Current
Senior Tax Accountant
Weinstein Spira
11.2024 - 04.2025
Senior Tax Accountant
Castillo CPA
01.2020 - 11.2024
BBA - Accounting
Sam Houston State University
08.2015 - 05.2020