Kevin Coad
Eugene
Summary
Seasoned Tax Manager with a proven track record at Coopers & Lybrand, specializing in tax accounting and demonstrating exceptional leadership and problem-solving skills. Achieved significant cost savings through strategic tax planning and the implementation of efficient accounting software. Expert in QuickBooks and adept at fostering professional development within teams.
Overview
41
41
years of professional experience
1
1
Certification
Work History
Accountant
Action Surplus, Inc
01.2006 - Current
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Used advanced software to prepare documents, reports, and presentations.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Implemented new accounting software, leading to more efficient financial data management and reporting.
Certified Public Accountant
Kevin Coad
09.1983 - 12.2024
- Advised clients on tax planning strategies, helping them minimize liabilities while adhering to tax laws and regulations.
- Analyzed data and presented reports of financial statuses.
- Compiled and reviewed data and delivered reports of financial statuses.
- Developed and trained client staff in managing accounting and bookkeeping systems.
- Managed complex tax filings for multiple entities, ensuring compliance with federal and state tax laws.
- Provided journal entries and performed accounting on accrual basis.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Identified legal tax savings and recommended ways to improve profits.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Tax Manager
Coopers & Lybrand
09.1986 - 08.1992
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
- Researched and analyzed tax developments and applications to specific business situations.
- Advised clients on strategic tax planning, resulting in significant cost savings and minimized risks.
- Evaluated the impact of changing tax laws on organizational strategies, providing guidance on necessary adjustments to maintain a competitive edge.
- Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.
- Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
Tax Specialist
Ernst & Whinney
09.1983 - 08.1986
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Reviewed financial statements for accuracy and integrity.
Education
MBA - Accounting
University of Cincinnati
Cincinnati, OH06-1982
BBA - Finance
Ohio University
Athens, OH08-1980
Skills
- Accounting and bookkeeping
- Accounts payable and receivable
- Bank reconciliation
- Bookkeeping
- Tax return filing
- Fixed asset management
- Business tax planning
- QuickBooks expert
- Tax accounting specialization
- Financial statements expertise
- Account reconciliation specialist
- Payroll management
Certification
Certified Public Accountant
Timeline
Accountant
Action Surplus, Inc
01.2006 - Current
Tax Manager
Coopers & Lybrand
09.1986 - 08.1992
Certified Public Accountant
Kevin Coad
09.1983 - 12.2024
Tax Specialist
Ernst & Whinney
09.1983 - 08.1986
MBA - Accounting
University of Cincinnati
BBA - Finance
Ohio University
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