Tax professional with robust background in tax compliance and financial reporting, ensuring accurate tax filings and adherence to standards. Utilizes strong analytical skills to identify and resolve tax issues efficiently. Proven skills in leadership, problem-solving and communication.
Overview
12
12
years of professional experience
Work History
Supervisor
Pease Bell, CPAs
07.2021 - Current
Supervised tax preparation and filing processes for individual and corporate clients.
Ensured compliance with federal, state, and local tax regulations through rigorous review.
Conducted thorough research on complex tax regulations, staying up-to-date with industry changes and providing knowledgeable guidance to clients.
Balanced multiple client engagements simultaneously while prioritizing tasks according to urgency or complexity.
Mentored junior staff members in developing their technical skills to enhance overall team performance within the firm.
Gathered financial information, prepared financial statements, and closed books for various business clients.
Senior Accountant
Pease Bell, CPAs
07.2019 - 07.2021
Prepared and reviewed federal, state and local income tax returns for individuals, businesses, and trusts.
Responded promptly to official tax notices requiring clarifications and additional submissions.
Led training sessions for junior staff members, fostering professional growth within the team environment.
Developed strong relationships with clients, fostering trust and loyalty through personalized service.
Staff Accountant
Pease Bell, CPAs
06.2017 - 06.2019
Prepared accurate tax returns for individuals and corporations, ensuring compliance with federal and state regulations.
Conducted thorough reviews of financial statements to identify discrepancies and suggest corrective actions.
Researched and provided summary memos on technical tax issues at request of partners and clients.
Collaborated with team members to optimize workload distribution and meet tight deadlines.
Accountant
M&S Media, Inc. dba Ohio/Illinois/Colorado/Miami Media Schools
03.2016 - Current
Assistance in monthly, quarterly and annual financial statement preparation for management.
Manage daily accounts receivable and accounts payable operations of seven campuses and corporate headquarters.
Monitor daily cash activity and prepare monthly bank reconciliations including complex sweep accounts.
Assistance with annual audits and quarterly/annual filings for several states and agencies.
Maintain and analyze ledgers including review of all account reconciliations and posting of journal entries for intercompany accounts.
Preparation of cash, revenue and expense forecasts for management.
Staff Accountant
Hobe & Lucas CPAs, Inc.
01.2014 - 02.2016
Assisted in tax planning and research in order to help clients achieve their business and personal financial goals.
Preparation of tax returns for individuals, partnerships and corporations in multiple industries.
Preparation of quarterly payroll tax returns and reconciliations.
Performed monthly and annual general accounting duties including, but not limited to, accounts payable, accounts receivable, payroll, bank reconciliations, journal entries and fixed assets.
Performed audit, review, compilation and preparation of financial statements for various clients.
Planned firm-wide events including annual Christmas parties and picnics.
Assisted and trained new staff to ensure familiarity with firm policies and responsibilities.
Education
Bachelor of Business Administration - Accounting, Marketing
Cleveland State University
Cleveland, OH
12.2013
Skills
Dependable, strong work ethic
Excellent attention to detail and follow-through
Federal, state and local taxation
Proven ability to multi-task
Customer service
CCH Axcess Tax, CCH Prosystems fx
Tax planning strategies
Staff management, training and mentoring
Fixed Assets
Proficient in QuickBooks
Timeline
Supervisor
Pease Bell, CPAs
07.2021 - Current
Senior Accountant
Pease Bell, CPAs
07.2019 - 07.2021
Staff Accountant
Pease Bell, CPAs
06.2017 - 06.2019
Accountant
M&S Media, Inc. dba Ohio/Illinois/Colorado/Miami Media Schools
03.2016 - Current
Staff Accountant
Hobe & Lucas CPAs, Inc.
01.2014 - 02.2016
Bachelor of Business Administration - Accounting, Marketing