Lena Morris
Krum,USA
Summary
Adept Tax Consultant with a strong ability to navigate complex tax landscapes, enhancing financial strategies at Lena M. Morris CPA. Proven expertise in financial forecasting and client relations has consistently delivered results that exceed expectations. Demonstrates a self-motivated drive for excellence in every undertaking, contributing to the overall success of clients and the organization.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Certified Public Accountant
Lena M. Morris CPA
Krum, TX
11.2008 - Current
- Assisted clients with personal and corporate tax issues.
- Contributed to the development of new strategies for reducing overall tax liability.
- Utilized knowledge of tax law and software applications to correct or modify data with regard to proper tax reporting of income and deductions.
- Diminished financial discrepancies and accurately reconciled accounts using detailed data analysis results.
- Researched federal, state and local regulations to ensure compliance with all applicable laws.
- Minimized internal accounting department backlogs by updating accounts and generating reports.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
- Prepared annual individual, corporate, trust, estate, and partnership tax returns.
- Identified potential tax issues and provided swift, effective solutions.
- Analyzed balance sheets for mistakes and inaccuracies.
- Worked with internal and external accounting and operational professionals to obtain and collate information required in connection with preparation of tax returns.
- Responded to tax authorities and IRS notifications to discuss tax matters.
- Remained up-to-date with state and foreign tax issues and current tax laws.
- Assisted clients in determining business strategy and achieving profitability goals.
- Prepared quarterly and annual reports outlining current tax liabilities as well as future projections.
- Ensured timely completion of annual reports including 1099 forms and W-2 forms.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Developed methods for tracking and reporting income and expenses accurately.
Director of Accounting
Eikon Consulting Group LLC
Sanger, TX
02.2020 - 02.2025
- Assisted senior management in developing long-term business plans by providing detailed financial analyses.
- Managed accounts payable, receivable activities ensuring timely payments, collection of invoices.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
- Performed variance analysis on budget vs. actual results to provide insights into cost savings opportunities.
- Developed actionable improvements for existing processes and presented to management.
- Oversaw month-end closing process including preparation of journal entries, account reconciliation and review of all transactions prior to posting.
- Prepared periodic reports such as balance sheets, income statements, cash flow statement for use by executive leadership team.
- Provided guidance to finance staff on best practices related to accounting functions.
- Collaborated with other departments within the organization to identify areas of improvement in financial reporting processes.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Monitored daily cash balances, bank reconciliations and investments as necessary.
- Managed relationships with tax authorities, bankers and auditors.
- Maintained a complete set of books including general ledger, accounts receivable, accounts payable, payrolls.
- Utilized various software and tools to streamline processes and optimize performance.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Maintained updated knowledge through continuing education and advanced training.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Managing Accountant
Donald Paddack Farm
Krum, USA
01.2014 - 10.2024
- Converted a manual system of accounting to an accounting software system
- Prepare and update the budget and financial forecast annually.
- Review and update the general ledger.
- Analyze and adjust expenses based on cash flow
- Train and manage staff.
- Process data, validate, and transmit payroll weekly.
- Prepare all federal and state-related returns.
- Analyze and approve all asset purchases and sales
- Accumulate and reconcile all data for the preparation of federal and state tax returns.
Senior Tax Accountant
Goldman Sachs, Inc.
Irving, USA
08.2008 - 01.2014
- Calculate and prepare taxable income worksheets for domestic and international partnership and corporate tax returns
- Review and respond to IRS and state notices involving corporate or partnership returns
- Gather and submit banking information for FBAR
- Prepare and instruct tax training classes
Senior Tax Accountant
Pasternak & Associates, P.C.
Carrollton, USA
10.2004 - 08.2008
- Prepare and meet with individual tax clients to provide advice on potential tax savings or risk
- Prepare federal, state, and local tax returns specializing in small businesses, corporate, & partnership income tax returns
Assistant Manager
BURNS, STEWART & ASSOCIATES, P.C (formally known as Jack Harrison PC)
Lewisville, USA
- Managed and trained the accounting staff
- Prepared and reviewed individual, Corporate, partnership, and trust tax returns
- Onsite accounting services and reviews for large income based clients
- Corresponded with Federal and State taxing authorities on notices and compliance issues
- Reviewed Quarterly and Annual payroll tax returns and compliance
Education
BBA - Accounting
Texas Woman's University
Denton, TX, USASkills
- Tax expertise
- Managing commission structures
- Multi-state payroll
- Record keeping
- Federal and state tax regulations
- Financial statement preparation
- Analytical skills
- Self-Motivated Professional
- Client relations
- Financial forecasting
Certification
Certified Public Accountant, Texas, 2004
References
Upon Request
Relevant Experience
- Prepare and review income tax returns for individuals, partnerships, corporations, and trusts.
- Counsel clients on a variety of tax issues.
- Research tax questions; offer suggestions for tax planning and study tax laws for potential tax savings for corporate and individual clients.
- Train and supervise new tax associates staff members.
References
References available upon request.
Timeline
Director of Accounting
Eikon Consulting Group LLC
02.2020 - 02.2025
Managing Accountant
Donald Paddack Farm
01.2014 - 10.2024
Certified Public Accountant
Lena M. Morris CPA
11.2008 - Current
Senior Tax Accountant
Goldman Sachs, Inc.
08.2008 - 01.2014
Senior Tax Accountant
Pasternak & Associates, P.C.
10.2004 - 08.2008
Assistant Manager
BURNS, STEWART & ASSOCIATES, P.C (formally known as Jack Harrison PC)
BBA - Accounting
Texas Woman's University
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