LUCAS SMITH
Attalla,AL
Overview
5
5
years of professional experience
Work History
Staff Accountant
SouthPoint CPA
01.2023 - Current
- Prepared tax returns for individuals, businesses, trusts, and nonprofit organizations using UltraTax CS tax preparation and Sureprep workpaper management solution
- Prepared trial balances for businesses and made necessary adjusting entries using Accounting CS
- Monthly bookkeeping for clients including bank reconciliations and accrual adjustments using Quickbooks online
- Prepared compilation of financial statements and contractor’s license renewal
- Prepared tax research using Checkpoint research database
- Prepared IRS & state notice responses for clients
- Prepared tax projections
Construction Worker
Mark Smith
12.2021 - 12.2022
Worked part time on the construction of a residential house during this time. My responsibilities included framing, insulating, siding, finishing, and painting the house.
Customer Service Representative
Sports Zone
08.2019 - 01.2020
My responsibilities at Sports Zone included providing customer service and processing payments through the Square point of sale system.
Education
BACHELOR OF SCIENCE IN ACCOUNTING - Accounting
JACKSONVILLE STATE UNIVERSITY
05.2023
Skills
- Microsoft Excel Proficiency
- Quickbooks Online Proficiency
- Understanding of tax law
- Understanding of GAAP principles
Hobbies and Interests
- Competed on the JSU Fishing Team every year of college and served as JSU Fishing President in 2022
- Responsible for managing the team’s finances and fundraising in 2022
- Accolades on the fishing team include 2020 BASS Team of the Year Champion, 2020 Bassmaster College Classic Champion, and 2022 Bassmaster College Wildcard Champion
Timeline
Staff Accountant
SouthPoint CPA
01.2023 - Current
Construction Worker
Mark Smith
12.2021 - 12.2022
Customer Service Representative
Sports Zone
08.2019 - 01.2020
BACHELOR OF SCIENCE IN ACCOUNTING - Accounting
JACKSONVILLE STATE UNIVERSITY