Marcie B. Hortz
Mechanicsville
Summary
Dedicated accounting professional with a strong background in tax preparation and client relationship management. Successfully trained over 40 staff members and reviewed 200+ tax returns, ensuring compliance and accuracy.
Overview
22
22
years of professional experience
Work History
Manager
Meadows Urquhart Acree & Cook
Henrico
02.2022 - Current
- Directed CAS department for 20 outsourced accounting clients, handling monthly reconciliations and reporting.
- Oversaw payroll department, ensuring timely filing of quarterly, annual, and amended payroll returns for 15 clients.
- Managed 1099 process, reviewing and filing returns for 190 clients.
- Reviewed over 200 tax returns, ensuring accuracy and compliance with budgets.
- Coordinated project timelines, ensuring on-time completion of all tax returns.
- Trained 40+ new staff members, resulting in improved team performance and efficiency.
Senior Accountant
Meadows Urquhart Acree & Cook, LLP
Richmond
02.2007 - Current
- Prepared 180 individual and partnership tax returns with 92.99% realization rate against budget.
- Completed 42.5% of firm’s tax returns, contributing to overall efficiency and accuracy in tax processing.
- Prepared monthly, quarterly, and year-end payroll returns, reports and W-2’s.
- Performed year-end audits in accordance with GAAP.
- Analyzed organizational structure and financial performance of each company within budgeted timeframe.
Financial Analyst
Saxon Capital, Inc., a Morgan Stanley Company
Glen Allen
07.2006 - 02.2007
- Analyzed 100+ general ledger accounts during monthly close process, preparing detailed write-ups to explain variances and abnormalities.
- Prepared monthly reports for Board and senior management, providing insights to support strategic decision-making.
Staff Accountant
Saxon Capital, Inc., a Morgan Stanley Company
Glen Allen
07.2004 - 05.2006
- Ensured 100% compliance with REG AB guidelines, mitigating risk for the organization.
- Reconciled 50+ investor bank accounts on a monthly basis.
- Researched and resolved monthly cash adjustments made by Investor Accounting within 30-60 days.
- Facilitated relocation of Custodial Cash department from Texas to Virginia, supporting operational continuity.
Education
Bachelor of Science Degree - Finance
Virginia Tech
Blacksburg, Virginia01-2003
Skills
- QuickBooks software
- Sage accounting software
- Billcom
- Yearlicom
- Microsoft Office
- PowerPoint
- UltraTax software
- RIA Checkpoint research tool
- Budget management
- Client management
- Project coordination
- Tax preparation
- Payroll administration
- Team leadership
- Effective communication
Timeline
Manager
Meadows Urquhart Acree & Cook
02.2022 - Current
Senior Accountant
Meadows Urquhart Acree & Cook, LLP
02.2007 - Current
Financial Analyst
Saxon Capital, Inc., a Morgan Stanley Company
07.2006 - 02.2007
Staff Accountant
Saxon Capital, Inc., a Morgan Stanley Company
07.2004 - 05.2006
Bachelor of Science Degree - Finance
Virginia Tech