MARK A. CEASER
GOULDSBORO,PA
Summary
Dynamic tax professional with extensive experience in tax preparation and compliance. Proven ability to enhance client satisfaction through expert guidance and effective communication. Skilled in QuickBooks and tax planning, achieving a 90% collection rate on invoicing. Committed to delivering strategic financial solutions and fostering strong client relationships. Seasoned Tax Advisor with strong experience in income tax planning, compliance, and consulting for both individual and corporate clients. Possess solid knowledge of tax laws and regulations enabling effective advice to clients on complicated tax matters. Demonstrated success in reducing client tax liabilities while ensuring adherence to legal standards. Skilled communicator adept at explaining complex financial data clearly and concisely. Talented tax preparation professional with expertise in completing returns accurately and efficiently.
Overview
23
23
years of professional experience
Work History
TAX ADVISOR (CUSTOMER SUPPORT)
1800 Accountant
Gouldsboro, USA
11.2024 - Current
- Provide expert guidance and explanations of tax and technical terms
- Assist clients in completing their taxes through the 1 800 Accountant portal
- Ensure excellent customer service for all interactions
- Addressed client concerns promptly to ensure understanding and satisfaction.
- Communicated with clients and team members (bookkeeping, tax accountants, managers) about progress of tax preparation and planning.
- Developed strategies with clients for tax savings and setup of bookkeeping using Clientbooks software.
FULL SERVICE ACCOUNTANT
Seven Isles Capital
Gouldsboro, USA
02.2023 - 07.2024
- Handled full charge bookkeeping and accounting for multiple businesses under the Seven Isles Capital portfolio.
- Migrated all functionalities from QuickBooks Desktop to QuickBooks Online, enhancing accessibility and streamlining processes.
- Reconciled books on a monthly basis for both checking, saving and credit cards.
- Prepared and filed tax documents while addressing customer inquiries, ensuring compliance and clarity on tax matters.
- Collaborated with management on capital expenditures (equipment for vehicle body shop and golf course expansion) to ensure projects stayed within budget.
- Compiled financial statements for reporting team, enabling board to effectively assess portfolio investment status.
- These included a custom muscle car fabrication shop, a golf course, a car collector collection, an auto detailing service and heavy duty construction equipment rental service.
- Communicates and regularly scheduled meetings with team members using Slack.
TAX ACCOUNTANT (CUSTOMER SUPPORT), SEASONAL
Baker Tilly
Gouldsboro, USA
01.2024 - 04.2024
- Delivered exceptional customer service by addressing client inquiries and concerns promptly
- Guided clients through tax and technical terms to enhance understanding and compliance
- Assist clients in completing their taxes through TurboTax
- Leveraged government websites and professional resources to provide accurate tax solutions
- Assist with audits
- Include working knowledge of Circular 230
- Communicates and regularly scheduled meetings with team members using Slack.
REMOTE LIVE BOOKKEEPER
Intuit
Gouldsboro, USA
10.2021 - 02.2023
- Delivered specialized bookkeeping and accounting support, helping clients manage financial records effectively.
- Reviewed customer input for accuracy to ensure reliable financial records.
- Research regulations to provide accurate and relevant advice for clients.
- Create high quality customer interactions and experiences that instill confidence using deep customer empathy, knowledge and expertise
- Communicated directly with customers, addressing specific domain questions (written & oral) to enhance client understanding.
- This is a virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers.
- Communicates and regularly scheduled meetings with team members using Slack.
TAX ACCOUNTANT
Intuit
Gouldsboro, USA
01.2021 - 09.2021
- Guided clients in completing taxes using TurboTax, ensuring accuracy and compliance.
- Explained tax and technical terms to clients, enhancing their understanding and confidence in tax matters.
- Supported audit processes by gathering necessary documentation and collaborating with team members.
- Leveraged government websites and professional resources to deliver accurate answers, improving client satisfaction.
- Ensure excellent customer service for all interactions.
- Include working knowledge of Circular 230
- Communicates and regularly scheduled meetings with team members using Slack.
WAREHOUSE ASSOCIATE
Capstone Logistics
Covington Township, USA
10.2018 - 12.2020
- Selected frozen goods from the freezer to ensure product availability. in the freezer for the food industry.
- Repack damaged frozen goods for return to inventory.
- Record production results and volumes lost due to damages or waste for variance reporting and cost accounting.
- Assist with janitorial duties including disposal of broken materials and pallets.
TECHNICAL PRODUCT SPECIALIST
Environmental Science & Technologies, Inc.
Gouldsboro, USA
09.2013 - 05.2015
- Assisted with technical presentations, manufacturing processes, and vendor/distributor relationship management
- Delivered onsite and offsite training for oil spill cleanup, mercury decontamination, wastewater treatment products, and runoff filtration
- Developed brand strategies to improve market presence, expand networking opportunities, and support product sales
- Perform numerous sales visits in Canada, UK, Greece, Kuwait and other countries
- Prepare marketing materials and manage the company’s website
ACCOUNTING MANAGER
Stellar Technology Solutions, LLC
Stroudsburg, USA
08.2009 - 01.2011
- Assist with both accounts payable and accounts receivable
- Handle account reconciliations
- Handled monthly closing procedures to ensure timely financial reporting and compliance
- Process monthly, quarterly, and annual reporting
- Compiled information, maintained financial records, and prepared reports and summaries to support decision-making
- Assist in yearly audit preparation
- Processed payroll using ADP
- Perform payroll through ADP on a weekly basis
- Verify payroll taxes
- Conducted detailed account analysis to identify discrepancies, ensured accuracy, and prepared journal entries for financial integrity
- Assist with collections and other areas in the Finance Department
- Ensure projects were completed on time and within budget
- Foster positive relationships with clients
- Performing administrative and clerical functions for the Accounting Department
STAFF ACCOUNTANT
Stellar Technology Solutions, LLC
Stroudsburg, USA
08.2007 - 08.2009
- Produced monthly aging, open invoices, sales, and revenue recognition reports to support financial decision-making
- Increase collections to a consistent 90% or more rate for invoicing within 30 days
- Managed monthly billing of subscriptions and statements of work orders totaling $5M annually.
- Streamlined pricing and billing processes, enhancing clarity and responsiveness
- Maintain accurate and comprehensive contracts database for over 25 clients
- Utilized Salesforce to track and organize contracts, customer interactions, and data for improved client management
STAFF ACCOUNTANT
UPS Supply Chain Solutions
Throop, USA
08.2006 - 07.2007
- Departmental position within Asian accounting group for air and cargo freight
- Performed month-end reporting, balance sheet reconciliation, variance analysis, expensing vouchers, and preparation of journal entries, contributing to the accuracy of financial statements.
- Managed high-volume general ledger account reconciliation and multiple bank account reconciliations, ensuring accuracy in inter-company transactions.
- Experience with high volume transaction reconciliation and advanced Excel skills including linking and embedding, pivot tables, and V lookups
- Utilized Excel to sort and reconcile transactions, identifying variances and analyzing related data
- Coordinated with Asian accounting divisions for book closing, collections, and settlements using an online general ledger system, facilitating timely financial reporting.
- Assisted team members with county accounts payables and receivables updates.
Tax Accountant
Frank M. Brown, CPA
Stroudsburg, Pennsylvania
01.2003 - 04.2006
- Prepared tax returns for diverse clients using advanced software tools.
- Analyzed financial data to ensure compliance with tax regulations and laws.
- Advised clients on tax strategies and deductions, enhancing tax savings.
- Collaborated with team members to streamline tax preparation processes, resulting in faster turnaround times.
- Reviewed and updated internal procedures to enhance accuracy in tax filings.
- Educated clients on changes in tax legislation impacting their financial situations.
- Maintained client records and documentation in secure digital systems efficiently.
- Prepared final returns for filing with appropriate taxing authorities within deadlines.
- Created reports on client's income, expenses, capital gains. for filing purposes.
- Prepared and filed taxes for individuals, corporations, and other entities.
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Analyzed financial records to ensure accuracy of tax documents.
- Researched complex tax issues and provided solutions to clients.
- Calculated estimated taxes due from clients and ensured timely payments.
- Conducted reviews and prepared summaries of company's financial activities for taxation purposes.
- Remained up-to-date with state and foreign tax issues and current tax laws.
- Worked closely with clients throughout the year to ensure accurate filings at year end.
- Provided advice on strategies to reduce overall tax liability for clients.
- Reviewed financial statements for clients to determine potential deductions.
- Assisted clients with personal and corporate tax issues.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Interacted with key client management to gather information, resolve tax-related problems and discuss business and process improvements.
- Verified adherence to tax rules and regulations.
- Developed processes that enhanced accuracy and efficiency in tax preparation.
- Reviewed tax lots and identified potential loss strategies.
- Accurately filed federal and state income taxes for large organization following strict deadlines.
- Mentored rookie tax accountants for growing branch offices.
- Oversaw full accounting cycle and prepared applicable financial statements.
- Increased client tax refunds by identifying eligible deductions and credits. by striving to obtain taxable income, deductible expenses and allowance details.
- Maintained accurate accounts for cash, fixed assets and other transactions.
- Posted financial data in Excel spreadsheets and managed inventory.
- Researched changes in laws to maintain adherence to financial regulations.
- Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.
Education
MBA - FINANCE AND INVESTMENT
Marywood University
Dunmore, PA05-2008
B.A. - MANAGEMENT
College Misericordia
Dallas05-2006
A.A.S. - ACCOUNTING
Lackawanna College
Scranton05-2003
Skills
- Account Reconciliation
- General Ledger Management
- Monthly Reporting
- Quarterly Reporting
- Annual Reporting
- Yearly Audit Preparation
- Tax Assistance
- Financial Record Maintenance
- Payroll Processing
- Payroll Verification
- Accounts Payable Management
- Accounts Receivable Management
- Collections Assistance
- Journal Entry Preparation
- MS Office Suite
- Peachtree
- QuickBooks
- TurboTax
- Pro Series
- Drake Tax Software
- Billcom
- CCH Access
- UltraTax CS
- Tax preparation
- Bookkeeping
- Financial analysis
- Tax compliance
- Tax legislation
- Customer relationship management
- Communication skills
- Team collaboration
- Client consultation
- Problem solving
- Attention to detail
- Technical writing
- Tax credits and incentives
- Tax accounting methods
- Accounting principles mastery
- Tax planning expertise
- Tax law interpretation
- Tax due diligence
- Real estate taxation
- Individual tax advisory
- Tax controversy resolution
- Tax software utilization
- Nonprofit tax regulations
- State and local taxation
- Tax advising
- Corporate tax preparation
- Individual taxation
- Tax reporting
- Organization skills
- Bookkeeping expertise
- Payroll processing
- Quality improvement
- Tax-related research
- Tax deductions optimization
- Individual returns preparation
- Financial statements
- Account reconciliation
Timeline
TAX ADVISOR (CUSTOMER SUPPORT)
1800 Accountant
11.2024 - Current
TAX ACCOUNTANT (CUSTOMER SUPPORT), SEASONAL
Baker Tilly
01.2024 - 04.2024
FULL SERVICE ACCOUNTANT
Seven Isles Capital
02.2023 - 07.2024
REMOTE LIVE BOOKKEEPER
Intuit
10.2021 - 02.2023
TAX ACCOUNTANT
Intuit
01.2021 - 09.2021
WAREHOUSE ASSOCIATE
Capstone Logistics
10.2018 - 12.2020
TECHNICAL PRODUCT SPECIALIST
Environmental Science & Technologies, Inc.
09.2013 - 05.2015
ACCOUNTING MANAGER
Stellar Technology Solutions, LLC
08.2009 - 01.2011
STAFF ACCOUNTANT
Stellar Technology Solutions, LLC
08.2007 - 08.2009
STAFF ACCOUNTANT
UPS Supply Chain Solutions
08.2006 - 07.2007
Tax Accountant
Frank M. Brown, CPA
01.2003 - 04.2006
MBA - FINANCE AND INVESTMENT
Marywood University
B.A. - MANAGEMENT
College Misericordia
A.A.S. - ACCOUNTING
Lackawanna College