Nathaniel Davis
CPA
Richmond,KY
Summary
Motivated Senior Associate at Baldwin CPAs PLLC with expertise in tax compliance and advanced data analysis. Proven leader in training and supporting team members, while delivering a high value product to clients. Skilled in GAAP and leveraging AI software to drive efficiency and innovation in the accounting practice.
Overview
3
3
years of professional experience
2
2
Certification
Certification
- Licensed CPA - Certified Public Accountant
- Certificate of Accounting Analytics
Work History
Senior Associate
Baldwin CPAs PLLC
06.2023 - Current
- Prepared 250+ tax returns for individuals, pass-through entities, corporations, trusts, estates, and non-profit entities.
- Provided assurance and advisory services to high-net-worth individuals and business owners.
- Trained and supported new team members, maintaining a culture of collaboration.
- Analyzed client data for tax planning and compliance
- Served on multiple committees, including technology and innovation, CPA exam coaching, and workplace excellence.
Accounting Associate
Hensley & Throneberry CPAs
08.2022 - 05.2023
- Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
- Planned and prepared 150+ individual and business tax returns.
- Tracked financial progress by creating monthly and quarterly financial statements.
- Directed gathering of required documentation and files for account audits and completed reviews.
Education
Master of Science - Accounting
University of Kentucky
Lexington, KY05-2024
Bachelor of Science - Accounting
Western Kentucky University
Bowling Green, KY05-2023
Skills
- GAAP
- Accounting principles
- Tax compliance
- Tax law & research
- Advanced Excel skills
- Experienced with AI research software
- Data analysis
- Leadership
- Effective presentation skills
Timeline
Senior Associate
Baldwin CPAs PLLC
06.2023 - Current
Accounting Associate
Hensley & Throneberry CPAs
08.2022 - 05.2023
Master of Science - Accounting
University of Kentucky
Bachelor of Science - Accounting
Western Kentucky University
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