Oversee one permanent tax staff and one seasonal tax staff
Also act as bookkeeping supervisor and bookkeeping support when needed
Implemented the trial balance tax preparation system and electronic work paper documentation system in this firm which includes server and cloud workspaces; and electronic documents including .pdf, .docx, .xlsx among other file types
Prepare 1065, 1120S, 1120, 1041, 1040 returns—sometimes with several states
I work full time at this firm with extra hours in the spring and fall and a slower summer
1750 regular hours per year in 2022 and 2023
1400-1600 hours from 2020-2021
The main owner is Norma Flaming.
Certified Public Accountant
Fagnant, Lewis & Brinda
01.2018 - 04.2018
Worked one spring tax season for this CPA firm as seasonal temporary help
Prepared business and individual tax returns
Worked about 550 hours for this firm
Reported to Rick Fagnant, Mike Lewis, and Sarah Sweeney.
Certified Public Accountant
Cloud Peak Accounting
09.2017 - 04.2018
My first public accounting position
I was already a CPA when I took this job after working for Minerals Compliance for eight years
Started during audit season and I was taught how to perform financial audits including balance sheet reconciliation prep work, how to convert from accrual basis to cash, how to calculate and report deferred tax assets or liabilities, and how to prepare cash flow
Worked one audit season and one tax season for this firm
Worked about 1500 hours for the firm
The owner was Tracey Jelley.
Auditor
Minerals Compliance
09.2008 - 09.2016
Oil and gas auditing position in a tribal office that has a cooperative agreement with DOI, ONRR—formerly MMS
Audited royalties and taxes for natural gas including gas plant
Was required to maintain 40 CPE per year of courses directly related to government auditing standards
Performed several oil and gas audits during the eight years working for this program
Sometimes the audits were coordinated with ONRR to audit different pieces of the oil and gas universe
Became well versed at applying government auditing standards to the situations and issues that did arise
Earned CPA license while working at this office.
Education
Master of Science - Accounting
University of Colorado Denver, Business School
Denver, CO
12.2023
Master of Science - Business Administration
University of Wyoming, Business School
Laramie, WY
08.2003
Bachelor of Science - Finance
University of Wyoming, Business School
Laramie, WY
12.2001
Skills
Team Leadership Qualities
Tax Compliance Expertise
Organizational Competencies
Tax Software Proficiency
Financial analysis proficiency
Tax Research Capabilities
IRS Regulations Knowledge
Bookkeeping
Financial statements expertise
Data Analysis
Tax audit procedures
Verbal/written communication
Certification
Certified Public Accountant, Colorado, True, 01/01/19
Certified Public Accountant, Wyoming, False, 04/01/13, 03/01/20
Laborer /Administrative Assistant to the General Manager at Black Eagle Energy ServicesLaborer /Administrative Assistant to the General Manager at Black Eagle Energy Services