Paul Dobies
Atlanta,GA
Summary
Motivated accountant with a strong foundation in tax accounting and proven industry expertise. Over 3 years of experience in personal and corporate tax accounting and bookkeeping, complemented by 1+ years in investment tax accounting. Experienced in tax compliance and provision cycles, with knowledge and passion in tax accounting for derivative instruments. Adept at delivering accurate, timely financial insights to support business objectives and regulatory requirements.
Overview
4
4
years of professional experience
Work History
Investment Tax Analyst
F&G Life and Annuities
09.2023 - Current
- Conducted monthly reviews of tax investment data to ensure accuracy and reasonableness of asset tracking within Clearwater software.
- Prepared income tax adjustment calculations and workpapers for inclusion in the quarterly current income tax provisions.
- Developed comprehensive workpapers and reconciliations to accurately calculate deferred tax assets and liabilities for both life and non-life entities in compliance with ASC 740 and SSAP 101.
- Prepared income tax adjustments to support life and non-life federal income tax returns.
- Supported the tracking, documentation, and interpretation of rules surrounding Identified Tax Straddles, enhancing workpapers and efficiencies related to specific IRC rules.
- Developed and optimized processes for hedging initiatives, including interest rate swaps, bond forwards, and cross-currency swaps.
- Enhanced tax investment functions by aiding in modernization and automation efforts, including tax basis ledger and deferred rollforwards.
- Assisted with Life VA calculations to support capital loss carryforward utilization and quarterly VA adjustments.
- Designed, implemented, and maintained real-time dashboards in Clearwater to provide summarized data for direct and indirect users.
- Supported an intern by explaining specific processes clearly, providing step-by-step demonstrations, and addressing questions to ensure understanding and proficiency.
- Supported investment tax planning, analysis, and forecasting for the annual business plan.
Accountant
Baldwin & Associates
01.2022 - 09.2023
- Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
- Calculated tax projections and related estimated payments for clients.
- Reconciled client books for accurate reporting with post adjusting journal entries.
- Reviewed tax returns to make recommendations regarding accuracy and tax savings opportunities.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- Responded to tax authorities and IRS notifications to discuss tax matters.
- Assisted clients with personal and corporate tax issues.
Treasurer Volunteer
Bumper "T" Caring Clowns
04.2022 - 07.2024
- Reconciled accounts with statements and invoices on monthly basis, investigating and resolving discrepancies to maintain records accuracy.
- Oversaw administrative staff to enforce proper procedures for purchasing and payment.
- Analyzed and interpreted financial and economic data to develop financial plans and strategies.
- Compiled, prepared and filed federal and state tax returns in compliance with regulatory standards.
Contract Budget Analyst
Puppetry Arts
03.2021 - 04.2021
- Determined and tracked budget expenses with accuracy and transparency.
- Monitored budget execution work, including obligations incurred and actual expenditures of funds.
- Performed budget formulation work involving review and preparation of budget estimates and financial plans.
- Developed annual budget and compared actual expenses against projected budget.
- Compiled current budget data from estimated revenues, expenses and prior budgets.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
Education
Master of Science - Accounting
College of Charleston
05.2022
Skills
- Data Analysis
- Provision Compliance
- SSAP101
- ASC740
- IRC Rules
- Excel Proficiency
- Regulatory Adherence
- Financial Data Evaluation
- Month-End and Year-End Closings
- Non-Profit Accounting
- Financial Forecasting
Education
other,Charleston, SC
Contact
Charleston, SC 29406
Timeline
Investment Tax Analyst
F&G Life and Annuities
09.2023 - Current
Treasurer Volunteer
Bumper "T" Caring Clowns
04.2022 - 07.2024
Accountant
Baldwin & Associates
01.2022 - 09.2023
Contract Budget Analyst
Puppetry Arts
03.2021 - 04.2021
Master of Science - Accounting
College of Charleston
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