With a robust background at Brammer, Begnaud & Lattimore, I excel in client relationship management and workflow optimization by leveraging skills in effective communication and knowledge of tax and financial accounting. My career is marked by a commitment to clients and continuous professional development.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Partner
Brammer, Begnaud & Lattimore
01.2023 - Current
Maintained positive relationships with clients.
Consulted with clients for year-end tax planning
Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
Prepared and presented reports on status of projects and initiatives.
Oversaw firm's day-to-day administrative operations, provided guidance to support staff.
Initiated comprehensive training program for staff.
Streamlined internal processes, fostering improved efficiency and productivity within the firm.
Networked with other professionals and organizations to expand contacts and opportunities.
Continued to prepare and review accounting work from prior position with the company.
Accounting Manager
Brammer, Begnaud & Lattimore
02.2022 - 12.2023
Developed and implemented various procedures to improve accounting process.
Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
Led a team of accounting professionals in achieving department goals while fostering a positive work environment.
Reviewed and filed the following work prepared by the staff: quarterly payroll reports, sales tax returns, monthly and quarterly bookwork, financial statements, 1099s, W-2s, and individual, corporate, partnership, non-profit, and trust/estate tax returns.
Continued to prepare accounting work from prior position with the company.
Staff Accountant
Brammer, Begnaud & Lattimore
09.2018 - 02.2022
Maintained communication and relationships with clients
Prepared bookwork, sales tax returns, quarterly payroll reports, year end 1099 and W-2 forms, financial statement, and individual, corporate, partnership, non-profit, and trust/estate tax returns
Streamlined organization and processes to help the team manage workflow
Senior Staff Accountant
Eileen H. Law, CPA
07.2017 - 09.2018
Junior Staff Accountant
Eileen H. Law, CPA
02.2015 - 07.2017
Education
Bachelor of Science - Accounting
Lamar University
Beaumont, TX
12-2018
Skills
Company processes and procedures
Client relationship management
Workflow optimization
Effective communication
Microsoft Office
CCH Axcess accounting software
Certification
Certified Public Accountant
Timeline
Partner
Brammer, Begnaud & Lattimore
01.2023 - Current
Accounting Manager
Brammer, Begnaud & Lattimore
02.2022 - 12.2023
Staff Accountant
Brammer, Begnaud & Lattimore
09.2018 - 02.2022
Senior Staff Accountant
Eileen H. Law, CPA
07.2017 - 09.2018
Junior Staff Accountant
Eileen H. Law, CPA
02.2015 - 07.2017
Certified Public Accountant
Bachelor of Science - Accounting
Lamar University
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