Open To Work
Ryan Jones
Shiloh,USA
Work Preference
Summary
Accomplished accounting professional with extensive experience in tax preparation and financial reporting. Demonstrated expertise in managing trust accounts, K-1s, and conducting audits for government agencies. Skilled in implementing process improvements, enhancing financial accuracy and efficiency. Progressing towards CPA certification with 150 credits completed.
Overview
7
7
years of professional experience
Work History
Staff Accountant
Davis Associates CPAs
Florissant, Missouri
10.2025 - 04.2026
- Prepared and reviewed tax returns for individuals, partnerships, corporations, and trusts.
- Managed monthly financial close process and ensured accurate reporting.
- Prepared individual and business tax returns using specialized software.
- Filed and remitted taxes for clients.
- Reviewed financial documents for accuracy and compliance with tax laws, ensuring regulatory adherence.
- Assisted clients in understanding tax obligations and available deductions.
- Analyzed complex tax situations, delivering tailored solutions that addressed client needs.
- Conducted research on current tax regulations to ensure compliance and accuracy.
- Developed reports tracking budget variances against actual results to inform financial decisions.
- Reconciled bank statements and maintained general ledger integrity.
- Facilitated client engagement and satisfaction through consistent communication and support.
Staff Accountant
Rickhoff Business in Balance LLC
O'Fallon, IL
10.2024 - 06.2025
- Prepared federal and multi state corporate and business taxes using Ultra Tax software.
- Filed taxes for Trusts, Corporations, Partnerships, and Nonprofits.
- Filed state 941 and federal 940 payroll tax returns for multiple corporations.
- Ensured accuracy and completeness of tax returns through thorough checks.
- Filed personal returns for individuals associated with Business and K-1 returns.
- Managed monthly QuickBooks reconciliations and journal entries, supporting financial integrity for multiple corporations.
- Managed monthly financial closings and ensured timely reporting accuracy.
- Reconciled bank statements to maintain general ledger integrity and ensure accurate financial reporting.
- Prepared journal entries and supported annual audit processes effectively.
- Facilitated client engagement and satisfaction through consistent communication and support.
Staff Accountant
Massie, Fudemberg, Goldberg LLC
St. Louis, MO
06.2022 - 06.2024
- Prepared federal and multi-state corporate and business taxes, ensuring compliance with regulations using Ultra Tax software.
- Filed taxes for Trusts, Partnerships, and Nonprofits, contributing to accurate financial reporting and tax compliance.
- Filed state 941 and federal 940 payroll tax returns for multiple corporations.
- Reviewed tax returns for accuracy and completeness before submission.
- Managed Monthly QuickBooks reconciliations and journal entries for multiple corporations.
- Filed personal returns for individuals associated with Business and K-1 returns.
- Participated in Corporate and Nonprofit compliance and financial statement audits, supporting thorough review processes and enhancing audit readiness.
Staff Accountant
MCWA Accounting LLC
Chicago, IL
07.2021 - 06.2022
- Conducted daily Zoom meetings with clients to address inquiries and provide guidance.
- Prepared federal and multi state corporate and business taxes using CCH Axcess software.
- Completed tax filings for trusts and partnerships, ensuring compliance with regulations.
- Filed state 941 and federal 940 payroll tax returns for multiple corporations.
- Processed personal tax returns for individuals linked to business and K-1 filings.
- Reviewed returns for accuracy and completeness, minimizing errors and ensuring compliance.
- Executed all accounting functions remotely, ensuring seamless operations.
- Managed Monthly QuickBooks reconciliations and journal entries for overseas clients.
Staff Accountant
West & Company CPAs LLC
Greenville, IL
06.2020 - 07.2021
- Compiled quarterly financial statements for local businesses to support informed decision-making.
- Filed state 941 and federal 940 payroll tax returns for multiple corporations.
- Prepared corporate and business taxes using CCH Axcess software.
- Completed tax filings for trusts and partnerships, ensuring compliance with applicable regulations.
- Filed personal returns for individuals associated with Business and K-1 returns.
- Reviewed returns for accuracy and completeness, reducing errors and enhancing compliance.
- Conducted governmental audits for Illinois State Police, Illinois State Attorney General's Office, and Illinois Department of Labor, verifying compliance and accuracy.
- Performed Sample testing and Site Inspections.
Staff Accountant
The Pohlman Group LLC CPAs
St Louis, MO
12.2019 - 04.2020
- Prepared corporate and business taxes using CCH tax software.
- Filed tax returns for trusts and partnerships, ensuring compliance with regulatory requirements.
- Reviewed returns for accuracy and completeness, minimizing risk of errors and penalties.
- Converted physical filing system to secure digital backup solution, enhancing document accessibility and safety.
Accounting Associate
Hunter, Hunter, and Hunt LLC CPAs
Eureka, CA
07.2019 - 12.2019
- Prepared corporate and business taxes using Ultra Tax and full CS software.
- Verified returns for accuracy and completeness, ensuring compliance with tax regulations.
- Processed and filed taxes for partnerships and trusts, facilitating timely submissions.
- Supported audit procedures for corporations and local businesses, contributing to thorough financial assessments.
Income Tax Intern
Humboldt State University
Arcata, CA
01.2019 - 06.2019
- Prepared and filed taxes for 54 community members using Intuit TaxSlayer program, ensuring compliance with tax regulations.
- Reviewed all returns for accuracy and completeness, minimizing potential errors and enhancing client satisfaction.
- Applied accepted accounting procedures to maintain accuracy and integrity in tax preparation processes.
- Completed online training through the Internal Revenue Service.
- Completed in-class training through HSU Business Department.
Education
Bachelor of Science - Business Administration Option: Accounting
Humboldt State University
05-2019
Skills
- General ledger accounting
- Client relations
- Tax preparation
- Financial reporting
- Bank reconciliation
- Attention to detail
- Journal entries
- Audit support
- Regulatory compliance
- Problem solving
- Communication skills
- Accounting software expertise
- CPA Exam Preparation
- CCH Axcess proficiency
- Ultra Tax proficiency
- QuickBooks expertise
- Tax regulation research
- Financial process optimization
References
- Kathleen Whiteside, CIA, Professor, Humboldt State U., Arcata, CA, (707) 826-4277, kew404@humboldt.edu
- Joshua Zender, PhD, CPA, CGFM, CIA, CGAP, CITP, CGMA, Professor, Humboldt State U., Arcata, CA, (707) 826-6026, Joshua.zender@humboldt.edu
- Greg Pohlman, CPA, Owner of The Pohlman Group CPA LLC, St. Louis, MO, (314) 833-5540, greg@pohlmancpagroup.com
- David Edgar CPA, Tax Manager, Massie, Fudemberg, Goldberg LLC, St Louis, MO, (573) 631-9053, david@mfgcpa.com
Coursework
- Financial Accounting I
- Financial Accounting II
- Management Accounting
- Government and Nonprofit Accounting
- Strategic Management
- Business Ethics
- Cost Accounting, Planning & Control
- Tax Accounting
- Financial Statement Auditing
- Principles of Finance
- Business Psychology
- Business Marketing
Timeline
Staff Accountant
Davis Associates CPAs
10.2025 - 04.2026
Staff Accountant
Rickhoff Business in Balance LLC
10.2024 - 06.2025
Staff Accountant
Massie, Fudemberg, Goldberg LLC
06.2022 - 06.2024
Staff Accountant
MCWA Accounting LLC
07.2021 - 06.2022
Staff Accountant
West & Company CPAs LLC
06.2020 - 07.2021
Staff Accountant
The Pohlman Group LLC CPAs
12.2019 - 04.2020
Accounting Associate
Hunter, Hunter, and Hunt LLC CPAs
07.2019 - 12.2019
Income Tax Intern
Humboldt State University
01.2019 - 06.2019
Bachelor of Science - Business Administration Option: Accounting
Humboldt State University