Ryan Jones E.A.
Davis Associates CPAs
O'Fallon,IL
1
Certification
7
years of professional experience
Highly skilled Enrolled Agent specializing in tax preparation and financial reporting. Expertise in managing trust accounts and K-1s, along with conducting audits for government agencies. Proven ability to implement process improvements that enhance financial accuracy and efficiency. Enrolled Agent Certified, progressing toward CPA certification with 150 credits completed.
Work History
Staff Accountant
6 Months- Managed the monthly financial close process and ensured accurate reporting.
- Managed the monthly financial close process and ensured accurate reporting.
- Filed and remitted taxes for clients.
- Assisted clients in understanding tax obligations and available deductions.
- Evaluated complex tax situations, providing customized solutions that met client needs.
- Conducted research on current tax regulations to ensure compliance and accuracy.
- Created reports tracking budget variances against actual results to guide financial decisions.
- Developed reports tracking budget variances against actual results to inform financial decisions.
- Enhanced client engagement and satisfaction through proactive communication and support.
Staff Accountant
8 Months- Prepared federal and multi-state corporate and business taxes using Ultra Tax software, ensuring compliance with tax regulations.
- Filed taxes for Trusts, Corporations, Partnerships, and Nonprofits, contributing to accurate tax reporting and compliance.
- Reconciled bank statements to maintain general ledger integrity and ensure accurate financial reporting.
- Managed monthly QuickBooks reconciliations and journal entries, ensuring financial integrity and accuracy 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.
- Prepared journal entries and supported annual audit processes effectively.
Staff Accountant
2 Years- Prepared federal and multi-state corporate and business taxes, ensuring compliance with regulations using UltraTax software.
- Filed taxes for trusts, partnerships, and nonprofits to ensure accurate financial reporting and compliance.
- 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.
- Managed monthly QuickBooks reconciliations and journal entries for multiple corporations to maintain financial accuracy.
- Filed personal returns for individuals associated with Business and K-1 returns.
- Participated in corporate and nonprofit compliance and financial statement audits to support thorough reviews and improve audit readiness.
Staff Accountant
11 Months- Conducted daily Zoom meetings with clients to resolve inquiries and offer expert guidance.
- 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.
- Reviewed returns for accuracy and compliance, reducing errors and enhancing regulatory adherence.
- Executed remote accounting functions, maintaining seamless operations for diverse client needs.
- Conducted daily Zoom meetings with clients to address inquiries and provide guidance.
Staff Accountant
1 Year 1 Month- Prepared corporate and business taxes using CCH Axcess software.
- Filed state 941 and federal 940 payroll tax returns for multiple corporations, ensuring timely compliance with tax regulations.
- Filed state 941 and federal 940 payroll tax returns for multiple corporations.
- 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, resulting in improved compliance and minimized errors.
- Conducted governmental audits for Illinois State Police, Illinois State Attorney General's Office, and the Illinois Department of Labor, verifying compliance and accuracy.
- Conducted sample testing to ensure quality control standards were met. and Conducted site inspections to assess compliance with regulatory requirements..
Staff Accountant
4 Months- Prepared corporate and business taxes using CCH tax software, contributing to timely and accurate filing.
- Filed tax returns for trusts and partnerships, ensuring compliance with regulatory requirements and safeguarding client interests.
- Reviewed returns for accuracy and completeness, reducing risk of errors and penalties through diligent verification.
- Converted physical filing system to secure digital backup solution, enhancing document accessibility and safety.
Accounting Associate
5 Months- Prepared corporate and business taxes using Ultra Tax and full CS software, ensuring accurate tax filings.
- Prepared corporate and business taxes using Ultra Tax and full CS software.
- Processed and filed taxes for partnerships and trusts, ensuring timely compliance with tax obligations.
- Supported audit procedures for corporations and local businesses, enhancing accuracy of financial assessments.
Income Tax Intern
5 Months- Prepared and filed taxes for 54 community members using Intuit TaxSlayer program, ensuring compliance with tax regulations.
- Reviewed returns for accuracy and completeness, reducing errors and improving client satisfaction.
- Applied accounting procedures to ensure accuracy and integrity in tax preparation.
- Completed online training through Internal Revenue Service to enhance tax preparation skills.
- Completed in-class training through HSU Business Department.
Education
Bachelor of Science - Business Administration Option: Accounting
- Related 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
- GPA: 3.8
Skills
Tax preparation
Financial reporting
General ledger accounting
Financial reporting
Account reconciliation
Client relations
Regulatory compliance
Accounting software expertise
CCH Axcess proficiency
Ultra Tax proficiency
QuickBooks expertise
Financial process optimization
Account reconciliation
Microsoft Excel proficiency
Journal entries
Journal entries
Financial reporting
Account reconciliation
Monthly account / bank reconciliation
Accounts receivable
Monthly journal entries
Certification
Enrolled Agent (EA)
Timeline
Staff Accountant
Davis Associates CPAs
10.2025 - 04.2026Read More
Staff Accountant
Rickhoff Business in Balance LLC
09.2024 - 05.2025Read More
Staff Accountant
Massie, Fudemberg, Goldberg LLC
05.2022 - 05.2024Read More
Staff Accountant
MCWA Accounting LLC
06.2021 - 05.2022Read More
Staff Accountant
West & Company CPAs LLC
05.2020 - 06.2021Read More
Staff Accountant
The Pohlman Group LLC CPAs
11.2019 - 03.2020Read More
Accounting Associate
Hunter, Hunter, and Hunt LLC CPAs
06.2019 - 11.2019Read More
Income Tax Intern
Humboldt State University
12.2018 - 05.2019Read More
Humboldt State University
Bachelor of Science from Business Administration Option: Accounting
Read More
References
- David Edgar CPA, Tax Manager, Massie, Fudemberg, Goldberg LLC, St Louis, MO, (573) 631-9053, david@mfgcpa.com
- 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
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