Shannon Potter
Canton,GA
Summary
Tax Accountant who prepares and documents business and Individual tax returns for timely filing and payment. Proficient in CCX and Engagement with extensive knowledge of accounting principles, practices and financial reporting. Initiation of ideas and propose implementation plans to streamline tax processes and procedures. Experienced as a versatile Corporate Controller with proven track record providing transformative leadership to growing organizations. Committed to developing robust standards, internal controls and processes while minimizing risk.
Overview
17
17
years of professional experience
Work History
Tax Accountant
Nichols and Cauley CPA Firm
Canton, GA
02.2022 - Current
- Prepared federal and state income tax returns for individuals, businesses, and non-profits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business and individual clients.
- Preformed monthly reconciliation and month end closes for multiple clients.
- Trained clients on QuickBooks to help make tax management easier.
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
- Recorded, classified and summarized financial transactions and events in accordance with accounting principles.
- Reconciled balance sheet accounts on Monthly basis.
Chief Operation Officer
Catch 22 Backyard Tavern
Canton, GA
01.2018 - 01.2022
- Leveraged experience through vital management positions guiding business to success.
- Supported business growth through strategic planning and process development.
- Streamlined company processes and procedures while enhancing customer satisfaction.
- Met customer service standards and expectations consistently by effectively communicating and actively listening.
- Built strategic relationships with federal, state and local law enforcement agencies.
- Increased profitability by optimizing sales and fulfilling lower overhead costs.
- Interviewed, supervised and motivated 23 staff members to achieve optimal productivity.
- Aligned organizational objectives with company mission, increasing revenue, profit and business growth by collaboratively developing integrated strategies.
Accounting Manager/Controller
Wesmex Inc
Newport Beach, CA
01.2006 - 01.2014
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Completed bi-weekly payroll for company employees.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Developed strategic plans for day-to-day financial operations.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Tax Accountant
Mark F. Wille CPA Firm
Newport Beach, CA
01.2005 - 01.2009
- Prepared federal and state income tax returns for businesses, trusts, estates and non-profits.
- Researched and provided summary memos on operational issues at request of clients.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Trained clients on QuickBooks to help make tax management easier.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Prepared and documented accurate tax work papers for straightforward to moderately complicated income and franchise tax returns.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
Education
Bachelor of Science - Accounting, Finance And Administration
University of Phoenix
Costa Mesa, CA04.2008
High School Diploma -
Millikan High School
Long Beach, CA06.1995
Skills
- GAAP Accounting Practices
- Audit Preparation
- Financial Statements
- Tax Return Preparation
Timeline
Tax Accountant
Nichols and Cauley CPA Firm
02.2022 - Current
Chief Operation Officer
Catch 22 Backyard Tavern
01.2018 - 01.2022
Accounting Manager/Controller
Wesmex Inc
01.2006 - 01.2014
Tax Accountant
Mark F. Wille CPA Firm
01.2005 - 01.2009
Bachelor of Science - Accounting, Finance And Administration
University of Phoenix
High School Diploma -
Millikan High School
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