Shawn A. Poole, CPA
Canton,GA
Summary
Dedicated and results driven CPA with 19 years of experience in public accounting. Demonstrated success in leading teams to provide high quality income tax services to a diverse client base including compliance and financial planning with businesses and individuals. Ability to handle multiple projects simultaneously and manage staff to meet those deadlines. Tax generalist proficient in Individual, Partnership, S-Corporation, Corporation, Non-Profit, Estates, Trusts, Gift and high net worth individuals. Began career working on the assurance side by performing Audits, Reviews and Compilations of Non-Profits, Governmental, Construction and other entity types.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Tax Partner
Beasley & Poole, LLC
01.2016 - Current
- Prepare and review individual, partnership, s-corporation, corporation, estate & trusts, non-profit and gift tax returns in accordance with applicable federal and state tax laws.
- Supervise and train staff in tax preparation, accounting, payroll and sales tax. Successfully retaining our staff for the last four years.
- Interview clients to gain understanding of their business and work with their staff to properly record and categorize activity throughout the year.
- Respond promptly to federal and state tax notices clients have received by obtaining Power of Attorney and resolving the issue.
- Review financial statements throughout year and at year end to assist client in business decisions and tax planning.
- Confirm organization maintains full compliance with local, state and federal tax requirements with diligent application of best practices.
- Perform in-depth research into tax issues affecting business activities to offer expert advice and accurately prepare submissions.
Partner - Tax Manager
Murphy & McInvale, CPA's
01.2011 - 12.2015
- Oversaw administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations.
- Led firm meetings to drive discussion of matters important to firm operations and staff training.
- Worked with staff to verify task completion, meeting tight deadlines, and schedules while keeping up morale.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Responded to inquiries from IRS and other tax authorities in a timely manner.
Tax Manager
Murphy & McInvale, CPA's
01.2007 - 12.2010
- Built and maintained strong relationships with clients to be their trusted advisor which increased business retention.
- Led tax department in preparation of tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Managed and assumed responsibility for tax submissions and made sure all information complied with regulations.
- Reviewed and evaluated staff work resulting in staff development which improved quality, efficiency and reduced staff turnover.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Identified potential audit red flags to minimize risk of IRS audits.
- Assisted tax partner in preparation and review of federal and state income tax returns in accordance with applicable tax laws.
Audit & Tax Associate
Moore & Cubbedge, LLP
12.2004 - 12.2006
- Performed audits and reviews of non-profit organizations and prepared their federal information returns.
- Met with clients to identify and assess business controls, risks, and workflow inefficiencies.
- Identified weaknesses in auditees, processes, procedures and controls by questioning, assessment and observation.
- Revised audit, review and compilation programs based upon risks identified during the engagement.
- Analyzed accounting systems for efficiency and effectiveness.
- Analyzed trends in financial data to investigate fluctuations.
Education
BBA - Accounting
Kennesaw State University
Kennesaw, GASkills
- Tax Preparation & Review
- Staff Training and Recruitment
- Quality Assurance
- Risk Management
- Compliance Assessment
- Client Relationship Management
- Ultra Tax, Drake Tax, QuickBooks Pro
- Tax Research: Thompson Reuters PPC
- Microsoft Excel, Word, Sharepoint
Certification
Certified Public Accountant
State of Georgia-2006
Timeline
Tax Partner
Beasley & Poole, LLC
01.2016 - Current
Partner - Tax Manager
Murphy & McInvale, CPA's
01.2011 - 12.2015
Tax Manager
Murphy & McInvale, CPA's
01.2007 - 12.2010
Audit & Tax Associate
Moore & Cubbedge, LLP
12.2004 - 12.2006
BBA - Accounting
Kennesaw State University
Similar Profiles
Michel Thomas LentzMichel Thomas Lentz
Vice President/Mixed-Use Studio Leader at NELSON Worldwide, LLC (formerly Wakefield Beasley & Associates)Vice President/Mixed-Use Studio Leader at NELSON Worldwide, LLC (formerly Wakefield Beasley & Associates)
Lamar SmithLamar Smith
Director of Corporate Engineering / Broadcast Radio Engineer at Beasley Media Group, LLCDirector of Corporate Engineering / Broadcast Radio Engineer at Beasley Media Group, LLC
Zimbabwe PooleZimbabwe Poole
Event Production Manager/Labor Coordinator at The Resource Poole LLCEvent Production Manager/Labor Coordinator at The Resource Poole LLC
Jeffrey ThomasJeffrey Thomas
Utilities Systems Technician at United States Marine Corps ReserveUtilities Systems Technician at United States Marine Corps Reserve
Kory RogersKory Rogers
Back of House Cook at Family BusinessBack of House Cook at Family Business