S. Lynn Lackey
Statesville,NC
Summary
Dedicated accounting professional with comprehensive hands-on experience in CPA/public accounting firms, specializing in tax, audit, and review services. Extensive expertise in client company accounting, including general ledger management, payroll, and tax compliance, across diverse industries. Proven track record working with privately held companies, adapting accounting practices to meet unique business needs. Seeking a long-term career opportunity within a reputable company. Open to positions in the North Carolina area or remote opportunities, where in-depth accounting experience can effectively contribute to organizational goals.
Overview
16
16
years of professional experience
Work History
Senior Tax Accountant
David, Holland, Whitesell & Co PLLC
11.2023 - 08.2024
- Prepared and filed individual tax returns annually, including W-2s, 1099s
- Analyzed clients’ financial situations to identify potential deductions and credits
- Conduct tax research to implement tax-saving strategies, including credits, deductions, and deferred tax benefits
- Ensured compliance with federal, state, and local tax regulations, reducing errors through meticulous review and verification.
Senior Tax Accountant
Gary D Morgan CPA
07.2023 - 10.2023
- Oversee the preparation and filing of corporate and individual tax returns, ensuring compliance with tax regulations
- Analyzed clients’ financial situations to identify potential deductions and credits
- Provided detailed tax planning and advice, helping clients optimize their tax positions and avoid common pitfalls
- Review and approve tax filings and documentation to ensure accuracy and completeness.
Senior Accountant
Iredell Water Corporation
08.2019 - 01.2023
- Create and present financial reports for the board of directors, and general management monthly
- Monitor and analyze financial performance, including budget variances, revenue trends, and expense reports
- Develop and enforce internal controls to safeguard assets and ensure accurate financial reporting
- Assist in Yearly Audit by scheduling meetings with external auditors and provide them with requested documentation and explanations.
Tax / Accounting Consultant
Robert Half
10.2018 - 08.2019
- Prepared tax returns including consolidated C-corps, S-corps, partnerships, and individual
- Evaluate client accounts including, but not limited to cash, receivables, inventory, prepaids, fixed assets, investments, accruals, reserves, payables, debt, equity, revenue, expenses, and intercompany
- Responsible for reviewing client’s various SEC filings, including Forms 10-Q, 10-K, S-3, and S-8 for accuracy and compliance with SEC Regulations, including assisting in clients’ assessment of technical accounting issues.
Staff Auditor
Goldsmith, Molis & Gray PLLC
04.2018 - 09.2018
- Planned and executed the comprehensive review and testing of internal controls and business processes
- Performed analytic testing procedures for specific financial statement accounts
- Assisted to completion of audit engagements (physical walk-through on field audits)
- Prepared financial statements and management letters in accordance with professional and Firm standards.
Special Funds Assistant
Appalachian State University
03.2017 - 04.2018
- Audited P-Card transactions
- Oversaw collections of effort reports and maintained data for reporting on state level
- Prepared journal entries of special funding grants and performed Fund and Budget setup and maintenance
- Researched and applied GASB Regulations to grants for compliance.
Administrative Assistant
New River Building Supply
05.2016 - 02.2017
- Updated daily sales reports to organize data for financial reporting and scanned/archived all invoices
- Verified up to 150 orders daily to check accurate cost and delivery schedules
- Aided in the installation of Quail Com system to the fleet
- Managed various office duties.
Accounting Intern
Bryce Holder CPA
01.2016 - 05.2016
- Prepared individual income taxes during high volume tax season and filed client property taxes/extensions
- Researched IRS regulations to maximize client deductions and credits and processed client company payrolls.
Intern
Schneider National
06.2015 - 08.2015
- Dispatched truck fleet hauling freight nationally using computerized systems with customer-based dedicated loads
- Enforced regulations for compliance with FMCSA requirements
- Researched and provided reports for management concerning compliance with policies and regulations
- Audited independent contractor logs books.
Staff Accountant
Lesemann & Associates PLLC
11.2013 - 07.2014
- Observed tax law and regulation to sustain the integrity of the general ledger
- Analyzed balance sheet accounts for corporate reporting
- Generated and prepared financial statements, W-2s, 1099s, Sales & Use taxes, property tax listings
- Processed individual and corporate tax returns with CPA supervision
- Researched tax laws on foreign stockholders.
Accountant / Office Manager
Revive Furniture LLC
04.2013 - 11.2013
- Supervised office operations and personnel, and prepared payroll company-wide
- Performed accounts payable, accounts receivable, reconciliations, and collections functions
- Controlled inventory, processed orders, and enforced liquidated damages charges.
Accountant / Office Manager
Skelly Inc.
06.2012 - 04.2013
- Controlled inventory, processed orders, enforced liquidated damages charges
- Implemented company alcohol and drug policy and established employee manual.
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Assistant Director of Payroll
Third Street Management LLC
05.2008 - 02.2012
- Prepared payroll for 32 assisted living facilities, 10 nursing homes, and corporate office
- Supported Director of Human Resources in compliance with federal, state, and labor laws
- Assisted in takeover of new facilities and implementation of company polices as the company acquired
- Oversaw benefits enrollments and compiled payroll and labor distribution reports
- Supervised a department of 2 and assisted 42 Business Managers at facilities with Human Resources functions.
Education
Bachelor of Science in Business Administration - Accounting
Appalachian State University
Boone, NC05.2018
Associate of Arts - Business, Economics And Accounting
Mitchell Community College
Statesville, NC05.2012
Skills
- MS Office: Excel (pivot tables, VLOOKUP’s), Word, Outlook Familiarity with Access and PowerPoint
- Accounting Systems: QuickBooks, Accounting CS, POS Purchasing/Invoicing, ProSystem, Oracle, AS400, Horizon, and Peachtree
- Payroll: ADP, Pay-systems, Payroll Plus, Payroll Pro, Pensoft Payroll and Timeclock
Timeline
Senior Tax Accountant
David, Holland, Whitesell & Co PLLC
11.2023 - 08.2024
Senior Tax Accountant
Gary D Morgan CPA
07.2023 - 10.2023
Senior Accountant
Iredell Water Corporation
08.2019 - 01.2023
Tax / Accounting Consultant
Robert Half
10.2018 - 08.2019
Staff Auditor
Goldsmith, Molis & Gray PLLC
04.2018 - 09.2018
Special Funds Assistant
Appalachian State University
03.2017 - 04.2018
Administrative Assistant
New River Building Supply
05.2016 - 02.2017
Accounting Intern
Bryce Holder CPA
01.2016 - 05.2016
Intern
Schneider National
06.2015 - 08.2015
Staff Accountant
Lesemann & Associates PLLC
11.2013 - 07.2014
Accountant / Office Manager
Revive Furniture LLC
04.2013 - 11.2013
Accountant / Office Manager
Skelly Inc.
06.2012 - 04.2013
Assistant Director of Payroll
Third Street Management LLC
05.2008 - 02.2012
Bachelor of Science in Business Administration - Accounting
Appalachian State University
Associate of Arts - Business, Economics And Accounting
Mitchell Community College
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