SPENCER POOLE
Chandler,AZ
Summary
Accounting professional and Enrolled Agent with 4+ years of progressive public accounting experience focused on general ledger analysis, account reconciliations, financial reporting, technical review, and tax compliance. Experienced identifying discrepancies, preparing adjusting entries, mentoring staff, and improving accounting operations. CPA Candidate currently pursuing licensure.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
Cutler Advisors
01.2026 - Current
- Lead tax and accounting work for high-net-worth individuals, trusts, estates, closely held businesses, and private foundations.
- Lead the company tech team on implementation of new software and operations processes, improving workflow adoption and staff training.
- Analyze financial statements, general ledger activity, and supporting schedules to identify discrepancies, risk areas, and required adjustments.
- Research federal and state tax issues and support complex filings, including international reporting forms and FBAR filings.
- Prepare complex individual, trust, estate, gift, partnership, S corporation, and private foundation returns.
Senior Tax Accountant
Incite Tax and Accounting
06.2025 - 01.2026
- Managed compliance and accounting matters for approximately 50 business and individual clients while serving as primary advisor.
- Performed final review of complex returns, rejecting incomplete work and directing corrective action before filing.
- Reviewed financial statements, balance sheet accounts, general ledger activity, and workpapers for accuracy and completeness.
- Trained 20+ employees through technical guidance, quarterly trainings, and process-focused seminars.
- Developed quarterly training sessions and ad hoc educational seminars to improve staff consistency and technical execution.
Tax Accountant
Keystone CPAs
01.2025 - 06.2025
- Prepared business and individual returns supported by detailed financial statement, account, and general ledger analysis.
- Completed equity, fixed asset, depreciation, and balance sheet reconciliations to ensure accurate records.
- Analyzed general ledger accounts and prepared adjusting and reclassifying journal entries to correct discrepancies.
- Performed account analysis supporting financial reporting, tax compliance, and year-end reporting activities.
Tax Accountant
Incite Tax and Accounting
01.2024 - 01.2025
- Prepared federal, state, and local returns for corporations, partnerships, S corporations, and individuals.
- Reviewed accounting records and source documentation; researched tax issues and responded to IRS and state notices.
- Analyzed general ledger activity and account balances to identify reporting discrepancies and support tax return preparation.
Staff Accountant
Mitch Boleware CPA, PLLC
05.2022 - 01.2024
- Maintained bookkeeping and accounting records for 36 business clients across diverse industries.
- Prepared financial statements, monthly reporting packages, adjusting journal entries, and sales tax filings.
- Performed bank, credit card, and balance sheet reconciliations, investigating variances and required corrections.
- Utilized QuickBooks and accounting software to maintain records and generate financial reports for client decision-making.
Education
B.S. - Accounting
The University of Southern Mississippi
01-2023
B.S. - Business Administration
The University of Southern Mississippi
01-2020
Skills
- Financial Reporting
- General Ledger Analysis
- Account Reconciliations
- Journal Entries
- Balance Sheet Review
- Month/Year-End Support
- Technical Research
- QuickBooks
- CCH Axcess
- Excel
Certification
- Enrolled Agent (EA), Internal Revenue Service, 01/01/25, Present
- CPA Candidate
Timeline
Senior Tax Accountant
Cutler Advisors
01.2026 - Current
Senior Tax Accountant
Incite Tax and Accounting
06.2025 - 01.2026
Tax Accountant
Keystone CPAs
01.2025 - 06.2025
Tax Accountant
Incite Tax and Accounting
01.2024 - 01.2025
Staff Accountant
Mitch Boleware CPA, PLLC
05.2022 - 01.2024
B.S. - Accounting
The University of Southern Mississippi
B.S. - Business Administration
The University of Southern Mississippi