THOMAS A JOHNSON JR

• Analyzed financial statements to identify cost-saving opportunities, reducing expenses by $50K annually
• Investigated and resolved billing issues to maximize cash flow and minimize liabilities.
• Presented audit results to management teams, delivering information in non-technical terms for easy understanding.
• Assisted clients in determining business strategy and achieving profitability goals.
• Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.

• Analyzed client accounts to identify trends and provide insights.
• Prepared detailed reports on account performance and market conditions.
• Collaborated with financial advisors to enhance client services and solutions.
• Engaged with clients to address inquiries and resolve account-related issues.
• Handled accounts payable and receivable, including invoicing and payment processing.

• Collaborated with cross-functional teams to streamline operational processes and improve efficiency.
• Conducted research on industry best practices to inform strategic planning efforts.
• Maintained accurate records of all data collected during analysis processes.
• Implemented strategies for automating organizational processes.
• Evaluated needs of departments and delegated tasks to optimize overall production.

• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Offered clients recommendations to reduce tax liabilities.
• Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.

• Supported tax preparers in quarterly and annual federal and state tax compliance; conducted taxation research, analyzed financial data, and guided tax-planning strategies for national clientele, including corporations, partnerships, and individuals
• Recognized by management for extensive ability to target research and provide accurate tax advise based on current law

• Reconciled account information and reported figures in general ledger by comparing to bank account statement each month
• Executed treasury functions, including cash flow management, journal entries, and monthly financial reporting in compliance with GAAP
  •Prepared and managed monthly and annual budgets for operations, overhead expenditures and miscellaneous costs. Administered up to $20M in annual funds
  •Established written desktop procedures with an incorporated checklist that improved communications between financial services and business managers, reducing miscommunication

• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Offered clients recommendations to reduce tax liabilities.

• Liaised with tax auditors and preparers to communicate fund details.
• Resolved cash exceptions, evaluating impact on overall account status and reporting findings to stakeholders.
• Calculated funds' net asset value on equities and cash equivalents basis as appropriate.
• Reconciled daily trading transactions to ascertain necessary month-end adjustment measures.

• Managed team of 6, solidifying scheduling and delegating assignments to optimize customer service during high-volume periods; mandated training exercises in policies and customer relationship protocol
• Enhanced client interview process while gathering information, eliminating redundant questions to reduce response times by average of 5 minutes; implemented new methods at 3 additional offices