Summary
Overview
Work History
Education
Skills
Timeline
Generic

Todd Norman

Accounting
Columbus,OH

Summary

Experience in accounting profepssional with a strong background in property taxes and reconcilations.

Overview

28
28
years of professional experience

Work History

Tax Specialist

JPMorgan Chase, JPMorgan Chase & Co
Columbus, OH
02.2003 - Current
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Facilitated integration of modern tax software with client accounting software.
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Assessed data and information to verify entry, calculation and billing code accuracy.
  • Generated invoices upon receipt of billing information and tracked collection progress.

Reconciliation Specialist

JPMorgan Chase, JPMorgan Chase & Co
Columbus, OH
02.2000 - 02.2003
  • Responded to customer concerns and questions on daily basis.
  • Used data entry skills to accurately document and input statements.
  • Handled account payments and provided information regarding outstanding balances.
  • Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.

Account Specialist

JP Morgan Chase & Company
Columbus, OH
02.1994 - 02.2000
  • Completed routine and complex account updates to resolve problems.
  • Reviewed account activity to assess financial status and evaluate discrepancies.
  • Supported management by processing invoices and documents with consistent on-time delivery.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Managed and responded to correspondence and inquiries from customers and vendors.

Education

Associate of Science - Accounting

Bradford School of Business
Columbus, OH
06.1991

High School Diploma -

Fostoria Junior/Senior High School
Fostoria, OH
06.1987

Skills

  • Tax Return Preparation
  • Tax-Related Research
  • Valuations
  • Billing Procedures
  • Data Gathering
  • Data Input
  • 10-Key Calculator
  • Tax Issue Research
  • Team Training
  • Fixed Asset
  • Institute for Professional in Taxation
  • Help with automation of parts of the job duties to reduce human errors

Timeline

Tax Specialist

JPMorgan Chase, JPMorgan Chase & Co
02.2003 - Current

Reconciliation Specialist

JPMorgan Chase, JPMorgan Chase & Co
02.2000 - 02.2003

Account Specialist

JP Morgan Chase & Company
02.1994 - 02.2000

Associate of Science - Accounting

Bradford School of Business

High School Diploma -

Fostoria Junior/Senior High School

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