Summary

PROFESSIONAL SUMMARY

Results-oriented and extremely talented professional with an extensive experience in the public accounting industry providing accounting and tax services to small and midsize businesses, family-owned businesses, entrepreneurs, and high net worth individuals.

Knowledgeable in accounting principles, accounting systems, and tax laws.

Successful client account management through learned expertise by having strong analytical, time management, communication, and interpersonal skills.

Strong technological skills with a strong attention to detail and ability to multi-task.

Dependable, reliable, responsible, hardworking, efficient, and flexible.

An organized individual who is able to work independently and as part of a team to accomplish company objectives and goals.

SELECTED ACCOMPLISHMENTS

Successfully handled and managed all aspects of accounting, financial, and tax reporting for various business entities and individuals including payroll and fixed asset management.

Developed effective working relationships with clients to meet deadlines and significantly contributed to the client's efficiency, growth, and profitability.

Increased profitability and productivity through analyzing current accounting practices and procedures while implementing more effective solutions to reduce time and save money.

Successfully minimized and reduced tax liabilities through sound research and planning while assuring compliance with federal, state, and local tax laws and regulations.

Trained, educated, mentored, and supervised new professional staff regarding accounting and tax work practices and procedures.

Assisted with the start-up and creation of new business entities including the setup of accounting systems and the registration with various government agencies.

Objective

I am currently seeking a challenging accounting position that will utilize my public accounting experience, business background, and computer skills where I can utilize and enhance my knowledge significantly contributing to the efficiency, growth, and profitability of the organization while at the same time offering an avenue for career advancement and professional growth.

Work History

Work History
Sep 1998 - May 2011

Business and Tax Consultant/Senior Accountant

Benjamin and Birkenstein, P.C.
  • Prepare, review, and analyze on a timely basis GAAP and OCBOA based financial statements for various business entities with average annual sales of over $1,000,000.
  • Prepare, review, and analyze corporate, individual, partnership, estate, and trust income tax returns while assuring compliance with tax laws and regulations.
  • Perform controllership and bookkeeping services.
  • Prepare, review, and file sales and use tax returns.
  • Prepare, review, and file payroll tax returns including year-end W-2s and 1099s.
  • Serve as backup payroll accountant for clients with an average of 25 employees per client.
  • Managed fixed assets including preparing and maintaining depreciation schedules.
  • Train and supervise new professional staff on accounting and tax work practices.
  • Train professionals and staff on various tax and accounting software.
  • Conduct research and planning while minimizing tax liability through sound and informed application tax laws and regulations.
  • Resolve client accounting and tax issues by corresponding with various government agencies on notices and discrepancies.
  • Assist in financial statement audits of non-public corporations.
  • Assist shareholders on various accounting issues and projects.
  • Right arm to managing shareholder coordinating financial planning projects.
Jan 1997 - Sep 1998

Staff Accountant

Pomrehn and Company, Ltd.
  • Prepare and analyze financial statements for corporate clients.
  • Handle corporate, individual, and partnership tax returns.
  • Handle bank reconciliations.
  • Handle sales tax returns for corporate clients.
  • Prepare payroll for six corporate clients with an average of 15 employees per client.
  • Prepare quarterly payroll tax reports.
  • Right arm to managing partner coordinating financial planning projects
  • Contribute abilities in the areas of cost, governmental, and nonprofit accounting on projects.

Education

Education

Skills

Skills

Computer Software Background

Accounting Software - CS Professional Suite Accounting [Write-Up CS, Payroll CS, Trial Balance CS, Client Bookkeeping Solution] and Intuit QuickBooks   Financial Analysis Software - SageWorks   Tax Preparation and Research Software - BNA Income Tax Planner, BNA Tax and Accounting Center, CCH IntelliConnect, CCH ProSystem fx Tax, Fixed Asset CS, Instant Software Solutions Sail Tax Sales Tax Program, RIA Checkpoint, and UltraTax CS   Other Software - Adobe Acrobat, Access, Excel, Outlook, and Word