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Work experience

Aug 2005May 2009

Staff Accountant/Administrative Assistant

Phillip J. Sexton, CPA

Staff Accountant (January 2007 - May 2009)

As a staff accountant, my responsibilities include bookkeeping for clients, preparation of accounting adjustments, preparation of payroll checks and payroll tax deposits, preparation of quarterly and annual payroll tax returns, including W-2’s, preparation of annual Form 1099-Misc, preparing income tax returns, including individuals, partnerships, C corporations, S corporations and fiduciary and assisting in the preparation of annual financial statements.

Administrative Assistant (August 2005 - January 2007)

As an administrative assistant, I was responsible for taking care of the front office. My duties included maintaining supply levels, scheduling appointments, preparing correspondence to clients, basic bookkeeping and basic tax return preparation. I also assisted in the office transition to paperless file maintenance.

Aug 2001Aug 2005

Department Manager/Sales Associate


Department Manager (October 2004 - August 2005)

As a department supervisor I became responsible for opening and closing the store, handling money for all registers, composing schedules, planning and executing sales events, setting goals for major events, communicating with the store manager and other department supervisors, training new associates and existing associates on new procedures and personally processing customer requests.

Sales Associate (August 2001 - October 2004)

As a sales associate, I was responsible for maintaining positive customer relations, maintaining a presentable sales floor, credit card solicitation, cash handling, handling of high valued fine jewelry, making good use of time and assisting in providing a positive work environment for all associates. I was also cross-trained to provide assistance in most departments including women’s accessories, women’s apparel, men’s apparel, children’s apparel, home, luggage, footwear, fine jewelry and catalog.


Sep 2002Dec 2006

Bachelor of Science

Concentrations in accounting and financial managment.


Type 59 WPM
Experience in GAAP Accounting
Proficient in Lacerte Tax Software
Proficient in Quickbooks
Proficient in Microsoft Outlook
Proficient in Microsoft Excel
Experience in Microsoft Word


Currently, I am seeking an accounting position where my accounting experience will be further developed and utilized.


After completing my under-graduate degree at Cal Poly, San Luis Obispo and gaining a few years experience with my current employer in San Luis Obispo County, I have decided to relocate in May 2009, to Turlock, California to be closer to my hometown. I am available for new employment beginning May 25, 2009.

I have a strong academic background in accounting combined with over three years work experience in income tax preparation, accounting, bookkeeping and office support. I have experience in Microsoft Office, QuickBooks and Lacerte Tax Software. I believe that I could make a significant and valuable contribution to any firm.

In addition to my professional experience and eduction, I also possess many traits desired in both professional and personal situations. I am detailed oriented, efficient and organized. I possess strong analytical and problem solving skills with the ability to make well thought out decisions. Additionally, I have excellent written and communication skills. Most importantly, I am highly trustworthy, discreet and ethical.


Available upon request.