Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Wayne Brown

Clarksville

Summary

Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Volunteer Board Treasurer

Rossview Elementary PTO
07.2022 - Current
  • Completed journal entries, reconciliations and account analysis to prepare monthly financial documents and general account management.
  • Managed budgets, assets, portfolios, general financial reporting procedures.
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
  • Modified Square POS system to create online store to be able to reach more customers for approved fundraisers

Accounting Team Lead

Intuit
12.2018 - Current
  • Evaluated and improved accuracy and completeness of financial records.
  • Gathered data on taxable income, deductibles and allowances for tax preparation.
  • Established and updated work schedules to account for changing staff levels and expected workloads.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews.
  • Handles over 50 questions per day from bookkeepers, resulting in reduced time to clean up clients books
  • Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
  • Mentored office employees on proper administrative procedures and how to use programs such as Intuit QuickBooks Applications, keeping operations consistent and efficient for maximum performance.
  • Trained new employees on accounting principles and company procedures

Senior Tax Advisor

Intuit
12.2017 - Current
  • Worked independently with minimal supervision.
  • In a remote cloud based environment, review customer's tax return for accuracy and give advice on ways minimize tax liability and increase tax refunds
  • Review items on customer's return that may be considered audit risks and suggests ways to minimize that risk.
  • Handles over 2000 phone calls in each tax season
  • Built relationships with customers and community to promote long term business growth.
  • Contributed to team objectives in fast-paced environment.
  • Prioritized tasks and projects to meet tight deadlines.
  • Set and achieved company defined sales goals.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Selected correct products based on customer needs, product specifications and applicable regulations.
  • Completed and filed returns with tax departments at local, state, and federal levels
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities
  • Offered clients recommendations to reduce tax liabilities
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
  • Calculated estimated tax payments for clients

Senior Accountant

Rath Gibson
06.2015 - 08.2018
  • Analyze cost accounting data and assist with cycle and physical counts
  • Assist in SOX Compliance Testing
  • Post transactions to both accounts payable and general ledger systems
  • Reconcile AP and other General Ledger Accounts during month close
  • Quarterly Sox Testing
  • Coordinate with IT for system improvement, development and maintenance of issue relating to inventory, receiving and shipping
  • Calculated tax owed, prepared and submitted returns and upheld compliance with all applicable laws.
  • Evaluated and improved accuracy and completeness of financial records.
  • Completed year-end closing processes with controllers and external auditors.
  • Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
  • Prepared monthly journal entries and reconciliations.

Senior Tax Advisor

HR Block Inc
11.2004 - 04.2017
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Helped clients navigate interactions with tax authorities and legal concerns related to financial matters.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Prepared US, multistate tax returns for business clients.
  • Oversaw team of Ten tax professionals handling up to 1000 clients per year.
  • Offered clients recommendations to reduce tax liabilities
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions

Policy Sales & Service Rep

American Family Insurance
07.2011 - 11.2014
  • Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques using multiple sales channels.
  • Responds to customer inquiries, and serves customers according to customer experience model
  • Closed on 20 plus insurance polices per week, increasing team goal by 5 percent
  • Understands and comply with company standards and procedures in servicing customers
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Estimates and quotes policy premiums complying with underwriting guidelines
  • Makes appropriate recommendations on policy coverage options, closes sales, and process applications in accurate manner.

Staff Accountant

US Cellular Corporation
07.2006 - 09.2010
  • Reconcile credit card transaction to Merchant statements
  • Prepare various analytical reports using excel
  • Communicate finding to store leaders and other management personnel
  • Participate on cross-functional collaborative teams responsible for Cash Simplification, implementation of cellular prepaid platform Upgrade
  • Identify issues with current processes and implement corrective solutions, including billing system code mapping errors
  • Develop and document processes and procedures
  • Prepared monthly journal entries and reconciliations.
  • Recipient of TDS Outstanding Performance (TOP) Award in 2010 for Cash Simplification project

Asst. Director of Finance

Source One Network Solutions
11.2004 - 07.2005
  • Reviewed accounting and financial documents for accuracy and examined supporting documentation to establish conformance with contracts and agreements.
  • Prepare sales and use tax returns
  • Prepared monthly, quarterly and yearly payroll tax filings
  • Participated in and developed staff training programs to minimize staff turnover and maintain high morale.
  • Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
  • Resolve accounts receivable and payable questions from customers and vendors
  • Audit expense reports
  • Analyze liability accounts to determine cost saving opportunities
  • Prepare cash flow projections
  • Financial Statement Analysis based on GAAP accounting rules
  • Assisted Controller with recruiting, interviewing and hiring new employees for department.

Department Manager

The Home Depot
04.2003 - 11.2004
  • Managed inventory and receiving operations to maintain optimal stock levels and meet expected demands.
  • Supervise Hardware department staff of ten
  • Develop incentive programs to ensure individual and team goals are met
  • Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.
  • Partnered with merchandising team to plan and execute floor moves, merchandise placement and overall sales set-up.
  • Analyzed and interpreted store trends to facilitate planning.
  • Drive sales by focusing on needs of existing customers
  • Increase department traffic by always keeping shelves stocked with item sold by competitors
  • Analyze inventory and sales reports to effectively manage inventory flow
  • Perform Employee evaluations

Education

Master of Science - Taxation

University of Cincinnati
Cincinnati, OH
12-2024

Bachelors - Accounting

University of Phoenix
Phoenix, AZ
05.2012

Bachelors - Supervisory Management

Blackhawk Technical College
Janesville, WI
05.2006

Skills

  • Tax Experience
  • Tax Law Understanding
  • QuickBooks Accounting
  • QuickBooks Pro-Advisor
  • Financial Statements Preparation
  • Payroll Management
  • Payroll Preparation
  • Accounts Payable
  • Accounts Receivable
  • Cleanup Books
  • Adobe Software
  • Leadership
  • GAAP Compliance
  • Nonprofit experience

Certification

  • Enrolled Agent License to practice before IRS (EA)
  • Quickbooks Pro Advisor

Timeline

Volunteer Board Treasurer

Rossview Elementary PTO
07.2022 - Current

Accounting Team Lead

Intuit
12.2018 - Current

Senior Tax Advisor

Intuit
12.2017 - Current

Senior Accountant

Rath Gibson
06.2015 - 08.2018

Policy Sales & Service Rep

American Family Insurance
07.2011 - 11.2014

Staff Accountant

US Cellular Corporation
07.2006 - 09.2010

Senior Tax Advisor

HR Block Inc
11.2004 - 04.2017

Asst. Director of Finance

Source One Network Solutions
11.2004 - 07.2005

Department Manager

The Home Depot
04.2003 - 11.2004
  • Enrolled Agent License to practice before IRS (EA)
  • Quickbooks Pro Advisor

Master of Science - Taxation

University of Cincinnati

Bachelors - Accounting

University of Phoenix

Bachelors - Supervisory Management

Blackhawk Technical College
Wayne Brown