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