Objective: Strong manager of processes and people seeking a position t
| Work Desired: | College Internship |
| Citizenship: | US Citizen |
| Resident Of: | State: Washington - Area Code: 206 |
| Willing To Relocate: | No |
| Posted By Candidate: | 04/05/10 |
| Experience: | More than 3 years of work-experience |
| Technical Skills: | , Project Management |
| Work Experience: | |
SUMMARY OF QUALIFICATIONS:
* Professional accountant and manager with broad experience in various
complexities of income tax planning and compliance.
* Extensive involvement in planning and managing internal projects.
* Strong leader and dedicated team member experienced and comfortable working
with staff and management at all levels.
* Solid client relationship manager with successful track record of maintaining
and strengthening client relationships.
EDUCATION:
Master of Accountancy, University of Mississippi - August 1998
Bachelor of Accountancy, University of Mississippi - August 1997
CERTIFICATION: Certified Public Accountant, licensed in Georgia 2002-2008;
Washington 2009
PROFESSIONAL EXPERIENCE:
Bader Martin PS - Seattle, WA
Manager, Tax Services, 2008 - 2009
* Responsible for managing the completion of federal and state tax returns for
250+ individuals; closely-held S-corporations; professional services and real
estate management partnerships.
* Successfully transitioned 3 large client groups consisting of 12
S-corporations and partnerships and 43 individual tax returns from prior
accountants.
* Simplified the estimated tax payment modeling process for 2 large (80+
shareholders) family-owned S-corporations and reduced preparation time by several
days each quarter.
* Assisted with implementation of an electronic work-flow management system as
part of an on-going process of transition to a paperless work environment.
* Discovered several tax saving opportunities for a large real estate developer
to optimize current losses and simplify his operating structure resulting in tax
savings in excess of $1 million and reducing his on-going administrative burden.
Assurant Solutions & Specialty Property, Assurant, Inc. - Atlanta, GA
Senior Tax Accountant and Supervisor, 2005 - 2008
* Initiated collaboration with other departments to establish critical
financial information sharing routine to ensure quarterly deadlines imposed by
outside regulators were met timely.
* Accelerated quarterly tax provision completion by 3 days for 45
corporations.
* Reduced annual tax return preparation time 25% per entity over prior years.
* Streamlined delivery of annual income tax footnotes to financial reporting
while increasing integrity of information delivered.
* Provided annual tax return and quarterly GAAP and Statutory income tax
provision preparation for twenty related insurance companies and agencies with
revenues totaling over $1.2 billion and assets of $15 billion.
* Maintained files and documented internal processes in accordance with Section
404 of the Sarbanes-Oxley Act guidelines.
* Oversight for Client Financial Services accountants preparing income tax
provisions and tax entries for external clients who sold company products.
* Responded to inquiries from various external authorities and members of
senior management.
Windham Brannon PC CPAs - Atlanta, GA
Associate, 1999 - 2000
Senior Associate, 2000 - 2001
In-charge Accountant, 2002 - 2005
* Tax team leader 4 years - liaison between firm owners and accounting staff.
* As a group, redesigned internal tax preparation processes to transition firm
to a paperless work environment.
* Developed more accurate and flexible system of tax return progress tracking
that was consistent with actual workflow.
* Serve as first reviewer and mentor for new staff to encourage their success
and decrease turnover.
* Developed and taught classes firm wide on use of tax software, new firm
procedures, income tax projections and new tax legislation.
* Provided tax planning, compliance and review services for high net worth
individuals, closely-held S-corporations and family partnerships.
National Bank of Commerce, Memphis, TN
Staff Auditor, 1998 - 1999
* Independently performed twenty-five retail branch audits focusing on
compliance with federal regulations, internal control and bank operating
procedures.
* Participated in an extensive compliance review of loan data including
identification of data recording and reporting issues.
TECHNICAL SKILLS:
Microsoft Word, Excel, Outlook and Access; Cognos Business Intelligence; Adobe
Acrobat; ProSystems fx Tax; GoSystem tax RS.
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