Patrick Nash, CPA

*** ********** ****

Clifton Heights, PA 19018

acc4tm@r.postjobfree.com

Phone: 610-***-****

Summary: Hardworking, goal oriented individual

Ready to advance in accounting and tax career

Seeking challenging position to utilize extensive skill set

Well versed in Microsoft Office, Prosystem FX, Quickbooks

Excellent written and verbal skills

Professional Experience: Fortis Partners, LLC (formerly Guggenheim Partners, LLC)

King of Prussia, Pa

Junior Accountant August 2005 to July 2007

Assisted with cash flows, net worth statements, income statements, budgets and

forecasts

Prepared tax returns including individuals, partnerships, c corporations, s

corporations, trusts, not for profits

Performed bookkeeping duties, reconciled monthly bank and brokerage statements

Senior Accountant July 2007 to December 2012

Lead accountant and relationship manager on several client accounts

Prepared and reviewed cash flows, net worth statements, income statements,

budgets and forecasts

Prepared and reviewed complex client tax returns including individuals,

partnerships, c corporations, s corporations, trusts, not for profits

Headed tax research on victims of Ponzi schemes and NOL carryback procedures

Captained teams responsible for business valuation projects

Family Advisor January 2013 to present

Prepare financial booklets for 15 families showing quarterly net worth, cash flow

and investment analysis

Assistant controller to a resort in the Caribbean, prepare monthly financials, yearly

budget, track spending to budget and cash flow forecasting, assist with external

audit

Headed office project of how recordkeeping would be done in Quickbooks to more

efficiently prepare our client financial reports

Education: La Salle University Philadelphia, PA

Masters of Business Administration Accounting GPA: 3.5 2006

Finished program in 2 years with concentration in Accounting

Studied full time for the 1st year of program as I finished up eligibility for school’s

Track and Field Team

Completed final 3 classes at night while working full time at Guggenheim Partners,

LLC

Bachelor of Science in Accounting GPA: 3.6 2004

Graduated with Magna Cum Laude honors

Scholar Athlete of senior class in 2004

Member and captain of Men’s Track and Field Team

All Conference performer and school record holder

Certifications: Active CPA certification in Pennsylvania as of April 2009

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