Ian Schechter, CPA

**** ***** **** **.

Atlanta, GA 30350

770-***-****

acupym@r.postjobfree.com

SUMMARY OF QUALIFICATIONS:

Accounting professional with over 15 years experience in public accounting within such industries as manufacturing, consumer finance, technology, construction, real estate, hospitality and consulting.

Obtained corporate and individual clients by networking with other professionals.

CPA licensed in Georgia.

WORK EXPERIENCE:

Santi & Associates, P.C. Alpharetta, GA, June 2015 to April 2016

Senior Tax Accountant

Prepared federal and multi-state corporate (Subchapter S and C) and partnership returns, including making adjustments to client’s Quickbooks.

Prepared federal and multi-state individual returns, including client correspondence.

Prepared trust and estate returns.

Prepared estimated tax payments for large individual clients.

Prepared Forms W-2 and 1099’s for business clients.

Contractor, Atlanta, GA January 2015 to April 2015

Tax Accountant

Prepared and reviewed federal and multi-state individual income tax returns.

Prepared S Corporation tax returns, including making adjustments to clients Quickbooks.

Prepared Forms W-2 and 1099’s for client base.

Elliott Davis Decosimo, Atlanta, GA January 2010 to December 2014

Tax Senior

Prepared and reviewed federal, multi-state and city tax returns for C Corporations, including consolidated returns, with gross revenues in excess of $400 million in industries such as healthcare, manufacturing, technology, consumer finance and hospitality.

Prepared and reviewed complex partnership and individual income tax returns.

Managed tax client base for the Atlanta office for 2014 tax season in absence of Tax Director.

Prepared returns for employee benefit plans (5500).

Assisted the assurance team with preparation of ASC 740 (FAS 109) calculations and reporting requirements.

Software Champion group leader.

Responsible for calculation of Federal Tax Credits including R & D Credits, Work Opportunity Tax Credits, Empowerment Zone, Renewal Community Employment Credits and Retention Credit.

Researched legislation on various tax issues.

Planned and performed audits.

Assisted in the hiring process.

Smith, Adcock & Company, CPAs, Atlanta, GA December 2003 to October 2009

Accounting Associate

Preparation of income tax returns, including individual, partnership, corporate, estate and gift, trust, payroll, and sales & use tax.

Knowledge of FASB 109 and FIN 48.

Correspondence with firm clientele.

Review of individual income tax returns prepared by other staff members.

Research of tax issues, including state investment tax credits.

Saved company shareholders over $350,000 in taxes by utilizing Section 168(k) depreciation rules under the IRS Code.

Found bad debt for a contractor client that had deleted their receivable in Quickbooks instead of writing it off, ensuring accurate financial statements and saving the company over $200,000 in taxes.

Implemented planning techniques such as having the sole shareholder of a company raise its rent on a piece of commercial property that he owns personally that had a loss in the prior year.

Saved individual contractors tens of thousands of dollars by deducting losses on rental properties as real estate professionals.

Advised self-employed individuals to incorporate as S-Corps, thereby minimizing self-employment taxes.

Filing necessary federal and state forms for companies and trust and estates to conduct business.

Assisting on audits of construction companies (non-public).

Preparation of financial statement reviews and compilations of construction companies.

Streamlining organizational processes for attestation clients by sending them a checklist of what we need from them to complete the service.

Assisting on audits of 401(k) plans.

Stephen M. Beaudry, CPA, Lilburn, GA May 2001-December 2003

Staff Accountant

Prepared and/or reviewed monthly compiled financial statements for approximately 50 companies in the real estate, restaurant, and consulting industries.

Prepared financial statement account analysis and related supporting work papers.

Reviewed financial trends and record keeping controls.

Prepared corporate, partnership, and individual tax returns.

Worked with IRS on audits of corporations and individuals.

Research of tax issues for regulatory compliance, including whether or not a widowed taxpayer can utilize the married filing joint exemption when selling their primary residence.

Made appropriate recommendations regarding tax planning opportunities for clients.

Michael & Company, P.C., CPAs, Kennesaw, GA February 2000- April 2001

Staff Accountant

Prepared corporate income tax returns for corporations ranging from small to mid-size.

Prepared individual income tax returns.

Write-up of corporate books to financial statements.

Wrote letters to the Internal Revenue Service on behalf of clients.

Prepared payroll and sales and use tax returns.

Prepared property tax returns for corporations.

Prepared year-end W-2’s and 1099’s.

PROFESSIONAL ORGANIZATIONS:

AICPA 2010 to Present

Georgia State Society of CPAs 2004 to Present

PowerCore 2007-2009

EDUCATION:

Brooklyn College, Brooklyn, NY

Bachelor of Science – Accounting

TECHNICAL SKILLS:

Ultra Tax, File Cabinet, ProSystems fx Tax, ProSystems Fixed Assets, CFS Practice Management, Quickbooks, RIA Checkpoint, Caseware, Filesite, FirmFlow, GoSystem Audit, Superforms, E-Forms RS, Peachtree, TValue, Quick & Easy W-2’s & 1099’s, Lacerte Tax, MS Outlook, Excel, Word.

REFERENCES to be furnished upon request.

Contact this candidate