Software Tax

Phone 720-***-****

abhynh@r.postjobfree.com

Jesse H. James, CPA

Objective To obtain a position as a CPA specializing in tax.

Education

**** - **** ********** ** ******

Denver, CO

Graduate Tax Program at the University of Denver.

Masters Degree in Taxation

1993 -1996 University at Buffalo Buffalo, NY

Concentration in Accounting

Bachelor of Science in Business Administration

Treasurer- Beta Alpha Psi, Dean's List, many other

volunteer projects.

Currently a licensed CPA in the beautiful state of

Colorado.

15 Years of tax and accounting experience, 10 years in

public accounting.

Work

experience 10/01-Present Jesse James, CPA

Denver, CO

Formed single member LLC and established client base for

self-employment purposes. Responsibilities include high

volume preparation and review of individual tax returns,

as well as preparation of other entities including LLCs,

S-Corps, Partnerships, Gift Tax, and C-Corporations.

Experience has included operating my own business and

providing bookkeeping and other consulting services to

business entities and owners of small businesses. Other

responsibilities included working on audit engagements,

compilations, as well as monthly, quarterly, and annual

bookkeeping duties for small and medium size businesses.

Also engaged in payroll tax reporting, IRS dispute

resolution, as well as bank reconciliations and tax

research. Also prepared other miscellaneous tax filings

for individuals and other business entities. Purpose of

this experience was to broaden my tax skills and teach me

the responsibility of handling my own business. AP/AR and

full charge bookkeeping. References available

01/01-10/01 Baird, Kurtz, and

Dobson, CPAs Denver, CO

Senior Tax Accountant

Responsibilities include preparation of federal and state

tax returns for corporations, individuals, partnerships,

S Corps, and LLCs and also prepared federal and state

extensions and quarterly estimated payments for

individuals and various taxable entities. Client

engagements included complex multi-tiered corporate

consolidated returns.

Participated in a sale-leaseback analysis involving a $30

million commercial property, and produced various

financial forecasts for ESOP buybacks and sale-lease

transactions using historical data and estimated

assumptions to establish financial data over various time

periods.

Performed detailed review work on fixed asset data

prepared by tax and audit staff.

Generated over $50,000 in billable savings for Baird,

Kurtz, and Dobson after being assigned a client

engagement that generated substantial write offs for the

firm in the prior year.

Created complex financial forecasting spreadsheet

templates to be utilized on future engagements.

Organized memos and financial data for upper management

in an effort to resolve various tax issues using federal

and state research materials.

06/99-01/01 PricewaterhouseCoopers,

LLP Denver, CO

Tax Associate

Responsibilities included preparation of federal and

state tax returns for corporations, partnerships, LLCs,

and not-for-profit organizations. Engagements included

complicated consolidated tax returns with greater than 20

entities, complex multi-tiered partnerships, as well as

complex entity structure analysis. Numerous projects

included extensive tax research, requiring definitive

answers using court cases, along with the use of the

Internal Revenue Code and Regulations. Provided memos on

various engagements using tax research to help solve

complex tax issues. Able to use computer based tax

research tools, as well as tax library materials.

Filed extensions for Federal and State purposes, as well

as miscellaneous filings to fulfill various federal and

state filing requirements, and also provided computation

of quarterly estimated tax payments.

Formally recognized by the tax department as technical

support for various software programs used for completing

tax returns.

Provided several presentations to train the tax

department in the use of various software.

Contributed numerous ideas to the national program for

tax processing at PricewaterhouseCoopers, and had several

ideas used as national protocol.

Heavily involved with firm sponsored activities including

the Volunteer Income Tax Assistance Program, and provided

support to new hires and incoming candidates.

Participated in tax technical training, as well as

computer software training whenever possible in an effort

to always improve my expertise as it related to my tax

preparation and research skills.

10/96 - 05/99 Hallwood Petroleum Inc.

Denver, CO

Tax Accountant

Responsibilities include tax research and preparation of

partnership, corporate and LLC federal tax returns.

Extensive compliance projects including coordination of

miscellaneous filings including state returns,

extensions, and quarterly estimated tax payments.

Multi-corporate consolidated returns, oil and gas

taxation, entity level tax attributes, entity liquidation

analysis, as well as an enhanced understanding of complex

entity structures and multi-tier ownership issues. Also

includes projects related to property, as well as the

formation and operation of partnerships, publicly traded

partnerships, corporations, and LLC entities.

5/95-9/96 (Various Temporary Hire and Contract

Positions) Denver, CO

Tax Compliance Specialist

Extensive preparation of corporate tax returns including

consolidated entities,

not-for-profit organizations, healthcare, individual tax

returns, and other miscellaneous tax

projects including extensive tax research, state tax

returns, and other miscellaneous filings.

Computer Extensive PC use including Microsoft Word, Lacerte,

Skills Excel, Lotus, WordPerfect, Power Point, Prosystem FX

Corporate Tax Software, Creative Solutions, Quickbooks,

Go System Software Applications including Fastax and Go

System Audit, ATX Saber Tax Applications, FAS

Depreciation Software, Asset Keeper Depreciation

Software, Unilink, BNA Depreciation Software, Superforms,

Microsoft Access, Westlaw, CCH On-Line, BNA Portfolios on

CD, and many other applications as well. Computer

proficiency is very high.

Other Volunteer Income Tax Assistance Program, bodybuilding,

Interests martial arts training, and reading. Participated in many

and volunteer projects sponsored by PricewaterhouseCoopers

Activities including Safehouse of Denver, The Denver Historical

Society, as well as many other firm sponsored social

activities.

Contact this candidate