Amy K. Adams, CPA
*** ****** **** ******: 334-***-****
Newton, AL 36352 Home: 334-***-****
*****.****@*****.***
EMPLOYMENT OVERVIEW
Tax and Accounting Experience
KPMG Hamilton, Bermuda October 2005 – May 2010
Manager, Tax
• Manage a portfolio of international executives for Insurance and Mutual Fund clients
• Review and sign federal and state individual income tax returns
• Analysis of and response to IRS and state tax notices
• Management, development and training of senior staff on return preparation, foreign issues, and
tax projects, including conducting performance assessments and reviews
KPMG Hamilton, Bermuda September 2001 – September 2005
Senior, Tax
• Preparation of federal and state individual income tax returns for high net worth individuals living
abroad and nonresident aliens with U.S. income tax filing requirements
• Preparation of PFIC statements and tax accounting for foreign mutual funds
• Tax research and planning for U.S. and foreign tax purposes, including state and nexus issues
• Preparation of U.S. quarterly payroll tax forms and reporting
McGladrey & Pullen, LLP February 1999 – May 2001
(formerly Toback CPAs, PC) Phoenix, AZ
Staff, Tax
• Preparation of federal and state income tax returns: Partnerships, Corporations, S-Corporations
Individuals, Trusts, Gift Tax
• Multi-state tax consulting and preparation
• Research of various tax issues and consultation with clients on aspects of tax law
• Development of training program for new hires and assisted in their development
Ron Donaldson, CPA, PC Phoenix, AZ January 1995 - May 1997
Secretary
• Bookkeeping, phone reception, scheduling
• Preparation of payroll and sales tax reports
• Income tax return processing
Other Experience
Scottsdale Princess Resort Scottsdale, AZ August 1997 – December 2000
Server at Five Diamond Resort Restaurant, Las Ventanas
• Serve food and refreshments to resort and local guests, attending to specific customer needs
• Primary focus on resort’s mission of guest satisfaction and memory making
Vector Marketing, Inc Tempe, AZ September 1994 – January 1995
Independent Sales Contractor
• Conduct one-on-one home presentations and sales of Cutco Cutlery
• Promoted to Key staff member ending at 20% commission
EDUCATION
Arizona State University Tempe, AZ
Master of Taxation May 1999
Bachelor of Science, Accountancy May 1998
COMPUTER EXPERIENCE
GoSystem, ProSystem Fx, Quickbooks, Outlook, Lotus Notes, MS Office and Vista, CCH Tax Research
INTERESTS
Traveling, Cooking, Hiking, Books
Reference Available Upon Request