Sales Engineer
Resume:
James B. Forbes__________________ _______ _____________
PO Box 76, Flushing, MI. 48433-0076
EXECUTIVE SUMMARY
Accountant with over 15 years experience working
within the financial industry.
PROFESSIONAL EXPERIENCE
FIDUCIAL/ELLERY CPA
Accountant (Temporary) Seasonal
2005-2007
Prepared computerized tax returns using Creative Solutions tax
software
Worked closely with and assisted Accounting personnel in large
tax/accounting returns and projects
Timely filing of property tax returns to the local taxing
authorities
Assisted other preparers with returns and offered help with tax
questions
Checked completed returns for completeness and accuracy
Other office duties as requested
HARTLAND INSURANCE
Accountant
2001-2003
Recorded and tracked all daily activities on the personal lines
segment of the company such as renewals, cancellations,
endorsements and new policies
Maintained current and accurate records on all personal lines
clients
Completed two out of the five classes for CISR certification
ALEXANDER'S TAX & ACCOUNTING SERVICE
Accountant (Temporary) Seasonal
1999-2000
Set up program that calculated the monthly changes as well as the
month-end and year-end
balances in the client's investment portfolios
Performed monthly bookkeeping duties for 7 small businesses
Quarterly payroll tax returns and sales tax returns preparation for
various clients
ELECTRONIC DATA SYSTEMS
Systems Engineer
1998-1999
Assisted senior programmers in upgrading financial-based programs in
order to make them year
2000 compliant
CITIZENS BANK
Accounting Clerk
1992-1997
Monthly analysis of financial statements
Reconciliation of general ledger accounts and their cost centers
Prepared and filed sales and use tax returns, sales tax letters to
third party vendors and property
tax rendition statements to various taxing authorities
Billed, paid and collected property taxes
Performed check audits
Daily balancing of 11 different banks and their regions totaling
several million dollars
Started employment as a part-time teller eventually working up to a
full-time accounting clerk
SOFTWARE
Excel, Windows, Word, Creative Solutions, Peachtree and Lotus
EDUCATION
UNIVERSITY OF MICHIGAN
Bachelor of Business Administration-Accounting, 1988
References available upon request
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