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Manager Sales

Surprise, Arizona, 85379, United States
May 26, 2010

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Trudy T Hetzel, EA

***** * ***** *** ** Surprise, AZ 85379 Phone: 623-***-**** Email:

Career Goal: Controller / Sr. Accountant / Management

Dedicated EA with fourteen years of experience as a Paid Tax Preparer and 16 years in

bookkeeping/accounting. Expert in establishing accounting functions, systems and best practices;

cost-reduction, automation and tax strategies; and lasting business relationships. Computer skills

include proficiency in QuickBooks, Ultratax, TaxWorks, Creative Solutions, MAS90 and MS Office.


QuickbooksPro Certified, 9/2008

Enrolled Agent, 4/2003

Ottawa University, AZ - BA in Business Administration and minor in Accounting, 1/95

Drake University, IA – major Accounting 91-92

Mesa Community College, AZ – general courses in Accounting & Business 90-91, 93-94

Work Experience


Owner, 04/99 - Present

Services provided for my client base were evaluated and assessed according to the client’s needs.

Clients include an average of 150-200 annual tax returns; 20-40 monthly and quarterly

bookkeeping/write-up work.

• Payroll Services include paycheck calculations, quarterly reporting, annual wage and 1099 (DIV,

INT & MISC) returns; for annual clients, help in W-4 calculations for their employment.

• Sales Tax preparation for the following types of companies: construction, installation, retail,

rental & on-line service.

• Tax Planning advice regarding how to set up an entity, apply for licenses, assess initial

bookkeeping, payroll, bookkeeping and tax needs; review and adjust these needs as the client

grows their businesses.

• Response letters or phone calls to IRS and various government agencies to correct any

reporting issues or discrepancies through verbal and written negotiations with IRS/ADR field

agents on Individual, Small Business Owner, and Sales Tax audits.

• Tax Preparation for 1040 (A, EZ), 1120, 1120S, 1120F, 1065, 1041 (simple trusts) and

corresponding state returns

• Bookkeeping /Write-up consisted of providing clients various financial reports to provide

information relevant to the industries and management needs: drop off monthly documents;

Accountants’ Copies through QB, QB Online, LogMeIn, and remote connection


Account Temp, Account Clerk, Start Manager, Payroll/HR Coordinator, Controller, 04/96 – 06/99

Worked in numerous positions throughout the company increasing my accounting, payroll,

management and coordinating skills.

• Clerked and later supervised the clerks responsible for keeping all certificate of insurances

current, coordinate with all department managers to approve invoices, code and print checks for

all vendors through company constructed accounting software.

• Start Manager responsibilities include ordering and coordinating with the state, county & city

permitting offices; coordinate with the owner, financier, title company and lender to purchase

and fund the construction of each home; update and report status of lots owned and under

contract to own through Excel and other company constructed software programs.

• Payroll/HR Coordinator responsibilities include updating hours and salary information as

necessary for bi-weekly payrolls run through Paychex; coordinate with the HR Administration

regarding benefit eligibility and monthly payments of current employees; track and prepare

Cobra information for terminated employees.

• Controller prepares and reports to the owner a monthly financial position of the company;

coordinates with the CFO regarding cash flow projections; and was essential in coordinating

and consolidating reports for the sell of the company.


Bookkeeper, Receptionist, 04/95 – 04/96

Gained valuable tax and write-up experience as an assistant to the owner and sole tax preparer.

• Answered telephones, sent faxes, made copies and other miscellaneous receptionist duties.

• Prepared initial work papers for individual clients and tax packaging.

• Updated and reconciled all bookkeeping accounts using MAS90 accounting software.

• Prepared and filed all extensions with the IRS.

Leadership Experience

TRUDY’S TAXES & BOOKKEEPING, LLC gave me leadership exposure to all different types of

businesses as I would personally work with the owners to structure, manage and organize their

accounting and personnel records. I developed my own systems of communications and

correspondence to produce professional, accurate and efficient reports that my clients could

understand quickly and succinctly.

One client purchased an accounting firm. I helped him evaluate the business proposal, evaluate the

staff he would be purchasing and then was heavily relied on for advice and recommendations

regarding the business operations. I was usually assigned his “high maintenance” clients because of

the level of trust I had gained. Most of the staff also sought out my advise and guidance in dealing with

clients and helping them communicate their needs and desires to the owner.

It takes a certain level of leadership skills to work with the IRS agents. I developed professional

writing, communication and negotiating skills in a variety of tax issues.


environment with the sales staff turn over and the high-pressure, time-sensitive work environment.

I was able to excel and advance quickly because I would listen and work with the staff to thoroughly

understand any conflicts in order to quickly resolve the issues as they would arise.

I had exposure to all different types of work and personality related issues as my positions permeated

all divisions and levels of management within the company.

During my time as payroll/hr coordinator, I also worked closely with the owner regarding resume

review, interviewing, hiring and termination options for all office personnel.

Other various leadership positions in my communities

References available upon request.

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