Sales Manager
Resume:
Lynne A. Bray
http://www.linkedin.com/in/lynnebraytaxlaw
***************@*********.***
Profile
Accomplished tax professional offering 6 years' career experience, poised
for a role as Tax Supervisor or Tax Senior, consulting with individual and
corporate clients. True value is the ability to partner with clients,
clarify their needs, identify and resolve issues, and issue guidance that
strengthens their tax position and minimizes their tax burden.
o Tax Return Preparation S and C Corporations, Partnerships
o Tax Planning, Strategy & Projections
o Financial Statement Preparation
o Financial Closings
o Proficient in individual tax planning, estate and trust taxation
o Bookkeeping
o Client Relationship Management
Experience & Achievements
BWRC & Associates, Irvine, CA 2006 to Present
Senior Tax Consultant: Provide the full scope of bookkeeping, tax, and
advisory services to mid-sized client firms, which mainly involve preparing
corporate, partnership, and individual tax returns, computing tax
projections, and conducting bookkeeping in QuickBooks. Interface
extensively with clients on a broad range of issues including tax
controversy and tax notices.
o Established the financial structure for a newly-launched paving stone
company, and completed A/P, bookkeeping, and tax preparation.
Subsequently guided 1 partner in buying out the other partner.
o Conducted an extensive payroll tax audit.
Diehl & Company Inc., Irvine, CA 2007 to 2009
Tax Senior/Tax Manager: Directed the full tax function, primarily
encompassing consulting with clients on tax strategy and tax planning,
overseeing individual, partnership, and corporate tax preparation, and
evaluating returns and tax write-ups for completeness and accuracy.
Participated in managing operations by defining policy and procedure to
raise firm wide efficiency and performance. Interfaced with tax agencies on
clients' behalf to resolve tax issues. Conducted training and development
for bookkeeping staff.
o Retained a high net worth client by enhancing client relationship
management. Offered a higher level of consulting and stronger
responsiveness on their 9 partnership returns and bookkeeping work.
o Saved a relationship with a $1.5 million net worth client, by
personally answering his inquiries and researching issues on his new
LLC and new real estate holdings which generated $10K in billings the
1st year.
o Increased revenue $150K by formalizing the billing procedure,
clarifying at what time intervals to bill, and reducing bookkeepers''
lost time.
o Instrumentally guided new business development, by conceptualizing and
implementing online and offline marketing campaigns and though key
business relationships.
Corbin LLP, Irvine, CA 2005 to 2006
Staff Tax Accountant: Prepared corporate, partnership, and individual tax
returns using Lacerte. Conducted bookkeeping for mid-sized business clients
using QuickBooks.
Contact Office Solutions, Rancho Dominguez, CA 2004 to 2005
Staff Accountant/Assistant to CFO: Coordinated the month end close,
analyzed and prepared financial statements, reviewed and approved A/P
statements, and administered payroll.
Lynne A. Bray
***************@*********.***
Centurion Tax & Financial Inc., Long Beach, CA 2004 to 2005
Tax Preparer: Compiled corporate, partnership, and individual tax returns.
Consulted with clients to obtain tax documentation. Reviewed and organized
documents to extract pertinent data. Researched tax issues.
Exactax, Inc., Anaheim, CA 2003 to 2004
Customer Support Specialist: Issued guidance to CPAs and tax professionals
regarding Exactax software functionality. Researched complex tax questions
pertaining to individual, partnership, fiduciary, and corporate returns.
Evaluated select returns to identify and resolve inconsistencies. Seasonal
position.
WM Financial Services, Irvine, CA 2002 to 2004
Operations Processor: Processed incoming and outgoing brokerage account
transactions, which involved evaluating documents for accuracy and good
order prior to transfer, requesting the sale of positions in clients'
accounts, and communicating with brokers / dealers, clients, and financial
consultants. Merited consistently positive performance reviews for
demonstrating conscientiousness in resolving issues.
Fiserv Securities Inc., Philadelphia, PA 1998 to 2002
Senior Corrections Specialist: Reported error corrections to major mutual
fund clearinghouse clients including Citicorp, W.M. Financial, and Fifth
Thirds Bank. Communicated daily with clients to facilitate accurate problem
resolution in a timely manner. Contacted fund companies for information on
daily net asset values to process fund loss letters.
New York Life 1996 to 1998
Sales Agent: Developed new business, offering a full suite of insurance and
financial services products to individual and corporate clients.
Specialized in estate, tax planning, and long-term care vehicles.
Floating Expressions, Inc. 1989 to 1996
Proprietor: Fully directed operations, sales, marketing, and advertising
for this floral and party business. Expanded this start-up from zero to six-
figure annual revenue in 4 years, and ultimately served more than 5,000
clients. Held senior responsibility for inventory management, A/P, A/R,
monthly closings, and financial reporting.
Education
Master of Science, Taxation 2007
Golden Gate University
GPA: 3.670
Bachelor of Business Administration, Emphases: Finance & Accounting
Temple University, Fox School of Business & Management 2002
Major GPA: 3.75
Fox School of Business Honors Scholarship for Accounting
Susan Menzie Scholarship Award (2000-01, 2001-02)
Emilie Ehmann Muholland Award (2001-02)
Certification
CPA Candidate 2011
Service/Memberships
Crossroads Prayer Ministry
2010
Experience Unlimited Volunteer
2010
California Society of CPAs
2004 -Present
Cancer Society Chair & Volunteer 1997 to 2003
Diabetes Association Member 1997 to 2003
Past Chair, American Heart Association 1997
Computers
Microsoft Office, Quicken, QuickBooks, Fast Tax, CCH ProSystem Tax,
Lacerte, BNA Asset Depreciation
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