Accounting Service

James M. Knoebel, CPA

**** ***** ******, ******, ** 78750

Home: 512-***-**** Cell: 512-***-**** Email: abnnxv@r.postjobfree.com

JOB OBJECTIVE: Certified Public Accountant (CPA) seeking accounting or tax positions or projects as a consultant or

employee that will utilize my experience and education.

SUMMARY OF QUALIFICATIONS

• Strong journal entry, reconciliation, tax, depreciation calculation and tax return preparation skills.

• Ten plus (10+) years work experience in federal individual and corporate taxation with the Internal Revenue Service.

• Advanced Microsoft Excel, Access, Word, tax preparation and accounting software skills.

• Excellent time management, organizational, problem identification, reconciliation and issue resolution skills.

• Excellent verbal, written and interpersonal communication skills.

TECHNICAL SKILLS

Software: CCH Tax Research, Lexis/Nexis, Westlaw, TaxWise and Relius tax return preparation, Platinum, A/S 400,

Acuity, and Hyperion accounting systems, GAAP, BNA Fixed Asset Management System, BNA Multi-state Tax Portfolios,

Crystal Reports, QuickBooks, Peachtree, Quicken, Microsoft Word, Excel, Access, PowerPoint, Project, Accounting,

Outlook and Windows, MS-DOS, Lotus Notes, Internet Browsers. Hardware: printers, scanner, copier, shredder, 10-key.

WORK HISTORY/RELEVANT EXPERIENCE

07/09 to present, Certified Public Accountant (CPA)/Owner, Alliance Accounting & Tax Services, Austin, TX

Established sole proprietorship of own CPA firm. Services include accounting software installation and operation, bank

reconciliations, income, payroll, excise, sales, property tax planning and preparation, budgeting, bill-paying, credit

management, forecasting, income tax planning, representation before the Internal Revenue Service, compliance with

reporting requirements, financial counseling and advice, pension plans, insurance, purchase and sale of assets, financial

statement preparation according to GAAP, financial analysis, purchase and management of investment properties.

Clients include Alliance Managed Healthcare and Heart and Hooves, a non-profit therapeutic ranch. Strong relationships

with accounting, pension plan administrators and the health care industry.

07/87-04/97, 01/04-06/06 and 12/06-07/09, Tax Examining Technician, Internal Revenue Service, Austin, TX

• Researched available sources for procedures regarding tax law and issued appropriate letters and notices to

taxpayers.

• Resolved a variety of tax problems including erroneous refunds, faulty return preparation and math errors using

agency established procedures.

• Computed the correct tax, penalty and interest amounts owed and advised taxpayers of payment options.

• Analyzed and initiated corrective actions on individual, partnership, corporate, tax-exempt and excise tax returns

involving many different forms, schedules and attachments.

• Corresponded and informed taxpayers and other departments within the IRS of tax law, account transactions and/or

specific requirements needed to remedy the account(s) and prevent future problems.

• Verified transcription of data and considered all required information for correction of accounts and records.

• Reviewed the group’s work to ensure that actions taken in their sampled output met established standards and

followed approved procedures.

• Demonstrated efficiency in production volume and integrity of work by exceeding set standards of quantity and

quality on management reviewed cases.

• Supervised, distributed the workload, answered and resolved the most technical problems and questions,

coached and provided feedback for 10-24 employees as a Team Work-Leader from 02/05-05/05.

06/06-12/06, Internal Revenue Agent, Internal Revenue Service, Houston, TX

• Audited books and records to determine the correct tax liability for small businesses and self-employed

individuals.

• Utilized interviewing and fact finding techniques to gather evidence to support amounts claimed on tax returns.

• Applied knowledge of the Internal Revenue Code, rulings, regulations, court decisions and agency policies to

determine the correct tax liability.

• Conducted field audits and discussed findings with taxpayers and representatives to ensure compliance with tax

law.

• Prepared work-papers and reports that documented findings and conclusions and explained results to taxpayers.

• Analyzed data, research computer sources and determined if income was not reported or expenses were over-

claimed.

James M. Knoebel, CPA Page 2 of 2

11/04-2/05, Server Specialist, Computer Task Group, Inc. (Contract position at IBM), Austin, TX

• Processed invoices from vendors, updated purchase order data and entered invoices into the database.

• Obtained documentation such as travel expense receipts for audit purposes.

• Verified accuracy of contractor timesheets and notified originators of any discrepancies.

• Obtained managerial approval for expenses related to their department.

06/00-07/03, Retirement Plan Analyst, Invesmart, Inc., Austin, TX

• Analyzed relevant data to administer clients’ pension plans and recommended steps to correct problems.

• Calculated pension plan contribution allocations for compliance with the Internal Revenue Code.

• Performed non-discrimination tests and prepared tax forms necessary to comply with tax laws for pension plans.

• Prepared annual reports including financial statements for clients’ pension plans.

09/99-01/00, Data Analyst, Interim on Premise at Dell Computer Corporation, Austin, TX

• Analyzed and processed a wide range of financial records for Dell’s Peripheral Development Group.

• Created and entered journal entries into the accounting system.

• Monitored and updated budgeted headcount and quarterly forecast reports, databases and spreadsheets.

• Verified, recorded and approved purchase requisitions and forwarded them to buyers.

10/98-12/98, Staff Accountant, Accountemps (at United Way of Dallas), Dallas, TX

• Prepared system and manual checks, ensuring accuracy of disbursements.

• Logged written checks and deposits into the computer system using Acuity accounting software and A/S400.

• Created and entered journal entries into the accounting system.

• Reconciled bank statements against company records (check register, etc.).

09/97-07/98, Accountant, Ablest Staffing (at Global Compression Svcs., a GE Capital Co.), Dallas, TX

• Monitored dispositions and additions of fixed assets and calculated related depreciation for monthly journal entries.

• Prepared state and local sales tax returns, realizing savings for early filing discounts 99% of the time.

• Responded to correspondence and inquiries from state and local tax agencies.

• Updated property tax database and exported files for value rendering and tax filing purposes.

• Created and entered journal entries into the accounting system.

• Reconciled bank statements against company records (check register, etc.).

• Reconciled general ledger accounts against source documents, identifying and correcting invalid entries.

• Interfaced with A/P, A/R and Information Systems department personnel to resolve various discrepancies.

EDUCATION, CERTIFICATIONS, ETC.

Texas State Board of Public Accountancy (Certified Public Accountant (CPA) license obtained November 2006)

Community Tax Centers, Volunteer Advanced Tax Preparer, January 2007 to April 2007

Houston Community College/University of Houston-Downtown/Austin Community College, Accounting/Business

courses taken in order to satisfy CPA exam requirements, January 2003 through May 2005

Microsoft Office Specialist Certification, August 2004

American Society of Pension Professionals & Actuaries, Qualified 401K Administrator designation obtained June

2002

New Horizons Computer Learning Center, Austin, TX, March 2000 through August 2000, Microsoft software courses

The University of Texas at Austin, Austin, TX, Graduated: May 1995, Bachelor of Arts degree

AWARDS RECEIVED

Performance Awards: Internal Revenue Service, 1986, 1987, 1991, 1994, 1995, 1996, 1997, 2007, 2008 for exceeding

work speed and quality standards.

Special Act Award: Internal Revenue Service, 1993, 2008 for volunteering to assist another department with excess

workload and improving computer software.

Invesmart, Inc., Star Team Award, 2000, for creating various improvements such as Microsoft Excel macros to increase

work group efficiency.

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