Accounting Software

Matthew P. Mueller

**** ***** ***** ******, *** #302 920-***-****

Milwaukee, WI 53202 abnq4p@r.postjobfree.com

A senior position at a local or regional public accounting firm in the Denver area.

OBJECTIVE

Certified Public Accountant with nearly three years of public accounting

SKILLS SUMMARY

experience (both assurance and tax), specialized in tax matters involving

wealthy individuals and closely held businesses. Skilled in tax planning and the

preparation of complex multi-state individual, corporate, partnership, trust, and gift tax

returns. Solid background and knowledge of federal and state tax laws.

Profx Tax Preparation Software, Profx Engagement, Caseware (Engagement Software),

SOFTWARE SKILLS

QuickBooks, RIA and BNA Tax Research, FAS (Fixed Asset Software), Microsoft Office

Applications (Word, Excel, PowerPoint).

PUBLIC ACCOUNTING EXPERIENCE

September 2007 – June 2009 Tax Specialist

Kolb + Co., SC

Brookfield, WI

Prepared hundreds of individual, corporate, partnership, gift, and trust tax returns including

•

multistate clients and start-up ventures. Working knowledge and experience in many

industries including healthcare, manufacturing, construction, software development &

service, legal & professional services, restaurant & bar, auto dealers, and others.

Completed tax projections for closely held businesses and their owners; developed tax

•

planning strategies to reduce the client’s current and future tax liabilities.

Completed research projects and wrote research memorandums on various tax issues

•

including the tax ramifications of corporate liquidation, patent development, and the home

energy efficiency credit for individuals.

Assisted on multiple IRS and Wisconsin Department of Revenue audits for businesses and

•

individuals. Compiled the information requested by the auditor and firm management;

organized the information into reports which were communicated to superiors, discussed,

and sent to the auditor.

Prepared quarterly performance reports, tax summary reports, and asset allocation models

•

for the client and investment advisor for the firm’s wealth management clients.

Implemented the use of the firm’s engagement software for wealth management clients.

Initiated and participated on two client proposals. One for an individual and the other an S

•

Corporation. Collaborated with a shareholder and director to determine the services/needs

of the client, the client’s expectations, and the fee quote.

Met with clients to discuss and review their tax return. Emailed and called clients for

•

information in order to complete projects and assist superiors.

January 2007 – August 2007 Staff Accountant

Rodman & Rodman, PC

Newton, MA

Involved on accounting and assurance, as well as tax engagements.

•

Compiled individual, corporate, partnership, and trust tax returns for locally held businesses.

•

Assisted on or completed various accounting and assurance engagements including financial

•

statement compilations, reviews, audits, and bookkeeping work for small clients.

Completed research projects and other special assignments as needed including due

•

diligence work and the research of Massachusetts Workforce Development Tax Credits

Developed accounting policies and procedures for a new client that was growing and

•

recently hired a bookkeeper. Developed report templates for payroll reconciliations and

meals and entertainment reports. Trained the bookkeeper on how to use QuickBooks and

the reports effectively in order to provide the owner with timely and relevant information.

Met with clients to discuss their tax returns. Communicated with clients to request

•

information necessary to complete projects and review their tax return.

Marquette University, Milwaukee WI

EDUCATION

Masters of Science in Accounting

•

Bachelors of Science in Accounting

•

Certified Public Accountant (2006)

LICENSING

Member, Metropolitan Milwaukee Association of Commerce

ACTIVITIES

Member, Waukesha County Chamber of Commerce

Volunteer, United Way Parks Cleanup

Organized Habitat for Humanity Day while at Rodman & Rodman

Co-Manager, Recreational Softball Team

Contact this candidate