Wanda F. Morris, CPA
P. O. Box ****
Tifton, Georgia 31793
229-***-**** Home, 229-***-**** Cell
Work History
October 2007 – Feb. 2012, Ameris Bank, Moultrie, GA
Tax and Regulatory Reporting Accountant
• FDIC and Federal Reserve Bank compliance reporting including preparation of Excel support for all reported figures.
• Income tax accruals
• Fixed asset accounting and reporting for corporate and 65 bank locations.
• Preparation of 120 personal property tax returns
• Preparation of Georgia bank Form 900 and 440 and other business license reporting
• General ledger accounting for ten REITS
March 2005 - October 2007, Waters CPA Group, PA, Perry, FL
Tax and Audit Manager
• Review of corporate, partnership, fiduciary and individual income tax returns.
• Managed audits of local governments, non profits, manufacturer and limited scope audit of retirement plan.
• Administrative duties such as collections and other client contact.
2004 Grace & Associates, PC, Atlanta, GA
• Contract temp work in audit and income tax preparation.
2002 - 2003, Health Systems Management, Inc., Tifton, GA
Controller/CFO
• Implemented full accrual accounting for 10 dialysis centers
• Suggested and implemented change in corporate form in response to changes required by Wake Forest University
• Restructured accounting dept. to deal with required changes Shopped and negotiated Group Insurance Plan
• Administered 401(K) plan
• Managed implementation of MAS 200 and ABRA payroll
• Review of externally prepared audited financials and tax returns
1998 - 2001, MicroFlo Company-BASF, Sparks, GA
Plant Controller
• Capital project reporting property, plant and equipment capitalization and tagging.
• Preparation of manufacturing budget
• Financial analysis and variance identification
• Responsible for accuracy in reporting of physical inventory and periodic adjustment based on physical count.
1996 - 1997 (Rehired). 1990-1994, Charles W Berry, CPA, Norcross, GA
Senior Accountant
• Preparation and review of individual, corporate, partnership, fiduciary and estate taxes
• Audit, compilations and reviews
• Tax planning and Federal and State tax audits
1994 – 1996. NANA Development Corp., Anchorage, AK
Controller
• Consolidated accounting for a parent corporation with four subsidiaries and several joint ventures. Managed staff of 25.
• Served as Plan Administrator of the defined benefit pension plan and the 401(k) plan
• Member of the risk management committee Managed debt, cash flow and forecasting.
• Managed preparation of work papers for audit and preparation of published financials for this native regional corporation
1988 – 1990. Windham Brannon, PC, Atlanta, GA
Senior Accountant
• Coordinated Write-up Dept. Prepared interim accounting for 20-25 clients. Income tax preparation and audit engagements.
1977 – 1985. Stewart, Giles and Co. PC, Valdosta, GA
Tax and Audit Senior Accountant
• Preparation and review of individual, corporate, partnership, fiduciary and estate taxes
• Audit, compilations and reviews
• Tax planning and Federal and State tax audits
Education
• Graduated from Valdosta State University, Valdosta, GA
B.B.A., Business Administration, with major in accounting
• Currently obtaining MTX from Troy University
Software Used
• Ultratax. Lacerte and Pro Forma FX tax preparation software,
• Excel, Lotus 123, Microsoft Word, Word Perfect, Access,
• QuickBooks and Quicken, Creative Solutions, NaVision, MAS 200, ABRA payroll, ACE, general ledger Peachtree general ledger
• Tvalue