Software Management

Objective

Seeking Professional Tax position serving business with knowledge of

Federal Taxation and Enrolled Agent credentials.

Summary

Award winning business professional with broad experience serving business

from the smallest entrepreneurs to the largest corporations in the world,

including Exxon Chemical. Have applied a broad knowledge of business

disciplines to make strong individual contributions, as well as manage

teams as large as twenty. Able to integrate hard technical & soft

interpersonal skills toward high impact contributions;

Education

MBA, Quantitative Analysis, 3.8 GPA, University of Cincinnati, Ohio

Graduate Study, Finance, Accounting & Federal Taxation, University of

Houston, Texas

Master of Divinity, 3.8 GPA, Southwestern Baptist Theological Seminary, Ft.

Worth, Texas

BS, Traffic Management, Summa cum Laude, 3.98 GPA, University of

Cincinnati, Ohio

Relevant Career History with Accomplishments

H&R Block. Conroe, Texas

10/2010-Present

Office Manager & Master Tax Advisor

. Leading largest Tax Office in Texas & Louisiana:

o 4200 Returns & $800,000 in Revenue

o Leading teams of Senior & Master Tax Advisors

. Applying strong coaching & mentoring skills

. Teaching federal income tax preparation and compliance

o Providing Audit Service & Tax Planning

o Consulting to Small Business, including pass-through entities

. Software: Block Proprietary Tax Preparation Software, Tax Works

The Shalom Group, Houston, Texas 1/2009-

Present

Conference Speaker

. Speaking at conferences on the significance of the Shofar in modern times

. Management Consulting to Non-Profits

The Lucas Group, Houston, Texas

5/2008-12/2008

Senior Financial Recruiter

. Recruited business professionals in accounting, tax and finance:

Accountant to CFO Level

Conley Consulting, LLC, Conroe, Texas 7/1999-

5/2008

President & Tax Partner for privately held partnership

. Implemented Federal Tax compliance for partnership: Form 1065/K1

. Implemented State Franchise Tax compliance for LLC

. Applied award winning marketing & client relationship skills: INC 500

Results

. Managed & processed bi-weekly payroll for multiple IT consultants

. Kept books with QuickBooks Pro software

. Software: Turbo Tax for Business, Quick Books Pro

Executive Gift Services, Conroe, Texas 7/1997-

5/2001

Tax Partner & Accountant for privately held partnership

. Implemented Federal Tax compliance for partnership: Form 1065/K1

. Implemented SALT compliance

. Kept books with QuickBooks Pro software

. Developed Financial Reports

. Software: Turbo Tax for Business, Quick Books Pro

IT Consulting Firms, Houston, Texas

5/1997-7/1999

Account Executive

Christian Ministry, Houston, Texas

1986-1996

Licensed Professional Counselor in Private Practice, 1987-1996

Intern in Clinical Pastoral Education, Memorial Southwest Hospital, 1986-

1987

. Practiced marriage, family & individual counseling in private practice,

hospitals & churches

Southwestern Theological Seminary, Ft. Worth, Texas

1984-1986

Master of Divinity

Exxon Chemical Americas, Houston, Texas

1974-1984

Senior Staff Planner & Financial Analyst, 1979-1984

Rail Operations Section Head, 1976-1978

Senior Planner, 1974-1975

. Developed capital economics & logistics design for $1.0 Billion Exxon

chemical plant

. Managed multi-million dollar petrochemical rail operation with five

direct reports

. Promoted 16 capital projects from inception to approval by Exxon Chemical

sr. management

. Developed & presented strategic plans to sr. management teams of Fortune

500 suppliers

. Coordinated diverse international team to complete annual FP&A Plan with

Exxon Chemical

Information Technologies

Tax Software: Block Tax Preparation Software, Tax Works, Turbo Tax for

Business Applications: MS Office Pro (Word, Excel, PowerPoint, Publisher,

Visio, and Project)

Broad Knowledge of IT: Database engines & solutions, Infrastructure,

Software Development, ERP, CRM, etc. in the Enterprise

Operating Systems: MS Windows NT 4.0, Win 2K, XP, Vista

Contact Managers: KRONOS, Sales Logix, ACT, IRIS

The Social Media Bible by Lon Safko

Other Credentials

NT4 MCSE - Microsoft Certified Systems Engineer

Activities

Board of Directors, The Crossover Project, www.thecrossovertv.org

Shofar Ministries International, www.shofar120.com

2013 Continuing Tax Education Credits

Representation Before IRS - 21 CEC; Tax Works Software - 6 CEC; 2012 Tax

Update - 6 CEC; 1120 Preparation & Planning - 2 CEC; Ethics - 6 CEC; Other

- 5 CEC

Networking Activities

Past President, Houston Chapter -International Association of Microsoft

Certified Partners

Society for Human Resource Management, Montgomery County, Texas

South Montgomery County Chamber of Commerce, the Woodlands, Texas

The Houston Strategic Forum; www.houstonstrategicforum.org

Turnaround Management Association - Houston Chapter

Microsoft Technology User Groups & Training Events

Houston Technology Center; www.houstontech.org/

CEO Net weavers- Houston

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