Joseph K. Barthelmess, III

Cell: 912-***-****

Summary

I am an experienced tax accountant with seven years public accounting experience. I have a wide range of tax

experience including extensive international and partnership tax compliance. Prior to restarting my career as

an accountant, I had six successful years in operations following a strong and eventful six plus years serving our

country in the United States Navy during the first Gulf War. I have strong interpersonal, communication,

organizational, management, problem solving and efficiency streamlining skills. I am self motivated with a

proven track record.

Professional History

Tybee Vacation Rentals Tybee Island, GA July 11 – Present

Finance Coordinator

Controller, A/P, A/R, Collections, Payroll and tax consultant for Tybee Island’s largest vacation rental property company.

Controlled the finance department managing inflow and output of all funds.

Saved the S-corporation members approximately $20,000 each through tax planning in the opening of the firm’s

new laundry facility.

Managed staff in keeping of the books and reconciling the Operations and Trust accounts for over 180 properties.

Compiled and wrote procedures for daily, weekly, monthly and annual routine for finance department.

Completed reconstruction of company’s financial records and reconciliations after previous employee committed

fraud.

Various Seasonal Tax Positions Savannah, GA Jan. 09 – Apr. 11

Tax Senior / Manager / Self Employed

Seasonal tax accountant ensuring compliance for partnerships, S-corporations, C-corporations, individual, sales

tax, property, quarterly and annual payroll and trust tax returns along with valuation preparation. I also assisted

clients with compilations, monthly write-up and payroll.

Completed compliance for several S-corporations, including setting up in Quickbooks, Form 940s, 941s, state tax,

sales tax and property tax for the corporation and its employees.

Conducted tax compliance for several Expatriates and foreign income exclusions.

Implemented and published a tax planning strategy lowering the tax liability over $60,000 for one client.

Compiled and completed compliance for FAS 109 and FIN 48 for several corporations.

Managed the tax compliance for a large beverage distributor in the Midwest. This includes the 1120, 1040s and

1041s for the corporation’s family.

JRZ, LLC Atlanta, GA Oct. 07 – Nov. 08

Tax Senior / Office Supervisor

Managed 5 staff of a firm whose clients are large real estate developers. Most returns consisted of real estate partnerships,

high worth individuals, trusts, with a few C-corporations.

Calculated gains on sales with §754 step-ups, AVOTB, §266 capitalizations, and other complex transactions.

Scheduled completion and reviewed all returns leaving the office. This included about 500 partnerships, 150

individuals, 30 C-corporations, and 50 trusts.

Habif, Arogeti & Wynne, LLP Atlanta, GA Jan. 07 – July 08

Tax Senior / Consultant

Tax compliance handling S-corporations, C-corporations, individual, and trust tax compliance.

Consolidated tax compliance for a large international corporation and its subsidiaries.

Completed multi-state tax compliance, including Forms 1120-5471s-1118, for a client with a $650 million

balance sheet.

Compiled Extraterritorial Income Exclusion, R&D Credit with §280C Election, and §263A calculation.

Loan staffed to client for sales and use, property, and annual tax returns along with catching them up on Canadian

tax compliance which they were severely behind filing. Client requested I stay on as a consultant until corporate

buy-out completed.

Bennett Thrasher, PC Atlanta,GA Aug. 04 – Dec. 06

Staff Tax Accountant

Manager position in tax compliance for partnerships, S-corporations, C-corporations, individual, property, and trust tax

returns along with valuation preparation.

Oversaw tax compliance for medium size software company Form 5471s, the dual resident Form1040/1040NR

returns for all the shareholders (10) with Form 1118 included for credits paid to foreign countries along with the

actual corporate tax return.

Administered large public accounting firms changing to a paperless society saving thousands of dollars. This

includes writing the procedures for electronic work-papers, paperless review, electronic filing, electronic

organizers and processing.

KCE Enterprises, Inc. d/b/a H&R Block McDonough, GA Aug. 01 – May 04

Franchise Manager

Responsible for operations of an S-corporation increasing from 3 to 4 H&R Block franchises in Georgia.

Expanded KCE from 4 offices to 7 offices accomplishing 19.4% increase in clients and 36% increase in volume

growth, and 113.11% increase in net profit.

Instructed Individual Income Tax courses for 4 franchises / 7 offices. Three of four franchises awarded H&R

Block’s Top 100 Franchise Award.

BDO Seidman, LLP Atlanta, GA Sept. 97 – Aug. 01

Tax Department Administrator

Directed all the scheduling, billing and processing for the Atlanta office.

U.S. Navy Charleston, SC May 91 – July 97

Navigator / Craftmaster

Tasked with safe navigation and safety of the crew for vessel operations.

Managed crafts operations – craft was involved in operations with drones remote controlled to train F-14 and F-18

pilots. This involved coordinating with shore and air divisions in operation.

Completely refitted DLR-3 on a shoestring budget earning myself a Navy and Marine Achievement Medal from

saving $25,000 in the refit from using parts and fittings from the mothball fleet.

Core Competencies

Compliance Competencies Software Competencies Education

• • •

C-Corporation – 1120 Prosystems – fx University of Georgia

•

Int’l, multistate & Music

Ultra Tax – Creative Solutions

•

consolidation 87’ – 91’

Depreciation Software

• • •

S-Corporations – 1120S CCH Research Georgia State University

• • Accounting

Partnership - 1065 RIA Research

• • 01’ – 04’

Individuals – 1040 Quickbooks Pro

•

• • Keller School of Management

Trust – 1041 Peachtree Accounting

• • Secondary Accounting

Not-for -Profit – 990 CaseWare Audit Suite

• • 07’

Estate & Gift Tax – 706/709 Engagement Audit Suite

• •

Property Tax Microsoft Office

• •

Sales and Use Tax T-Value – w/ tax penalty and

• int. add-on

Compilations, Reviews &

Valuations

Contact this candidate