Sales Manager

Location:

Roswell, GA

Posted:

December 31, 2012

Contact this candidate

Resume:

Larry M. Walker, Jr., EA, CFS

Enrolled

Agent, Certified Fund Specialist

Office Line - 770-***-**** or

888-***-****

Facsimile - 770-***-****

Email - *******@*-********.***

Education

Bachelor of Business Administration

Georgia State University, Atlanta, Georgia

Major: Accounting

Honors: Cum Laude

GPA: 3.50

Graduation: June 1992

Other Institutions Attended: University of

The Pacific, Stockton, CA; San Joaquin Delta College,

Stockton, CA; De-Anza College, Cupertino, CA

Continuing Professional Education

Professional Education Services, LP - Individual Income Tax + Ethics

and Professional Responsibility for Enrolled Agents 12/2012;

The Tax School - Tax Aspects of the Self-Employed 12/2011;

NATP Annual Meeting Dillard, GA 09/2011;

The Tax School - Individual Tax + Ethics 12/2010; NATP Annual Meeting

Dillard, GA 09/2009; NATP Annual Meeting Dillard, GA 09/2008; NATP 1040/Beyond the 1040 Workshop 10/2008; NATP 1040/1040 Extra Workshops Atlanta, GA 10/2007; NATP Annual Meeting Dillard, GA 09/2007;

CFS Course - Institute of Business & Finance 06/2006 to 09/2007; NATP Annual Meeting Dillard, GA 09/2006; VestFest St. Louis, MO 06/2006; NATP 1040/1040 Extra Workshops

Atlanta, GA 10/2005; NATP Annual

Meeting Dillard, GA 09/2005; NATP 1040/1040 Extra Workshops Atlanta, GA 10/2004; NATP Annual Meeting

Dillard, GA 09/2004; VestFest Providence, RI 06/2004;

IRS Nationwide Tax Forum Atlanta, GA 08/2003; NATP Annual Meeting

Orlando, FL 07/2003;

Series 6/63 Training Stone Mountain, GA 02/2003; GA Chapter NATP Annual Meeting

Dillard, GA 10/2002;

IRS Nationwide Tax Forum Atlanta, GA 08/2002;

National Tax Training School - Tax Law 01/2002; IRS Special Enrollment Exam

Atlanta, GA 10/2001;

IRS Nationwide Tax Forum Atlanta, GA 08/2001; Georgia Department

of Revenue - Sales & Use Tax Seminar

Decatur, GA 06/2001; IRS -

Electronic Filing of Returns Workshop Atlanta, GA 10/2000; Peachtree Accounting

Certificate DeKalb College 03/1998; Excel for Windows Certificate

DeKalb College 02/1998; QuickBooks Pro

Certificate Dekalb College 02/1998.

Certifications, Associations and Skills

Enrolled Agent (EA) - Enrolled to Practice before the IRS

Certified Fund Specialist (CFS)

FINRA Licensed Series 6 / 63

IRS Authorized Electronic Returns Originator (ERO)

Member: National Association of Tax Professionals (NATP)

Southern States Authorized E-file Provider

West Coast Authorized E-file Provider

Mid-Atlantic Authorized E-file Provider

State of New York Authorized E-file Provider

State of Illinois Authorized E-file Provider

Former IRS Compliance Examiner (1988-1994)

Former Assistant Controller

Former Credit & Collections Manager

Former Senior Accountant

Former Series 7

Individual, Trust, and Corporate Income Tax

Preparation

Sales and Use Tax Return Preparation

Quarterly and Annual Payroll Tax Compliance

Business Personal Property Tax Return Preparation

Non-Profit 501(c)(3) Accounting & Form 990 Tax

Return Preparation

QuickBooks Pro Accounting Certificate

MS Access Database Development

MS Excel 3-D Functions and other linked

applications

MS FrontPage and Custom HTML Programming

Experience

01/2000 to Present

President/CEO : 4-Serenity, Inc.,

Stone Mountain, GA

Primarily perform Individual & Corporate Income Tax Preparation,

Planning, and

Consultation. Represent taxpayers in Federal and State tax matters.

Specialize in complex tax problems including Non-Filers, Installment

Plans, Offer's in Compromise, IRS Errors, Amending Prior Tax Returns,

Net Operating Losses, Corporate Formation, and Calculation of Estimated

Tax Payments. Perform

Financial Statement Compilations, Accounting Services, Payroll

Services, and

General Business Consulting. Prepare financial projections for

financing and budgeting purposes. Experience with Mortgage Brokers, Real Estate

Professionals, Property Management Company's,

Restaurants, Real Estate Appraisers, Insurance Agents, Investment

Advisors, Construction Company's, Graphic Designers, Attorney's, IT

Professionals, Churches, Non-Profit Corporations, Contractors,

Retailers, Miscellaneous Service Company's and Manufacturing Industries.

Assist companies by outsourcing as their Corporate Controller. Tax planning with

an emphasis on formation and ongoing support for S-Corporations & LLC's. Consulting on Computer

selection, Accounting Systems, and EDI. Assist with Web Site

Development and e-Commerce. Manage and

operate online tax filing service at www.4-Serenity.com.

Also provide retirement and business cash management. Affiliates include: Dell Computers,

Intuit, QuickBooks Pro, TurboTax for the Web, American Express and

others.

05/2001 to 01/2002

Senior Accountant: HLM Accounting & Tax, Inc.,

Decatur, GA

Write-up & Review of Small Business Accounting Systems. Perform Bank

Reconciliations and Adjusting Entries. Prepare Quarterly Employer

Returns, Sales & Use Tax, and Personal Property Tax Returns. Write-up

and Compilation of Financial Statements. Review and Evaluation of

Accounting Systems. Planning and Implementation of Accounting Systems.

Assist with QuickBooks Pro problems and implementations. Preparation

of Individual & Corporate Income Tax Returns. EDI trouble shooting and

Business Consultation. Representation on IRS & State Tax Matters.

10/2000 to 04/2001

Assistant Controller: Android Industries, Inc.,

Atlanta, GA

Primary responsibility was development and maintenance of Payroll

Systems for three plants. Secondary responsibility included Job

Costing, Inventory Control, Material Procurement, and Financial

Reporting. Financial Reporting included creating annual budgets,

monthly closings, and managing weekly key performance measures for

subordinate employees. Ai is a direct supplier to General Motors Corp.

03/1998 to 10/2000

EDI, Credit & Receivables Audit Manager: Rollins, Inc.,

Atlanta, GA

Staff and train Home Office Receivables Audit Department with

appropriate personnel. Responsible for Approval of all Corporate

credit sales. Manage $25 Mil of A/R. Collect bad debts through dunning

notices and the use of outside collection agencies. Post month end

journal entries to the G/L using JD Edwards. Reconcile Cash and Credit

Card Deposits, multiple A/R accounts, and bad debts. Enforce company

credit and collection policies through Branch Out-of-Policy Audits.

Calculate the allowance for doubtful accounts, and prepare top level

A/R Analysis reports, Aging reports, collection trend and statistical

reports. Also analyze Revenue vs. Receivable by Branch, Region and

Division for 400+ locations. Assist in preparing annual budget and

forecasting. In addition, manage EDI (Electronic Data Interchange) and

other special billing arrangements including, flat files via Email,

Excel files, and American Express Payment Link. Calculate quarterly

bonus for branch locations based on A/R statistics. Assist Internal

Audit Department with annual audits by external CPA's. Involves

advanced Excel & Access skills. Utilized a PC-LAN connected to an

AS400. Knowledge of JD Edwards A/R and G/L, IBM Client Access, NGS

Query, Monarch Query, Pilot Query, GE Desktop EDI, DNS Quick EDI, and

others.

01/1996 to 02/1998

Accounts Receivable Associate: SmithKline Beecham

Clinical Laboratories, Tucker, GA

Responsible for controlling work flow within a large Medical Billing

A/R department. Designed Systems to control and report work-in-transit

inventory of bill type transfers, correspondence, partial bills, and

Medicaid bills. Reports were used to plan work hours, and departmental

growth. Reported to the Patient Billing Supervisor. Systems were

created using advanced MS Excel techniques.

11/1994 to 07/1995

Registered Representative (Stockbroker): Investors

Associates, Inc., Atlanta, GA

Series 7/63 Licensed Stock Broker. Sold investments in NYSE and NASDAQ

Stocks, bonds, and mutual funds. Utilized mailing campaigns, cold

calls, and meetings with clients and prospects to build a clientele.

Received the award, "Rookie Broker of the Month", in my 1st month.

Outsold all other Brokers in the firm consistently. Paid on commission

only.

02/1988 to 04/1994

Compliance Tax Examiner: U. S. Dept. of the Treasury /

IRS, Atlanta, GA

Supervised and trained 8 examiners in the Illegal Tax Protestor (ITP)

Unit. Examined individual income tax returns for compliance with

Internal Revenue laws, rules, and regulations. Pre-screened all

Southeastern U.S. Audit Cases. Conducted training seminars for

other departments. Performed extended details with the IRS Problem

Resolution Program, and the IRS Adjustments Division. Received

numerous awards for performance and innovation. Received monetary

award for suggesting the link between the IRS and the Social Security

Administration's Master File.

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