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Accountant-CPa

Location:
Carrollton, Georgia, United States
Posted:
August 31, 2017

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Wendy M Westmoreland, CPA

** ********* ******

Buchanan, GA 30113

(770)***-****

ac13t2@r.postjobfree.com

Goal: To obtain a position where I can make a positive impact, and grow and develop as a successful CPA Education: State University of West Georgia, Carrollton, GA B.B.A. Accounting (program accredited by AACSB), GPA 3.4, May 2003 Computer Skills: Microsoft Word, Power Point, Excel, QuickBooks, Creative Solutions Accounting, Depreciation Solution, Accountant’s Trial Balance, Ultra Tax, ProSystems Tax, Practice, InSource Tax, Engagement, Cognos, Platinum, FRX, Drake

Walter D Duke and Associates

CPA from November 2015 to present

• Create financial reports from client provided records in order to advise clients within the areas of tax and financial planning

• Analyzed, examined and interpreted account records and compile financial information on a monthly basis for small business clients

• Process journal entries necessary for completion of accurate accounting records

• Reconcile bank accounts for small business clients

• Preparation of sales tax reports as needed

• Preparation payroll tax calculations and reports as required

• Preparation of personal property tax reports

• Preparation of personal income tax returns

• Preparation of business tax returns, including partnerships, c-corporation and s-corporations Wendy Westmoreland (Henry), CPA

Owner from Jan 2010 to November 2015

• Create financial reports from client provided records in order to advise clients within the areas of tax and financial planning

• Analyzed, examined and interpreted account records and compile financial information on a monthly basis for small business clients

• Process journal entries necessary for completion of accurate accounting records

• Reconcile bank accounts for small business clients

• Sales tax return preparation

• Preparation of payroll tax calculations and reports as required

• Preparation of personal income tax returns

• Preparation of business tax returns, including partnerships, c-corporation and s-corporations Janus International, located in Temple, GA

(acquired by Sawmill Investors in December 2013, located in Briarcliff Manor, NY) Senior Staff Accountant from December 2013 to April 2014

• Assisted Assistant Controller in daily duties during her maternity leave

• Month end close process

• Reconciled all balance sheet accounts, making adjustments as needed

• Prepared monthly financial statements for owners and investors

• Assisted Accounting Staff

University of West Georgia, located in Carrollton, GA Internal Auditor from August 2010 to December 2013

• Conduct internal audits for various processes and departments

• Prepare written reports of findings related to internal audit engagements

• Conduct research related to various topics as needed

• Assist with reconciliation of various accounts

• Assist with investigations as needed

Paul Hawkinson, CPA, (currently merged with the Douglasville location of Cherry, Bekaert and Holland (CBH), L.L.P., now Hawkinson and Muchnick), located in Douglasville, GA Senior Tax Accountant from February 2009 to December 2009 (CBH) Accountant from January 2010 to April 2010 (Paul Hawkinson) (Busy season)

• Prepared C-Corporation, Partnerships, and S-corporation tax returns for small to mid-size companies

• Prepared personal returns for individuals of varying net worth

• Prepared estimates for individuals

• Made adjustments and completed bookkeeping for clients of varying sizes and varying industries from construction, manufacturing, wholesale and real estate Southwire Company, Inc., located in Carrollton, Georgia Tax Accountant from January 2007 to February 2009

• Prepared state income, franchise and composite returns for approximately forty states for a multi- billion dollar company

• Calculated and prepare quarterly estimates for all states as required

• Prepared response to notices from various taxing authorities

• Worked with upper management during interim time the Company was in search of a Tax Director

• Prepared VAT tax returns and various excise tax returns as required for multiple states

• Converted amounts for estimates from foreign entities owned by Southwire

• Prepared information for board meetings as well as coordinating with external parties regarding shareholder tax information

• Research complex tax matters as requested by the Board of Directors and other departments as needed

• Liaison for sales tax auditors as well as state income tax auditors

• Coordinated with various departments within the Company as needed for support

• Prepared footnotes for financial statements regarding tax for external auditors

• Prepared federal and state returns for all qualified subsidiaries, as well as entities owned by Southwire, including partnerships and s-corporations.

• Prepared pro-forma federal returns for states that did not accept the q-sub filing states and states that Southwire filed as a C-corporation

• Assisted in preparation of tax adjustments ranging from simple to complex for the preparation of book and tax differences.

Warren, Averett, Kimbrough & Marino, L.L.C. (merged with Goodgame, Burleson & Cotton, January 05), located in Anniston, AL

Staff Accountant from December 2003 to July 2004

Senior Accountant from July 2004 to December 2006

• Worked independently and as a team on governmental, small business and 401k audits

• Prepared C-Corporation, Partnerships, and S-corporation tax returns for small to mid-size companies

• Prepared personal income tax returns, as well as fiduciary and non-profit returns

• Prepared compilations and reviews for industries ranging from manufacturing, real estate, wholesale, construction and various other industries

• Prepared contractor’s license and various franchise returns as required

• Bookkeeping for various clients including adjustments and preparation of financial statements Activities: Accounting Club, Dean’s List, Accounting Honor Society, Member of PTO, Member of Alabama Society of CPA’s, Member of Georgia Society of CPA’s, Member of Institute of Internal Auditors References: Available Upon Request



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