Manager Professional Experience

PROFESSIONAL EXPERIENCE

TAX SENIOR/MANAGER (CONTRACT)

Luby & Thomson, PLLC, Seattle, WA November 2016-May 2017

Supervised the review of prepared individual and pass-through entity income tax returns.

Prepared income tax returns for individuals, corporations, fiduciaries and limited liability entities in multiple states.

Prepared income tax returns for tax-exempt organizations.

Reviewed income tax returns for tax-exempt organizations that had been prepared by others.

SENIOR TAX ACCOUNTANT (CONTRACT)

C. P. McAuliffe, C.P.A.s, P.S., Seattle, WA February 2016-April 2016

Prepared income tax returns for individuals in multiple states.

Prepared income tax returns, financial statements, closing entries and reconciliations for (limited) partnerships, corporations (C & S), and fiduciaries.

CONSULTANT (SELF-EMPLOYED)

James G. Huff Jr., Raleigh, NC September 2011 – November 2015

Prepared federal and state income tax returns for individuals, partnerships, LLPs, LLCs, corporations (C & S), fiduciaries and tax-exempt organizations.

Prepared payroll, sales and excise tax returns for clients in multiple states.

Volunteered at non-profits to assist in strengthening their internal controls and to increase bookkeeping efficiency. At one of these, I co-supervised the conversion from manual to automated entry the receipt of over 24,000 annual donations.

During most of this period, I was serving as primary caretaker for my mother during her extended illness.

CONTROLLER

PDS Blue Cross & Blue Shield Agency, Cary, NC September 2004 – August 2011

Prepared consolidated corporate income tax returns and financial statements for the agency and its subsidiaries. Worked with outside CPA firms to insure timely and accurate issuance of compiled, reviewed and/or audited financial statements.

Managed accounting, financial planning and financial reporting functions with strong emphasis on cash-flow management, budgeting, forecasting and internal controls.

Prepared all federal and multi-state payroll returns in conjunction with both ADP and Paychex.

Developed, streamlined and integrated processes which resulted in the reduction of non-payroll expenses in the call center of 83%.

Oversaw conversion from manual posting to scanning of over 260,000 annual transactions of revenue totaling over $140,000,000 annually.

Supervised the reconciliation of all accounts and posted all closing entries and tax accruals.

Filed all annual reports with federal and state regulatory bodies.

HUMAN RESOURCES DIRECTOR

PDS Blue Cross & Blue Shield Agency, Cary, NC March 2001 – August 2004

Hired, trained and supervised 8 call center managers and 2 accounting assistants.

Supervised preparation of weekly payroll for 220+ employees of the agency and its subsidiaries.

Managed group health insurance plan for 220+ employees and 150+ independent contractors.

Administered 401(k), SEP and HSA plans for all employees.

Coordinated onboarding of all new employees.

Authored multiple employee handbooks and conducted numerous management trainings.

ATTORNEY

James G. Huff Jr. PA, Raleigh, NC September 1993 – February 2001

Prepared federal and state income tax returns for individuals, (limited) partnerships, corporations (C & S), fiduciaries and tax-exempt organizations.

Incorporated corporations and organized limited partnerships.

Drafted buy/sell, redemption and merger/acquisition agreements.

Worked with closely-held entities and high net worth individuals to maximize tax savings through revocable, irrevocable, living and charitable remainder trusts.

STAFF ACCOUNTANT

E.H. Bridger & Co., Raleigh, NC August 1986 – August 1989

Prepared federal and state income tax returns for individuals, (limited) partnerships, corporations (C & S), and fiduciaries.

Chaired the team charged with the preparation of all estate/gift tax returns.

Supervised preparation of tax returns and financial statements for tax-exempt organizations.

Prepared payroll returns, reconciliations and adjusting journal entries.

Administered multiple defined contribution, defined benefit, 401(k) and Keogh plans.

EDUCATION

JURIS DOCTORATE, summa cum laude, National University School of Law

MASTER OF SCIENCE in ACCOUNTING/TAXATION, University of North Carolina

BACHELOR OF SCIENCE in BUSINESS ADMINISTRATION, University of North Carolina

AWARDS

Editor, National University School of Law Review.

Teacher of the quarter, 7 quarters in a row, American Institute of Paralegal Studies.

American Jurisprudence Society Book Awards

oCommunity Property

oBusiness Organizations

oCriminal Procedure

oConstitutional Law

AREAS OF EXPERTISE

Exceptionally strong leadership and analytical skills.

Achieves results working both independently and as a team leader.

Able to articulate and explain complex financial concepts so that accounting information is more relevant both prospectively and retrospectively.

Years of experience with UltraTax, ProSeries, Quickbooks, Lacerte, Microsoft Word & Excel.

Over 10 years of experience working with both ADP & Paychex.

Currently in the process of getting re-licensed as a CPA in the state of Washington.

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