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Data Entry Microsoft Office

United States
January 31, 2018

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Keith Jones

Houston, TX *****



Seeking a tax accountant position where my skills and experience will benefit the firm and clients while providing international tax career growth.


Detail-oriented, efficient and organized professional with extensive experience in tax and accounting systems.

Possess strong analytical and problem solving skills, with ability to make well thought out decisions quickly

Management oversight to associates for correct output, and a positive environment to ask questions to learn

Excellent written and verbal communication skills.

Highly trustworthy, discreet and ethical.

Tax: 70% individual, C and S corporate, partnership, Trusts and High Wealth compliance, review, and signed.

Attestation: 30% accounting systems Materiality, SOX, FAS, IFRS, FERC


Self-Employed Contract: Advisory, Consultation, Houston, TX October 2016 – Current

Full access with my clients regarding tax changes or accounting positions to reduce penalties and interest

Prepare, determine best available tax scheme, and avoid double tax for USA and International Taxation

Negotiate; define housing contracts, complete focal points to expedite rebuild opportunities

Prepare, review, and sign individual, various LLP and LLC tax returns, and assorted forms for correctness

Determine cost benefit analysis of merger/acquisition and arbitrage opportunities.

Tax treaties, work affirmations, prepare contract assignments and in-country support with legal advice.

Complete Various Tax Forms for extension of tax return to use foreign exclusions

J. Allis and Co., LLC Houston, Texas (Left due to illness) September 2014 – April 2016

International Tax Associate – Individual and Corporate Tax Preparation, Audit HR payroll, overall client intermediary

Full access with my clients regarding tax changes or accounting positions to reduce penalties and interest

Engaged face to face client meetings to reduce total costs by 20% without losing essential benefits

Reviewed and signed Corporate and Individual tax returns, and Tax Equalization/Protection discussions

Created a secure website to collect information, answer questions, invoicing accuracy

Maximized tax benefit for prior loss carryovers, passive income losses credited

Organized payroll W-2s, W-7s, Form 940s, Form 941s gross-up for clients for the new year

Provided tax and accounting options of recognition for clients’ business tax choices.

Coordinated monthly payroll functions for 400+ clients and their employees.

Managed international accounts monthly / quarterly for potential tax requirements

Managed financial departments with responsibility for Budgets, Forecasting, and Payroll

Conferred with bankers, attorneys, and clients of impact regarding financial transactions.

Managed 3 Associates on efficiency, correctness, and conservative tax choices

Grant Thornton – Houston, Texas (included outsource to contract positions) July 2012 – July 2014

International Expat Service – Sr. Associate (IES moved to Chicago office. I did not relocate.)

Reviewed end of year closing

Presented new client scopes and financial benefits of operation

Managed new and existing client proposals, 13 of 18 signed, to increase efficiency and long-term growth and profit

Worked with client and attorneys to assist with subsidiary issues for state and federal applicable laws

Keith Jones – Page 2

Assisted quarterly and end of year book closing

Travelled to clients’ foreign locations to reduce overrun costs 20% to manufacturing, mining, oil and gas

Estimated tax payments for fiscal year for employer tax deductions without excess penalties and interest

Organized general audit functions such as materiality, segregation of duties, SOX finance assistance

Expanded on variable and fixed HR growth model to facilitate more efficient monitoring

Provided advisory roles with clients to advise for GAAP / IFRS / FERC approval

Prepared tax projections, hypothetical taxes / adjustments, and payroll breakdowns

Advised companies on the proper tax alternatives before sending employees to the US

Prepared split calculations when US and foreign companies are paying a ratio of taxpayer’s compensation

Researched tax issues, country tax codes, and treaties between the US and foreign companies

Used QuickBooks to review the income statement, trial balance, and financial statements

Managed 2 associates to view and verify journal entries, trial balance

Prepared and reviewed Corporate, S-Corporations, Partnership, and Individual tax returns

Tax Research to verify and back up potential accounting decisions

Organized shadow payrolls and compensation adjustments to complete W-2 accuracy

Managed 5 associates to process higher efficiency and accuracy nationally

PricewaterhouseCoopers (PWC) June 2008 – March 2012

IAS – Associate/Experienced Associate (Placed on bench when Advisory Client Project ended)

Houston, TX (3+ years international individual tax)

Reviewed and trained associate findings and tax research for accuracy and effectiveness

Prepared/reviewed 1040 and 1040NR returns with forms and treaties needed for tax and reporting

Main contact with taxpayers and clients information for missing tax information and questions

Prepared and directly contacted over 500 taxpayers tax return and equalizations, and estimate tax for next year

Verified all compensation and prior year clients ’ information for completeness

Managed 6-8 Associates and Interns on proper data entry and time management

Greensboro, NC (6 months – Advisory)

Managed 5 Associates on proper data entry and creating a spreadsheet tool to avoid redundancy

Transfer pricing to avoid unusual capital gains/losses from currency conversion

Multiple meetings with client firm to reduce malfeasants and future warning signs

Generated forecasts on a monthly/quarterly basis for the management team.

Reported on changing quarterly costing reports.

St. Louis, Missouri (4 months – Audit)

Determined the Aura Materiality levels from prior year

Reconciled accounts receivable, fixed asset depreciation, and actuaries of loans and stock futures

Created and organized financial records and tax forms for US investors of foreign investments

Prepared 1065, K-1s, 1120s, and 5471 forms for tax audit and reporting

Administered online banking functions, monitored, recorded, and verified company expenses.


B.B.A. in Accountancy University of Houston, Houston, TX January 2005 - May 2008

Masters in Corporate Tax / Accountancy University of Houston, Houston, TX August 2008 – August 2009

Minor - Entrepreneurship – Applying entrepreneurial skills and approaches within an established company

Eligible and actively studying for CPA Exam


Proficient in Microsoft Office, Aura, Adobe Acrobat, Go System RS, Thomson Reuters Tax Software, Tax Symphony, Lacerte, and QuickBooks


Efficient, proficient, able to lead, team player, able individual, mentor, recruiter, management lead, new and continual business presentation research and lead, champion with most software I work on, good negotiator and arbitrator, able to handle stress and work to complete tasks early for any changes, training leader, lead by example, entrepreneur in my past with more to assist with should the plan develop, owned a rehab and training partnership in sports medicine.

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