Tax Accounting

PAMELA BATES, EJD

Phone: 229-***-**** Email: ************@*****.*********:*********@*****.***

TAX & LEGAL PROFESSIONAL

Experienced and detail-oriented Tax Professional with an Executive Juris Doctor degree and a solid background working in compliance with Generally Accepted Accounting Principles (GAAP), Adept at providing detailed and timely financial analysis, examination and preparation of tax documents, and recommendations for process improvement. Solid communication, interpersonal time management, analytical, organizational, and reporting skills. Currently seeking a position that will effectively utilize all acquired skills, abilities, and areas of expertise as follows:

Auditing/Reporting…Tax Preparation/Advisement…Client/Vendor Relations…Project Support…Regulatory Compliance…

Journal/Data Entry…Real Estate Property Appraisal…Tax/Legal e-Research…General Ledger/Ad-hoc…

Expense Management…Legal Document Review/Preparation…Financial/Budget Analysis

Detailed-oriented with excellent research, investigative, and reporting skills

Exercise independent judgment and decision-making abilities, and high level of confidentially

Uphold the ethical standards of the tax and legal professions

Microsoft Office Suite, WESTLAW, Checkpoint, Lawson, TPX, TaxWise, QuickBooks Certified Pro-Advisor, CPA Eligible

PROFESSIONAL EXPERIENCE

Internal Auditor (Independent Contractor), Atlanta National Hypnotherapy, Atlanta, GA 03/18 – present

●Implement administrative, technical audit skills updating and correcting academic standards under state law compliance rules for student’s records, financial information, disclosures and promissory notes.

●Establish appropriate disclosures in student files and corrected any findings contrary to state compliance laws.

●Test financial activity reported by verifying accurate payment receipts are posted to individual student accounts.

●Test and verify cash reported receipts on financial statements within QuickBooks software.

●Correct weaknesses pertaining to financial verifications to ensure state compliance is within regulation.

●Produce student file documents that are not in accordance with loan repayment procedures.

Income Tax Preparer, Advisory CPA Group (formerly Liberty Tax Service), Atlanta, GA 12/16 – present

●Prepare individual, small business, partnership, S Corporation and nonprofit tax returns.

●Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

●Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.

●Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.

●Answer questions and provide future tax planning to clients; furnish taxpayers with sufficient information and advice to ensure correct tax form completion.

●Audit Federal and State agency tax returns where errors or rejects were communicated.

General Accountant, K&D Renovations, Atlanta, GA 03/15 – 11/17

●Maintained general accounting and bookkeeping duties along with special taxation projects.

●Obtained and logged receipts through renovation projects entering all journal transactions pertaining to daily business activities; i.e. travel, supplies, expenditures, expenses and adjustments

●Produced monthly, quarterly and year-end financial reports, prepares ledger entries by recording and reconciling accounts.

●Processed general transactional tax work from finance team; prepared K1, year-end W2 and 1099 tax documents.

●Communicated monthly P&L statement ratios relating to account variances.

Seasonal Income Tax Auditor, Robert Half Accounting/Staffing, Atlanta, GA 01/15 – 03/15

●Communicated with tax individuals via chat assisting with tax questions and inquires.

●Audited individual tax returns to determine tax liabilities.

●Performed internal spot-check auditing, and general auditing duties as needed.

●Collected and analyzed data to detect deficient controls using information systems.

●Inspected tax returns for duplicated entries, fraud, and non-compliance with laws, regulations, and management policies.

PAMELA BATES, EJD RESUME PAGE 2

Temporary Staff Accountant Support, The Waters Organization, Atlanta, GA 01/14 – 06/14

●Provided direct support to company’s CPA.

●Processed data for bank reconciliations and journal entries for shareholders.

●Created and collected data using excel spreadsheets and QuickBooks.

●Provided detailed financial and operational data for support of monthly updates.

●Prepared consolidated internal and external financial statements; gathered and analyzed information from general ledger system for company owner and shareholders.

Seasonal Customer Service Coordinator, H&R Block, Atlanta, GA 12/12 – 03/13

●Initial contact with seasonal income tax clients on pricing, scheduling and tracking tax returns.

●Reconciled daily accounting transactions according to SOX guidelines.

●Audited tax documents and communicated daily transaction accounting reports to district manager.

Licensed Residential Real Property Appraiser, Metro Professional Realty, Atlanta, GA 04/08 – 08/10

●Prepared reports on a property values, inspected and photographed properties, worked on legal descriptions and data on multiple real estate properties.

●Compiled data during process of valuing, selling and buying of homes for residential consumers

●Verified legal descriptions of real estate properties in public records.

●Used “comparable,” or similar nearby properties, to help determine value using GA MLS.

Customer Service/Call Center Billing Pro, Cobb EMC, Atlanta, GA 03/05 – 06/10

●Handled inbound customer service billing and customer service electric applications, billing, troubleshooting, transfers, and credits along with up sales of services.

●Conducted electric service applicant interviews, processed credit scoring for new service orders on-line.

●Verified legal descriptions of residential properties by mapping locations of power outages.

●Directed electrical lineman to affected outage areas for service and repairs.

Account Analyst, Bank of America – Commercial Lending, Atlanta, GA 10/99 – 03/05

●Managed, audited and reconciled high-risk account receivables within the specialty-lending group.

●Analyzed aged accounts receivables and reconciled missed or displaced funds; posted journals and payments to balance ledgers and reversed account errors.

●Assigned credit lines in commercial database and administered a broad range of multi-tasking duties such as: outbound calls to commercial clients, Equifax reports, Dun & Bradstreet reporting, UCC state filing and credit documentation.

VOLUNTEER EXPERIENCE

IRS Volunteer Income Tax Assistance Program (VITA)

●Provide free tax advice and prepare tax returns for individuals making $54,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns.

Non-profit Organization (501c3)

●Manage accounting, budgets, implement regulations, plus 941 and 990 tax filing.

Income Tax Advisor for Individuals and Small Businesses

●Consult with individuals and small businesses as how to best address tax issues.

EDUCATION

Executive Juris Doctor, 2017

CONCORD LAW SCHOOL

Master of Science, Accounting - Audit, 2014

PURDUE UNIVERSITY GLOBAL (formerly Kaplan University)

Bachelor Science, Accounting – Auditing and Forensic Accountancy, 2010

PURDUE UNIVERSITY GLOBAL (formerly Kaplan University)

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