Manager Project

Telephone (W) 901-***-****

Cell # 901-***-****

E-mail: ****************@*****.***

SUMMARY OF QUALIFICATIONS

Possess excellent knowledge of generally accepted accounting principles, financial statements and taxation.

SUMMARY OF SKILLS

Working knowledge with cloud-based technology.

Proficient with e-filing, electronic funds transfers (ACH, EFTPS) and using electronic media.

Recent software experience with CCH Pros Systems FX Tax, CCH Pro Systems Audit vision, HR block online tax software, CCH Internet Tax Research Software, CCH Learning Center, FAS Asset Manager by Best Products, Turbo Tax and Tax Cut, RIA Checkpoint.

Proficient with Windows XP/98, Vista, Microsoft Office 2007, J D Edwards Accounting Software, Lacerte Tax Software, Quicken, BNA Fixed Asset System, Project Workbench and various spreadsheet programs such as excel and word.

Project Accountant, J D Edwards Software (Y2K) upgrade and conversion.

Project Manager, J D Edwards Fixed Asset Implementation.

Project Accountant, J D Edwards Purchasing and Inventory Implementation.

Project Manager, J D Edwards G/L and A/P Accounting Software Implementation.

EDUCATION

Doctor of Business Administration, Business Administration, Grand Canyon University, Phoenix, AZ

Doctoral Learner-Writing Dissertation

Master’s in business administration, Accounting, Grand Canyon University, Phoenix, AZ

Graduated 2012

Bachelor of Science, Accounting, Johnson & Wales University, Providence, RI

Graduated Magna Cum Laude 1983

ACCOMPLISHMENTS AND EXPERIENCE

Senior Tax Manager, Henderson, Hutcherson & McCullough, PLLC, Chattanooga, TN 2015-Present

Reviewed over 1,000 federal, state and local tax returns prepared by CPA staff during tax season.

Researched Tax Court cases in Federal and State tax matters.

Prepared and reviewed over 100 990 Federal tax returns for Non-Profit organizations.

Represented over 50 clients before the Internal Revenue Service and State Department of Revenue in audit and penalty cases.

Highly competent in the abatement of penalties resulting in high savings for taxpayers and businesses.

Represented clients before the IRS payroll tax issues and state SUTA cases resolving issues and abating penalties.

Senior Tax Associate, Vawter, Gammon & Norris & Company, P.C., Cordova, TN 2008 -2015

Reviewed over 800 of Federal, State and Local tax returns prepared by CPA staff during tax season.

Prepared over 500 federal and state tax returns for clients with revenues over $10 million in 28 states.

Prepared over 50 Form 990-PF charitable foundations and 990 exempt organizations.

Researched complex international, federal and state tax issues.

Proven people and excellent management skills.

Managed the day to day client projects.

Reviewed work papers supporting the ASC 740 annual tax provision calculation.

Prepare and reviewed Forms W-2/W-3 940 and 941 payroll tax returns for clients in AR MS, TN and GA.

Represented over 30 clients before the Internal Revenue Service and State Department of Revenue in audits and penalty cases.

Senior Tax Professional, Rowland & Carter, CPA’s P.C. Memphis, TN 2007-2008

Prepared complex construction and non-construction entity federal and state income tax returns.

Prepared privilege, property and local tax returns for client located in many southeastern states.

Conducted research projects for clients to support aggressive tax positions.

Senior Tax Associate, Vawter, Gammon & Norris & Company, P.C., Cordova, TN 2002-2007

Reviewed over 300 and prepared over 200 federal, state and local income tax returns during tax season.

Prepared state income, business, property tax returns for client located in 25 states.

Performed research project for clients to support positions taken in the federal and state tax returns.

Represented clients before the Internal Revenue Service and State Department of Revenue.

Reviewed work papers supporting the ASC 740 annual tax provision calculation.

Prepared detail support schedules required for the consolidated federal and state income tax returns.

Franchise Owner, Liberty Tax Services, Memphis, TN 2001-2002

Managed a tax office day-to-day operation

Corporation & S Corporation Income Tax Returns and Partnership pass through entities.

Senior Tax Director, Medshares, Inc. Memphis, TN 1999-2001

Managed a Tax Department composed of 6 team members and responsible for all Income, Payroll, State and Local taxes for a complex group of 230 corporations with operations in 28 States.

Reviewed consolidating financial statements in accordance with GAAP and understand the HCFA cost reports affect on Federal and State Tax Returns.

Excellent understanding of tax adjustments (book vs. tax M-1 & M-3 adjustments) on Federal Tax Returns.

Excellent understanding of the cost reimbursement regulations and reporting concepts in the home health care industry.

Developed an electronic data report download to excel for uploading data into tax program, eliminated the difficult task of keying data and saving preparation time.

Researched various tax issues at the Federal and State level using CCH Internet Tax Research Software and Internet research tools offered by most Departments of Revenue.

Advised the Board of Directors to reorganize the corporate legal structure, realizing annual tax and administrative cost savings of over $100,000.

Administered a multi-million-dollar quarterly tax forecast assisting the Treasurer with cash management.

Tax Director, Integrated Health Services of Brunswick, Inc., Brunswick, GA (Merged with Med shares, Inc.) 1996-1999

Managed a Tax Department and responsible for all Income, State and Local taxes for a large company with annual gross revenues of over $600 million dollars.

Worked closely with our cost reimbursement team to prepare the Health Care Finance Administration (HCFA) cost reports for many home health agency providers.

Prepared consolidating financial statements and supporting tax schedules for the consolidated Federal & Multi-State income tax returns.

Approved estimated tax calculations and authorized tax payments.

Reviewed franchise, property, gross receipts, and other local tax returns.

Represented the Company before the Pennsylvania Bureau of Audits and Board of Appeals saving the company $200,000.

Tax & Fixed Asset Manager, First American Health Care, Inc., Brunswick, GA (Merged with Integrated Health Services, Inc.) 1992-1996

Managed a Tax and Fixed Asset Department and responsible for the company’s fixed asset management accounting system and all Federal and State tax returns.

Received special recognition award from the Chief Executive Officer for writing the capital asset policy and reshaped the fixed asset system saving the company over 250,000 dollars a year.

Tax & Financial Analyst, ABC Home Health Services, Inc., Brunswick, GA (Name changed to First American Health Care, Inc.) 1988-1992

Prepared, analyzed and presented the financial forecast, financial statements, and responsible for preparing all income tax returns. Audited accounts, prepared work papers and maintained a working relationship with our external Auditors.

Tax Accountant, Rich-Sea Pak, Inc. St. Simons Island, GA 1987-1988

Prepared tax returns, analyzed accounts, generated work papers, and booked journal entries.

Planned the accounting workflow to end the ESOP pension plan and start up the 401K.

Revenue Agent, Internal Revenue Service, Los Angeles, CA 1984-1987

Planned, administered and supervised audits of corporations and partnerships. Researched tax law for the group on appeal and court cases. Affectionately nicknamed "Mr. Code & Regs." by the group.

Military Service

U.S. Marine Corps: Infantry Platoon Commander, Infantry Platoon Leader, Infantry Squad Leader, Combat Veteran, Formal Schools Instructor at the Marine Corps Sea School, Naval Studies, Honorable Discharge.

U.S. Army Georgia National Guard: Section Leader, Desert Shield/Storm Veteran, Honorable Discharge.

COMMUNITY SERVICE

Treasurer, Chattanooga Kids on the Block, Chattanooga, TN 2016-2018

PROFESSIONAL CERTIFICATIONS

Enrolled Agent, September 1996, licensed to practice before the IRS, in good standing

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