Accountant
Resume:
Kimberly Lenox, MST
********@*******.***
Professional Experience:
Property Accountant, Rubenstein Partners, Philadelphia, PA; 2002-2003
Preformed monthly, quarterly and annual accounting activities including Financial Reports for multiple properties in the portfolio.
Analyzed and reported on financial status including Income Statement variances.
Prepared the annual budget for each property.
Communicated regularly with the Property Manager.
Approved and coded all account payables for payment.
Senior Tax Accountant, Asher & Company, Ltd., Philadelphia, PA; 2000-2002
Reviewed and prepared corporate, partnership, individual, exempt organizations, estate and trust tax returns using Go Tax software.
Reviewed year-end bookkeeping work prepared on Go Audit software. Reviewed and compiled financial statements.
Prepared corporate, partnership, and individual tax projections.
Prepared and presented in-house continuing professional education seminars.
Trained, mentored and managed staff.
Performed and researched agreed upon procedures.
Tax Analyst, PMA Capital Corp., Philadelphia, PA; 1998-2000
Prepared federal tax returns for Real Estate Holding Companies, Non-Profit Companies, Life Insurance Companies, Property and Casualty Insurance Companies and the Consolidated return using CorpTax software.
Prepared quarterly and year-end tax provisions for 30 companies in the controlled group to account for current income tax expense and deferred tax assets and liabilities.
Reconciled inter-company receivables and payables.
Analyzed tax questions utilizing RIA online, BNA Libraries, Klienrock Tax Libraries and other sources to recommend the best course of action.
Forecasted and analyzed budgets for the 14 Real Estate Holding Companies in the group.
Setup procedures to ensure proper reporting of 1099 vendors using Oracle Financials.
Reviewed monthly Sales and Use and Use and Occupancy tax returns being filed, after setting procedures in place.
Staff Accountant, Bowman & Company LLP, Voorhees, NJ; 1996 - 1998
Prepared federal and state tax returns for clients including individuals, partnerships, corporations, pension plans, estates, and trusts using Pro-system fx for Windows tax software.
Planned, coordinated and conducted audit and review engagements including school boards and nonpublic companies.
Determined quarterly payroll expenses in order to complete payroll tax returns.
Completed financial statements using Accountants Trial Balance software, Depreciation Solution for Windows, and Lotus 1-2-3 for various clients.
Assisted on various clients’ tax issues with the Internal Revenue Service.
Researched tax questions in RIA, CCH and various other sources in order to determine a course of action and to present findings.
Assisted in developing tax planning strategies, such as recommending year-end bonus amounts and profit sharing contributions to maximize tax savings.
Analyzed and evaluated results of clients’ operations in comparison to projections, prior year results, and industry trends.
Student Participant, Up With People, Denver, CO; 1995 - 1996
Participated in one-year program of travel to 90 cities in 9 countries.
Performed community service, gained experience with music, technical production and presentation skills.
Received training in personal management, organizational development and conflict management.
Organized activities for cast of over 150 people for an 8-day period.
Responsible for everyone working together as a team.
Education:
Widener University, Chester, PA
Master of Science, Taxation, August 1995 / Overall GPA 3.5
Bachelor of Science, Accounting, May 1994 / Overall GPA 3.5
Honors and Achievements:
Widener Univ. School of Management Honors Mathews Johnson Scholar
Dean's List Academic Honors
CPA certificate (inactive)
Volunteer Activities:
Fundraising Coordinator, Boy Scout Troop 13, Swedesboro, NJ; 2017-2018
Bring fundraising ideas to the Committee and help determine if they are feasible for the Troop to pursue.
Organize fundraisers for the Troop.
Determine the profit each scout participant receives based on their sales.
Communicate with scouts, parents, scout leaders and the committee how each fundraiser will work, how much scouts will earn, and any other information pertinent to the fundraiser.
Research different vendors regarding fundraising opportunities.
Treasurer, Crossbridge Community Church, Woolwich Township, NJ; 2014-2015
Recorded all donations collected by the church.
Recorded all credit card charges and prepared chargeback invoices.
Paid all monthly payments, including salaries.
Filed all appropriate quarterly and annual tax returns.
Communicated with the Church elders monthly regarding the financial condition of the church.
Prepared monthly Income Statements, Balance Sheets, Bank Reconciliations and all accounting responsibilities.
Treasurer, Moms’ Club of Woolwich, Woolwich Township, NJ; 2009-2013
Collected all dues and deposited into the bank.
Prepared bank reconciliations monthly.
Attended board meeting monthly.
Paid any and all expenses and reimbursements.
Additional Software Proficiency:
Microsoft Excel Microsoft Word
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