ANTHONY CARLSON

**** ******* ***** • San Marcos, CA 92069 • acd8au@r.postjobfree.com • 949-***-****

Summary of Qualifications

Tax Analyst * Financial Reporting * Payroll Administrator * Accounting

PROFESSIONAL EXPERIENCE

Tax Preparer (Seasonal), Pamela S. Lint & Associates 2014

• Working directly with a CPA to complete personal tax returns for all clients.

Staff Accountant, Barnett & Company, Inc. Certified Public Accountants 2013

• Interviewed clients for tax information, started each return, and conducted analysis to

determine all supporting documentation – and working with client to obtain. Provided

detailed notes for the final review of tax returns.

• Maintained all Accounts Payable and Account Receivable for multiple clients.

• Filed quarterly payroll tax returns, remit tax payments, and generate paychecks for

multiple clients’ payroll cycles, while maintaining all payroll and employee records.

• Bookeeping

Taxation Staff Associate (Seasonal), Shapiro and Co., an Accountancy Corporation

2012

• Interviewed clients for tax information, started each return, and conducted analysis to

determine all supporting documentation – and working with client to obtain. Provided

detailed notes for the final review of tax returns.

• Bookkeeping

Financial Reporting Staff Associate (Paid Internship), TGG Accounting

2011

• Maintained all Accounts Payable and Account Receivable for multiple clients.

• Filed quarterly payroll tax returns, remit tax payments, and generate paychecks for

multiple clients’ payroll cycles, while maintaining all payroll and employee records.

• Bookeeping

Student Consultant, LPL Financial 2011

• Market entry analysis

Student Delegate, CSU San Marcos Early Assessment Program 2009 - 2010

• Public Relations

CSU San Marcos PRIDE Ambassador/MiraCosta College Student Ambassador 2006 - 2010

• Developed excellent public speaking skills working in public relations: visited high

schools, hosted tours, and gave presentations about higher education to youth ages 8-18.

• Developed effective interpersonal communication skills: conducted and reported on

confidential meetings with students, worked the front desk answering questions,

scheduling appointments, and fielding phone calls.

• Demonstrated leadership skills as a Student Senator to develop the budget for the student

body, and as a graduate of the Emerging Leaders Institute wherein I organized College

Hour events at MiraCosta College.

ACADEMIC PROJECTS

• Researched market potential for expansion into India on behalf of LPL Financial in the

Senior Experience Program as the Company Contact Representative.

• Analyzed questionaires using SPSS to make action recommendations to Honda about the

Civic Hybrid; and also to the President of California State University San Marcos about

improvements to the College of Arts and Sciences.

• Wrote an essay regarding anthropological issues at the Carlsbad Boys and Girls Club for

a Service Learning Project that was selected to be published in MiraCosta’s Reflections.

• Associated Student Government Senator, MiraCosta College 2006 - 2008

• Peer Advisor, MCC Extended Opportunities Programs and Services (EOPS)

2007 – 2008

SUMMARY OF SKILLS

• Lacerte, QuickBooks, Encompass, Access, SPSS, Excel, Word, and PowerPoint

PROFESSIONAL AFFILIATIONS

CalCPA 2011 - 2014

Alumni Association, California State University San Marcos 2011 - 2014

Accounting Society, California State University San Marcos 2008 - 2011

EDUCATION

Bachelor of Science in Business Administration, Option: Accountancy May 2011

Cumulative GPA: 3.0; Major GPA: 3.2; Dean’s List, one semester; Re-entry GPA: 3.33

California State University San Marcos

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