Manager Accounting

Jeffery l. haines, cpa

P.O. Box *** ( West Deptford, NJ 08086 ( 856-***-**** (

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E

nterprising, hard-working and technically skilled accountant known for

accuracy, attention to detail and timeliness in full range of accounting

activities. CPA career spanning 20 years, working in both CPA firm

atmospheres, as well as providing taxation and consulting services to wide

range of industries. Solid credentials (BS in accounting), Certified

Public Accountant license, as well as experience in generally accepted

accounting practices (GAAP), taxation matters, Estate and trust matters,

budgeting analysis and internal control compliance.

Key Skills

Financial statement preparation Estate taxation and planning

Income Taxation preparation and Teambuilding & Staff Supervision

planning Budgeting and financial statement

Corporate Accounting & Bookkeeping preparation and analyses

GAAP/GAS Standards & regulatory Ability to plan, perform and supervise

reporting engagements

Professional Experience

JAS Consulting (Corporate consulting and taxation practice) Kinston NC/West

Deptford, NJ

Owner, 7/2001 to 12/2013

Key Results:

. Management consulting services provided to various entities, primarily in

high net worth taxation and Estate and Trust matters

. Creation of internal controls in entities and management streamlining

. Income taxation preparation and planning for wide range of entities

. Assistance in entity purchases and sales

. Work with client CPA firms in preparation of financial statements and

related matters

. Assistance with various governmental grant and funding activities of

clients

. Work with range of attorneys in Estate planning, taxation and research

Edward L. Barrow & Associates, CPA's

(Regional CPA firm)

Kinston, NC

Manager, 9/2001 to 3/2005

Key Results:

. Planned and supervised variety of A-133 (Yellow-Book), governmental &

Not-for-profit audit engagements

. Significant taxation preparation and planning at corporate and personal

levels

. Audit testing and assistance in creation of organizational controls

. Responsible for new client acceptances, as well as retention

. Significant supervisory activities on multiple engagements at once

856-***-**** ( ********@*******.***

Jeffery L. Haines, CPA R sum ( Page Two

Professional Experience (continued)

Sorelle & Associates, PC, (Regional CPA firm - merged into Bowman and Co.,

LLP)

Woodbury, NJ

Partner, 1/91 to 7/2001

Key Results:

. Began as staff accountant, and eventually named Partner of firm in 1996.

. Planned and supervised variety of A-133 (Yellow-Book) Not-for-profit

audit engagements

. Assisted clients in preparation of governmental reports, including

Medicare, Medicaid, State Aid, etc.

. Preparation of Budgeting reports, analysis and cost step-down analyses

. Responsible for Office IT operations

. Significant taxation preparation and planning at corporate and personal

levels

. Audit testing and assistance in creation of organizational controls

. Responsible for new client acceptances, as well as retention

. Significant supervisory activities on multiple engagements at once

. Responsible for systems of firm

Gillis & Kelly, CPA's (Local CPA Firm), Quincy, MA

Junior Accountant, Audit and Taxation departments, 7/88 to 12/90

Key Results:

. Worked on various for-profit audit and bookkeeping engagements

. Assisted in computerizing office operations

. Worked on taxation matters wide range of entities

Education

UNIVERSITY OF MASSACHUSETTES, Boston, MA

Bachelor of Science in Management / Accounting, 1991

Summa Cum Laude / Foster Furcolo Scholarship

Affiliations

Member, New Jersey Society of CPA's, 1993 to Present

Member American Institute of CPA's, 1993 to Present

Member Pennsylvania Society of CPA's, past/inactive

Member North Carolina Society of CPA's, past /inactive

856-***-**** ( ********@*******.***

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