Pearl Wagner
***** **** **** ***, *******, Fl ***32
***********@*****.***
Education:
Florida Atlantic University, West Palm Beach, FL
Bachelor's Degree
GPA: 3.75 of a maximum 4.00
Major: Accounting Honors: Cum Laude
Relevant Coursework, Licenses and Certifications:
Enrolled Agent (2012) (IRS federal license)
Passing Certified Internal Auditor exams (2009)
Currently pursuing CPA exam
Job Related Training:
Have been trained and used various professional tax and accounting software:
Quick book Pro 2013-2014, Pro Tax-Act 2013, Intuit Pro-Series Tax, H&R Block
Pro Tax software.
Proficiency in Microsoft Excel, Access.
Working Experience:
H&R Block 01/2014 - Present
Tax Advisor
-Prepare individual and business tax returns
-Advice clients on tax planning to reduce tax liability
-Represent clients to work with IRS in tax audits, debt resolutions
-Research tax law and its implication to clients
C.A.T Tax, Bookkeeping and Business Consultants 02/2011 - Present
Full Charge Bookkeeper / Tax Professional
-Full charge bookkeeper: recording daily transactions AP, AR, fixed assets,
financing, payroll, federal tax withholding, sales tax collection and payments,
account reconciliations
-Providing monthly/quarterly financial position reports and customized financial
analysis reports such as: inventory turnover, receivable risk, operational break
even, working capital..
- Preparing business tax returns (sole proprietorship, LLC, partnerships) and
individual tax returns
Rodney Eddins, CPA 1/2010 - 04/2011
Accountant / Tax Professional
-Bookkeeping for small businesses: daily transactions AR/AP, general ledger,
account reconciliations, sales tax, preparing quarter and monthly financial reports,
-Prepare and filing taxes for individuals and businesses
-Research, interpret tax law and its implications to clients
-Create tax strategies to reduce the amount of taxes a client owes while remaining
compliant with generally accepted accounting principles and the law
Campus Crusade for Christ 09/2009
-11/2010
Financial Program Assistant/Account Payable/Volunteer
-Enter financial and operation data received from international branches to the
system
-Verify the accuracy of the information, reconcile the data to the budgets and
prepare the reports upon the specific requests
-Assist in preparing and monitoring financial and operation budgets for branches
Family Owned Business 01/2004 to 05/2008
Full charge bookkeeper for family owned business and full time Accounting
major student at Florida Atlantic University (FAU)