Gene Ross
**** *. ***** **. *******,AZ *****
*********@*****.*** . 480-***-**** (H) . 602-***-**** (C)
Certified Public Accountant
Financial Reporting . Accounting Operations . Income Tax
Preparations
Highly accomplished Certified Public Accountant with over a decade of
experience in preparations, for individual, partnership, corporate, and
trust tax returns. Results-oriented, decisive leader, with proven success
in budgeting, accounting, forecasting, and financial reports. Customer
focused professional CPA with a focus on building relationships with
clients.
Core Competencies
.1 Estate Planning .2 .5 Strategic Business .9 Financial Audits .10
Individual Tax Returns Planning .6 Contract Forecasting .11 Investment
.3 Financial Reporting Negotiation .7 decisions .12 CSA
.4 Corporate Tax Computerized Tax Suite/QuickBooks/Lacerte
Returns Preparation .8 High Net
Worth Clients
Professional Experience
FLOWERS, RIEGER & ASSOCIATES-Tucson, AZ
January 2013-Present
CPA-Firm
Tax Manager
Supervise a staff of seven CPA's preparing routine to complex individual,
partnership and S corporation tax returns. Research tax issues primarily
in the subchapter S and partnership areas. Provide consulting services on
tax matters for small-to-medium sized businesses and wealthy individuals.
Assist with salary computations regarding reasonable wages for our S
corporation customers.
WAYNE BRADFORD CPA- Tempe, AZ
January 2009 -January 2013
CPA-Firm
Certified Public Accountant
Responsible for client relations and preparations of tax returns. Preparing
financial statements for C corporations, S corporations, partnerships,
LLC's, and trusts. Directed high net worth clients and prepared individual
tax returns. Completed tax returns utilizing electronic databases.
Key Achievements:
1 Recognized opportunities to provide additional services to
existing clients.
2 Established benchmarks for measuring financial and operating
performance.
GENE ROSS CPA-Tucson, AZ
Nov 1999-Jan 2009 CPA-Firm
Certified Public Accountant
Plans, prepares, and completes individual and corporate tax returns. Review
and perform tax research on tax issues using electronic databases for a
diverse client base. Viewed and prepared income tax returns including
individual, corporation, S-corporation, partnership and fiduciary returns.
Experience reviewing work prepared by staff and associates. Strong
understanding of financial statements and GAAP accounting standards.
NATURAL RESOURCES DISTRIBUTING - Chandler, AZ 1990 -
Nov 1999
Health food distributor with annual revenues of $25 million
Controller 11/93-Nov 1999
Full responsibility for bottom-line factors, including daily operations,
long-range strategic planning, purchasing, P&L, preparing financial
reports, statements and projections. Manage/maintain budget and oversee all
ordering decisions for a 120-line, 6,000-product warehouse (totaling 3
million units). Coach, mentor, and supervise 24 employees. Hold finance and
accounting department staff accountable for developing competence,accuracy
and timely execution of work products and services. Spearhead vendor
negotiation in regard to product and pricing.
Key Achievements:
3 Established a system of controls over accounting
transactions.
4 Transformed the inventory turnover ratio from 3.2 to 7.5.
5 Managed the preparation of financial outlooks and
financial forecasts.
Senior Staff Accountant 7/91 - 10/93
Identified cost improvements in processes and procedures. Prepared the
monthly and year end closing procedures. Posted daily banking entries and
reconcile multiple bank accounts. Reconciled balance sheet accounts,
including credit card processor receivables.Applied analytical procedures
to monitor compliance with company policies.
Key Achievements:
6 Improved operational efficiency by developing inventory
management strategies.
7 Reduced costs by 8% through implementation of effective
cost-cutting methods.
EDUCATION
Bachelor of Science in accounting . University of
New Mexico
Certified Public Accountant
Member of AICPA
Member of Arizona Society of CPA's
Instructor for American Institute of Certified Public Accountants