D avid L. M iller

PROFESSIONAL SUM MARY

• Extremely talented finance professional with an extensive analytical experience in preparing tax

returns for businesses and individuals.

• Expertise in general accounting, GAAP and STAT accounting rules, financial auditing and

p lanning, financial reporting, payroll, sales, property tax preparation, and income tax preparation.

• Accomplished in development of key methods for organizations to strengthen financial

performance, improve controls, and mitigate tax liabili ties.

• Highly skilled in performing A/P, A/R, billing, financial reconciliations and payroll tasks.

• Excellent communication skills, very personable and professional in demeanor.

• Detail oriented with strong analytical skills and produce quality work under deadlines.

• Tool/System proficiencies: Turbo-tax, RIA, Lacerte, IRS.gov, Peachtree, Jackson-Hewitt Software,

M S Office Suite, Adobe.

• Excellent analytical & communication skills.

• Detailed knowledge of legal & clerical procedures and t ranscription .

• Abili ty to multi-task and work in fast paced environment .

• Exceptional customer service skills.

• Available immediately.

E DUCAT ION

BS in Business Administration - California State Polytechnic University, Pomona, CA

o Major in Accounting

PROFESSIONAL EXPER IENCE

Tax Preparer (Seasonal only)

Jackson Hewitt Tax Service, San Antonio, TX

J anuary 2015 -Present

• Responsible for preparing income tax returns of individuals.

• Conduct customer interviews and information documentation.

• IRS PTIN Preparer registration.

• Calculate sales tax returns and depreciation for various tax reports .

• Answer client queries regarding tax codes and appropriate deductions .

• Advice clients about investment strategies to minimize their taxes as per tax laws.

• Provide payroll services to corporate fi rms and businesses.

• Perform e-filing tasks as per schedule.

Office Manager

D ave Taylor Roofing, I nc., M issoula, M T M ay 2014-December

2014

A dministered bookkeeping, cash intake/reconciliation, and order placement.

• Responsible for customer service, accounts payable, accounts receivable and collection activities,

payroll processing and reporting, and all other accounting functions through financial statements.

• Other duties included lead processing, word processing for owner and superintendent, cash

management, warranty claim processing, answering the phones, office supplies ordering, and

general office clean up.

• Had direct contact with customers and vendors.

• Received and maintained proper cash accountability.

• Completed and maintained accounts payables and accounts receivables.

Bookkeeper

D ouble F ront Café, I nc., M issoula, M T A pril

2014–June 2014

• Recorded cash receipts, reconciled and balanced cash t ills, batched credit card receipts and

reconciled to daily sales reports from the POS system.

• Processed accounts payable, payroll and general journal entries.

• Currently using Aloha POS software and Quick Books Pro.

• Maintained company books including A/P, A/R, bank statements and other reports.

• Issued financial statements and reports as and when required.

• Prepared all tax reports.

• Monitored inventories, internal vendor accounts and managed invoices.

Tax Preparer

J ackson Hewitt Tax Service, M issoula, M T December 2013-

April 2014

• Responsible for preparing income tax returns of individuals.

• Conduct customer interviews and information documentation.

• IRS PTIN Preparer registration.

• Calculate sales tax returns and depreciation for various tax reports .

• Answer client queries regarding tax codes and appropriate deductions .

• Advice clients about investment strategies to minimize their taxes as per tax laws.

• Provide payroll services to corporate fi rms and businesses.

• Perform e-filing tasks as per schedule.

Staff Accountant

J ames A McNay, CPA, P.C., M issoula M T J anuary 2003–April

2012

• Preparation of Individual, Corporate, Partnership and Non-Profit Tax Returns.

• Client Driven Bookkeeping, Data Ent ry, Payroll and Financial Statement Preparation.

• Addressed complex tax issues and tax deduction problems of clients.

• Car ried out thorough research for new tax software and select the most efficient software for the

company.

• Assisted clients about legal issues, tax amendments and payment plans.

Accountant/Office Manager

M a rwest P roperties, M issoula, M T M arch 2003–

January 2004

• Preformed accounting procedures through Financial Statements for 7 Companies including Real

Estate Sales and Rentals, Storage Rentals, Restaurant and Holding Company.

• A/P, A/R, Customer Service, Payroll, Cash Management and General Ledger Adjustment.

• Maintained company books including A/P, A/R, bank statements and other reports.

• Issue financial statements and reports as and when required.

• Prepared all tax reports.

• Monitored fixed assets and managed invoices.

Staff Accountant

W hite, Rhodes & Company, P.C., M issoula, M T D ecember

2000–March 2002

• Assisted in preparation of Individual, Corporate and Partnership Tax Returns.

• A/P, Payroll, Data Ent ry, Reception and Financial Statement Preparation.

• Addressed complex tax issues and tax deduction problems of clients.

• Car ry out thorough research for new tax software and select the most efficient software for the

company .

• Assisted with legal issues, tax amendments and payment plans.

Further professional history provided upon request

Contact this candidate