OBJECTIVE To find an opportunity to assist in the growth and success of a

business enterprise by utilizing my diverse experience and skill

sets acquired over 16 years in various tax and accounting roles

WORK 2014 -To Present: Tax Manager, HBD Industries Inc.

HISTORY Responsible for all tax compliance work including the timely filing

of all federal, state and local Income tax returns, sales & use tax

returns, personal property tax returns, franchise tax returns and

annual state reports for the parent company (an S Corp) and the

eleven subsidiaries (QSUBS).

Year-end tax planning, working with the Treasurer, CFO and Tax

Director.

Developing a paperless environment, reducing paper documents by over

90%.

Managing sales & use tax audits and exemption certificates.

Keeping controllers updated with income, sales and personal property

tax regulation changes and modifying internal tax policies and

procedures to ensure tax compliance as well as to minimize tax

liabilities.

Reviewing major purchase invoices to ensure proper sales tax charges

and use tax implications.

Reconciling tax accruals/receivables reported on the financial

statements.

Calculating quarterly shareholder distributions and composite tax

payments.

Year-end LIFO book and tax calculations.

Maintaining the fixed asset register and depreciation system and

reconciling to financial statements on a monthly basis.

2010 - 2014: Senior Lead Accountant, Whalen & Co. CPAs.

Servicing and developing a client portfolio consisting of over

twenty very diverse businesses ranging from small retail startups to

established consulting and manufacturing firms. Providing tax,

accounting and consulting services to assist clients operate and

grow their businesses in an efficient manner.

Developing Key Performance Indicators for clients and providing

quarterly financial and ratio analysis, including a summary of

performance against key industry and internal benchmarks. Attending

management /board meetings.

2007 - 2010: Accounting Manager, Haran Watson & Co.

Leading a team of up to eight staff members to operate an accounting

practice involved in accounting, tax and financial planning

services.

Reviewing and signing complied financial statements, individual,

partnership, corporate and payroll tax returns, and meeting clients

at year end for tax and financial planning purposes.

2004 - 2007: Senior Associate, Crowe Chizek & Co. LLC & KPMG LLP

Preparing and reviewing federal, state, and local tax returns for

corporations, partnerships individuals, and not-for-profit

organizations.

Assisting clients with tax compliance and tax planning issues.

Leading consulting projects analyzing client operations and

financials.

2000 - 2004: Accountant, Manoranjan & Shaffer Inc.

Compiling quarterly and year-end financial statements.

Performing audits and reviews of financial statements in accordance

with GAAP and Statement on Standards for Accounting and Review

Services.

EDUCATION Thames Valley University, London UK, Accounting (Chartered Certified

Accountant)

Certified Public Accountant (CPA) - Average score of 91% (licensed

in Ohio)

Certified Financial Planner (CFP) - Passed on first attempt (member

since 2004).

QuickBooks Certified

SOFTWARE Microsoft: Excel, Word and Power Point.

Accounting: QuickBooks Quicken, Peachtree, Go-Systems, CS

Engagement, CS Fixed Assets, Sage Fixed Assets.

Tax: CCH Prosystems Tax and Creative Solutions Ultra Tax, OneSource

Income Tax. Checkpoint Research, BNA Research.

REFERENCES Available upon request.

Contact this candidate