Keith Jones

813-***-****

Tampa, FL *****

E-Mail: ad4a8f@r.postjobfree.com

OBJECTIVE:

Seeking a tax accountant position where my skills and experience will benefit a firm and their clients while providing tax and accounting growth in a firm setting.

CAREER PROFILE:

•Detail-oriented, efficient, and organized professional with extensive experience in tax and accounting systems.

•Possess strong analytical and problem-solving skills, with ability to make well thought out decisions quickly.

•Management oversight to associates for correct output, and a positive environment to ask questions to learn.

•Excellent written and verbal communication skills.

•Trustworthy, discreet, and ethical

•Tax: 10+ years; Individual, Partnerships, High Wealth compliance, review, and signed

•Materiality and proper use of SOX, FASB, IFRS, GAAP regulations

EXPERIENCE:

Jeff Thomas CPA: Tampa, FL September 2023 – October 2023

Contract for tax season

Compliance preparation and review Individual and Partnership

Electronically file Federal and state returns

Ernst and Young: Tampa, FL May 2022 – August 2023

Senior Tax Analyst – 1000+ employees

Prepare, review, and finalize partnership tax returns and K-1s / K-3

Multi-state, multi-FEIN payroll administration

Prepare financial statements, prepare / review, Partnership, and individual tax returns.

Extract K-1/K-3 statements for use in the financial department of clients

Review and edit SALT and international tax regulations to tax returns and IRS notices.

Quarterly reviews, budgeting, and advancing efficiency in new opportunities.

Barlas Tax and Financial Group: Tarpon Springs, FL January 2022 – April 2022

Tax Specialist- Contract for tax season

Tax compliance - Individual, Partnership

Provided initial tax interviews, review returns, and final return deliveries/discussions.

Roberge, Poskus International: St. Petersburg, FL May 2021 – December 2021

Senior Tax Accountant – Contract through PwC

•FIRPTE tax preparation, Partnerships/K-1s

PwC: Tampa, FL June 2019 – December 2021

Senior Lead – Wealth Management/Abandoned and Unclaimed Property, Sales, and Use Tax,

International Individual Tax Compliance/Consultation – 1000+ employees

•Wealth Management – prepare, review, mail trusts, and charitable forms to mail to the IRS.

•Multi-state, multi-FEIN payroll administration

•Unclaimed Property – Review composes for mailing to client, send for engagement team approval.

•Sales and Use Tax – prepare and e-file sales and use tax for clients for each state.

•Global Mobility Services – Provide US / Global tax returns, consulting, CCH Datascans (Automation and Alteryx)

•Frontload, prepare, review, and consult with clients to prepare individual international tax solutions.

Family Health Care: Houston, TX April 2016 – June 2019

Family Caregiver; Power-of-Attorney, Nurse Practitioner

Provided full time care for mother, with Dementia and Breast Cancer, who has died.

Worked as nurse, power of attorney, 24-hour assistance

Keith Jones page 2

J. Allis and Co., LLC Houston, Texas (Left due to family illness) September 2014 – April 2016

International Tax Associate – Individual Tax Preparation, Audit HR payroll, overall client intermediary

•Direct contact with clients regarding tax changes or accounting positions to reduce penalties and interest

•Engaged face to face client meetings to reduce total costs of essential benefits

•Reviewed and signed Individual tax returns, and Tax Equalization/Protection with client discussions

•Created a secure website to collect information, answer questions, invoicing accuracy

•Maximized tax benefit for prior loss carryovers, passive income losses credited

•Organized payroll W-2s, W-7s, Form 940s, Form 941s gross-up for clients for the new year

•Provided tax and accounting options of recognition for clients’ business tax choices.

•Coordinated monthly payroll functions for multiple clients and their employees.

•Managed international accounts monthly / quarterly for potential tax requirements

Grant Thornton – Houston, Texas (included outsource to contract positions) July 2012 – August 2014

International Expat Service – Sr. Associate

•Managed new and existing client proposals (12/18 signed)

•Achieved quarterly and end of year book closing

•Completed Estimated tax payments for fiscal year for employer tax deductions without excess penalties and interest

•Expanded on variable and fixed HR growth model to facilitate more efficient monitoring

•Prepared tax projections, hypothetical taxes / adjustments, and payroll breakdowns

•Prepared split calculations when US and foreign companies are paying a ratio of taxpayer’s compensation

•Researched tax issues, country tax codes, and treaties between the US and foreign companies

•Prepared and reviewed Partnership and Individual tax returns

•Tax Research to verify and back up potential accounting decisions

•Organized shadow payrolls and compensation adjustments to complete W-2 accuracy

PricewaterhouseCoopers (PwC) June 2008 – March 2012

IAS – Experienced Associate (Placed on bench when Advisory Project ended. No return to tax pending)

Houston, TX (3+ years international individual tax)

•Reviewed and trained associate findings and tax research for accuracy and effectiveness

•Prepared/reviewed 1040 and 1040NR returns with forms and treaties needed for tax and reporting

•Main contact with taxpayers and clients information for missing tax information and questions

•Prepared and directly contacted 1500+ client taxpayers tax return and equalizations, and estimate tax for next year

•Verified all compensation and prior year clients ’ information for completeness

•Assisted in Transfer Pricing when additional help or deadlines approached

Greensboro, NC & St. Louis, Missouri (6 months – Advisory)

•Managed Associates on proper workload efficiency

•Multiple meetings with client firm to reduce malfeasants and future warning signs

Slidell, La (4 months – Audit)

•Determined the Aura Materiality levels from prior year

•Prepared 1065, K-1s, 1120, and 5471 forms for tax audit and reporting

•Administered online banking functions, monitored, recorded, and verified company expenses.

EDUCATION:

B.B.A. in Accountancy University of Houston, Houston, TX

Masters in Tax / Accountancy University of Houston, Houston, TX

Minor - Entrepreneurship

Eligible and actively studying for the EA exam and CPA

SOFTWARE

ProSystems, Ultra Tax, Thompson Reuters, Lacerte, Alteryx, and Others

Contact this candidate