JAMES M TURNBULL CPA, FCA

San Jose, CA *****

408-***-**** ad4dnm@r.postjobfree.com

Manager Tax Accountant Accounting Tax Planning Audits, Reviews & Compilations Projections CPA www.linkedin.com/in/james-turnbull-2825b6160

EDUCATION:

Institute of Chartered Accountants, England & Wales

Bachelor’s degree in Accounting

CERTIFICATIONS:

Certified Public Accountant (CPA) in California (January 1999)

Fellow Chartered Accountant in England & Wales (FCA)

SUMMARY OF QUALIFICATIONS:

Over 15 years of tax and audit compliance work. Key qualifications include:

Taxation

oWorked on Federal, State and clients with multiple state returns

oCorporations’ compliance work on with profit 1120, and Non-Profit Form 990 and Private Foundations. Worked on reviewing and correcting financial information ready for tax input from simple systems as Quick books to more sophisticated systems

oWorked on Federal, State and local taxes including multi-state returns

oPrepared indirect taxes for Sales tax in various states, property tax returns

oPass through entities-compliance work on Partnerships and S-Corps 1120-S -determine entity selection with LLC

oTrust and estates -compliance work on trust returns-1041 and worked on estate returns 706 return and gift tax returns

oIndividuals’ compliance work on simple to complex returns which includes company stock issues (stock options vs RSUs), multi-state return, K-1 investments, sale of property, overseas income/investment requiring FBAR reporting and SMLLC reporting.

oASC 740 Corporate tax provision work, transfer pricing and FIN 48 issues in SOX examinations

oKnowledge of sales/use tax issues gained at each line management position ensuring corporation correctly assessed for sales tax and preparing returns

Auditing

oExtensive external and internal audit experience with Public, private and non-profit entities

oExtensive SOX experience with documentation and testing of controls and reporting to Management and Board of Directors

PROFESSIONAL EXPERIENCE:

James Turnbull, CPA – San Jose, CA 5/2023-Present

Owner

Small book of business that provides tax and consulting services.

Worked with various CPA firms on short term assignments that covered Corporate, (C and S) Partnership, Trust, Individual and non-profit tax returns. Individual tax returns include High-Net Worth, overseas clients filing within the US, individuals with foreign tax credit and FBAR issues.

Keystone CPA’s, Reno NV 1/2023-5/2023

Tax Manager-Consulting -Remote

Systems Ultra-Tax and Engagement

Tax work for an established business focused CPA firm in Reno, Nevada.

The work is heavily involved with the review of business returns of Corporate-both C Corp and S-Corp and Partnership the split is approximately 80% business returns and 20% individual and fiduciary returns. Reviewed returns includes Federal, State and local tax returns.

Reviewed sales tax returns in different states including determining whether a nexus exists.

Tax work includes review, tax planning and analysis involving issues around muti-state and local tax, partnership taxation approaches (entity vs aggregate) impact of QBI deduction.

Koehler & Associates CPA’s, San Jose, CA 10/2021-10/2022

Senior Tax Manager-Full time

Systems Lacerte

Tax work for fast growing CPA firm in San Jose that covers preparation of Corporate-both C Corp and S-Corp, Partnership, Non-Profit Corps, Trust, Gift tax and estate as well as Individual returns, both at Federal, State and Local tax level. Also included multistate tax reviews.

Tax work includes compliance preparation and tax planning for upcoming tax season

Prepared 1099 compliance information as well as for indirect taxes

Property Tax returns. Filing for about 100 clients.

Prepared sales tax returns for clients in various states and determining nexus.

Also worked on tax workaround AB-150 for past through entities

Performed tax review of tax returns for Corporate, individual and fiduciary

Conducted research on tax issues for clients

Consulting Period in taxation

Liberty Wealth Management, Oakland CA 8/2020-10/2021

CPA Manager/Advisor

Provided tax services for wealth Management firm in Oakland Corporate-both C Corp and S-Corp, Partnership, Non-Profit Corps, Trusts, Estates and Gift Tax as well as Individual returns both at Federal and State and local tax returns level.

Tax services include

Advising on new potential client’s tax position from prior returns

Compliance preparation for clients on current tax season

Tax planning in the latter part of the year for upcoming tax season

Fiduciary work related to Trust returns as well as reviewing retirement plans for Individuals

Robert Half, San Jose CA 6/2020 –8/2020

Sr Tax Accountant

Provided tax consulting services for CPA firms: Young Craig & Co, L Lopez & Corp

Tax work covers Corporate-both C Corp and S-Corp, Partnership, Non-Profit Corps, Trust and estate as well as Individual returns. The work involved completion of returns at Federal, state and local tax level. Client uses systems ProSystems fx, Lacerte and Drake software.

Pesta & Pesta Wealth Management, San Jose, CA 1/2020 –5/2020

Tax Preparer

Provided tax services for a wealth Management firm in San Jose that covers Corporate-both C Corp and S-Corp, Partnership, Non-Profit Corps, Trust and estate, gift taxes as well as Individual returns. Work involved completion of returns at Federal, state and local level. Tax services include compliance for current tax season and tax planning for upcoming tax season

Advising clients on what entity to incorporate under from

Worked on non-resident individuals for US taxes and residents with overseas income requiring F-BAR reporting.

Seideman Accounting Group, San Mateo, CA 7/2019 –12/2019

Tax Senior

Provided tax consulting services for a CPA firm in San Mateo and Dublin full time for tax work that covers Corporate-both C Corp and S-Corp, Partnership, Non-Profit Corps, Trust and estate as well as Individual returns. Work involved completion of returns at Federal, state and local level. Tax work includes compliance preparation and tax planning for upcoming tax season

Also worked on compilations using Creative Solutions software to prepare financial statement reports from which completed tax returns.

Performed tax review and approval of tax returns and compilations, which included multi-state and local tax returns.

Conduct research on tax issues for clients.

ANITA LAYMAN,CPA, San Jose, CA 1/2006 –7/2019

Tax Preparer-Full time

Provided tax consulting services for a CPA firm covering business returns which includes Corporate-C Corp and S-Corp, Non-profit, and Partnership; Fiduciary includes Trusts, estates and gift tax returns as well as Individual returns Work involved completion of returns at Federal, state and local tax level

Accomplishments include: Complex tax returns include clients with numerous rental properties in different states, clients with numerous K-1’s and complex stock issues

SOA Projects Inc, Mountain View, CA 9/2003 -12/2005

Principal SOX Consultant

Provided expertise in Corporate Governance which includes SOX compliance reviews and testing/Risk assessment work

Antares Corporation, Campbell, CA 6/2002 to 9/2003

CFO/Controller - Antares Microsystems was a $10 million host bus adaptor manufacturer in the Sun/Solaris market. Sold to a public company in September 2003.

CFO responsible for Finance, HR & IT

Implemented cost control/reduction measures that enabled a 30% saving in overhead

Involved in obtaining financing for the Company and developed relationships with VC’s, Angels and banks

Involved in negotiations and due diligence work around the sale of the company

Prepared Corporate and sales tax returns

TECHNICAL SKILLS:

Experience in various business systems, including SAP, Oracle v12, Oracle Hyperion, Great Plains, QAD, Expandable, Microsoft Office Suite, Google Docs, Visio, QuickBooks and Peachtree, Lacerte, Prosystem fx, Drake, Ultra tax and Engagement.

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