Human Resources Security Clearance

ISAIAH Z. LINCOLN, B.A., M.A., E.A. 919-***-****

IRS Special Enroll Agent (E.A)

**** ***** ***** *****

Loganville, GA 30052

*********@***.***

Security Clearance: NACI– CCF

SUMMARY

Please consider me, Isaiah Lincoln, as a potential hire. My last few positions have been contracting while teaching accounting at the university. I have been working with journals, ledgers, revenue, and expenses. I have a master's degree in accounting and I am currently working in smaller contract positions. I moved to Atlanta in 2015. I am very adept at accounting. Tax Expert: Intuit TurboTax/JDA-TSG, New York, NY: Work directly with clients and apply defined practices, procedures, and company policies to offer tax advice and resolve customer inquiries through our platform. Seasonal, virtual, customer-facing role; using our state-of-the-art video communication software (SmartLook) to interact with customers. Tax Analyst Programmer: Intuit/Next Technologies, Inc. Plano, TX: Analyze and interpret tax law; Develop business rules to ensure compliance with requirements; Create and validate tax scenarios for completeness and accuracy; Analyze tax data to determine customer usage and impact; Code & Test tax law changes in the software. I loved the challenge and variety of the work. I have a solid QuickBooks background. I had several restaurant clients at Ross CPA. I use my downtime to study and I am one class away from my IRS EA and then plan on sitting for my CPA. I have worked with tax software such as: Intuit Lacerte (Desktop Tax Software), ProConnect (Online Cloud Based), QuickBooks Desktop/Online, CCH Tax-Software Products, ProSeries, CFS Tax Software (Payroll & Accounting), and Vertex Cloud which centralizes and updates all tax rates and rules required for product taxability and the accurate calculation of sales and use tax. Fuller & Company is an accounting/tax and wealth management firm. Prepared and reviewed individual, state partnership tax, and state corporate tax returns for financial services clients. L.S. Ross is a CPA Public Accounting Firm. I worked for them full-time as a consultant and handled the accounting, their journal entries, financials, and state and local taxes for corporate (Corp/S-Corp) and Partnership Tax Filing, and also for Individual Tax Filing. Adhere to Statutory Accounting Principles (SAP) for the preparation of a firm's financial statements to ensure the solvency of firms to meet the obligations to their policyholders. Treasury activities: accessed portals (Merrill Lynch, J P Morgan Chase, etc.) for the management of money and financial risks in a business, ensuring the business has the money it needs to manage its day-to-day business obligations, while also helping develop its long-term financial strategy and policies. The Sarbanes-Oxley Act (SOX) of 2002 is a law the U.S. Congress passed on July 30, 2002 to help protect investors from fraudulent financial reporting by corporations. SOX mandates strict reforms to existing securities regulations and imposes tough new penalties on lawbreakers. City of Springfield Municipality, IL: Budget preparation and assigning expenditure accounts. Treasury Bond (Long-term liabilities) Investments: bond pricing, recording bonds payable. Financial analyst for Bank of America, Kennesaw, GA: Performed a high volume of account reconciliations to resolve differences due to accounts wrongly booked; Supported the ATM Cash team; Reconciled ATM cash transactions; Resolved General Ledger accounting issues, etc.

EDUCATION

University of Illinois - Springfield, Illinois 62794

M.A. Accountancy (Minor in Computer Science),

University of Illinois – Springfield, Illinois 62794

B.A. Accountancy (Minor in Computer Science)

Lincoln Land Community College – Springfield, Illinois 62794

Diploma, Computer Programming & Network Administration

SKILLS

Access SQL

Account Reconciliation

Accounting

Accounts Payable

Accounts Receivable

Bank Reconciliation

CCH Tax-Software Products

COBOL

Computer Networking

Crystal Reports

DB2 SQL

Expenditure Statement

Financial Analysis

Financial Report Interpretation

Financial Statement Preparation

Financial Systems

Forecasting

GAAP

General Ledger Reconciliation

JDE – General Ledger Coding

Local Government

Microsoft Access

Microsoft Excel

Microsoft PowerPoint

Microsoft SQL Server

Microsoft Word Processor

Partnership Tax Return

Payroll Analyst

Perl Programming

Purchase Orders

QuickBooks Desktop/Online

SAP

Treasury Bonds

Sarbanes- Oxley’s Act (SOX)

State Corporate Tax Return Compliance

State Partnership Tax Compliance

Sybase SQL

Tax Analyst/Accountant: (CCH Tax Software, Intuit Lacerte, ProConnect (PTO), ProSeries, CFS Tax Software, QuickBooks Desktop Online, and Vertex)

VBA Programming

Visual Basis

Windows 10

WORK EXPERIENCE

Lincoln Consulting (Self-employed)

Mar. 2023 - Present

Jul. 2022 – Sept 2022

Sept. 2020 – Nov. 2020

Tax Expert

Intuit TurboTax/JDA-TSG., New York, NY

Jan. 2, 2024 – April 15, 2024

800 3rd Ave., Ste 3701, New York, NY 10022

Program/Software => TurboTax Software

ROLE & RESPONSIBILITIES:

Worked directly with clients and apply defined practices, procedures, and company policies to offer tax advice and resolve customer inquiries through our platform.

Seasonal, virtual, customer-facing role; using our state-of-the-art video communication software (SmartLook) to interact with customers.

Access to virtual tools and resources, as well as opportunities to collaborate with experts and provide updates on assigned customers.

Reason for leaving: Contract completed

Tax/Financial Analyst Programmer

Intuit/NextGen Services Inc., San Jose, CA

Oct. 3, 2022 – Feb. 17, 2023

5601 Headquarters Dr, Plano, TX 75024

Program/Software => (1) Intuit Lacerte (Desktop Tax Software), (2) ProConnect_PTO (Online Cloud Based)

ROLE & RESPONSIBILITIES:

Analyze and interpret tax law, especially its impact on tax planning and tax minimization strategies.

Develop business rules to ensure compliance with requirements.

Create and validate tax scenarios for completeness and accuracy, focusing on the entire product experience.

Analyze tax data to determine customer usage and impact, assess risks to tax scope, and help develop risk mitigation strategies.

Code & Test tax law changes in the software.

Reason for leaving: Contract completed

Financial Analyst

Bank of America, Kennesaw, GA

Nov 30, 2020 – June 20, 2022

ROLE & RESPONSIBILITIES:

Performed a high volume of account reconciliations to resolve differences due to accounts wrongly booked.

Supported the ATM Cash team.

Reconciled ATM cash transactions

Experience in ATM/banking environment.

Created budgets and performed forecasting.

Strong in accounting principles, debits/ credits, and financial entries

Resolved General Ledger accounting issues.

Exceptional communication skills.

Solid understanding of the Six Sigma methodology.

Experience with LEAN, Boss, Card IS, IGL, Content Navigator, MSS, Image View.

Reason for leaving: Contract completed

Financial Accountant

Fuller & Company, Atlanta, GA

Accounting and Wealth/Tax Management Firm

Jan. 15, 2020 – August 26, 2020

Program/Software => (1) QuickBooks Desktop/Online; (2) CCH Tax-Software Products; (3) Tax Research Database (CCH IntelliConnect)

ROLE & RESPONSIBILITIES:

Served as a Tax Accountant for the tax department.

Helped the tax team to effectively manage all client engagements, including preparation, tax planning, research, and compliance.

Prepared and reviewed Individual, State partnership, and state corporate tax returns for financial services clients.

Prepared individual, corporate, partnership, and fiduciary tax returns.

Prepared amended returns.

Maintained complete and accurate work papers to support each tax return.

Received, reviewed, and resolved federal and state income-tax controversy and inquiries.

Used a tax portal to deliver and exchange tax documents with clients

Coordinated delivery of Tax Organizers (via tax portal, U.S. Mail, and in person)

Maintained corporate clients’ books and financials in QuickBooks to support tax-filing and tax-planning and advisory services

Ensured staff work assignments flow properly and are completed accurately and timely manner

Implemented technology within client assignments and internal processes

Supported team members and one’s own pursuit of relevant professional development through current client assignments and outside continuing education and study

Reason for leaving: Contract completed

Tax/Financial Analyst

L. S. Ross CPA Inc. PC, Atlanta, GA

Accounting and Financial Services

June 12, 2019 – Nov 19, 2019

Program/Software => (1) QuickBooks Accounting Desktop; (2) 2019 ProSeries; (3) CFS Tax Software (Payroll & Accounting)

ROLE & RESPONSIBILITIES:

Prepare asset, liability, and capital accounts by compiling and analyzing account information.

Document financial transactions by entering account information.

Recommend financial actions by analyzing options.

Summarize current financial status by collecting information, and preparing balance sheets, profit and loss statements, and other reports.

Substantiate financial transactions by auditing documents.

Maintain accounting controls by preparing and recommending policies and procedures.

Guide accounting clerical staff by coordinating activities and answering questions.

Reconcile financial discrepancies by collecting and analyzing account information.

Secure financial information by completing database backups.

Verify, allocate, post, and reconcile transactions.

Review and recommend modifications in accounting systems and procedures.

Participate in financial standards setting and in the forecast process.

Prepare financial statements and produce budgets according to schedule.

Develop and document business processing and accounting policies to maintain and strengthen internal control.

Communicate with the Manager and/or Director on work status and client issues that arise.

Reason for leaving: Contract completed

Financial Analyst

State of Georgia Department of Labor

Unemployment Income Tax Division

January 15, 2019 – June 10, 2019

ROLE & RESPONSIBILITIES:

Performs paraprofessional accounting and fiscal control functions, such as accounts payable and receivable, payroll preparation, budget monitoring, or related general accounting processes.

Balances and reconciles accounting records, statements, journals, ledgers, or reports.

Collects fees or revenues, disburses payments, and posts to appropriate accounts.

Compiles and maintains records and files.

Analyze financial reports to assess compliance and apply GAAP guidelines.

Compile and prepares standard accounting reports.

Monitors individual department budgets or expenditures and identifies budget variances.

Performs routine accounting, clerical, billing, and/or claims processing duties for assigned accounts.

Responds to inquiries to solve routine accounting problems.

Prepares requested materials for audits of financial data or records.

Processes or records financial transactions such as accounts payable and receivable, payroll, invoices, or requisitions in a ledger or computer system.

Provides information or interpretation to third parties such as banks, auditors, vendors and governmental entities.

Reason for leaving: Accepted another job.

Revenue Agent

State of Georgia Department of Revenue

Atlanta Regional Office/Compliance Division

October 12, 2016 - October 20, 2018

ROLE & RESPONSIBILITIES:

Reviewed filed Individual, State and Local tax returns for Corporations (Corp/S-Corp) and Partnerships to determine whether credits and deductions claimed are allowed by law

Contacted taxpayers to address problems and to request supporting documentation

Conducted investigations of income tax returns to verify information or to update tax liabilities

Evaluated financial information, using their familiarity with accounting procedures and knowledge of changes to tax laws and regulations

Notified taxpayers of any overpayment or underpayment and either issue a refund or request additional payment

Reason for leaving: Accepted another job.

Financial (Adjunct) Instructor

Lanier Technical College – Oakwood/Forsyth/Barrow, GA

August 2015-Summer 2023

ROLE & RESPONSIBILITIES:

Teaching Payroll Accounting, Financial Accounting, Managerial Accounting, and Income Taxes

Coordinate educational content

Evaluate students’ performance

Maintain educational records, reports, or files

Develop instructional materials

Recognize student problems

Resolve behavioral or academic problems

Use special educational techniques

Ensure correct grammar, punctuation, or spelling

U.S. Military in Afghanistan as a Contractor Logistics Officer. 2013 - 2015

Revenue Field Auditor

State of North Carolina Department of Revenue – Durham, NC

July 2009 - December 2012

ROLE & RESPONSIBILITIES:

Ensured compliance by individuals and corporations in regard to the Revenue Tax Laws of North Carolina.

Reviewed filed Individual, State, and Local tax returns for Corporations (Corp/S-Corp) and Partnerships to determine whether credits and deductions claimed are allowed by law

Scheduled random Revenue Tax Audits for individuals and corporations.

Gained and utilized detailed knowledge of Corporate Income Tax and Franchise Tax Laws.

Prepared Audit Reports.

Reason for leaving: I accepted “DynCorp International Company” offer to work with our U.S. Military in Afghanistan as a Logistics Officer.

Revenue Administrative Officer I

State of North Carolina Department of Revenue – Raleigh, NC

Aug. 2005 – June 2009

ROLE & RESPONSIBILITIES:

Conducting Corporate and Franchise audits.

Ensure compliance with the revenue laws by employing professional auditing principles and practices in the examination of taxpayers’ records and reports.

Converse with companies’ officials on tax matters.

Evaluate and exercise judgment and discretion in applying and interpreting departmental policies and procedures.

Assist in the training of new employees by using Enterprise Taxpayers Management System (ETMS) and Integrated Tax Accounting System (ITAS).

Reason for leaving: I accepted the Revenue Field Auditor position (see above).

Accounting (Adjunct) Instructor

Wake Technical Community College - Raleigh, NC

January 2004-December 2012

ROLE & RESPONSIBILITIES:

Taught Financial Accounting, Payroll Accounting, Individual Income Tax, and Corporate Income Tax Courses.

Served as an advisor and mentor to diverse students and Accounting Majors.

Reason for leaving: I accepted “DynCorp International Company” offer to work with our U.S. Military in Afghanistan as a Logistics Officer.

Tax Accountant

Jackson Hewitt Tax Service

February 2006-July 2006

ROLE & RESPONSIBILITIES:

Prepared individual tax returns and explaining concepts experienced in income tax return preparation.

Trained new employees learn our tax preparation software and the various tax schedules and forms associated with preparing tax returns.

Reason for leaving: The Tax filing season was over.

Staff Accountant

Norris Fortner & Co., PLLC (CPA Firm) – Raleigh, NC

March 2003-December 2005

ROLE & RESPONSIBILITIES:

Conducted Network Maintenance and Software Installation.

Prepared Clients’ Bank Reconciliation.

Prepared and Process Clients’ Payroll.

Prepared Financial Reports, Personal, Partnership, and Corporate Tax Returns.

Reason for leaving: I accepted the “Revenue Administrative Officer” position, NC DOR.

Accountant II

City of Springfield, IL - Department of Office of Budget & Management and Dept. of Public Works

Feb.1990-Aug.1998

Required Skills:

Governmental & Nonprofit Accounting, IBM UNIX/AIX Operating System, Korn-Shell Scripting, MS Access Database, Lotus 123, Microsoft Excel, Crystal Reporting,

ROLE & RESPONSIBILITIES:

Budget preparation for the City of Springfield, IL. Assigned expenditure account distributions for the generation of Direct Claim Vouchers (DCVs) and Purchase Requisitions using the Local Government Financial System (LGFS).

Treasury Bond (Long-term liabilities) Investments: bonds pricing, recording bonds payable.

Generated reports to reconcile vendors’ concerns about payment for services. Prepared Monthly Revenue/Expense Statement & Profit/Loss Statement and Revenue Analysis to ascertain revenue collection is on schedule.

Assisted in the training of new employees and internship students with the concept of preparing financial statements.

Reason for leaving: I accepted the “Program Analyst” position with IL DPA.

REFERENCES – Available Upon Request

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