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Shirley Tolbert-Muhammad, BA,MSA,

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

Apartment 604

Pittsburgh, PA 15235

Mobile phone 412-***-****

adcopn@r.postjobfree.com

Experience

Senior Tax and Accounting Consultant

• 10+ years of project management in accounting and consulting experience with organizations such as City of Pittsburgh

• Manage, review, analyze and prepare high end income tax returns for individuals, partnerships, and corporations Review prepared payroll tax quarterly reporting

• Strong knowledge and understanding of GAAP and Statutory accounting principles and theories

• Audit financial records to determine tax liability for large and small businesses.

• Analyze issues to determine nature, scope, and direction of investigation required

• Previous blended (voice, email, and chat) via virtual Contact Center quality quantification regarding client’s tax preparation for client engagements

Department of Commerce U.S Census Bureau 10/2019 to 01/20/20 Office Operations Supervisor of the Recruiting Department Pittsburgh, PA Certified Teacher (All Subjects and Grade) 09/2019 to Open Pittsburgh, PA

Tax Preparer 01/2019 to 04/2019

Jackson Hewitt Pittsburgh, PA (seasonal)

Quality Assurance Coordinator 05/2018 to 10/30/2018 Central Outreach Resource and Referral Center Pittsburgh, PA (laid-of)

• Developed, established and completed all the policy and procedures for this organization to become licensed under the DDAP Intake, Evaluation and Referral regulations

• Assess clients using the ASAM placement criteria for referral into drug and alcohol treatment

• Communicate the organization outreach services to the community

• Monitor its programs for county, state and federal compliance regulations Tax Accountant Level III 01/2018 to 3/2018 (Contract) Signature Consulting

• Prepare, analyze and review Individual Federal and State Form 1040 Tax Returns at Bank of America

• Prepare Form 709 Gift Tax Returns

• Organize and document tax work papers

• Import of essential tax data using Geosystem and SurePrep tax and accounting software

• Work in paperless environment

Senior Tax Accountant Consultant 01/ 2014 to Present Your Professional Tax & Accounting Services, LLC Pittsburgh, PA (seasonal)

• Registered Return Tax Preparer with current PTIN as required by the IRS

• Interview clients to obtain their income, expense and other pertinent details necessary to preparing tax returns. Reviewed clients' financial documentation to determine the appropriate tax forms and strategies needed to minimize their tax liability

• Pulled IRS transcripts for clients

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• Interfaced with IRS with tax audit assistance such as CP2000, CP22A, etc., for clients.

• Prepared simple and complex tax returns for individuals and small businesses by using knowledge of federal, state and local tax codes and publications

• Handled cash, check and credit transactions, performed daily accounting and bookkeeping activities

• Managed front office, handled telephone and walk-in inquiries and setup appointments for clients 2/27/2017 to 4/7/2017

Abrix Group Tax Accountant Consultant Chicago, Illinois (contract) Prepare Individual, Partnership and Corporate tax returns for private high-income medical professionals using UltraTax CS professional tax software and Sure Prep 1040 tax document automation for this healthcare business and accounting CPA firm

Project Manager (Contract) 6/2016 to 1/20/2017

Catholic Charities and City of Chicago Disaster Relief Assistance Program Chicago, Illinois (contract)

• Select and manage subcontractors

• Developed quantifiable and qualitative goals around the Scope of Work

• Supervise and manage Contractors, Construction Specialist and their Projects

• Tracked and documented project revisions.

• Submit accurate Certified Payroll

• Negotiated and defined deadlines for projects and ensured that those deadlines are met.

• Responsible for the overall quality of 12 residential construction project related to the management of the grant contract

Auditor ll 10/2013 to10/2014

Pittsburgh Public School (Controllers Office) Pittsburgh, PA Promotion

• Conduct and/or assist in ongoing monitoring and perform internal control assessments of P-Card activities to identify fraud, non-compliance and areas where the system of internal control could be improved. Fiscal Auditor 01/2013 to 10/2013

City of Pittsburgh Controller’s Office Pittsburgh, PA (FTE)

• Assist with Fiscal Audits of many of the City of Pittsburgh Departments Trust Funds

• Conduct audit engagements of Allegheny County businesses sales and use tax, reviews and reconcile general ledgers. Conduct tests to determine compliance with applicable policies, procedures regard to cash deposits, disbursements

• Prepare work papers to support conclusions in accordance with Generally Accepted Accounting Principles

• Communicate results verbally and in writing to clients and management Executive Director 9/2001to Present (Part-time)

Your Sister’s Project, Inc. Pittsburgh, PA (contract)

• Provide leadership and guidance for this organization.

• Responsible for managing staff, increasing fundraising, implementing new programs and working with board directors.

• Analyze and present financial reports in an accurate and timely manner; clearly communicate monthly and annual financial statements; collate financial reporting materials for all donor segments, and oversee all financial, project/program and grants accounting.

• Update and implement all necessary business policies and accounting practices; improve the finance department’s overall policy and procedure manual.

• Effectively communicate and present the critical financial matters to the board of directors Staff Auditor ll 04/2010 to 06/2011

Allegheny County Controller’s Office Pittsburgh, PA (FTE)

• Conduct audit engagements of most of the Allegheny County businesses sales and use and occupant tax, review and reconcile general ledgers

• Conduct Circular 133-A Audit of Allegheny County Department of Human Services Grant funded programs Page 3 of 3

• Conduct tests to determine compliance with applicable policies, procedures regard to cash deposits, disbursements, debt and internal controls

• Prepare work papers to support conclusions in accordance with audit standards also known as Generally Accepted Accounting Principles

• Communicate results verbally and in writing to clients and management Human Resources Generalist-Workforce Diversity Specialist 1/2008 to 04/2010 Allegheny County Department of Human Resources Pittsburgh, PA (FTE)

• Recruit and assist applicants with completing employment applications, train, retain and sustain employees for the Allegheny County Merit Hiring System

• Completed the Allegheny County EEO-4 Plan using Pivot Tables

• Interview and investigate employee issues related to Title7 violations of the Civil Rights related to employment laws

• Provide trainings to managers related to Title 7 violation of the Civil Rights law

• Facilitate Allegheny County new hired on-boarding process.

• Assist employees in life/health and/or property/casualty insurance taxation to ensure the proper filing of returns

• Assist new hire with completing paperwork to establish payroll processing and other employee benefits

• Provide workshops to reduce the high FMLA usage within the County of Allegheny departments Education

• Master of Science in Accountancy, University of Phoenix Phoenix, AZ

• Bachelor’s degree in Sociology and Journalism Duquesne University, PA Certification

• Computer Programmer

• Successfully completed the course IRS Enrolled Agent Exam Prep

• Success Through Business Communication

• Certified HSBC National Financial Literacy Trainer

• Network for Teaching Entrepreneurship Consultant Technology Proficiencies

• Computer Programmer

• Advanced knowledge of tax and accounting software i.e. ATX, Drake and TaxWise

• Dropbox and CRM reporting software

• Experience in inputting data into PeopleSoft, SAP and JDE, SharePoint, Crystal Report and QuickBooks

• Experience in When I Work (clock-in), Zendesk, Slack and Refundo

• Microsoft Office Suites

Contact this candidate