Jason Alan Wach
Certified Public Accountant
*** ******* * **** *****, Florida 33434
Mobile: 954-***-****
Email: *********@*****.***
General description of qualifications:
(30) plus years of experience as a CPA with a wide range of business & non-profit & individual accountjng, tax, and general business and management work. Experience with wide business issues such as teaching the Prokeys software, tax examinations, employer & independent contractor issues, compliance with accounting standards, litigation support and other. Ability to handle a work-flow which includes varied tasks in collaboration with others. Principally as self-employed CPA, but also with the proven ability to function in a corporate environment. Comfortable & experienced both as worker under manager, & also as supervisor. Experience with Generally Accepted Accounting Principles, & non-profit & governmental accounting. Recent work: Most of past Two years with Intuit in their TurboTax division. Not employed currently because the positions are seasonal and/or project based. Currently working on a tax and accounting project for a Boca Raton real estate firm. Relevant Work Experience:
I. With accounting clients of Jason A Wach CPA of Fort Lauderdale and prior of Hollywood from 2003 to 2017:
a. Most Recent not for profit accounting work:
External Auditor for the non-profit Aleph Institute of Surfside, Florida
“Aleph Institute is a Jewish humanitarian organization for both prisoners and military personnel”
Duties:
• Assisted internal accountant with adjustments to books
• Performed Audit procedures according to General Accepted Auditing Standards.
• Published Financial Statements
• Utilized the Peachtree Software
b. Assisted with grant issues:
Neytz Hachochma school of Hollywood – no longer in operation c. Performed accounting and tax & financial statement preparation for multiple Condominium Associations, which also utilize Multi-Fund accounting. Notably for more than Ten years for the clients of Beach Properties in Miami Beach, Florida
d. Prepared Financial Statements for a school in Hollywood, Florida. However, the Prospect Hall School of Business has been closed for a number of years. 2 P a g e
II. With accounting clients of Jason A Wach CPA of Monroe, New York from 1991 - 1998:
a. Experience in the 1990’s as external auditor of Public School Districts which utilized the multi-fund “New York State Department of Education” system of accounting.
• The Washingtonville Central School District
• The Tuxedo Union Free School District
b. Similar experience in the 1990’s with The Village of Monroe, using the Multi-Fund “New York State Comptroller’s” system of accounting,
c. The Inward House – assisted with accounting and grant issues: Liberty, New York d. External financial statement preparer & auditor
• Whispering Hills Condo Association of Chester, New York
• Timber Hills Condo Association of Harriman, New York My ability to utilize an accounting and business management software:
• I have used Quickbooks extensively
• I currently have Quickbooks Online Advanced Certification
• I have used Peachtree
• I was in the past Certified with the One Write Plus accounting software
• Excellent Excel skills
I represent that I am sufficiently comfortable with general business & organizational concepts, and also business softwares, such that I will adapt quickly to your software. Education:
State University of New York at Binghamton Binghamton,New York Bachelor's Degree 05/1983
Major: Accounting
Job Related Training:
From 1985 to present: At least (40) hours yearly of Continuing Professional Education related to my Florida Certified Public Accounting Licensure. Quickbooks Online Certification & also Quickbooks Advanced Online Certification Language Skills:
Sufficiently fluent to maintain a tax & business conversation in: Spanish (more current in Spanish)
Hebrew
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