Neil Rose

Accountant

Charlotte, NC *****

adn7yr@r.postjobfree.com

561-***-****

• To work for a growth company using my years

experience and knowledge in Accounting, HR, payroll, income taxes, budgeting, data entry and management.

Authorized to work in the US for any employer

Work Experience

Accountant

SELF-EMPLOYED - New York, NY

May 1970 to Present

Provided Accounting and Bookkeeping services which included personal income taxes, estimated taxes, amended tax returns and represented clients with various tax authorities, and Accounts Payable complete cycle. Completed W7 international form for clients needing ITIN tax numbers. Development of financial relationships with clients and walk-in clients, professionals and individuals from all walks of life creating return business.

Senior Income Tax Preparer

Liberty Tax Service - Deerfield Beach, FL

January 2016 to July 2019

Responsibilities included accounting, bookkeeping and preparation of personal income taxes, amended tax returns, estimated income taxes, retirement consultation, Assisting owner with details for both Sub S and Corporate tax returns. Represented clients with various taxing authorities and personal businesses. Development of financial relationships with clients, walk-in clients, professionals and individuals from all walks of life including many referrals, creating return and new business. SENIOR INCOME TAX PREPARER

TAX AND ACCOUNTING OF DELRAY BEACH

September 2009 to October 2012

Responsibilities included preparing personal income tax returns, amended tax returns and estimated income taxes for a broadly diversified clientele including accounts payable for company and clients,

walk-in clients, professionals and individuals in all walks of life SENIOR INCOME TAX PREPARER

H&R Block - Delray Beach, FL

January 2007 to April 2009

Responsibilities included preparing income tax returns for clients including estimated taxes, amended tax returns, electronically filed tax returns, filing documents and issued tax refunds upon IRS approval. Chief Accountant

Pinelawn Memorial Park - Farmingdale, NY

October 1988 to November 2002

ESTABLISHED Accounts payable procedures to account for proper approval, coding per chart of accounts, systematic payments based on cash flow availability. Coordinated the preparation of monthly financial statements and management reports including budget comparisons using Excel.

Supervised Accounts receivable and credit and collections verifying all billing was based on contracts and included the latest rates for all charges.

Responsible for payroll functions including time sheets, benefits for 5 unions, sales commissions, payroll taxes and deposits, manages weekly, biweekly and monthly payrolls and prepared all monthly, quarterly and annual tax returns they year-end W-2’s.

Administration of daily cash count and proofed all cash receipts including security of deposits. Provided and supervised accounts payable and accounts receivable data entry of all invoices, approved and coded all invoices, paid all bills, reviewed expense accounts, obtained W-9’s, workers comp certificates and issued appropriate 1099s.

Directly worked with superintendent and management in building mausoleums allocating costs to profit centers saving our company over half a million dollars. Performed and supervised bookkeeping and data entry including journal entries. Prepared Annual Report and tax returns working with all levels of management and independent auditors. TREASURER AND CONTROLLER

Magazines for Industry - New York, NY

June 1970 to February 1984

MAGAZINES FOR INDUSTRY (Harcourt Brace Jovanovich), New York, N.Y. Major accomplishments include:

• DEVISED a credit and collection program greatly reducing Past Due Accounts Receivable.

• MANAGED all aspects of Accounts Payable including proper coding, approval, aging reports, entering invoices and expense reports, vendor analysis and payments

• REDUCED corporate debt obligations, minimizing borrowing.

• RESPONSIBLE for Financial Statements including monthly comparisons of actual to budget and analyzing balance sheet accounts

Education

B.B.A. in Accounting

Kent State University - Kent, OH

June 1966

Skills

• Accounts Payable

• Accounting (10+ years)

• Payroll

• Bookkeeping

• Credit and Collections

• Accounts Receivable

• Microsoft Excel

• Budgeting

• Accounting software

• Account reconciliation

• Customer service

• Financial Report Writing

• Bank Reconciliation

• General Ledger Reconciliation

• General Ledger Accounting

• Office Management

• Time management

• Analysis skills

• Journal Entries

• Forecasting

• Financial Statement Preparation

• Data Entry

• Financial Analysis

• Auditing

• Business Analysis

• Tax Experience

• Microsoft Office

• GAAP

• Pricing

• Profit & Loss

• Financial Modeling

• Financial report interpretation

• Acquisitions

• Event Planning

• Balance sheet reconciliation

• Property management

• Typing

• Administrative experience (10+ years)

Military Service

Branch: Navy

Service Country: Vietnam

Rank: Storekeeper 2nd class

May 1966 to May 1970

Storekeeper and Assistant Chaplain. Spent 3 years fighting in the Seabees in supply sometimes using hand to hand combat. Located 5 miles from North Vietnam. Processed orders of equipment for use of our construction crews sometimes trading for urgent materials. One of 15 survivors of my unit of 825. Commendations:

Vietnamese Freedom Medal

Naval commendation medal with 3 combat clusters

General Westmoreland Commendation for outstanding supply department under combat Assessments

Human Resources Skills: Compensation and Benefits — Highly Proficient June 2019

Knowledge of compensation and benefits programs.

Full results: Highly Proficient

Project timeline management — Highly Proficient

June 2019

Measures a candidate's ability to prioritize and allocate time to effectively achieve project deliverables. Full results: Highly Proficient

Attention to detail — Completed

June 2019

Identifying differences in materials, following instructions, and detecting details among distracting information.

Full results: Completed

Project management skills: Budgeting — Highly Proficient June 2019

Managing project budgets by appropriately allocating and monitoring financial resources. Full results: Highly Proficient

Accounting skills: Bookkeeping — Proficient

May 2019

Calculating and determining the accuracy of financial data. Full results: Proficient

Principles of accounting — Proficient

June 2019

Measures a candidate's ability to prepare financial records according to federal policies. Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

Experience with payroll including record keeping, personnel records and changes, working with unions with stamps, payroll and benefit companies

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