Customer Service Staff Accountant

BRAD L. OAKLEY, CPA

217-***-**** ***** ***********@*****.***

TECHNICAL SKILLS

Proficient knowledge, along with decades of mastery of the following softwares and programs:

● Thomson Reuters Tax & Accounting

Software

● Lacerte Tax Program

● Excel

● Word

RELEVANT WORK EXPERIENCE

Dimond Financial Consultants Inc. - Staff Accountant March 2022 - July 2022

● Provided customer service and

maintained client relationships while yearly

tax returns were prepared

● Analyzed client tax returns produced by

other accountants and verified accuracy

● Produced financial statements

● Calculated cost depletion or percentage

depletion when applicable for oil industry clients Larsson, Woodyard, and Henson, LLP - Staff Accountant, Senior Staff Accountant, Manager June 1986 - January 2022

● Managed many attest services for the firm

● Agreed receivables and payables on general

ledgers to ensure the information matched,

then reconciled differences

● Acted as a liaison for the firm during

communication with the IRS and other state

taxing authorities

● Financial Bank Account Reporting (FBAR):

converted foreign currency to US currency

value for FBAR reporting

● Prepared and reviewed over 100 individual,

partnership, and corporate tax returns as

well as advising clients on their tax matters

each tax season

● Stayed well informed of the accounting

needed for the oil industry

● Served agricultural clients by:

Tax planning and tax preparation for

individual farmers

Determined the best method of depreciation

to minimize income tax liability for

individual farmers and any other clients in

the agricultural industry

Prepared financial statements for grain

elevators

Performed grain audits by measuring and

testing grain

Inventoried grain, seed, chemicals, and

fertilizer

Tested the validity of receivables, payables,

and contracts

Verified grain prices were reasonable based

on market prices

Verified market price according to dates on

contract details

EDUCATION

Eastern Illinois University, Charleston, Illinois

Bachelor of Science in Business, Majored in Accounting, Graduated August, 1984

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