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Customer Service Tax Accounting

Location:
Iowa City, IA
Posted:
August 02, 2023

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Resume:

ERIC B. SMITH Coralville, IA • adyod0@r.postjobfree.com • 727-***-****

LinkedIn: www.linkedin.com/in/ericbsmith52241/

SPECIALIZED ACCOUNTING, AUDIT, & TEAM LEADERSHIP SKILL SET:

Recent B.S. in Accounting Graduate, with Experience as an Intern Auditor at a Top 25 Nationally Ranked Firm that Provides Full-Service Consulting and Advisory Services Possess Strong Accounting Coursework including Income Tax Accounting; Accounting Information Systems; Tax Accounting (Business and Personal); Financial Auditing; and Cost Accounting Coupled with 10+ Years of Proven Results in Cultivating and Training Talent to Performing in High-Pressure, Fast-Paced Environments Ability to Perform Operational, Financial, and Business Analyses for Organizations with an Acute Attention to Detail Experience Utilizing Strong Leadership, Customer Service, Process Improvement, Detail Oriented, and Collaboration Skills to Meet Employer Goals Experience Applying Principles of Accounting to Analyze Financial Information and Prepare Financial Reports Strong Knowledge of Excel, Financial Modeling, and Reporting Passion for Finance, Audit, Tax, and Accounting with Aspirations to Obtain CPA Designation in the Near Future Proven Ability to Juggle Multiple Client Demands and Projects while Meeting All Deliverables Knowledge of Accounting Concepts and Practices including GAAP Experience Improving Processes to Increase Efficiency and Reduce Costs Ability to Collaborate with Diverse Backgrounds and All Organizational Levels including C-Suite Possess a Desire and Willingness to Take On New Tasks and Duties

EDUCATION & TRAINING:

BELLEVUE UNIVERSITY; B.S. in Accounting Aug. 2022

Accounting Courses: Intermediate Accounting I & II; Income Tax Accounting; Accounting Information Systems; Advanced Individual Tax Accounting; Taxation of Business Entities; Financial Auditing; Cost Accounting; and Finance Principles.

CPA Candidate; Will test for the CPA in the Future

DISC Test Scores: Accurate & Intuitive; Comprehensive in Problem Solving; Conscientious & Steady; Focused on Work Quality; Seeking Practical Solutions; and Flexible.

PROFESSIONAL EXPERIENCE:

GREATAMERICA FINANCIAL – Contract Bookkeeper (via Robert Half Staffing) May to July. 2023

Work within the General Ledger (GL) to reconcile accounts by identifying and correcting problems and mistakes that have arisen after a full system conversion.

Prepare documentation, records, and systems for an upcoming audit in August 2023.

Assist with creation and documenting of procedures for the new system (Epicor) since none had been documented previously.

Work collaboratively on a team of 3 in the payroll department on a 3 month assignment, supporting a company size of and records for 670 people.

Work extensively in Excel using VLookups and Pivot Tables to identify differences between the various records in an effort to find a reconciliation.

CARR RIGGS & INGRAM, CPAS AND ADVISORS – Intern Auditor Nov. 2022 to Mar. 2023

Worked with 20+ clients to obtain a solid understanding of their industry and business needs, gaining a solid working knowledge of the client’s system cycles and account balances.

Provided assistance in preparing work papers, trial balances, depreciation schedules, entering data for computer applications, and preparing engagement correspondence.

Prepared working papers which adequately documented the tests performed and procedures followed to substantiate conclusions reached.

Assisted Accountants and Auditors in gathering data for tax return preparation, maintaining the tax library and client tax and auditing files.

Performed substantive and analytical auditing procedures within assigned areas, utilizing proper and consistent application of accounting principles in performing audit procedures.

Assisted in the preparation of financial statements and footnotes.

Utilized a high degree of discretion dealing with confidential information.

Key Position Contributions:

oSuccessfully worked on 20+ client projects simultaneously for key clients such as the City of Largo, Pasco County System of Elections, Supervisor of Elections, and Pinellas County School District.

oIdentified and documented control deficiencies, bringing them to the attention of firm leadership.

UNIVERSITY OF IOWA HOSPITALS & CLINICS (worked while completing Bachelor’s) 2015 to Nov. 2022

Storekeeper I (2016 to Nov. 2022)

Delivered and collected linens to and from 20 hospital floor units as well as managed the patient lost and found database.

Key Position Contributions:

oAddressed issues and standardized ideas improving patient experiences and attaining 100% customer satisfaction scores.

oRequested by leadership to train new employees ranging from executive team leaders, interns, and team leaders.

oWorked FT while obtaining a B.S. in Accounting including being promoted multiple times due to outstanding work ethic.

Housekeeper (Feb. to Nov. 2016)

Upheld the daily cleanliness of 40+ patient rooms, surgical areas, offices, labs, waiting spaces, and restrooms.

Pharmacy Technician Trainee (2015 to 2016)

Administered inventory, dispensed drug supplies, documented drug information, and calculated doses.

Key Position Contribution: Accurately and safely processed orders for 200+ customers on a daily basis.

Housekeeper (Jul. to Dec. 2015)

Maintained cleanliness in all hospital buildings including nursing units and residents' rooms.

Took on additional responsibilities when the sleep lab department was understaffed, helping with cleaning needs.

Key Position Contribution: Requested by leadership to train new employees and provide ongoing training to current staff.

TARGET – Team Member 2008 to 2018

Managed training, daily operations, and weekly departmental resets to showcase new products.

Key Position Contributions:

oSpearheaded back-room training and daily operations that resulted in a reduction of $9MM inventory shortage.

oAwarded the Great Team Hero Award in August 2011 for sales growth excellence.

oTrained 30+ employees throughout tenure with multiple team members moving into promotions within the company.

LEADERSHIP & VOLUNTEER INVOLVEMENT:

Bellevue University:

Omega Nu Lambda National Honor Society, Xi Chapter Member 2021 to 2022

Institute of Management Accountants, Student Chapter Member (President 2019-2020) 2019 to 2022

Reddit Group, Volunteer; Assisted people with computer builds and troubleshot various issues.

TECHNICAL SKILLS & PROGRAMS:

MS Office Suite (Word, Outlook, PowerPoint, Excel including VLookups and Pivot Tables) Google Suite (Docs, Slides, Sheets) Accounting & Audit Software (QuickBooks, CCH ProSystem Engagement) Tax Software (TaxSlayer, H&R Block, TurboTax) HRIS/Payroll Systems (Epicor) Virtual Meeting Software (Zoom, Teams)



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