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Seasoned Tax Professional

Location:
New Berlin, WI
Posted:
August 08, 2023

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Resume:

Cory Uebele, CPA **** S. Skyline Drive

New Berlin, WI 53151

adysoa@r.postjobfree.com

262-***-****

Expertise Leadership Success

Income Tax Compliance

Review Client reports and

prepare YE Trial Balance

Multi-State Individual and

Corporate tax filings

Book to Tax Adjustments

Shareholder Basis

Calculations

Sch K-1 reporting

Prepare quarterly

estimates

Sales Tax Compliance

Compile sales tax data

from client systems and

reports

File multi-state monthly

sales tax reports and remit

payments in a timely

manner

Reconcile sales tax liability

G/L accounts

Investigate and resolve all

jurisdictional audits and

inquiries

Communicate and answer

client questions

Management

Manage client services

detailed in engagement

letter for several clients

Ensure client services are

completed in an efficient

and timely manner

Delegate client tasks to

staff and review for

accuracy

Promote firm services by

establishing a professional

presence in the community

Software Experience

Tax ERP

Lacerte Oracle

CCH PeopleSoft

ProSeries JD Edwards

One Source Sage

UltraTax CS CS

Professional Memberships

AICPA

WICPA

Education

2000 BBA - Accounting

UW- Whitewater

Career Objective

Experienced public and private industry professional accountant with comprehensive knowledge of income tax, sales & use tax, month-end process, fixed asset management, and payroll management. Able to adapt quickly, provide stability, and become a valuable resource to a finance department or tax team. Searching for an opportunity with a company which fosters teamwork and career growth. The ideal position will present a variety of challenges and responsibilities. Professional Experience

Cory Uebele, CPA

Owner/ Tax Manager Jan 1995 – Present

Prepare annual corporate, partnership, fiduciary, and individual tax returns

Sales tax compliance

Prepare, Process, and Manage Client Payrolls

Maintain fixed assets & depreciation

Twin Disc (Manpower) Senior Accountant May 2021 – Aug 2021

Prepare and post AJES for annual and monthly closing

Create monthly warranty expense accrual

Track, categorize, and capitalize capital project costs

Maintain fixed assets & depreciation

E & H CPAs (Manpower) Senior Tax Accountant Mar 2021 – Apr 2021

Prepare annual corporate, partnership, and individuals tax returns

Update partner basis calculations

Communicate tax planning options with clients

Maintain fixed assets & depreciation

G & G Specialized Carriers, Inc. Controller Oct 2015 – Oct 2017

Plan, direct, and coordinate all operational accounting functions

Prepare monthly financial statements and adjusting journal entries

Daily Cash and A/P Management

Maintain fixed assets & depreciation

CNH Industrial (Manpower) Senior Sales Tax Accountant Apr 2015 - Sep 2015

Prepared SUT/ VAT returns for multiples entities

Provide support for monthly, quarterly, and annual filings

Acted as company-wide resource on indirect tax matters

Analyzed and reconciled general ledger accounts

R.J. Nolan & Associates, Inc

Tax Manager July 2012 – April 2015

Corporate and Individual income tax planning and preparation

Compile data and file multi-state sales tax returns

Prepare, Process, and Manage Client Payrolls

Maintain fixed assets & depreciation

Other Seasonal/Contract Experience

Godfrey Kahn Estate Tax Specialist Jan 2022 – Apr 2022 Godfrey Kahn (Robert Half) Trust Accountant Sep 2021 – Dec 2021 Johnson Controls Sr. Sales Tax Accountant Dec 2018 – Mar 2019 George Herro, CPA Senior Tax Accountant Nov 2017 – Apr 2018 Lulloff & Taylor, CPAs Senior Tax Accountant Dec 2011 - May 2012 ABC Supply Company Senior Tax Accountant Feb 2009 – Apr 2009 Bernard Hintzke, CPA Tax Accountant Feb 2008 – Apr 2008 Jenkins & Vojtisek, CPAs Senior Tax Accountant Dec 2005 – May 2006 Textron Financial Analyst Feb 2002 – Feb 2003

Williams Young CPAs Staff Accountant Dec 2000 - May 2001



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