Cory Uebele, CPA **** S. Skyline Drive
New Berlin, WI 53151
adysoa@r.postjobfree.com
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