SUMMARY

Results-oriented, performance driven, accounting professional with extensive experience in individual and business income taxation, audit and assurance engagements and accounting services. Industries include real estate, construction, hotels, affordable housing, private equity, investment partnerships, nonprofits and professional service firms. Proven track record of successfully leading and motivating engagement teams while consistently exceeding client expectations. Excellent problem solving, analytical and computer software skills, including Microsoft Office and specialized accounting software packages from Thompson Reuters and CCH, including GoSystem tax and audit, UltraTax CS, ProSystem FX tax and Engagement, and Axcess tax software. Extensive experience with developing and evaluating internal controls and performing risk assessments. Extensive experience in hotel management and accounting. Significant experience preparing IRS federal forms 1040, 1065, 1120S, 1120, 990, 1041, and 5500-series. In addition, prepared numerous state and municipal tax filings.

PROFESSIONAL EXPERIENCE

Brian D. Jones, CPA Contract Accountant, Chardon, Ohio, October, 2022-Present

Contract Accounting Services

Performing tax and accounting services for a local businesses and special projects as requested.

Compiling internal use financial statements and performed analytical reviews of data.

Providing business advice for add-on or potential new services.

Clark, Schaefer, Hackett, Toledo Ohio, July, 2021-October 2022

Senior Tax Manager

Successfully reviewed or prepared all types of federal tax filings along with state and local return.

Performed high-level research on technical issues and the latest legislation.

Completed reviews of special projects based on the scope of the project.

Eide Bailly, LLP, Fargo, North Dakota November, 2020 – March, 2021 (Contract Position)

Senior Tax Manager

Successfully reviewed Low Income Housing Tax Credit (LIHTC) partnership income tax returns.

Performed high-level research on technical issues and the latest legislation.

Completed reviews and draft tax return to investors in advance of client deadline.

NMS CPA’s, Chardon, Ohio August, 2019 – June, 2020

Senior Tax and Accounting Manager

Successfully managed and prepared individual, partnership, corporate and fiduciary tax filings by providing and implementing successful planning strategies, cost savings measures and in-depth tax research.

Accomplished firm subject matter expert providing client consultation on the applicable laws and regulations of the C.A.R.E.S. Paycheck Protection Program and Economic Injury Disaster Loans programs. Providing client assistance from the loan application phase through consulting on successful forgiveness procedures. Responsible for internal and external firm communications and supervising direct reports.

Added significant new client engagements and add-on services, while effectively networking with influential business and community leaders.

Efficiently provided oversight and training to a team of bookkeepers providing monthly QuickBooks accounting services and compilation engagements.

McManus, Dosen & Co. CPA’s Middleburg Heights, Ohio November, 2018 – July, 2019

Audit & Tax Manager

Successfully managed audit and review engagement teams providing services to for-profit, nonprofit and Uniform Guidance under Government Auditing Standards, including HUD and LIHTC engagements.

Effectively managed a large portfolio of tax clients with partner level responsibility for individuals, trusts, partnerships and corporate entities in various industries providing highly effective planning and research.

Provided meaningful in-depth quality training on new accounting pronouncements and continual updates on applicable standards including GAAP, GAAS, Yellow Book, HUD and LIHTC topics.

Tramer, Shore and Zwick CPA’s Beachwood, Ohio December, 2017 – May, 2018

Principal

Successfully performed for-profit audits engagement on time and under budget.

Provided accounting and bookkeeping for clients in anticipation of income tax return preparation while providing tax saving strategies for business and individual clients.

Prepared tax returns for individuals, partnerships, Corporate and nonprofit organizations while providing in-depth tax research on a variety of technical issues.

HW& Co. CPA’s and Advisors Beachwood, Ohio September, 2016 – May, 2017

Assurance Manager

Provided strong leadership to large and small audit and tax engagement teams for healthcare organizations with successful results while consistently exceeding budget guidelines.

Oversaw yearly accounting service functions for small and mid-sized clients.

Developed and delivered specialized training to the firm’s assurance department.

Ernst & Young, LLP Cleveland, Ohio: March, 2013 – September, 2016

Senior Manager, Professional Practices Group

Developed world class learning materials for successful deployment across the Americas.

Successfully participated in multiple design sessions for a global redesign of core level learning.

Ongoing project management of curriculum focused on professional staff performing GAAP, SEC, PCAOB and IFRS audits.

SS&G, Inc. CPA’s Solon, Ohio: October, 2011-November, 2012

Assurance Manager

Successfully supervised and performed a variety of audit and tax engagements, on time and under budget.

Directly responsible for adding new business and additional work on existing clients.

Selected to participate in the firm’s training team and successfully delivered general and specialized HUD real estate training using acquired subject matter expertise.

RSM US LLP; Cleveland, Ohio: October, 2000 – May, 2011

Staff - Director

Proven successful leadership for a variety of real estate, affordable housing (HUD, LIHTC, NMTC’s, various state housing agencies), non-profit organizations, and professional services organizations, including the firm’s largest Ohio client.

Consistently provided leadership by managing and preparing all types of business tax returns, including 990’s.

Exceeded client expectations while duly serving as a highly valued and trusted tax and business advisor on all types of real estate entities.

Selected by the partners as the lead assurance trainer for the Ohio RSM offices and successfully managed the required training by facilitating and coordinating presenters that provided superior content delivery.

RSM US LLP Cleveland, Ohio (continued)

Successful member of the RSM National Facilitation Team delivering superior assurance training to offices throughout the United States. Provided required training to all levels including experienced hire. Successfully assisted in developing training material used by national teams during program design sessions.

Selected by the partners as the RSM Ohio Project Manager for CaseWare (audit software) implementation and successfully lead the deployment of CaseWare and developed a team of CaseWare Champions.

EDUCATION AND PROFESSIONAL DEVELOPMENT

Bachelor of Business Administration

Kent State University, Kent Ohio

Major: Accounting, Graduated Cum Laude 3.57 GPA

Certified Public Accountant (CPA), State of Ohio (active)

VOLUNTEER ORGANIZATIONS

Family Pride Board Member, Chardon, Ohio

Ravenwood Health, Board Secretary/Treasurer, Chardon, Ohio

Assistant Scoutmaster and former Scoutmaster for Troop 91, Munson Township, Ohio

Volunteer at the Geauga County Department on Aging

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