Adam Torkelson
Huntsville, TX *7320
936-***-**** * *************@*****.***
QUALIFICATIONS
Eighteen years’ experience with tax preparation and financial accounting for small businesses
Twenty-four years’ experience in customer service
Four years’ experience in inside sales support
Two years’ experience in call center with high call volume
EXPERIENCE
Liberty Tax, Huntsville, TX; January 2025 to Present
Tax Accountant
Prepared and audited tax forms 1040, 1065, 1120, and 1120S
Managed the night shift alone at a single store
Huntsville Independent School District, Huntsville TX; February 2025 to Present
Substitute Teacher
Served as a substitute teacher for Elementary, Middle, and High School
Texas Department of Criminal Justice, Huntsville, TX; August 2024 to November 2024 and December 2023 – February 2023
Correctional Officer IV
Responsible for maintaining order and safety in prisons, and for the supervision of people in custody.
Enforcing rules, settling disputes, and ending fights between inmates
Inspecting facilities for security breaches, conducting searches for contraband, and controlling access to the facility
Overseeing inmate activities, work assignments, and meals, and providing support for educational, recreational, and religious activities
Completing forms and reports, and maintaining logs
David M. Torkelson, CPA Houston; August 2011 – November 2023 and July 2006 – September 2010
Accountant
Prepared and audited tax forms 1040, 1065, 1120, and 1120S
Produced monthly, quarterly, and annual Balance Sheet and Income Statement for all practice
business clients
Bookkeeping using QuickBooks
Recorded asset purchase information in tax program and reconciled to book depreciation
schedules
Sales Taxes
Franchise Taxes
Paid eftps payments and prepared year-end documents for payroll clients
Incorporations
Clerical duties
Kanaly Trust, Houston, TX September 2010 – August 2011
Wealth Management Group Accountant
Provided accounting and reporting support for account and trust administration
Reviewed and processed client transactions including bills and distributions
Administered monthly JIB payments for over 300 wells
Facilitated the timely payment of insurance premiums and tracked policies on a skip report
Expedited payment of Ad Valorem taxes on oil and gas assets held in Trust
Completed the trust income tax return process
Served on the Trust Sub-Committee as Accounting Liaison
Medtronic MiniMed, Northridge, CA June 2002 - July 2006
Insulin Pump Specialist / Pump Order Services Department
Obtained and entered patients’ health and demographic information into the SAP system to ensure
the patient’s correct history profile
Verified patients’ benefit information with their insurance carrier and obtained pre-authorizations
as required
Created and requested necessary prescription documents from doctors and patients in order to
prescribe and ship the insulin pump
Expedited shipping of insulin pumps to patients by creating sales orders in SAP
Clinical Services Technician September 2000 – June 2002
Worked with customers in troubleshooting their infusion pumps and supplies for possible
problems in an extremely high call volume
Documented all disseminations into the SAP system
EDUCATION
University of Phoenix, Houston, TX 2009-2010 - Master of Science in Accountancy Degree
Lone Star College, Houston, TX 1995
Berklee College of Music, Boston, MA 1993-1998 - Bachelor of Music Degree