Use Tax Manager

DonnaLynn Zimmerman, EA, MBA

*** ******* ***** ****: 847-***-****

Wheeling, IL. 60090-4549 *************@*****.***

SUMMARY

Accounting professional: Most recent experience at small CPA firms, preparing individual tax returns; monthly financial statements; corporate, partnership, payroll, and sales and use tax returns. Previously worked in small to mid-sized companies, in various accounting and management positions, including as Controller in multiple corporations. GOALS

To use my accounting, tax and management skills to produce financial information for tax preparation, management decision-making and feedback. To point out ways to use tax opportunities, avoid potential problems, and achieve efficiencies.

SKILLS

Prepared various tax returns, including 1040, 1120, 1120S, and 1065.

Proficient in use of various accounting and tax software packages, including UltraTax, SurePrep, Lacerte for personal taxes, Creative Solutions Accounting (CSA), Client Bookkeeping Solutions (CBS) and various versions of Quickbooks.

Worked on special projects to improve and grow business, both in teams and individually.

Prepared annual financial information to culminate in best-scenario tax and over-all situation for clients.

Responsible for client communications: attend multi-functional meetings and provide insights to problem-solve.

Guide and assist co-workers with software and accounting questions.

Management skills: Hire, develop, coach and review staff; cash management; budgeting. PROFESSIONAL EXPERIEN/CE

02/24 to 03/25 R.J. Augustine and Associates, Ltd. Tax Accountant Reported to the Tax Manager and the Vice-President of Operations Prepared reports during tax season. Worked on special projects, including bringing QuickBooks work up-to- date for 2023. Helped a client with an offer in compromise, which alleviated over $100K in tax debt, worked with several clients to bring their work up-to-date. Helped with clients’ tax problems when needed. 05/23 to 01/24 Various

Helped in two tax offices, one for about three months, another as a temp for several weeks. 12/21 to 04/23 Bryant & DaValle, PC Tax Accountant Prepared individual, corporate and partnership returns. Also assisted with non-profit and estate/trust returns. Did monthly accounting work, sales and use tax returns, and payroll. 01/21 to 11/21 Various

Helped at two tax accounting offices briefly. Worked at an insurance company for 5 months doing office work. 10/14 to 07/20 Accounting Freedom, Ltd. Tax Manager Reported directly to owner and general manager.

Prepared for tax season: sent client organizers and set and led pre-tax season meeting.

Hired and trained seasonal workers.

Prepared and reviewed personal tax returns for clients.

Responsible for problem-solving all aspects of 1040 issues, including software problems, researching tax questions and coordinating the movement of the return through the company to the client.

Resolved tax notice issues by contacting taxing authority and researching details.

Explained tax returns to the clients and quoted and justified the billing for the tax return. 07/04 to 07/14 Business & Professional Consultants, Ltd. Accountant Reported to an owner. Responsibilities included providing monthly financial information, quarterly payroll tax returns, and individual, corporate, partnership, and retirement plan returns for clients. Provide payroll calculations, tax projections and information as needed. Handled full-service accounting functions for clients.

Recovered $100,000 in pre-existing credit memo from Illinois Department of Revenue for a client through various interactions with state agents to collect monies due.

Prepared corporate, personal, payroll and retirement plan returns for clients.

Guide and assist co-workers with software and accounting questions. 05/03 to 06/04 Skokie Valley Reproductions, Inc. Accounting Manager Reported to the President. Prepared monthly reports including financial statements and key management information.

Recommendation for computerizing production information resulted in a time-savings of twenty minutes per day.

Cleaned up balance sheet for unsupported items in preparation for upcoming audit. 07/02 to 04/03 Office of the Chapter 13 Trustee Controller Reported to the Trustee. Prepared monthly reports, audit response letter, and the amended budget.

Created an “employee expense” general ledger and input all FY2002 information.

Implemented a trust general ledger starting with October 2002 reporting.

Generated proof of cash reporting starting with December 2002 reporting. 12/01 to 07/02 Ampel, Inc. Office Manager

Reported to the owner. Responsibilities included purchasing, accounts payable, accounts receivable, collections, payroll, benefits administration, order entry, shipping, and preparing month-end information.

Facilitated health insurance transition for employees. 06/00 to 02/01 Learning Resources, Inc. Controller Reported to the Vice-President of Finance & Strategic Planning. Responsibilities all accounting reports, audit preparation, and managing the Accounting Department, including a staff of 10 in-house people & 1 overseas accountant.

Created an integrated budget to be used for the first time in the company’s history.

Supervised credit department, greatly improving collections. 10/79 to 06/00 Cole-Parmer Instrument Company Various positions: 11/99 to 06/00 Financial Systems Manager and concurrently Acting Controller at SciTech International Inc. Reporting to Director of Finance. Responsibilities included auditing the acquisition, SciTech International, and directing their accounts payable and accounts receivable. Reviewed payroll, prioritized cash flow, and prepared financial statements and weekly reports of key financial indicators. Responsible for three direct reports and indirect reports including overall home office accounting department. Responsible for providing accounting systems and software expertise, training, and trouble-shooting as needed for all business units.

Discovered fraud and did 100% confirmation of all trade payables and receivables.

Involvement in evaluating the SciTech acquisition led to major financial changes. 01/94 to 10/99 Manager of General Accounting (Cole-Parmer) 01/91 to 01/94 Supervisor of General Accounting (Cole-Parmer) 01/89 to 01/91 Group Leader (Cole-Parmer)

10/79 to 01/89 Junior Accountant (Cole-Parmer)

EDUCATION

Lake Forest Graduate School of Management: Graduated with honors from M.B.A. program 6/87. University of Illinois: Bachelors of Science in Business Administration graduated 3/79, accounting major. PROFESSIONAL ASSOCIATIONS

Previously a Member of Independent Accountants of Illinois (Chapter 18) since 2009. Past Chapter Vice-President.

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