Staff Accountant United States

Joshua Zechman, Staff Accountant

Penn Laird, Virginia, United States, 570-***-****, ***********@*****.*** LINKS LinkedIn Profile

PROFILE Dedicated Accounting, auditing leader, and tax expert with over 10 years of career success analyzing financial information and transactions to produce insights that guide decision making. Foster customer relationships, lead teams, and collaborate across functions to execute projects, preparing financial statements and reporting results to maximize performance, minimize financial risk, enhance customer experience, and achieve business objectives with complying with standards and regulations in a high-pressure environment. Excellent verbal and written communication skills.

ACCOMPLISHMENTS Successfully returned client to tax compliance with government after years of missed tax filings.

Advised and converted clients to new accounting systems successfully. Signed and filed individual tax returns.

Provided guidance for clients regarding individual tax situations. Wrote letters to the IRS for clients regarding tax notices. EMPLOYMENT HISTORY

Feb 2024 — Apr 2024 Tax Associate - Contract (Tax Preparation), Intuit Remote

• Full Service Tax Professional preparing and signing over 50 tax returns, including 20 different state tax returns.

• Completed 300 calls from customers seeking tax help and advice for self-preparing their taxes.

• Collaborated with team members to provide and gain education on tax questions during team meeting and team huddles.

Sep 2021 — Oct 2023 Reconciliation Analyst (Financial Analysis at Mass Tort Law Firm), Epiq Global Remote

• Reconciled Bank Statements with Company financial information, using primarily Excel spreadsheets.

• Adhered to HIPPA laws when handling mass tort settlements with medical information to conduct communications.

• Trained new team members in both the United States and from the company branch in India.

• Wrote and updated SOPs for the position.

Feb 2021 — May 2021 Small Business Loan Analyst – Contract (Banking), Lendio Remote

• Reviewed applications for appropriate documentation to calculated allowed loan amounts for the Payroll Protection Program (PPP), administered by the Small Business Association (SBA).

• Using the business owner’s Schedule C, Form 1120, Form 1120-S, or Form 1065 to calculate payroll totals to determine how much a borrower was allowed to request to help them with costs during the Covid Pandemic.

• This role later transitioned to identifying fraudulent applications.

• Filing Suspicious Activities Reports (SARs) with the Financial Crimes Enforcement Network (FinCEN). Jan 2021 — Feb 2021 Loan Application Reviewer - Contract (Banking), Atlantic Union Bank Remote

• Reviewing applications of sole proprietorships, partnerships, or corporations (C-Corp and S-Corp).

• Calculating allowable loan amounts based on the standards of the SBA.

• Providing guidance to those who were making a permitted second draw on the PPP Loan. Sep 2020 — Dec 2020 Systems Analyst Lead - Contract (Government Contracting), GenTech Associates Remote

• Working directly with GS/11s through GS/13s in a team environment, managing a team of 17 other remote contractors to handle the re-establishment of the Customer Engagement Portal (CEP) that was shut down due to a fraudulent data breach.

• Approved and rejected users based on provider and vendor feedback.

• Approving and rejecting users based on provider and vendor feedback.

• Working with VA service providers to provide guidance on the new system. Dec 2018 — Apr 2020 Staff Accountant (Public Accounting), Young, Nicholas, Branner,

& Phillips, LLP Harrisonburg, VA

• Preparing payroll and payroll tax returns for multiple clients.

• Individual and business tax preparation.

• Collaborating as part of a team or self-completing audits, reviews, and compilations for governmental entities and not-for-profit agencies.

• Performing full-cycle bookkeeping services, financial statement analysis and preparation. May 2018 — Dec 2018 Senior Accountant (Public Accounting), Monfalcone & Garris Charlottesville, VA

• Self-performing and completing audits and tax returns for multiple entities and individuals.

• Performing full-cycle bookkeeping services, financial statement analysis and preparation.

• Communicating with the IRS on behalf of clients. Jun 2017 — Apr 2018 Audit Associate (Public Accounting), Brown Edwards & Company Harrisonburg, VA

• Performing audits of eight local governmental entities, including cities, towns, and other municipalities.

• Prepared tax returns, expanding experience to partnership, corporation, estate, and trust returns. Sep 2015 — May 2017 Staff Accountant (Public Accounting), BeachyArehart CPA Harrisonburg, VA

• Reviewing and preparing tax returns

• Completing inventory and financial audits

• Full-cycle bookkeeping services for three local businesses.

• Preparing payroll and sales tax returns for five other local businesses Nov 2014 — Jul 2015 Financial Analyst (Nonprofit Agency), Vector Industries Waynesboro, VA

• Ensuring pricing is accurate by running production time studies on employees paid by piece work.

• Budgeted and forecast monthly income and expenses.

• Prepared financial reports for board meetings.

• Gained experience with QuickBooks billing/invoicing, entering payables, and running financial reports. EDUCATION

Jun 2014 — Dec 2015 Masters of Science in Accounting, Indiana Wesleyan University Marion, IN Graduated Magna Cum Laude

Oct 2009 — Apr 2014 Bachelor of Science in Accounting, Indiana Wesleyan University Marion, IN Graduated Magna Cum Laude

SKILLS Public Accounting

Bookkeeping

Tax Accounting

QuickBooks

Xero

bill.com

Corporate Accounting

Financial Reporting

Microsoft Office

Customer Service

Adaptability

Effective Time Management

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