Human Resource Accounting Specialist

Leomia Wade Poole

336-***-**** ****************.**@*****.*** www.linkedin.

SKILLS

● Human Resource

● Problem-solving

● Time Management

● Analytical Thinking

● MS Office (Word, Excel)

● Google (Docs, Sheets)

● Taxation

● Tax Planning and

Compliance

● GAAP Expertise

● Budgeting and Forecasting

EDUCATION

South University-

MBA Health Administration

High Point, NC

Elon University

BS Accounting

Elon, NC

Alamance Community College

ASS Accounting

Graham, NC

Bookstone Business College

Computerized Accounting

Greensboro, NC

PROFESSIONAL SUMMARY

Highly analytical, results-driven tax accounting specialist who works quickly and accurately under tight deadlines. Trustworthy Manager with over 22 years in financial statement preparation and general ledger activity. Team-oriented Accountant, adapt to create clear comprehensive financial reports to present to senior Management.

Highlights

● Prepare Tax returns for high income clients to reduce tax liabilities

● Increase marketing and client intake by 35%

● Delivered multiple high-priority projects under tight deadlines

● Recognized as a high earning leader

Thomas Chandler Thomas Hinshaw LLP / Senior Tax Accountant January 2025- July 2025 - Burlington, NC

● Prepare and review complex returns

● Research and interpret tax law

● Assist with tax planning strategy

● Stay up to date on changes in tax regulations

● Train and mentor junior staff

● Assist with special projects as needed

Intuit, California / Tax Consultant

2024 - 2025

● Prepare Individual, and small business tax returns

● Perform tax research on different topics

● . Mange product/software inquiries.

● Provide tax advice to help clients

● Maintain detail and accurate records

Walker Assoc. Accounting, Burlington, NC President, CFO 2001 – 2024

● Performed tax returns, financial statements.

● Achieved revenue by departmental objective by Implementing marketing strategies which resulted in 35% growth of customer base.

● Developed a new process for employee evaluation which resulted in marked performance improvements.

● Payroll Accounting for 10 employees.

ACCOMPLISHMENTS

Business Advisory Council

Businesswomen of the Year.

Wall Street Journal Woman of

the Year

Who’s Who Among the

American Junior Colleges

A.C.C Ambassador Alumni

Phi Theta Kappa Honor

Society

Madison Professional

Executives

Volunteer Center Board of

Directors

● Compiled Financial statements and set budgets to ensure expense plans are achieved

.

Leomia Wade Poole

WORK EXPERIENCE, cont.

Walker Connection in Life, Burlington, NC Founder, CEO 2001 to Current

● Teach organizations free tax seminars and free beginners’ education for start-up business.

● Develop methods to establish and clarify customer objectives.

● Help low income and senior citizens with filing income taxes

● Present financial statements and budgets correlation to upper management

Portfolio Recovery, Burlington NC Account Representative 2017-2019

● Collect and settle debts

● Answer Inbound and outbound calls

● Fast and accurate data entry.

● Customer Service skills.

Harvey Custodial Service, Burlington, NC Accounting Manager 2002-2009

● Set up and update customer accounts with interactions, payments and personal information

● Payroll Accounting for 10 employees

● Compile Financial statements and set budgets to ensure expense plans

● Performing Quarterly Reports

● Prepare Accounts Receivable and Account Payable Invoice Richmond Trucking Company, Burlington, NC Accounting Mgr. 2002 - 2009

● Establish procedure for custody and control of assets. Records to ensure safekeeping of securities

● Prepare Account Receivable and Account Payable Invoices

● Compile financial Statements and set budgets

● Performing Quarterly Reports

Licenses & Certificates

CPA candidate / July 2025

Contact this candidate