Julie Steele

**** ******** ******

Baton Rouge, Louisiana

225-***-****

kukpvc@r.postjobfree.com

Career Objective:

To build a long-term career in the Accounting field in a position that aims to maximize the legal and financial protections of individuals or companies.

Education:

Juris Doctor and Bachelor of Civil Law, May 2005

Paul M. Hebert Law Center, Louisiana State University, Baton Rouge, LA

Bachelor of Science, Accounting, magna cum laude, May 2002

Lipscomb University, Nashville, TN

Licensed Attorney: Louisiana, 2005 and Tennessee, 2008

Accounting Experience:

Rothkamm Law Firm July 2012 - Present

Baton Rouge, LA

Bookkeeper

• Identified and corrected multiple problems within PCLaw accounting system

• Assured complete and accurate records

• Accounts receivable and payable

• Created and managed Excel budget

• Opened and closed files

• Processed Payroll

• Received and processed payments and performed other tasks in Case Management

System (CMS)

• Scheduling through Outlook

Julie K. Steele, L.L.C. July 2011 - Present

Baton Rouge, LA

Business and Financial Consulting

Interim Controller: $7M commercial healthcare laundry (March 2012-June 2012)

• Identified and corrected multiple problems within Peachtree accounting system

• Accounts receivable and payable

• Created and managed Excel budget

• Online banking management (funds transfer and bill pay)

• Bank reconciliations, journal entries, payroll entries, retirement contributions, sales tax,

general ledger management and financial statement preparation

• Insurance Management

Individuals:

• Create, edit and manage complex Excel budget systems to maximize savings and debt

reduction, manage cash flow, and record and reconcile financial transactions

Steele, Martin, Jones & Company, P.L.C., C.P.A.s March 2008 - June 2008

Jackson, TN

Accountant

• Assisted senior Tax Partner in personal income tax return preparation and processing

Horne LLP January 2006 - October 2006

Nashville, TN

Litigation, Fraud and Forensic Services Associate

• Detected check kiting, Ponzi schemes and hidden assets through transaction analysis,

recordation and reconciliation while performing fraud examinations

• Assisted in preparation of Rule 26 Expert Testimony Reports

Legal Experience:

Julie K. Steele, Esq., L.L.C. August 2009 - June 2011

Lafayette and Baton Rouge, LA

Oil and Gas Title Attorney

• Performed oil and gas title examinations and prepared title opinions

• Examined abstracts using a Excel spreadsheets and flowcharts to analyze the validity of

oil and gas leases and other real estate transactions

• Computed complex ownership interests

• Edited other Attorneys’ title opinions for accuracy, grammar and sentence structure

Hoyt & Stanford, L.L.C. June 2008 - August 2009

Lafayette, LA

Associate Attorney

Tax:

• Prepared Offers in Compromise and IRS letters and documentation

• Negotiated with IRS agents and appeals officers

• Represented clients in audits and other stages involving income and employment taxes

and civil penalties

Estate planning, special needs planning and successions:

• Prepared wills, trusts, acts of donation and powers of attorney

• Medicaid planning and disputes including preparing and administering special needs trusts

• Prepared and submitted all legal documentation for successions, tutorships and

interdictions

• Settled long-litigated successions

Business:

• Formed, merged, liquidated and dissolved corporations, limited liability companies and

other entities

• Facilitated sales, contributions, and distributions through the preparing and submitting of

all appropriate legal documentation

• Prepared corporate compliance documentation such as resolutions and minutes

• Represented a group of physicians in a complex hospital reorganization by preparing all

legal documents, including lease agreements, and by working directly with banks,

shareholders and members to arrange and collect contributions and obtain all requested

documentation

Simien & Miniex, APLC November 2006 - November 2007

Lafayette, LA

Associate Attorney

• Represented the Louisiana Department of Revenue in multi-million dollar tax refund and

tax collection cases by conducting extensive legal research and incorporating the product

of that research into motions and supportive memoranda, discovery requests, and

interoffice memoranda

• Summarized depositions and medical records

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