CPA, tax and accounting, software

QUALIFICATIONS/SKILLS

Financial statement preparation, journal entry creation, monthly and yearly closings, fixed asset calculations, bank reconciliations, audit of commodity pool partnerships, and general accounting. Return preparation of individual, partnership, and corporate tax returns for federal and states. Payroll quarterly and yearly returns and W2s including online submissions. 1099 preparation and filing. Sales, use, and property tax returns. Review of payroll and sales tax filings of other staff. Creation and setup of client accounting systems.

Proficient with Microsoft Windows XP, Mac OS X, Windows Peer to Peer Networking, Thomson Reuters CS Professional Suite software (Ultra Tax CS, Writeup CS, File Cabinet CS, Trial Balance CS & Fixed Assets CS), Prosystem FX tax and fixed asset software, BNA Fixed Asset Software, Fixed Asset System, Microsoft Office Suite, Lotus SmartSuite, Caseware Working Papers Software, Peachtree Accounting, Quickbooks, and other software. Construction of multipage linking spreadsheets. Trainer and support for peers in software and hardware issues.

PROFESSIONAL EXPERIENCE

RSM McGladrey Inc, Waterloo, IA (2/11-4/11)

Tax CSR

• Prepared tax returns for corporate, partnership, and limited liability entities, and individuals;

• Compiled financial data necessary for preparation of returns.

• Research tax items as needed.

• Created Fixed Asset reports, collated client data, and entered into paperless filing system.

Powell Accounting Mission, KS (3/10-5/10)

Contract Accountant

• Responsible for installation and conversion of tax and fixed asset software.

• Responsible for selection and training of other temporary staff.

• Supervised and scheduled other temporary staff.

• Responsible for allocation of return preparations for staff.

• Preparation of Individual, Partnership, Corporate, and Trust returns.

• Review of returns prepared by other staff.

• Responsible for maintaining office network.

Woodward, Hunt & Associates CPAs PC, Overland Park, KS (12/07 – 7/09)

Staff CPA

• Prepared Individual, Partnership, and Corporate tax returns.

• Property tax return preparation.

• Payroll tax return reconciliation and preparation.

• Monthly compilations of client financial data.

• Bank reconciliations.

• Accounting system creation and setup.

• Creation of Excel linking spreadsheets for conversion of accounting software data to Financial Statement Reports.

• Preparation of Individual, Partnership, and Corporate tax returns.

• Fixed Asset maintenance.

• Corresponded with taxing entities regarding notices sent to clients.

Thompson & Eich CPAs, Fort Dodge, IA (3/1988 – 11/07)

Staff CPA

• Monthly compilation of Commodity Pool Partnerships, and other clients.

• Audit of Commodity Pool Partnerships.

• Sales and Use tax return preparation.

• Journal Entry creations for monthly and yearly closings.

• Bank reconciliations.

• Preparation of Individual, Partnership, and Corporate tax returns.

• IT management, including selection, testing, installation, training and troubleshooting all firm software and hardware. Including assembly of hardware for peer to peer network, archiving of electronically stored file system, maintaining system backups, and consulting with necessary outside IT services. Performed similar functions for clients.

• Scheduled and assigned duties for local CPA group for professional education requirements.

EDUCATION

Buena Vista University, Storm Lake, IA

• Bachelor of Science - Accounting

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