Tax Manager

Location:

United States

Posted:

June 29, 2009

Contact this candidate

Resume:

Jeffrey Garth Lewis

Certified Public Accountant

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

Fairmont, NC 28340

910-***-****

******@*********.***

OBJECTIVE: To further my career as a Certified Public Accountant with a reputable and well-established organization that is committed to growth and prosperity. I am interested in a long term professional relationship that seeks rewards for the work place as a whole as well as the individual.

EXPERIENCE:

1/1/2001 to Present Lewis & Lewis CPAs PLLC Lumberton, NC

Certified Public Accountant

Individual and corporate tax preparation, meeting with individuals and corporate officers in the preparation of tax returns, developing tax strategies which best served the needs of clients, forecasting future tax liabilities and consideration for additional planning (i.e. purchasing real estate, machinery & equipment, best time to sell property and or business assets).

Plan and perform governmental and non-governmental audits from both a supervisory and staff position. Making year-end adjustments to financial statements for proper reporting and submission to oversight personnel (HUD, Local Government Commission, Board of Directors, etc.) and review implementation of Sarbanes-Oxley Act. Working with Comptrollers in developing investment strategies in order to ease government budget restraints.

Management Advisory Services including oversight of payroll reporting and implementation, review of fixed assets, inventory observation, and repayment schedules with banking officials.

1/1/1989 to 12/31/2000 Jeffrey Garth Lewis Fairmont, NC

Certified Public Accountant, Self-employed

Individual, corporate, partnership, estate and fiduciary tax preparation and reporting. Performed estate planning and management advisory services. Prepared compiled, reviewed and audited financial reports within the guidelines of the AICPA. Maintained CPA License by obtaining 40 hours each year of continuing education in various fields of study (non-governmental audits, construction, agriculture, and warehouse distribution, manufacturing and school audits).

12/1/1993 to 8/31/2000 Town of Fairmont Fairmont, NC

Mayor

Administered and conducted town business functions, presided over town board meetings (6 member board plus mayor). Voted, approved and had oversight obligations for $2.5 million annual budget, 35 full time employees. Highlights: supervised bond sale and grant procedure for construction of $1.75 million waste water/sewer treatment plant. Also was chairman of oversight committee for HUD Community Development Block Grants. President of Local Council of Governments for 2 years. Met with Local, State, and Congressional officials during implementation of bond sale and grant procedure. Cast tie-breaking ballot which led to 4 town annexations and consultation in providing services to new annexed areas. Original member of board to establish Empowerment Zone and obtain government funding for incubator businesses and bring jobs to rural North Carolina.

1/1/1982 to 1/1/1989 Lovin and Lewis, CPAs Fairmont, NC

Certified Public Accountant, Partner

Individual and corporate tax preparation, estate planning, financial and managerial advisory, payroll reporting and implementation, compile and review financial reports.

8/1/1979 to 1/1/1982 A K Lovin and Company Red Springs, NC

Staff Accountant

Individual and corporate tax preparation, bookkeeping, payroll reporting and implementation, compile and review financial statements.

EDUCATION:

1974 – 1979 University of North Carolina at Chapel Hill

Chapel Hill, NC

Bachelor of Science in Business Administration

1982 – Present Certified Public Accountant

North Carolina State Board of CPA Examiners

CPA Certificate # 13509 Issued: June 7, 1982

COMMENTS:

I have practiced accounting for 27 years, 24 years as a CPA and have had the opportunity to work with a wide range of people, on many different levels, in very different environments. This diversity demanded that I posses the ability to communicate effectively with people from all walks of life. Whether meeting with individuals on how to plan for retirement and children’s college education or with congressmen in our nation’s capital concerning multi-million dollar budget issues for the town, the ability to communicate properly in any setting is vital to a successful outcome. Communication skills include oral (public speaking) and written (Microsoft Word and Excel). Highly capable of learning new computer programs with hands-on experience.

REFERENCES: W. Stewart Thomas, PhD.

UNC – Pembroke

Pembroke, NC 28372

910-***-****

Arthur Leggett

Director of Finance (retired)

Public Schools of Robeson County

410 Caton Road

Lumberton, NC 28360

910-***-****, ext 221

Judge Harry McDowell

Magistrate, Horry County, SC