Certified Public Accountant Resume Green Bay, Wisconsin - Hire IT People

SUMMARY:

Performance and results - driven Certified Public Accountant with extensive experience as a business consultant and tax advisor working with Confidential -firm clients.
Develops budgets and performs compiled and reviewed financial statement engagements.
Provides analysis and consultative services for multiple-business-activity-taxpayers.
Conducts tax planning and return preparation in alignment with client needs.
Trains and mentors client and Confidential -firm staff members concerning client services, methodologies and QuickBooks and other accounting and tax software use.
Develops and maintains long-standing, positive client relationships.
Oversees accounting functions, and successfully represents clients for IRS and state tax issues.
Builds, trains, mentors and manages high functioning personnel in the delivery of outstanding accounting results.

AREAS OF EXPERTISE:

GAAP Financial Reporting Financial Statement Compilation / Review
Construction Clients
Budgeting Forecasting Intercompany Analysis
Consultative Services Business / Multi - Entity / Shareholder s & Partner s Tax Planning & Preparation
Tax Research Federal & State Tax Issue
Resolution Identification of Overlooked Deductions
Project Profit Analysis / Job Cost Reporting
Client Relationship Building / Maintenance

TECHNICAL COMPETENCIES:

UltraTax CS Planner CS Checkpoint QuickBooks Excel

PROFESSIONAL EXPERIENCE:

Confidential, Green Bay, Wisconsin

Certified Public Accountant

Responsibilities:

Prepared compiled and reviewed consolidated financial statements and tax returns and provided tax planning services.

Confidential, Boyne City, Michigan

A Certified Public Accountant

Responsibilities:

Performing compiled and reviewed financial statement preparation, contracted tax services, and small business consulting.
Provided small business clients with financial statement preparation, consultative services, tax research, planning and return production.
Assisted clients’ staff on financial reporting issues, QuickBooks utilization and job costing.

Confidential, Charlevoix, Michigan

Certified Public Accountant

Responsibilities:

Provided small business clients with financial statement preparation, tax planning and return production, and consultative services.
Assisted clients’ accounting staff with accounting and QuickBooks issues.
Trained and assessed staff production regarding client account activities and industry-specific financials.
Played a key office role as the main point-of-contact for GAAP financial statement compliance, as well as construction client and condominium association specialized reporting.
Produced accurate projections that effectively evaluated client profitability by employing changes based on overhead calculations and project budget investigations.
Served as a member of multiple clients’ financial teams, consulting on and executing accounting functions during employee transition.
Successfully won state tax challenges, which improperly assessed major penalties and denied credits.

Confidential, Petoskey, Michigan

Certified Public Accountant

Responsibilities:

Addressed small business issues such as financial information gathering and financial statement creation, tax planning and return preparation, as well as providing consultative services.
Prepared year-end client book adjustments, participated in IRS audit negotiations and resolutions, and aided client accounting staff concerning accounting issues.
Facilitated enhanced client business operations, and determined staffing needs, as well as break-even points through the creation of comprehensive budget and performance spreadsheets.
Addressed numerous multiple-entry taxpayer issues with a specialization in reconciling, capturing and properly stating intercompany activities and new equipment financing.
Served as clients’ representative with the IRS, successfully disputing an increase in multiple-entity taxpayer’s proposed tax liability by identifying an authoritative source to dispute the ruling.

Confidential, Fremont, California

Accounting Manager

Responsibilities:

Grew multi-department financial statement accuracy and value, as well as budget analysis by gathering 5 departments’ operating data and assumptions resulting in the development of monthly revenue recognition reporting and cost accruals.
Managed the day-to-day accounting activities for a subsidiary office and 2 new remote locations.
Hired, trained, developed and assessed 5 direct reports.

Confidential, Foster City, California

Project Controller

Responsibilities:

Maintained under-budget results for the construction of a 300K sq. ft. office tower and parking structure.
Participated in project field office meetings and updated project budget spreadsheets.
Secured on-time funding from Metropolitan Life through the development of all construction draw submissions documentation.