ASSISTANT VICE PRESIDENT / ESTATE SETTLEMENT SPECIALIST
Seasoned detail minded CPA Candidate with significant management, tax, audit and client service experience
Proficient in Microsoft Office Excel, Word, PowerPoint
Knowledge of GAAP guidelines
QuickBooks, Microsoft Office Excel, Word, PowerPoint
Knowledge of Sarbanes Oxley
Authorized IRS Efile Provider
Valued team player
Proficient Taxwise software user
Income and Use Tax Research
Proficient Federal / State Taxation of Individuals, Corporations
Client Service oriented
Excellent written and verbal communication
Professional Presentation skills
Thrives under pressure
Identified and assessed Use Tax liability of more than $250,000 in annual period, with second most completed audits on team.
First Midwest BankPlainfield, ILAssistant Vice President / Estate Settlement Specialist
Settlement of Estates, Trusts, and Guardianship's Collection of assets from financial institutions, related parties and business interests Monitored real estate tax, insurance and organization compliance Prepared Estate, Trust and Guardianship asset inventories with status information Conducted conferences with clients, and resolved service and vendor issues Managed vendor bids, and insurance compliance Conducted asset liquidation sales per court order Maintained account opening, maintenance and closes Prepared court accounting, and performed financial analysis of financial accounts.
Illinois Department of RevenueDes Plaines, ILRevenue Auditor I
Completed eight weeks of formal classroom training on tax laws, audit procedures Completed specialized field training of separate tax laws Completed 9 months of closely supervised instruction and training in performance of infield auditing assignments Received and completed difficult, and routine auditing assignments Participate in team complex project assignment Prepare comprehensive reports detailing results and conclusions of audit assignments, with supporting documents and evidence Provided routine tax information and guidance to taxpayers concerning the proper method of completing tax returns and application forms Promotes voluntary taxpayers' compliance, answers routine inquires as to rules, regulations and procedures Performs other duties as required or assigned which are reasonably within the scope of duties above.
Robert HalfTinley Park, ILAccounting/Management Consultant
Assisted with asset collection and management worth $10 Million Compiled and prepared court accounting for Estates, Trusts and Guardianships Responded to vendor, employee, and beneficiary inquiries Prepared, monitored and analyzed estate budgets Researched invoice discrepancies and resolve payment / credit issues Maintained accounts payable, and receivables journals Reconciled trust/business accounts, and automated clearing house deposits Performed financial analysis, and prepared recommendations for SVP Verified and reviewed payroll, sales and use tax returns, ensuring filing deadlines met Compiled financial statements Developed operational procedures, and recommended process improvements Researched Federal /State tax returns, individual and business (706, 1040, 1041, 1120, 1120S, 990) returns Researched IRS and state publications, regulations and GAAP publications.
Oak Realty of ChicagoChicago, ILBroker Associate
Performed residential and commercial property valuations Consulted with prospective real estate buyers and sellers Located properties, and scheduled showings Negotiated offers to purchase Transaction management, and communication to all parties to ensure closings Completed licensing continuing education.
Developed and maintained client relationships, and delivery of client services.
Financial and account analysis and budgeting Maintained corporate & reo property accounting, A/R, A/P, general journal and ledger entries, month/quarter/year end closing Maintained client communication on transactions to closing Residential and commercial valuations Maintained and reconcile escrow and corporate bank accounts Ensured licensing, and corporate compliance Monitored and developed client relationships Accounting system integration and management of information systems.
Red Lobster RestaurantsMatteson, ILRestaurant Manager
Managed staff of sixty to deliver company sanitation, food, safety and service standards Supervised daily operations Performed profit & loss statements analysis Identified and implemented $1,000,000 in cost reductions Increased unit revenue results eight consecutive quarters Identified, hired, trained, and evaluated employees Managed $1,400,000 annual inventory and labor budgets Resolved customer complaints, delivered customer service, and staff appreciation.
Performed daily accounting audits to identify discrepancies Researched and resolved accounting discrepancies Reconciled accounting daily Compiled financial statements by client deadlines Computed tax lots utilizing FIFO, LIFO, and Average Weighted Cost methods Maintained internal and external relationships to ensuring client reporting Managed client accounting ensuring and met deadlines Responded to administrator and client inquiries Improved at risk accounts to customer satisfaction.
Keller Graduate School of ManagementDowners Grove, ILBusiness ManagementGPA: GPA: 3.0Coursework in Business Management with a minor in accounting.
Robert Morris UniversityChicago, ILAccountingGPA: GPA: 3.10
Robert Morris UniversityChicago, Illinois, United StatesAssociate of Applied Science: Computerized Business SystemsGPA: GPA: 3.15
Alumni Member of Robert Morris University and Keller Graduate School of Management, Member of Chicago National and Illinois Association of Realtors, Authorized IRS EFILE Participant
Accounts Payable, Accounts Receivables, Financial Statement analysis, General Ledger, inventory, and cost controls, Microsoft Office, Oracle, QuickBooks, Sarbanes Oxley, Tax Law Research and interpretation, 1040 and 1120 Tax Return Preparation