CPA/TAX ACCOUNTANT (SEASONAL 2010-2011 AND 2015-PRESENT)
Skilled CPA with extensive experience preparing corporate, partnership and individual tax returns. Proven ability to manage multiple assignments while meeting deadlines. Excellent attention to detail with strong analytical skills. Noted for building positive rapport with colleagues and clients. AICPA member.
CPA (UT License # 266343-2601)
Flexible team player
Ultra Tax, Lacerte and Turbo Tax
Microsoft Excel, Word and Outlook
CPA/Tax Accountant (seasonal 2010-2011 and 2015-present), Hinton Burdick CPAs & Advisors – St George, UT
Prepare complex tax returns including individual, corporate, partnership and trust with accuracy and efficiency in a deadline-driven setting.
Proactively seek client tax savings through research, tax planning and communication with partner/manager.
Prepare/review client financials using Quickbooks in a cost-effective manner. Comprehensive understanding of accounting process.
CPA/Tax Accountant, 01/2008 to Current Self-Employed – Hurricane, UT
Responsible for client relations, tax consultation, bookkeeping and tax prep for both individuals and businesses. Prepare year end financials utilizing Quickbooks. Ample experience with bank reconciliations, A/P and A/R, asset capitalization, depreciation, payroll, expense classification and adjusting journal entries.
Implemented tax savings via proper entity selection, retirement funding, deduction bunching and proper revenue recognition.
Reviewed staff prepared returns for accuracy, reasonableness and compliance with current tax regulations in a time-sensitive environment.
Enhanced client satisfaction by providing solutions to specific tax questions and ideas for future tax planning.
CPA, Technical Manager, 08/1993 to 10/2004 Kemp, Burdick, Hinton & Hall – St George, UT
Technical Manager-- Prepared/reviewed complex tax returns, provided tax consulting and on-site accounting assistance. Supervised annual audits of several non-profits, local towns and special service districts. Articulated any findings and recommendations with management. Mentored new staff.
Staff Accountant-- Prepared individual/business tax returns, assisted clients with monthly bookkeeping and year end tax planning . Completed compiled, reviewed and personal financial statements. Assisted with governmental and non-profit audits.
Master of Science: Accounting/Tax Emphasis, 1993 Utah State University - Logan, UT
Bachelor of Science: Accounting, 1993 Utah State University - Logan, UT