CPA with strong interest background in Audit, Taxation and Finance seeking an interesting and challenging position. Currently enrolled in the QuickBooks Pro Advisor online Program.
01/2015 to 01/2016
Tahim and Associates
Various thru April 18th
Jim Genian, CPA.
01/1993 to 12/2015
OwnerJim Genian, CPA － Newport Beach, CA
-Small Business Clients in most of the 50 States
-Tax Preparation, Projections, Research, Analysis
-Compilations, Reviews, Audits
-BNA, Lacerte software used extensively.
01/1991 to 01/1992
Dean Witter Financial Consultant
Licensed Broker in Stocks (Series 7) and Futures and Commodities (Series 3 Financial Planning analysis and implementation.
Training completed in New York at the World Trade Center.
01/1989 to 01/1990
Laventhol and Horwath Senior Tax Accountant
Preparation of large Corporations, Partnerships and High Net Worth Individual Returns
-Completion of Audit experience required for Certification.
Reached Settlements with IRS
-Reviewed tax returns prepared by Staff
-Supervised Real Estate, Health Care, Small Business and Audit Departments.
Tax Staff AccountantAllen, Haight & Company
Prepared Small Business and Individual Federal and State Tax Returns
-Participated in Certified Audits
IRS (tax shelter division), Tax Examiner.
02/1983 to 02/1987
Audited Entities suspected of being abusive tax shelters
-Ordered Engineering Reports
-Interfaced with other Federal Agencies such as the Justice Department
-Researched international taxation issues
Treasury Department Tax Shelter Specialist.
01/1983 to 01/1987
Price Waterhouse, Staff Auditor
Education and Training
Bachelor of Science: AccountancyCSULB － Long Beach
1982 thru 1983
-Conducted Certified Audits of Retail Clients
-Conducted Certified Audits of Oil & Gas Industry Clients
-Conducted Certified Audits of Manufacturing Clients
-Conducted Certified Audits of Aerospace Clients
Taxation (9 Courses)
-All Tax Software Preparation Programs
-All Tax Research Programs
-Microsoft Office Suite