Dynamic and highly qualified CPA with extensive knowledge of accounting principles, taxation policies and income tax procedures, specializing in management services and tax and financial planning.
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The Business Report and Journal '40 Under 40' 2008
•Areas of specialization include tax planning and consulting, tax compliance and tax accounting
•Review of c corporation tax returns, including consolidated
•Review of multi-state tax returns, including state sourcing and nexus rules
•Supervise 5+ staff and evaluate their performance, recommending and implementing personnel changes, such as promotions and dismissals
•Annual, semi-annual and job specific performance reviews of staff, including salary adjustments
•Interview prospective employees
•Perform tax research and prepare memorandums
•Design and implement tax department procedures
•Mentor staff
•Review and record corporate income tax provisions, U.S. and international
•Monitor due date reports and ensure all tax returns or extensions timely filed
•Respond to notices from taxing authorities
•Record adjusting journal entries
•Business support, including tax implications of transactions or location of transactions
•Partner, 2008-2012
•Principal, 2006-2008
•Staff Accountant, 1996-2006
•Fifteen plus years of public accounting experience
•Areas of specialization included financial planning, tax planning and consulting, corporate governance, tax compliance and cost segregation studies
•Prepared and reviewed partnership, s corporation, c corporation, individual, fiduciary, sales and payroll tax returns
•Prepared and reviewed consolidated tax returns
•Prepared and reviewed multi-state tax returns
•Assisted in preparation of firm budget
•Supervised 15+ staff and evaluated their performance, recommending and implementing personnel changes, such as promotions and dismissals
•Annual, semi-annual and job specific performance reviews of staff, including salary adjustments
•Interviewed prospective employees
•Performed tax research and prepared memorandums
•Designed and implemented tax department procedures
•Mentored staff
•Prepared and reviewed corporate tax provisions
•Monitored client due date reports and ensured all tax returns or extensions timely filed
•Responded to notices from taxing authorities
•Performed and reviewed audits, reviews and compilations
•Prepared financial statements
•Maintained and reconciled general ledger
•Recorded adjusting journal entries
Graduated Cum Laude
Minimum of 40 hours of continuing education per year since 1996
American Institute of Certified Public Accountants
Georgia Society of Certified Public Accountants
Past Treasurer, The 200 Club of the Coastal Empire
Past Treasurer, Savannah Community Foundation
Past Treasurer, Rape Crisis Center of Savannah
Past Cabinet Member of The United Way of the Coastal Empire
Past Member of the Junior League of Savannah
Microsoft Word, Microsoft Excel, Microsoft Outlook, CCH ProSystem fx Tax, CCH IntelliConnect tax research, RIA tax research, CCH ProSystem fx Fixed Assets, CCH ProSystem fx Engagement, CCH ProSystem fx Document, QuickBooks, CCH fx Practice Management, CCH ProSystem fx Planning, CCH ProSystem fx Scan, CCH ProSystem fx PDFlyer
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