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Candidate Info
years in workforce
years at this job
Master of Arts
Audit Senior (cpa)
Independently managed engagement teams on public and non-public company engagements
- Assisted local client with initial public offering and related S-1 Filings
- Ensured first year 404 compliance for multiple clients
- Provided edits to Financial statements and SEC filings to ensure proper disclosure
- Performed technical research and provided accounting solutions to complex transactions
- Communicated effectively and professionally with executive level individuals
- Mentored less developed staff to assist in their career advancement
Candidate Info
years in workforce
years at this job
Taxation
Master of Arts
Cpa
- Prepared federal and state tax returns for over 200 of Individuals, 30 of partnerships, and 25 of corporations annually
- Researched inbound international tax issues for clients, such as NRA investment for US properties
- Worked on compilation and review reports including compiling financial statements
- Performed an operational audit of internal control resulting in improved controls and operating efficiencies
- Analyzed accounting records, documents and other relevant information with GAAP
- Counseled clients to set up business
Candidate Info
years in workforce
years at this job
Accounting
Cpa
Tax Professional / Entry Level Accountant
- Managed and maintained accounts receivable, accounts payable, and prepared invoices for clients.
- Responsible for managing client relationships.
- Responsible for preparing annual tax returns for clients.
- Provided tax and financial advice to clients.
- Calculated end-of-year accrual expenses related to salary, insurance, and prepaid expenses for clients.
- Participated in projects that required great attention to detail and obtained knowledge of a wide range of accounting processes and practices.
Candidate Info
year in workforce
months at this job
Which I Excel
Cpa
Clerical Worker/Assistant
- Developed clerical and research by completing comprehensive work ethics training and orientation sessions as required.
- Demonstrated communication skills by handling walk-in customers, providing tax consultation to clients and assisted the manager with calls from clients
- Helped develop budgeting projects and provided detail objective planning to help prepare client taxes for the fiscal year.
- Facilitated teamwork at all times when implementing responsibilities delegated by Manager
- Provided creative input for [company name] advertising campaign.
Candidate Info
years in workforce
years at this job
Accounting And Mathematics (magna Cum Laude)
Cpa
- Worked for the Audit Staff and the Management Consulting Services Staff.
- Selected by Tax Manager and Management Consulting Services Manager to conduct investment tax credit studies for an office of forty CPA's. Assisted Engagement Manager in presenting proposals to potential clients. Achieved substantial tax savings for existing and new clients.
- Worked at Ernst & Whinney for six months each of my junior and senior years at Mount Union College as a co-operative education student.
Candidate Info
years in workforce
years at this job
Taxation
Accounting And Business
Cpa
Started CPA firm from scratch and now with approximately $300,000 in revenues
- Raised $400,000 in real estate joint venture with clients
- Tax preparation for 500 clients including 60 corporations
- Real Estate and Biotech niches. Practice is 80% tax related.
- Sarbanes Oxley consulting for mid-size firms.
- Helped small companies raise initial Angel funding.
- Current board member of American Arium a private high-tech firm in Irvine, CA.
Candidate Info
years in workforce
years at this job
Bachelor Of Business Administration-management
Cpa
Performed year end purchase accounting for two acquisitions
- Completed year end U.S. GAAP package and corporate tax filing information (parent based in Britain, operating plants also located in Canada)
- Wrote, implemented and monitored fixed asset, leasing and capital acquisition procedures
- Provided input for monthly closings and reporting
Candidate Info
years in workforce
years at this job
Accounting, Management Information Systems
Tax Accountant, CPA
Worked with income tax compliance and assurance services with emphasis on oil and gas taxation
- Developed tax planning, accounting, and bookkeeping skills
- Prepared tax forecasts and projections
- Performed staff training and assistance
- Worked with asset management support
- Communicated directly with clients regarding tax matters
- Researched federal and state tax developments and legislation
Candidate Info
years in workforce
months at this job
Accounting
Cpa
Bookkeeper/Administrative Assistant
- Performed 85 percent of the firm's bookkeeping tasks
- Performed heavy data entry in QuickBooks
- Prepared financial reports for assigned clients
Candidate Info
years in workforce
years at this job
Business Administration
Business Administration
Cpa
Accountant
- Managed the bookkeeping for 18-20 separate accounts
- Managed bank reconciliations and credit card accounts on a monthly basis
- Responsible for full cycle payroll, calculating, sales tax payments, EFTPS payments, and UCT-6 payments when due
- Assisted with filling out forms 2848 Power of Attorney, 2553 S-Corp Election forms, 1040 personal tax returns and 1120S Corporate Tax Returns
- Prepared financial reports on a monthly basis to company owners along with keeping multiple excel reports up-to-date
Candidate Info
years in workforce
years at this job
Business Administration
Cpa/ Auditor
Conducted financial audits and agreed upon procedures for various clients, including governmental entities, banks, and private industry.
- Trained and assisted governmental clients in establishing more effective accounting procedures in their offices.
- Assisted governmental clients in running various reports in Local Government Accounting Software.
- Responsible for the preparation of corporate, non-profit and partnership income tax returns.
- Responsible for the preparation of individual income tax returns for approximately one hundred clients.
Candidate Info
years in workforce
months at this job
Cpa
Administrative Assistant
- Provided seasonal support to a local tax preparation business
- Maintained files, scanned and copied documentation
- Summarized yearly transactions in Excel as needed
Candidate Info
years in workforce
year at this job
Nutrition / Dietetics
CPA 2 Nutritionist
Provided nutrition assessment to low income pregnant women, infants and children up to 5 years old
- Cooperated in the preparation and presentation of Healthy Lifestyles events
- Educated WIC clients through participant centered groups about nutrition
- Skilled in the distribution, return and exchange of WIC checks
- Made daily reminder calls for missed and future appointments
Candidate Info
years in workforce
years at this job
Finance
CPA / Consultant
Managed a highly profitable tax preparation and planning practice. Clients included individuals, partnerships, s-corporations, s-corporations, estates, trusts and non-profits.
- Acted as an outsourced controller, CFO and accountant for several middle market businesses and not-for-profit institutions, including a 25MM revenue government contractor.
- Oversaw a team of 4 consultants in performance of account reconciliations, consolidations and preparation of financial statements in order to prepare a 100MM (250 bed) not-for-profit hospital for an external audit.
- Performed reviews of internal controls resulting in issuance of SSAE 16 attestation reports for a 10MM data center and a 5MM remittance processing facility.
- Performed analysis of transaction cycles (Order to Cash, Purchase to Payables, Inventory & Production) resulting in requirements for implementation of Microsoft Dynamics - Navision ERP for a 25MM manufacturing company.
Candidate Info
years in workforce
year at this job
Dietetics
Nutrition
Registered Dietitian and CPA
Provide individulized nutrition care plans(35/week), nutrition education, diet/health assessment, and diet interventions
- Assess need and approve Class II and Class III special formulas as requested by Medical Doctor.
- Provide technical assistance in the art of breastfeeding promotion and support and nutrition topics
- Increased cutomer satisfaction by 30%
- Certify participants according to program guidelines and refer participants to other resources as needed.
Candidate Info
years in workforce
years at this job
Accounting
Bachelor of Arts
Cpa
Provide monthly compilation services to clients, including franchise restaurants and other small businesses.
- Prepare tax returns using ProSystems and Ultra Tax software.
- Staff accountant on external audits of municipalities and small businesses.
- Process Accounts Payable and Payroll for clients using internally generated software.
- Develop and maintain positive relationships with clients and coworkers.
- Generate year end information for clients including 1099s and W-2s.
Candidate Info
years in workforce
years at this job
Accountancy
Cpa
Accountant- Client Services
- Worked as a Field Accountant to various clients and reporting directly to CEO, CFO and President/Owner
- Well versed in all areas of accounting including budgeting, forecasting and preparing various accounting schedules
- Handled preparation of clients' general ledger, monthly and yearly financial statements such as balance sheet, profit and loss statements and cash flow of the business
- Reconciled bank accounts and performed year/month end closing
- Prepared monthly financial reports and various government tax returns such as payroll and sales tax
Candidate Info
years in workforce
month at this job
Electronics
Cpa
Firm Administrator
- Assisted firm's President with California Assembly audits
- Managed firm's calendar
- Drafted correspondence
Candidate Info
years in workforce
years at this job
Accounting
Cpa
Full service public accounting firm offering tax, bookkeeping, financial statement preparation to small businesses
Staff Associate
- Prepared individual and corporate income tax returns
- Prepared corporate financial statements using QuickBooks
- Consulted with clients on tax and accounting matters
Candidate Info
years in workforce
years at this job
Cpa
Maintained the front office in a highly detail oriented environment.
- Provided excellent customer service treating account information with a high level of confidentiality.
- Scheduled appointments, maintained calendars; screened all incoming calls; greeted and assisted clients.
- Drafted and proofread correspondence, maintained digital and hard copy filing systems.
- Assembled tax returns and verified completion prior to delivering to the client.
- Processed accounts payable and accounts receivable.
- Processed mail, (standard, certified, registered, and Fed Ex).
- Ordered the office supplies.
- Assisted with the property management of a professional office building and several residential rentals.
Candidate Info
years in workforce
years at this job
Accountancy
Cpa
CPA/Owner
- Started sole practitioner tax compliance and business consulting practice catering to small businesses and individuals.
- Created and presented tax compliance and tax planning seminars for small businesses.
- Actively pursued the creation and expansion of a professional network of resources.
Candidate Info
years in workforce
years at this job
Finance
Cpa
Junior Accountant
- Managed bookkeeping for various clients through QuickBooks.
- Aided in preparation of tax returns for individuals and corporations.
- Prepared quarterly sales & income tax forms.
- Processed and created payroll reports for business clients.
- Managed A/R & A/P and billing implementation.
- Generated invoices for vendors and kept track of payment.
- Prepared monthly and quarterly bank reconciliations.
- Worked directly with the firm's CPA on numerous accounting and taxation matters.
Candidate Info
years in workforce
years at this job
Accounting
Cpa
Manage payroll for several clients including payroll taxes, reports, and end of year filings
- Maintain general ledger and bank accounts by inputting data, importing transactions, classifying expenses and reconciling accounts
- Establish chart of accounts and assign transactions to proper accounts
- Process and file federal, state, and local tax returns and reports
- Responsible for accounts receivables
- Assist CPA in providing clients with accurate and timely financial statement
- Prepare company accounts and reports by a strict monthly deadline
Candidate Info
years in workforce
months at this job
Business Administration
Cpa
Title Analyst
- Reception; Answering 20+ phone lines and client services
- Energy Title Annalist - Data Entry - Scanning
- Legal Assisting for multiple attorneys
- Use of Net Deed Plotter, Outlook, Adobe Acrobat, HP Smart Doc. Scanner, PitneyBowes postage meter, ADP & Microsoft Office
- Other daily administrative tasks.
Candidate Info
years in workforce
years at this job
Mechanical Engineer
Cpa
Tax Accounting Assistance
- Bookkeeping, assisting CPA in tax filling for individual and corporate businesses.
- Preparing bank reconciliation, income statement, balance sheet and putting together profit and loss statement.
- Filling quarterly returns 940,941 and sales tax of clients.
- Assisting customer for inquiry related to taxes and bookkeeping.
- Maintaining customer's files and books.
- Setting up new customers and business in accounting systems.
Candidate Info
years in workforce
years at this job
Accounting
Master of Arts
Cpa
Accountant
- Reconcile monthly bank statements and record journal entries
- Compile monthly financial statements and bookkeeping for 25 clients
- Review entries made by clients to ensure reporting accuracy
- Record payroll and file state and federal payroll taxes
- Train and aid new hires with accounting functions
- Responsible for the preparation of corporate and individual tax returns
Candidate Info
years in workforce
years at this job
Certificate
Business
Cpa
Administrative Assistant
- Managed office for CPA.
- Typed all correspondence.
- Filed all incoming data and mail.
- Tracked all incoming data from clients in regards to IRS issues, tax returns, etc.
- Scheduled appointments with current and prospective clients.
- Maintained sensitive data for clients.
- Organized and maintained monthly data for business clients which included adding monthly expenses.
Candidate Info
years in workforce
months at this job
Accountant
Cpa
Tax Accountant
- Prepare and review taxes for S Corporation(1120s) Corporation(1120), Partnership(1065), Trust(1041), Foundation(990), Foreign tax credit, Franchise tax and Individual tax return, Amended Return.
- Full charge of bookkeeping: Monthly bank reconciliation, journal entries, payroll reconciliation, prepared P/L, Balance Sheet, Cash Flow and General Ledge Report.
- Run, process and review payroll and report 941,940, TWC, W-2 and 1099
- Prepared Personal Financial Statement, Compilation report
- Prepared estimate tax quarterly and year end planning
- Respond to IRS Notices, Represent clients to deal with IRS for audit, tax balance, tax levy.
- Help with A/R and A/P department as needed
Candidate Info
years in workforce
years at this job
Accounting
Finance
Cpa
Staff Accountant
- Responsible for a client portfolio of audit, review, compilation and tax clients.
- Responsible for planning and conducting successful client engagements.
- Reconcile general ledger accounts and purpose adjustments
- Prepare financial statements for a wide range of clients
- Prepare corporate, partnership, non-profit, and individual tax returns
- Lead auditor on 2 AUP audits, conducted over 25 AUP audits for the Department of Justice
- Manage seasonal staff of 1-2 employees.
Candidate Info
years in workforce
years at this job
GED
Applied Science
Accounting
Cpa
Accounting Manager
- Prepared, e-filed and processed individual and corporate tax returns
- Prepared business license returns
- Prepared financial statements
- Processed payroll, payroll tax returns, and sales tax returns
- Reconciled bank accounts for clients
- Managed accounts payable for clients
- Set up and maintained corporate accounting program (QuickBooks)
- Prepared all accounts for year-end tax processing, including financial statements, journal entries, 1099/W-2 processing
- Performed a variety of routine clerical duties such as answering phones, filing, scanning, faxing and mailing
Candidate Info
years in workforce
years at this job
Cpa
Business Owner
- Over $300k in first year business of Commercial and Residential roofing
- Manage and negociate contracts and labor force
- Order materials
- Negotiated with insurance companies on all claims
- Complete all paper work and collect all payments
Candidate Info
years in workforce
years at this job
Nutrition Educator (cpa)
Prescribes appropriate food packages following state guidelines and the applicant's dietary/health requirements and personal preference.
- Correctly follows state guidelines for identifying all applicable nutrition risk codes by correctly interpreting the growth chart and the hemoglobin value, reviewing the Health History form and scoring the Food Frequency Questionnaire.
- Obtaining the required documentation for issuing formulas other than the standard contract infant formulas.
- Following state and agency guidelines for ordering special order formulas through the state office.
- Provides referrals. Follows state and agency guidelines for providing referrals for high-risk counseling and breastfeeding counseling. Provides referrals for other community resources when appropriate.
- Explains the rights and responsibilities of a WIC participant to each applicant.
- Accurately obtains/documents proof of residence, proof of identity, and proof of pregnancy and calculates and documents proof of income.
Candidate Info
years in workforce
year at this job
Accounting
Cpa
General Accountant
- Process an average of 10 bank reconciliations a week
- Assign an average of 500 transactions to ledger accounts
- Execute large number of data entry into Excel, AccountingCS, Quickbooks files
- Prepare tax returns on a weekly basis during tax season
- Organize account statements
Candidate Info
years in workforce
years at this job
Accounting And Finance
Master of Arts
Self Employed CPA
- Teamed with Chevo Consulting, LLC, to provided accounting and financial management expertise to management in the Department of Labor.
- Examined, analyzed, and interpreted accounting data, records, and reports and advised of any conflicting issues with Generally Accepted Accounting Principles, and other relevant laws and regulations.
- Provided training to personnel on how to analyze and record transactions using the U.S. Standard General Ledger (USSGL) chart of accounts in the newly implemented accounting system.
Candidate Info
years in workforce
years at this job
Computer Science
Accounting
Christian Education
Cpa
Individual, Partnership, and Corporation Tax Return for Clients Preparing
- Financial Statement Analyzing and Forecasting
- Sales, Payroll, Business License, Business Property Tax Return Preparing
- Business Registering with complying with Federal, and State Requirement
- Working with outside Auditing Firms
- Journal Entries Adjusting in accordance with GAAP
- Reconciling in A/P, A/R, Depreciation of Fixed Assets, and Bank Accounts
Candidate Info
years in workforce
years at this job
Accounting
Business / Accounting
Cpa
Managed the accounting and taxes for small business owners across a variety of industries - General construction, restaurant, services and entertainment.
- Produce Financial Statements and reconcile all accounts.
- Prepare forecasts and advise on financial decisions such as expansion, large purchases and tax strategies.
- Review all key business processes: revenue, purchasing and financial reporting and develop plans for improving efficiency and correcting financial control weaknesses.
Candidate Info
years in workforce
English & Education
Cpa
Office Administrator
- Assist in management of day to day operation for this office of 15 CPA's and other professional staff
- Provide support to the senior staff and ensure the office is prepared to function efficiently every day
- Duties also include AP/AR, tax return processing, financial statement processing
Candidate Info
years in workforce
year at this job
Human Services
Cpa
Area Director, Case Manager
- Area Director for Lubbock/Region 1 CPA Children's Hope Foster Care
- Case Manager for Foster children placed in licensed homes with Children's Hope CPA
- Case Manager for Foster Parents licensed with Children's Hope CPA
- Responsible for all recruiting, marketing new families to become licensed foster parents.
- Manage and train new case managers hired for Children's Hope CPA.
- Provide all new trainings for foster family applicants
- Write home studies for new foster families wanting to become licensed foster parents.
Candidate Info
years in workforce
years at this job
Accounting
Cpa
Worked per diem for various CPA firms.
- My practice consists largely of compilations, write ups and corporate and individual tax returns.
- Worked during tax season preparing and reviewing federal and state corporation, partnership, and individual tax returns.
- FBAR Tax Amnesty Program.
- Audited various companies as the sole auditor or as part of a team.
- Audit emphasis on non profit organizations including preparation of the related financial statements and tax returns.
Candidate Info
years in workforce
years at this job
Business Administration
Corporate Finance
Accounting
Cpa
Supervisor
- Responsible for supervising staff accountants for firm projects.
- Implement and monitor firm engagements - compilation, tax return preparation, provision of consultation on choice of entities, and consultation on accounting procedures for small
- Provide estimate of annual income and tax effects for businesses and individuals.
- Responsible for reviewing federal and local tax returns prepared by staff accountants.
- Represent the firm clients for IRS audit.
Candidate Info
years in workforce
years at this job
Finance
Accounting
Cpa
CPA designation maintained and forensic designation in process
- Preparation of corporate and individual tax returns.
- Extensive QuickBooks experience.
- Analyze accounting records and financial statements to identify irregularities.
- Performance of company audits and reviews (for profit and non-profit) including preparation of financial statements, corresponding with clients, and providing suggestions for improving internal controls.
- Responsible for analyzing financial information and preparing reports on findings.
- Completed forensic attorney engagement to support litigation case.
Candidate Info
years in workforce
year at this job
Management Information Systems
Financial Econometrics
Cpa
Staff Accountant
- Using Excel and other statistic software to analyze and evaluate production costs, gains & losses
- Assisting CPA firm staff with preparing tax returns to comply with government regulations
- Compiling and organizing client information to facilitate cliental communications
- Collecting and preparing legal memoranda for clients
- Performing economic feasibility studies for clients in business transactions
Candidate Info
years in workforce
years at this job
Cpa
Office Assistant/Secretary
- General office duties of answering the telephone and scheduling appointments.
- Copying and filing of client's information for electronically filing tax returns and other important information.
- Entering information into the Client Ledger System for accounts payables and receivables for our monthly clients.
- Monthly reports, quarterly reports, payroll and payroll taxes for clients.
- Duties consisted of filing, copying, faxing, and word processing.
Candidate Info
years in workforce
years at this job
Management
Cpa
Executive Assistant
- Schedule appointments and maintain individual calendars
- Assist with the processing of financial statements, payroll, corporate, and individual tax returns
- Greet and assist clients by communicating concise and accurate information
- Provide reception coverage, including managing multiple phone lines
- Perform various clerical duties including filing, scanning, typing and organizing files
Candidate Info
years in workforce
months at this job
Accounting
Cpa
Staff Accountant
- Examine small businesses accounting systems and books to verify accurate tax regulations are being utilize
- Assist in preparing and reviewing accounts receivable & accounts payable packages, petty cash reimbursements, and check requests.
- Verify, allocate and post details of business transactions to subsidiary accounts in journals using invoices, receipts and check stubs.
- Communication with tax attorneys, certified public accountants, and taxpayers throughout my daily operations.
- Exercise applicable accounting control procedures that correlate with GAAP rules and regulations
Candidate Info
years in workforce
years at this job
Business Administration
Cpa
Senior Auditor
- Plan audit engagements including file set up.
- Communicate with clients throughout the engagement.
- Audit complete accounting records for clients in various
- Perform certain agreed upon procedures.
- Draft audit reports.
Candidate Info
years in workforce
months at this job
Business Economics
Cpa
- Consultant for all daily accounting procedures
- Recording of daily wire transfers of funds between Trust accounts and the General JP Morgan account
- Recording of all title and escrow revenue on a daily basis
- Tracking underwriters fees and recording the expense daily
- Reporting monthly financial statements to upper management
CPA Resume Success Stories
CPA Duties and Responsibilities
To accomplish their goal of managing a corporation's or individual's tax and financial information, a CPA performs various tasks. After analyzing several job listings, we have identified these main CPA duties and responsibilities.
Prepare Tax Returns Preparing and filing federal, state and local income tax forms are among the chief tasks of a CPA. This includes the analysis of tax and financial planning information. They would consult with companies or individuals to review client-specific information and ensure that all information is being presented and filed properly. A CPA will interpret relevant tax laws and ensure that tax returns are completed according to federal and state regulations.
Assist with Financial Planning A CPA can help corporations review financial planning activities and prepare financial statements for assets and payroll. Reviewing retirement plans and compensation and benefits packages, completing shareholder reports, assisting with budget management and preparing W-2's, 1099s and other relevant forms are all responsibilities that fall to a CPA.
Oversee Audits It is mainly the duty of a CPA to ensure that all financial and tax records and reports are adequately prepared for an audit. A CPA can review financial information and create audit reports. In addition, a CPA can advise a corporation or individual being audited by the IRS.
CPA Skills
Strong communication, mathematical, decision-making and analytical skills are crucial for success as a CPA. An eye for detail and the ability to understand the financial needs of a client are equally important for CPAs. They should be able to work alone with minimal supervision and in some cases have an entrepreneurial spirit if they are interested in operating their own business. Besides these general and personal skills, employers might prefer CPA job candidates to possess the following skills. Core skills: Based on job listings we looked at, employers want CPAs with these core skills. If you want to work as a CPA, focus on the following.- Understanding federal and state tax laws
- Preparing and presenting financial and tax reports
- Consulting with clients about financial planning and tax preparation services and needs
- Reviewing accounting procedures and making suggestions for improvements to budgets, costs and other areas
- Applying computer skills to work with relevant accounting software, such as Quickbooks
- Ability to work within a team environment
- Work well under pressure
- Meet short deadlines as needed
CPA Resources
You might be interested in reviewing various resources as you contemplate a career as a CPA. Below, you will find links to online and other resources that we feel might give you more insight into the job. On the Web
Maryland Association of CPAs (MACPA) - A blog for CPAs by CPAs. Presented by MACPA, this is a useful resource for CPAs seeking tips and strategies for career success.
Rita Keller: Solutions for CPA Firm Leaders - An online blog offering strategies, insights and advice about how to manage a CPA firm.
The Accounting Onion - Up-to-date information about changes and most recent laws and regulations affecting CPAs. Industry Groups American Institute of CPAs (AICPA) - Established in 1887, AICPA is the largest accounting organization in the world. Members can benefit from information about continuing education, professional development, conferences, online articles and more.
National Society of Accountants (NSA) - Since 1945, NSA has been a source of professional support for all fields of accounting. CPAs can get information about tax laws, professional practices, educational courses and accounting journals and publications. Books
The CPA Profession: Opportunities, Responsibilities, and Services - From legal aspects to the environment of an accounting firm, this book presents a detailed guide to what it's like to be a CPA.
Ethics for CPAs: Meeting Expectations in Challenging Times - An in-depth look at CPA professional conduct, regulations and ethical standards.
The Complete CPA Reference - Fifth Edition by Nick A. Dauber, Jae K. Shim and Joel G. Siegel - A practical guide for applying accounting techniques and understanding accounting procedures. Covers accounting and auditing standards and practices.