SUMMARY:

• Accountant and Advisor, Financial and Tax Specialist, Federal Government and Corporate experience.
• Expert consultant and advisor for financial management issues.
• Seven years ’ experience in public accounting preparing tax returns (individuals & businesses) and financial statements to formulating a variety of financial reports.
• Nearly 12 years’ experience with the Confidential as an auditor and Manager of audit team.
• Experience in Individual and Corporate tax laws and practices.
• Effective in manages of resources, in client relationships, in staff teams and in individual work to successfully complete projects on time.
• Leader and Advisor to senior management.
• Compelling communication skills resulted in effective negotiations and professional presentation.
• Experience maintaining an accounting system to include creating reports and accounting of financial transactions to assure conformance with generally accepted accounting procedures and regulations.
• Experience developing new accounting system requirements and modifying existing designs, operation to maintenance and implementing new financial management systems include active participation in the management of the project.
• Experience applying analytical methods and techniques to identify, reconcile, and resolve financial and/or auditing issues.
• Experience in gathers, compiles, and analyzes financial and/or auditing information from a variety of sources.
• Expresses facts and ideas in writing in a succinct and organized manner.
• Knowledge and experience with Generally Accepted Accounting Principles (GAAP), Generally Accepted Accounting Standards (GAAS), and other accounting industry regulations.

SPECIFIC SKILLS INCLUDE :

• Strategic and Business Tax planning Supervision of staff C ustomer relations
• Reporting for individuals and corporations
• Auditing Effective communications
• Drake, Lacerte and ProSeries QuickBooks MS Office - Excel & Word

EXPERIENCE:

Confidential, Irvine, CA

Principal Owner

Responsibilities:

• Provides financial and tax leadership with small businesses and clients.
• Manage priorities, projects, and assignments to meet established timeframes.
• Provides motivation, direction, and decisions, including technical while motivates to function as a team, taking into account individual and organizational needs.
• Prepares and files individual, complex business returns and financial records with accuracy and timeliness.
• Serves as consultant, coach, and supporter for facilitate problem solving and accomplishment of organizational goals.
• Perform management functions such as making provision for training and resolve complaints.
• Assigns work taking into account skills and abilities to monitoring and evaluating work performance for technical adequacy and accuracy.
• Informs member of what is expected and advising them of necessary changes as jobs progress, and holding them responsible for timely completion of work assignments.
• Reviews , documents and advises on Internal Controls by assisting managers in promoting strong and effective internal controls, effective operations, and compliance with regulations, policies, and procedures.
• Provides expertise and support in the periodic review of the client’s Internal Controls and Financial Functions to ensure it adequately meets the needs of the Organization by streamlining and automating labor intensive manual processes while maintaining internal controls and corporate accounting policies and procedures.
• Performs operational review and plans/develops modifications and improvements to existing accounting systems and coordinate with system personnel to design subsystems and drafts the functional requirements.
• Identify Internal Controls weaknesses and financial problems and develops recommendations and/or requirements for revisions or modifications to clients existing system to improve effectiveness, efficiency, and economy and coordinates the implementation of changes.
• Independently develop approaches, reaches tentative solutions and recommendations.
• Assist clients in the design, develop, implement, control, document, and maintenances of their financial systems by providing expert technical advice on accounting, tax, audit to determining accounting methods, practices and procedures to be used on complex and unusual matters.
• Analyze and validate financial data and accounts by obtaining, compiling, and summarizing data, vouchers, and other documents to ensure accuracy of the financial data using a wide range of analytical and evaluative methods.
• Verify figures, postings, and documents for correct entry, mathematical accuracy and proper coding.
• Performs financial analysis, including entering, modifying information in a computerized financial system, and analyzes accounts to determine necessary adjustments to reconcile and balance accounts.
• Prepares and compiles reports using specialized data from several sources that required extensive analysis and effectively structure all necessary papers, schedules, and supporting documents when reporting results.
• Interact with Federal and State agencies by representing clients on all audit and technical issues to justify and/or negotiate matters involving significant or controversial issues.
• Prepares and presents formal presentations and technical reports related to operational and compliance reviews to audiences at all levels both within and outside the organization.

Confidential, Irvine, CA

Tax Accountant / Team Leader

Responsibilities:

• Team leader providing financial and tax analysis for agency-wide issues and as advisor to senior management requiring on-going financial and tax analysis related to business line corporate objectives.
• Specialize in the administration, operation and maintenance of an effective financial institution tax accounting program that include responsible for insuring compliance with Federal and State tax codes and regulations.
• Participate independently in eleven (11) financial institution closings in a collaborative team environment as a lead tax accountant and as the primary point of contact for all tax related issues.
• Represent closed financial institutions for all technical and compliance issues before Federal and State tax agencies.
• Advise managers and affected divisions on issues impacting operations, i.e. Audit and/or Bankruptcy.
• Insure that all filing requirements for the closed financial institutions are met and in full compliance.
• Develop and maintain effective working relationships with staff members, supervisory personnel, and other members of the banking community.
• Train and help develop other staffs for the Tax Accountant job.

Confidential, Newport Beach, CA

Senior Tax Advisor

Responsibilities:

• Prepares and files tax returns (80% business/20% individuals) annually with accuracy and timeliness.
• Develop strategic financial and business tax plan.
• Provides accounting and tax advises, and proper classification for accounts on the general ledger and balance sheet.
• Identify Internal Controls weaknesses and financial problems and develops recommendations and/or requirements for revisions or modifications to clients existing systems to improve effectiveness, efficiency, and economy and coordinate the implementation of changes.
• Independently develop tax resolution strategies, negotiated solutions and resolutions.
• Assist clients in the design, develop, implement, control, document, and maintenance of their financial systems and on complex and unusual matters.
• Designs , reviews, evaluates and executes modifications to client’s accounting systems, reports and/or accounting program operations.
• Analyzes and validates financial reports to ensure accuracy by examining accounts, vouchers, and other documents to ensure accuracy of financial data then ensuring erroneous or unclear data is identified and corrected.
• Performs financial analysis to determine necessary adjustments to reconcile and balance accounts.
• Conducts research on complex technical issues and provides recommendation to management on strategies.
• Assist clients on external audits and other tax proceeding and matters through preparation of schedules and analyses.
• Correspond with Confidential, Confidential, and Secretary of State on audits and technical issues.
• Assist clients prepare and post accounting transaction of various types to insure that GAAP was followed.

Confidential, Laguna Niguel, CA

Revenue Agent and Manager

Responsibilities:

• Effective in manages of resources, in supervising staff of several professional, twelve (12) Revenue Agents and technical employees.
• Independently perform examinations and related investigations of complex income tax returns.
• Independently develop approaches, reaches tentative solutions and recommendations.
• Evaluates and modifies standard audit program steps to align with the risk assessment.
• Applies analytical and evaluative methods and techniques to evaluate and interpret accounting data, financial statements and reports, processes, accounting/financial systems, or effectiveness of internal controls.
• Examination involves testing and examining accounting systems and records, cost representations, internal controls, management policies and practices, to assure compliance with accounting and auditing principles, standards and regulations.
• Confers with taxpayers or their representatives; attorneys, accountants, tax advisors, etc. to explain the accounting and other issues involved and the applicability of pertinent tax laws and regulations. Contacts are also made to explain proposed adjustments, presentation and discussion of the Government's position on complex and controversial issues and consideration of the opposing viewpoint.
• Work within and across organizational boundaries to negotiate with a wide range of individuals to resolve issues.
• Participate in verbal and written communications to justify or negotiate matters involving significant or controversial issues.
• Prepare work papers and written reports documenting findings and/or conclusions, and effectively structure all necessary papers, schedules, and supporting documents when reporting results.
• Apply expert knowledge’s of accounting and auditing theories, practices, methods, and techniques in accordance with GAAP and GAGAS.
• Utilizes the Internal Revenue Code, regulation, rulings, court decisions, agency policies, regulations and practices to determine the correct tax liability and conducts extensive research of complex legal questions, including consideration of judicial decisions and legislative intent in cases involving the adaptation of precedents in examining tax returns.
• Expert knowledge of Confidential audit and collection processes.
• Manages and coaches as least ten to fifteen (10-15) trainees for the Revenue Agent position.