Accounting Professional Resume Orangevale, CA - Hire IT People

CAREER SUMMARY STATEMENT

Detailed accounting professional with office management and employee development experience skilled in the administration of qualified retirement plans, personal taxation and customer service. Proficient in the use of a variety software programs such as, word, excel and quickbooks.

CAREER HIGHLIGHTS

Five years experience as a Third Party Administrator consulting with clients on all aspects of qualified retirement plans.
Six years experience preparing personal income tax returns and consulting individuals on income tax and financial matters.
Five years experience as a Staff Accountant performing A/P, A/R, G/L entries, budgeting and cost analysis.

PROFESSIONAL EXPERIENCE

Confidential, San Francisco, CA 09/2007 – 08/2009
Pension Analyst

Managed, coordinated and prepared all IRS 5500, PBGC and Erisa 4010 filings.
Managed QDRO administration – review domestic relations order for qualification.
Processed and reconciled monthly annuitant payment.
Conducted periodic audits of pension payroll data.
Assisted with internal and external audits.

Confidential, Sacramento, CA 08/2005 – 09/2007
Senior Administrator / Team Leader

Responsible for the Administration of over one hundred defined contribution (DC) and defined benefit (DB) plans providing day to day service to clientele.
Originally assigned case load of 92 and increased to 140 clients.
Responsible for the training and development of Junior Administrators in a team environment to enhance quality control and increase productivity.

Confidential, Orangevale, CA 12/1999 – 04/2005
Tax Specialist / Office Manager

Responsible for all aspects of daily operations including: sales, production cost, compliance and customer service.
Preparation of individual tax returns of varying complexity.
Provided financial advice on minimizing tax liability and tax planning.
Trained and developed employees on daily operations, software and client interactions.

Confidential, Fair Oaks, CA 12/1997 – 08/2000
Pension Administrator

Third Party Administrator for balance forward DC and DB plans.
Monitored and consulted with client on plan operation and regulatory compliance.
Performed compliance testing.
Prepared all trust accounting.

EDUCATION

Bachelors Degree, Accounting
Associate of Arts, Finance

ASSOCIATIONS

National Institute of Pension Administrators (NIPA)

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Accounting Professional Resume

Orangevale, CA

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