Johnson Tax & Accounting Services LLC
Columbus, Ohio
Professional Tax Preparer/Bookkeeper (2015-Current)
- Research client IRS tax inquiries.
- Contact IRS in regards to client accounts.
- Setup payment arrangements for client delinquent taxes.
- Maintain client tax records.
- Attend yearly seminar on new IRS guidelines and legislation.
- Electronically file client tax returns.
- Interview tax clients in order to determine their tax needs.
- Provide quarterly bookkeeping for small business owners.
- Pay monthly sales taxes on behalf of clients.
Columbus Regional Airport Authority
Columbus, Ohio
Staff Accountant (2019-2021)
- Prepared and performed intermediate to advance level account analysis, reconciliations, budget analysis, and journal entries.
- Assisted with month-end and year-end close.
- Reviewed basic level accounts payable and accounts receivable processing and provide training to the Accounting Specialist and Accounting Technicians.
- Reviewed operating and capital purchase orders to ensure accurate general ledger coding.
- Approved employee credit card transactions.
- Maintained accurate customer and vendor records in the financial system, including new customer and vendor setup and changes to existing vendors.
- Prepared monthly parking financial statements and statistics to be presented to the Board of Directors, analyze account information and compiles variance explanations.
- Assisted in the preparation of year-end financial reporting for the external Comprehensive Annual Financial Report (CAFR) and IRS 1099/1042 reporting.
- Performed financial recording of real estate taxes and fixed asset, including budgeting, reconciliations, accruals and adjustments.
- Performed federal grand and award compliance through reimbursements, financial reporting and closeouts.
- Participated in organizational and departmental projects and identifies and implements solutions that will support business planning and operational process improvement initiatives.
- Prepared monthly financial statements for airport hotel operations.
- Prepared monthly revenue accruals.
The State of Ohio
Ohio Housing Finance Agency
Columbus, Ohio
Fiscal Operations Coordinator/Fiscal Operations Manager TWL (2009-2019)
- Responsible for monthly accounting of the Agency’s operations fund.
- Represented the fiscal section of the Finance department in any board, and/or agency staff meetings.
- Independently reviewed 90+ single family & multi-family bond programs, bank statements and accounting entries in accordance with governmental & accounting procedures.
- Prepared financial statements and reports required by the agency, external auditors, trustees, bondholders or governmental authorities.
- Reconciled additional balance sheet & income statement accounts to cash receipts and expenditures.
- Prepared invoices for bond program expenditures.
- Met with and/or placed calls to bank trustees or agency representatives to clarify and resolve differences identified during the reconciliation process.
- Assisted Budget Officer and Chief Financial Officer in preparation of accounting reports or projects for board presentation.
- Maintained fixed asset inventory information.
- Reviewed agency grants and contracts for compliance.
- Approved and distributed funds to grantees and monitor grant recipient spending.
- Daily review of agency bank accounts and investment balances.
- Prepared and reviewed yearly audit notes for fiscal year end submission.
- Provided innovative solutions to system and process improvements in order to maximize efficiency and satisfaction.
- Formulated and implemented standard operating procedures.
- Authorized obligations, expenditures and payments.
- Monitored aspects of special grants.
- Monitored accounts payable and receivable accounts.
- Reconciled all general and federal fund programs to the general ledger monthly.
- Lead banking services Request for Proposal process.
