Senior Tax Accountant - Alexander Guess, CPA, PA - NC
(2017-06)
- Maintained various clients' financial records by leveraging accounting expertise and techniques.
- Evaluated and ensured the accuracy of coworkers' completion of 1040s, 1065s, 941s, 1099-MISC, 1099-NECs, and W-2s through comprehensive interpretations of tax laws since joining the firm.
- Trained and supported clients in software utilization by prioritizing issues and offering constructive feedback during the process.
- Compiled diverse financial reports in accordance with IRC 451(b).
- Utilized experience with general ledger management to enhance financial accuracy.
- Executed account and bank reconciliations for improved financial tracking.
- Developed budgets and engaged in trend analysis to optimize financial planning.
- Calculated tax estimates and quarterly reports for high earners and business owners after thorough consultations on account trends and future projections.
Contract Positions - Various - NC
(2015-12 - 2017-06)
- Prepared corporate tax returns across multiple states utilizing ASC 606 principles.
- Conducted monthly reconciliations of accruals and tax expense accounts to ensure financial integrity.
- Regularly updated management on project status to facilitate informed decision-making.
- Liaised with various state Department of Revenue representatives to guarantee the accuracy and timeliness of tax form submissions.
- Assisted clients in processing EFTPS payments for 1040, 1040-ES, and form 4868, ensuring compliance and accuracy.
- Monitored and maintained diverse portfolios, including preparation of 10-Q, 10-K, and K-1 filings.
- Responded to ad hoc requests by sustaining information across multiple programs.
- Supervised team members to guarantee adherence to accurate reporting standards.
- Processed Accounts Receivable in compliance with GAAP.
- Drafted Proof of Claims and amended Proof of Claims.
- Updated and produced clients' financial statements for improved clarity.
- Filed Sales Tax returns, as well as 941 and 940 returns and NC-5Q returns.
- Prepared 1099s and 1096 forms to ensure regulatory compliance.
- Nurtured client relationships by thoroughly examining large and complex transactions involving estates and trusts, identifying the most beneficial tax-saving strategies.
- Assisted financial analysts by researching and reviewing trends with specialized expertise in accounting principles, practices, and tax regulations.
- Investigated various account information for accuracy using extensive financial and investigative skills.
- Ensured compliance with SOX regulations and maintained effective audit controls.
- Analyzed and researched variances for comprehensive financial reporting.
Claims Assistant Director - Blue Cross/Blue Shield - NC
(2012-10 - 2015-12)
- Ensured proper coding and processing of claims by implementing control examinations.
- Updated guidelines and diagnosis codes in adherence with ASC 606 standards.
- Developed training programs for new and existing associates in response to criteria changes.
- Engaged strategically with clients by researching and resolving billing issues efficiently.
Accountant IV - Blue Cross/Blue Shield - NC
(2012-10 - 2015-12)
- Drafted month-end and year-end journal entries for accurate financial records.
- Guaranteed the accuracy of financial reports through independent examinations of the largest and most complex exempt organizations, including private foundations and cooperatives.
- Assessed the performance of subordinates and recommended enhancements for improvement.
- Managed special projects as directed by management to achieve organizational objectives.
Finance Director - Word of God Fellowship Church Christian Daycare - Raleigh
(2007-05 - 2012-10)
- Oversaw financial record-keeping for the Christian academy, daycare, and ministry in compliance with section 1501.
- Conducted interviews and trained prospective candidates for various roles within the organization.
- Processed invoices post-payment to ensure proper financial tracking.
- Researched and implemented innovative procedures to streamline operations.
- Prepared the audit plan and led examination teams effectively during audits.
- Supervised finance staff on complex accounting transactions to ensure accuracy and compliance.
- Regularly updated the CEO on departmental and overall organizational status.
- Managed the preparation of 1099s and W-2 forms.
- Compiled transactions following GAAP standards to maintain financial integrity.
- Ensured compliance with SOX regulations.
Finance Director - The Salvation Army - Raleigh
(2001-03 - 2006-12)
- Executed accounts receivable and payable functions to ensure financial stability.
- Allocated workloads based on priorities and task complexity to maximize efficiency.
- Supervised the financial department to establish the most effective operational strategies.
- Conducted investigations to mitigate risks of fraud and collusion within financial operations.
- Maintained comprehensive financial records for all divisions to promote transparency.
- Prepared financial statements and facilitated account closing procedures monthly.
- Generated financial reports in compliance with GAAP standards.
