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Work Background
Hudson Advisors L.P.-
Jan. 2018 - Apr. 2020Dallas/Fort Worth AreaTreasury function including cash flow forecast, budgeting, manage and implement payment processes
Hudson Advisors, LLCSenior Vice President
May. 2007 - Jul. 2024Dallas/Fort Worth Area
ECOM Atlantic, IncTax Accountant
Apr. 2006 - May. 2007Work directly with company tax director
Prepare/review Federal and state tax returns
Returns processed: individual, partnership, corporation, fiduciary and payroll
Preparation/review of individual returns for foreign nationals and non resident aliens
Preparation of Corporate Foreign returns
Prepare/review personal property tax renditions
Research tax issues and determine best practices
Prepare federal tax provision and assist in FAS 109 provision
Research and respond to tax notices and state nexus issues
Preparation of consolidated returns
Supervise and assign work flow to ensure tax compliance by tax department
Research and implement new billing and due date monitor software
Research and assist in establishing electronic filing practices
Research and implement new fixed asset tracking and trial balance software Prepare and conduct courses on new software
WILLIAMS JARRETT SMITH COAccounting Manager
Jun. 2005 - Apr. 2006while on maternity leave
Prepare Federal and state tax returns
Returns processed: individual, partnership, corporation, fiduciary and payroll
Research tax issues and determine best practices
Compile financial statements for clients
Analyze financial variances
General ledger review and analysis
Conduct procedures and audits related inquiries with all levels of client personnel
Discuss audit results and performance improvement recommendations with client management
Prepare and review consolidated financial statements
Research accounting and regulatory compliance issues
Industry experience includes medical, construction, restaurants, staffing agencies, retail and wholesale suppliers
LANE GORMAN TRUBITT, LLPSenior Accountant - Accounting Consultant Services
Jan. 2001 - Jan. 2005Prepare and review financial statement compilation for clients.
Analyze variances on balance sheet and income statement.
Quarterly federal return and state unemployment return preparation.
Work on year end employer information returns.
Prepare 1040,1120,1120s, and 1065 and multistate returns.
Preparation of monthly sales tax returns.
Review state, county and local property tax renditions and related workpapers and prepare Personal property tax renditions.
Review fixed asset additions and disposals input into FAS and calculate book depreciation on a monthly basis and review reconciliation of gross assets and accumulated book depreciation for each entity on a monthly basis.
Outsourced controller and consultant for small businesses.
METROPLEX FINANCIAL GROUP, INCStaff Accountant
Jan. 1998 - Jan. 2001Financial statement compilation and analysis.
Quarterly federal return and state unemployment return preparation.
Year end employer information returns.
Preparation of 1040,1120,1120s, 1065 schedules and state tax returns.
Personal property tax renditions.
Workers comp insurance analysis.
QuickBooks consulting. Research GAAP standards. COMPUTER SKILLS
Microsoft Office XP, Taasc Force/Easy Accounting, QuickBooks Pro, Premier and Enterprise through 2007 version, Proseries Tax Software, Lacerte Tax Software, Gosystems Tax Software Peachtree through version 2004, Creative Solutions, Profx Tax, and Go Systems Trial Balance, Imaginetime billing software, Profx Fixed Asset Solutions, RIA and CCH Tax Research
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