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Work Background
Hagen Kurth Perman, CPAsStaff Accountant
Apr. 2023Seattle, Washington, United States• Update knowledge on employee benefit plans (EBP) by attending conferences to insure smooth performance of EBP audits
• Create relationship with clients by enabling open communication to allow ease of retrieving information
• Determine risky audit areas with engagement team and discuss & select procedures to ensure team retrieves sufficient and appropriate audit evidence
• Prepare financial statements by conducting assurance (compiling, reviews, and audit) services in a timely manner
• Analyze variances with comparing ratios and changes with balances alongside identified expectations to conclude or add necessary procedures
Hawthorne & CoIn-Charge Accountant
Jun. 2022 - Apr. 2023Seattle, Washington, United States• Assembled tax returns (individual, corporate, partnership, gift, and non-profit) while actively requesting missing information to ensure timely filing
• Prepared financial statements by performing necessary attest and/or nonattest services, delivering reporting on time
• Created pivot tables by organizing data from clients to assist with bookkeeping entries
• Coached staff accountant(s) on audit, bookkeeping, financial, and tax preparation matters by walkthrough procedures to build staff accountants’ confidence to perform on their own
JAMES D. JENNINGS, CPA, INCAudit and Tax Accountant
Mar. 2018 - May. 2022Honolulu, Hawaii, United States• Assembled tax returns (individual, corporate, partnership, gift, and non-profit) while actively requesting missing information to ensure timely filing
• Reconciled tax returns by creating tax workpapers to determine accurate filing
• Assisted bookkeeper by performing necessary services outlined in engagement letter while striving to achieve great customer service
• Prepared financial statements while applying the appropriate procedures to deliver requested service by expected timing
Choy & Wong CPAs, IncAccountant
Aug. 2016 - Aug. 2017Honolulu, Hawaii, United States• Reconciled ledger accounts with client data in order to process timely filing of state and federal tax returns
• Created tax work papers to assist with preparation of returns
ECA LLPBookkeeper
Dec. 2015 - Jun. 2016Honolulu, Hawaii, United States• Reconciled accounting schedules to general ledger to properly file excise and payroll tax forms
• Prepared corporate tax returns and individual returns with data from clients
Cycle City HawaiiAccounting Assistant
Jan. 2012 - Jun. 2015Honolulu, Hawaii, United States• Data entered new and used motorcycles and automobiles information into Lightspeed software ensuring accurate inventory data
• Reviewed sales deals (used car and new/used motorcycle deals) ensuring compliance with bank as well as reviewing revenue posting
• Investigated balances on A/R and A/P and adjust accordingly to report subledger/general ledger accurately
• Scanned payroll entries (intercompany, benefits, etc.) created by Human Resource and record to general ledger ensuring accurate leger balances
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