Manage the tax and accounting records. Assist the CFO in preparing the financial statements and making sure they are in accordance with GAAP.

Managed the books and prepared tax returns for corporations, partnerships, trusts, and individuals by creating the general ledgers, trial balances, balance sheets, and profit and loss statements Assisted with payroll and prepared W-2's, Form 940, Form 941 and other state required payroll forms Made adjusting entries for clients to ensure proper accounting methods Prepared multistate tax returns in 42 states Assisted auditors with audits and reviews Managed fixed asset schedules with proper depreciation methods Advised clients on how to minimize their tax liability Prepared tax projections based on specific criteria to minimize tax liability Researched complex tax and accounting issues Wrote letters to the IRS and clients to ensure understanding of the issues that arise Resolved various problems encountered in client's accounting records

Prepared tax returns for corporations, partnerships, trusts and estates, and individuals for federal and multiple states Created trial balances, balance sheets, and profit and loss statements along with the required journal entries Researched difficult tax and accounting issues that arise Wrote letters to the IRS and clients to ensure understanding of the issue Resolved problems

Audited accounts payable systems to discover errors that occur, namely, duplicate payments, improper payment of sales and use tax, and overpayments Saved companies hundreds of thousands of dollars Worked with various accounting programs such as PeopleSoft and SAP Managed recoveries to ensure full and proper repayment Represented my company to the client as a day to day contact and by visiting the client's site Conducted presentations to ensure our clients understood all aspects of the audit Communicated with vendors proper ways for recovery of funds

Managed nine branch locations across Utah County in preparing individual income tax returns Developed forecasts to determine future revenue growth Gained knowledge of taxation and the tax return process Oversaw the creation of and advised the production of over 2,000 tax returns Taught classes in multiple tax topics over a broad range of situations Managed finance, operations, and human resource functions for branches Trained new managers and developed on-going employee training programs Recruited employee candidates for tax training classes Determined payroll and salaries for employees Coordinated instructors, classes, and materials for classroom style training sessions Developed management skills and learned vital customer service practices Managed efforts of 37 tax preparers