West Chester, Pennsylvania, United States
· Prepared income tax return forms for individuals and small businesses. · Executed daily operations of new franchise, supervised 20 employees. · Reviewed financial records, such as prior tax return forms, income statements and documentation of expenditures to determine forms needed to prepare return. · Consulted tax law handbooks and bulletins to determine procedure for preparation of atypical returns. · Managed and trained new preparers in individual and business income tax law and procedures. · Reviewed and checked all returns prepared before electronic filing. · Calculated form preparation fees according to complexity of return and amount of time required to prepare forms. Taught 60 hour comprehensive U.S. Income Taxation and 20 hour condensed U.S. Income Taxation curriculum each Tax Season.
Facilitated the timely payment of Employee Expense Requests after verifying compliance with internal Corporate request procedures. Maintained Company databases to properly record Expense payments. Completed special projects for the Accounting Department as assigned. JDE archive research in defense of Federal and State Audits. Facilitated Proper Document Retention, both physically and electronically. Responded to Employee inquiries concerning Company Expense Policy. Completed and Passed all Corporate training modules required.
Co-managed retail business in the Pet Industry. Ordered supplies and inventory based on predicted sales volume. Prepared pro-formas and business projections for lenders and vendors. Supervised 9 employees and trained new employees in store procedures.
Registered Representative / New England Securities, Agent of New England Life. Recommended and sold financial products with strong emphasis on Life Insurance. Interviewed clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status and financial objectives. Analyzed clients' financial status, developed financial plans based on analysis of data and discussed financial options with clients. Sold insurance to clients, recommending amount and type of coverage. Called on policyholders to deliver and explain policies, to suggest additions or changes in insurance program, and to make changes in beneficiaries.
Consulted with clients to ascertain and define needs and problem areas. Analyzed data to determine solutions, such as most beneficial business entity structure given tax considerations and client's objectives. Prepared pro-forma business projections for lenders and vendors. Advised clients on alternate methods of solving needs and problems, and recommended specific solutions. Negotiated contracts for real estate acquisition, equipment purchase and leasing, and secured and unsecured financing.