Versatile professional with cross-functional experience and education in tax acc
ounting, financial planning, and marketing. EDUCATIONAL BACKGROUND UNIVERSITY OF TEXAS AT DALLAS, Dallas, Texas Taking 2 classes to become CPA eligible (Auditing and Ethics), will be eligible May 2011 Currently have 27 hours of upper level accounting classes TEXAS TECH UNIVERSITY, Lubbock, Texas Master of Science in Personal Financial Planning, August 2007 Masters of Science in Interdisciplinary Studies With a concentration in Accounting and Financial Management, December 2005 Bachelor of Business Administration, Marketing, May 2001
TAX AND ACCOUNTING EXPERIENCE
JACK LEWIS CPA January 2009 V June 2009 Seasonal Tax Preparer / Assistant Dallas, Texas WEAVER AND TIDWELL August 2007 V May 2008 Tax Associate Dallas, Texas GREG HOMESLEY CPA January 2006 V January 2007 Assistant (part-time to full-time) Lubbock, Texas JOHN D. ARLAND CPA July 2004 V December 2005 Accounting Assistant (part-time to full-time) Lubbock, Texas PAT SUMMERS BOOKKEEPING & TAX PREPARATION January 2004-April 2004 Tax Clerk (part-time, temporary) Lubbock, Texas Summary of Key Contributions: As a Tax Associate/Preparer I worked on and prepared individual 1040 tax returns and 1120s for Sub S Corporations. Compile quarterly payroll tax reports and sal es and franchise taxes. I have also assisted clients with letters from the IRS r elating to tax discrepancies and performed various tax research assignments usin g both CCH and RIA Checkpoint. Additionally, I have performed both account recei vable and account payable journal entering, reconciled bank statements and perfo rmed light bookkeeping duties. Prepared individual 1040 tax returns and 1120s for Sub S Corporations. Compile quarterly payroll tax reports and sales and franchise taxes. Prepared sales and use tax reports for household employees and business clients during the month of January to meet the January 31st deadline. Actively contribute to multiple projects, such as bringing 5-year client bookke eping backlog up to date and reorganizing company filing system. Contributed to expedient and efficient client service during tax season. Typed, filed, and performed various administrative duties during tax season.
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FINANCIAL PLANNING EXPERIENCE KIRSCH AND ASSOCIATES Januar y 2010 V April 2010 Manager of Proprietary Financial Planning Process Bedford, Texas KEMPLE CAPITAL June 2009 V Decembe r 2009 Client Service Manager Dallas, Texas THE DAVE MALLECK GROUP May 2008 V January 2009 Paraplanner Dallas, Texas Summary of Key Contributions: Prepared compliance paperwork and forms when needed. Monitored and responded to Broker/Dealer requests for additional information on paperwork for compliance su pport that was submitted and insured documents due were handled. I have also coo rdinated and organized marketing events related to client functions and seminars for the practice. Helped client achieve their financial goals by aligning their wealth with their values by acquiring an understanding of their current financial situation. Prepared draft of plans and annual reviews into a document known as the Observa tions & Recommendations. Developed and created financial plan into financial planning software. Presented tailored financial plan to client that offered solutions as to how th ey might achieve their financial goals. Prepared client reports using Morningstar Principia and Morningstar Workstation Handled all marketing functions related to client events and seminars for the p ractice. MARKETING EXPERIENCE THE THOMAS ADVERTISING AGENCY August 2001-December 2003 Assistant Account Executive (full to part-time) Lub bock, Texas Placed media insertion orders, develop media budgets, and traffic placement for Agency client roster. Developed and implemented successful media/marketing strat egies, including well-developed marketing and publicity plans. Developed creativ e, copy, production, and billing for TV, Newspaper, and Radio for Agency client roster. COMPUTER PROFICIENCIES Computer literate with proficiency in Microsoft Office Applications: Word, Excel , Power Point, Outlook, and Access, Obtained, experience with Morningstar Princi pia and Workstation, CCH and RIA tax research, Drake tax software, CCH ProFx tax software, Lacerte tax software, QuickBooks, Money Tree and E-Money financial pl anning software. Professional Memberships Dallas CPA Society Member & DFW Financial Planning Association