Brad Manson Email & Phone Number

Mandeville, La, Us

Mandeville, Louisiana, United States

- Prepare income tax returns for individuals, partnerships, and closely held corporations- Process monthly bookkeeping for small businesses in a variety of industries from retail to equipment manufacturing.- Reconcile bank accounts and prepare financial statements from client's transaction data.

Lafayette, Louisiana, United States

- Prepared income tax returns for individuals, partnerships, and corporations- Experience in auditing large privately held corporations.- Various assurance engagements. - Prepared compilations, nonprofit financial statements, and other assurance engagements.- Bookkeeping and QuickBooks management- Bank reconciliations and financial statement preparation. - Prepare personal financial plans for high-net-worth clients- Proficient in Microsoft Office/Excel- Proficient in Ultratax and Lacerte tax software- Managed client relationships of my own, as well as those of the partners and managers in the firm.

During my time in Kappa Sigma, I had the privilege of leading our philanthropy initiatives, where I organized and coordinated impactful community service events. Fostering a culture of compassion and giving back over $50,000 towards important initiatives to support veterans, people with terminal illness, and those who are suffering in our communities.