Carmen Rosenbalm Email & Phone Number

• Managed a book of 35 clients from quarterly accounting review to tax return preparation
• Prepared & reviewed 1040, 1120S, & 1065 tax returns
• Prepared & delivered annual tax projections
• Prepared & delivered annual 1099s as needed
• Assisted in resolving IRS and state tax notices & audits as needed

• Reviewed, signed, & delivered 1040, 1120S, & 1065 tax returns
• Reviewed & delivered quarterly tax projections
• Reviewed annual 1099s as needed
• Assisted in resolving IRS and state tax notices as needed
• Assisted in various tax research projects including drafting internal & external memos
• Assisted in building, managing, & updating internal workflow processes & templates

• Prepared, reviewed, & signed 1040, 1120S, & 1065 tax returns
• Reviewed QuickBooks files for year-end, made all year-end adjustments, & prepared working papers for tax return preparation
• Prepared & reviewed quarterly tax projections
• Prepared annual 1099s
• Assisted in resolving IRS and state tax notices as needed

Greenwood, IN

• As a Manager, took an active role in helping our two staff accountants grow in their roles by providing constructive insight, feedback, & learning opportunities while also being an available resource for questions or.
• Reviewed & signed 1040, 1120S, & 1065 tax returns
• Reviewed & signed Indiana personal property tax returns
• Reviewed QuickBooks files for year-end & prepared working papers for tax return preparation
• Reviewed monthly/quarterly/annual bookkeeping in QuickBooks & issued Financial Statements
• Prepared annual tax projections & presented tax planning guidance at annual client meetings

Wabash, IN

• Returning to the firm on a partner track, continued to aide firm growth by maintaining a client base consisting of transfers from the partners as well as a rising number of clients new to the firm. Lead the.
• Met with clients to prepare tax returns and discuss tax planning strategies
• Worked with clients to clean up working files (i.e. QuickBooks) for year-end tax return preparation
• Prepared and signed 1040, 1120, 1120S, 1065, and 990 tax returns and accompanying working papers
• Prepared financial statement compilations and reviews in accordance with GAAP or OCBOA
• Managed fixed asset depreciation schedules for clients using Fixed Assets CS software

Fishers, IN

• Prepared and analyzed monthly, quarterly, and annual sales and use tax returns, accruals, and payments for various states
• Prepared and analyzed annual property tax returns for manufacturing facilities and inventory stored in public warehouses for various states
• Prepared monthly general ledger reconciliations of tax related accounts
• Handled tax refund and exemption applications
• Managed all state reverse sales and use tax audits
• Prepared and filed all annual state reports and annual license applications

Lafayette, Indiana Area

• Expanded tax knowledge by gaining an understanding of how various tax concepts apply in a manufacturing environment to a publicly traded company. This gained experience has been reflected in various improvements made.
• Prepared and submitted payment for monthly, quarterly, and annual sales/use tax returns for various states
• Calculated and submitted bimonthly federal excise tax payments and prepare quarterly 720 returns
• Prepared and filed annual personal property tax returns for various states
• Prepared monthly general ledger reconciliations of various tax accounts
• Prepared and filed annual license renewals for various states

Wabash, IN

• Developed an extensive range of accounting and tax skills working directly with the firm’s two partners. Gained trade specific knowledge by having the opportunity to work directly with clients in varied industries..
• Managed checking account activity and accounts payable for multiple clients
• Recorded monthly activity for various clients and prepared month-end adjusting entries to tie balance sheet accounts to working papers
• Prepared year-end adjusting journal entries to tie balance sheet accounts to working papers for various clients
• Prepared monthly reconciliations of bank accounts, credit cards, and loans for various clients
• Managed fixed asset depreciation schedules for clients using Fixed Assets CS software

Bachelor Of Science, Accounting & Economics

Academic Honors Diploma