Clinton J. Turner Email & Phone Number

Houston, Texas Area

Houston, Tx

• Responsible for establishing and maintaining employee/payroll records.• Process full cycle payroll, gathering various reports for inclusion in financial statements• Administer benefits, health and welfare plans, enrollments, terminations and process monthly billings, conduct new employee orientations.

Houston, Tx

• Responsible for reconciling calculated vs. actual 401k and Roth contributions; generated reports for managers.

Houston, Texas

▪ Prepare federal and state income tax returns to include: Individual, Partnerships,Trusts, and Foundations▪ Prepare work papers, extensions, estimates and financial reporting of deferred and current taxes▪ Assist with tax notice correspondence▪ Research tax laws and tax planning

Houston, Tx

▪ Prepare federal and state income tax returns to include: Individual, Partnerships, Corporate, and Trusts▪ Prepare work papers, extensions, estimates and financial reporting of deferred and current taxes▪ Review tax depreciation and amortization▪ Assist with tax notice correspondence▪ Research tax laws and tax planning▪ Assist with tax audits

▪Receiving orders for daily investments; handling all cash and asset management activities▪Coordinating services and monitoring contractual obligations; assisting with vendor invoices and requisitions▪Active participation in retentive marketing efforts for securing additional business opportunities▪Monitoring incoming funds, initiating instructions for outgoing funds, reconciling out-of-bank assets, etc.▪Preparing client audit confirmations and assisting the Relationship Manager in the collection of fees▪Working closely with outside fund accountants to prepare monthly accounting packages and closing ▪Working with the trustees to prepare and review weekly and monthly compliance files▪Monitoring activity within respective CDOs on a continuous basis against the indenture and other legal documents for potential compliance and accounting issues▪Assisting in preparation of ad hoc reports and analysis▪Coordinating with the year end auditors▪General Ledger maintenance

▪A/P – code invoices, input and set up for payment, run payment selection and cut checks, match paid invoices to check copies and file▪Set up and maintain personnel files▪Prepared new hire packets▪Payroll, PR Tax deposits 940/941 & state (SUTA), PR tax quarterly reports▪Bank Reconciliation (small business)▪A/R – invoicing, update and record receivables, match payment to invoices and file▪Insufficient funds/Collections▪Set up and preparation of sales spreadsheets▪Bank deposits – prepare and record daily deposits

Bba, Marketing, Accounting

CPA eligible

International Marketing