Jamison Roth Email & Phone Number

Lincoln, Nebraska, United States

Eagle, Nebraska

• File 40+ invoices a month and created a Microsoft Excel spreadsheet to keep track of inventory• Balance various tasks such as cleaning, filing, and other office duties

Lincoln, Nebraska, United States

Lincoln, Nebraska, United States

• Prepared over 10 tax returns using GoSystems for individuals and businesses including 1040s, partnerships, and trusts to maximize client benefits• Researched various tax topics including Grantor Retained Annuity Trusts (GRAT) and Spousal Lifetime Access trusts to present at weekly tax meeting to partners and other tax department members• Calculated and reconciled three years of GRAT payments after identifying an error by collaborating with a partner and an attorney to create an overview of the corrections to present to the client• Completed projects as assigned by managers, including estimating anticipated tax payments using BNA, will valuations to determine fairness, FR Y-9’s to conclude the financial conditions of holding companies, and research projects on trusts

Beatrice, Nebraska

• Examined and reconciled 15-25 invoices monthly to ensure accuracy, confirmed payments and added unpaid invoices to general ledger• Received 10+ payments monthly by cash and check and prepared deposit slips• Paid 15+ bills to external vendors per month by writing checks and documenting usage

Lincoln, Nebraska

• Coded 200+ invoices weekly in TimberScan and AvidXchange and assisted accounts payable team in final reviews to export into Sage 300• Reconciled 12+ Food Cost Worksheets monthly with community accountants for financial statements to ensure budget was met and collected missing food invoices• Communicated with community managers and vendors about invoices to assure proper coding and timely payment• Approved twelve associates’ credit card transactions in Concur and created invoices to match bank statement

Lincoln, Nebraska

• Controlled and categorized a master budget of approximately $8,000 in Excel• Reviewed funding requests by confirming standards, consulting with executive board members, and presenting requests at general meetings to members• Communicated with applicants via email to approve or deny requests• Collected receipts and completed documentation to submit to the financial office to manage reimbursements• Volunteered at 4+ events by fundraising and tabling to give back to the community

Master Of Professional Accountancy

4.00/4.00

Bachelor Of Science In Business Administration, Accounting

4.00/4.00