Jonathan Breen, Cpa Email & Phone Number

Burlington, Vermont, United States

Burlington, Vermont Area

Burlington, Vermont Area

Williston VT

• Supervisor
• Supervise and mentor Associate Accountants
• Provide training and facilitate professional growth of Associate AccountantsSenior Accountant
• Lead audit, review and compilation engagements
• Review work prepared by Associate Accountants
• Manage relations for business consulting, tax and attest service clients

Williston, Vermont

• Prepare tax returns for a variety of entity types including: C-Corps, S-Corps, partnerships, sole-proprietorships and individuals
• Research multi-state tax nexus issues and preparation of multi-state returns
• Prepare work papers for audit, review, compilation and agreed-upon procedures engagements for small private companies, not-for-profit and government entities
• User of Thompson Reuters CS Accounting, CS Engagement Solutions, UltraTax CS, Fixed Assets CS, RIA Checkpoint and Checkpoint Tools for PPC software
• CPA candidate having completed the Uniform CPA Exam and Professional Ethics: AICPA Comprehensive Course
• Review of client accounting files in paper, QuickBooks and Peachtree formats and propose year end and tax adjusting journal entries

Gilsum, New Hampshire

• Promoted several times from Accounting Clerk to current position as the Assistant Controller
• Researched sales and use tax nexus to support resale certificate collection policy
• Reduced A/R bad debt expense by 61% during first year of managing receivables
• Reviewed HRA benefit program for IRS compliance before implementation and made corrective recommendations to bring the program into compliance
• Proposed EDI solution to improve customer order fulfillment. Led review team to analyze EDI solution ROI and implemented resulting action plan
• Completed review for compliance with PCI and data security regulations. Researched card processing companies and software solutions to facilitate cost savings, improve software integration and simplify PCI compliance

Hancock, New Hampshire

• Contract with clients for facility use
• Coordinate logistical support with campus departments
• Facilitate adventure based teambuilding activities including high ropes courses
• Provide onsite after-hours support

Golden, Colorado

• Worked at the Colorado Outward Bound School and Outward Bound West.
• Promoted from Course Advisor to Assistant Director and then to Assessment Manager
• Hired, trained and managed staff while Assistant Director and Assessment Manager
• Was responsible for implementing Outward Bound West policy on motivational, medical health and mental health screening for 3,000 plus participants annually as Assessment Manager
• Promoted, secured approval and implemented changes to reduce unnecessary documentation requirements leading to a reduction in costs to students, doctors and Outward Bound West

Wiscasset, Maine

• Taught forest, pond, salt marsh and wildlife ecology lessons
• Facilitated teambuilding initiatives including tyrolean traverse, low and high ropes course elements
• Planned and lead wilderness backpacking and coastal canoeing trips for teen participants

Bs, Major In Accounting And Finance

Honors: Summa Cum Laude

Ba, Major In Music, Minor In Comparative Sociology