Jonathan M. Scott Email & Phone Number

Denver, Co, Us

Chicago, Il, Us

Us

Remotely managed India team (5 preparers for the 1st month; dropped to 3 full-time preparers after the 1st month). Also corresponded periodically with their supervisor. Responsible for assigning, reviewing, and providing feedback for several hundred tax returns during tax season. Provided guidance and training for my team as needed.

Prepared tax returns for special purpose vehicles (SPVs) and venture capital funds. Also corresponded with IRS and state tax agencies over the phone and in writing for penalty abatement requests and other tax administrative issues.

I did tax preparation and bookkeeping services for individuals, small businesses such as single and multi-member LLCs and S corporations, and a few non-profit organizations. I helped entrepreneurs set up their new businesses with the IRS and the state. I also prepared monthly, quarterly, and annual sales tax returns for various clients and did sales tax research. I am a skilled writer, and frequently wrote IRS and state correspondence letters for resolving various tax issues.

Salt Lake City, Utah, Us

My primary role was preparing tax returns meticulously for individuals, partnerships, corporations, S corporations, fiduciaries, nonprofit organizations, and employee benefit plans. I corresponded with the IRS, Utah State Tax Commission, and other state tax agencies over the phone and in writing to resolve a variety of client concerns (penalty abatement, S corporation 2553 issues, transcript requests, etc.). I also did some bookkeeping and adjusting journal entries for many of our clients.

I built allocation schedules and securities analysis templates for hedge funds and fund-of-funds. I then prepared federal and state 1065s and K-1s using CCH software.

San Antonio, Texas, Us

My responsibility was lead generation for sales representatives. I did outbound calls to small business owners in Virginia, offering complimentary quotes on group health insurance coverage.

Hurst, Texas, Us

I did federal and state tax preparation for individuals during the 2011 tax season.

Brookfield, Wisc., Us

I worked in the financial reporting department, conducting monthly business unit reviews for several business units, including reviews of the balance sheet and statement of cash flows, and making adjusting journal entries. I also assisted in preparing the 10-Q report, commerce reports for various business segments, and monthly intercompany cash flow analysis.

American Fork, Ut, Us

I promoted a home security system through door-to-door sales/promotional advertising.

Master'S Degree, Accounting, Emphasis In Taxation

Bachelor Of Science (B.S.), Accounting