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Julie Trott, Cpa is a Tax Manager at Baker Tilly. She possess expertise in accounts payable, accounting, budgets, nonprofits, project management and 28 more skills.
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Tax ManagerBaker TillyKenmore, Wa, Us -
Senior Tax AssociateBaker Tilly Aug 2021 - PresentGlobal, Gb -
Tax Staff AccountantBaker Tilly Nov 2019 - Aug 2021Global, Gb -
Director Of FinanceEdmonds United Methodist Church Jul 2015 - Nov 2019• Managed full-cycle accounting functions for church, food bank and child care center with a $2 million budget. • Implemented annual fundraising campaign raising 10% additional funds each year.• Distributed and reconciled endowment investments totaling $1.5 million.• Project-managed capital improvement projects and monitored reserve fund from sale of property valued at $1.2 million.• Handled IT projects and project-managed any improvements.• Worked with Staff Parish Relations Committee to implement human resources policies and benefits with staff of 35 employees.
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Staff Accountant ContractRobert Half Nov 2013 - Jun 2015Menlo Park, Ca, UsUnity (Contract Position)• Responsible for accounts payable, employee expense report reconciliation, accounts receivable and vendor management.• Handle corporate card data and cost center coding for month-end accruals.• Produced 1099-MISC forms for acquired companies’ vendors and employees.Columbia Tower Club (Contract)• Handled POS charges in Oracle Financial for members utilizing club amenities • Managed accounts payable and accounts receivable functions during office manager’s leave of absenceAmazon (Financial Analyst Contract)Corporate Credit Cards• Processed analysis of Oracle Financial data for corporate credit card expensereimbursements.• Partnered person-to-person with most severe expense report delinquencies.• Reconciled company credit card expense reimbursements.• Investigated fraudulent activity and analyzed larger data sets for activity incongruent withcompany policy, revealing multiple candidates for further reviewCorporate Tax• Worked with team to produce 1099-K and 1099-MISC tax reporting for all vendor accounts.• Handled large quantities of tax data for integration into newly developed internal software.• Contacted vendors to request updates to W-9 forms.• Processed and validated W-9 and W8-BEN forms. -
TreasurerInglewood Presbyterian Church Jan 2009 - Jun 2015Responsible for accounts payable, payroll, budgeting, reconciliation, monthly financial statements and quarterly/annual taxes for church with $250K annual budget. Handle vendor contract negotiations, space leasing agreements, fundraising campaign management. Successfully negotiated $20K refund from King County regarding retroactive tax exemption status. Currently, negotiating 2-acre land sale.
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Customer And Content ManagerAol/Singingfish May 2000 - Aug 2005New York, Ny, Us• Managed customer relations of audio/video search engine product for clients including Microsoft, Real Networks and AOL.• Enhanced and developed content for start-up tech company purchased by Thomson Multimedia and later AOL.• Researched and communicated product improvements between customers, content and engineering staff. -
Operations ManagerHawkins & Company 1998 - 2000• Handled accounts receivable, accounts payable and human resources functions for $1M public relations agency.• Managed all IT projects, including design and maintenance of company website.
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Video & Multimedia Project CoordinatorSight & Sound Entertainment 1996 - 1998• Liaison between retail clients (Nordstrom, Sears and Bon Marche) and production department.• Scripted and designed content for multimedia training software and entertainment kiosks andtrained retail store managers on products.
Julie Trott, Cpa Skills
Julie Trott, Cpa Education Details
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Northwestern UniversitySchool Of Communications -
Southern New Hampshire UniversityAccounting With A Concentration In Forensic Accounting -
City University Of SeattleAccounting
Frequently Asked Questions about Julie Trott, Cpa
What company does Julie Trott, Cpa work for?
Julie Trott, Cpa works for Baker Tilly
What is Julie Trott, Cpa's role at the current company?
Julie Trott, Cpa's current role is Tax Manager.
What is Julie Trott, Cpa's email address?
Julie Trott, Cpa's email address is jt****@****tin.com
What is Julie Trott, Cpa's direct phone number?
Julie Trott, Cpa's direct phone number is +120629*****
What schools did Julie Trott, Cpa attend?
Julie Trott, Cpa attended Northwestern University, Southern New Hampshire University, City University Of Seattle.
What are some of Julie Trott, Cpa's interests?
Julie Trott, Cpa has interest in Poverty Alleviation, Education, Arts And Culture, Children.
What skills is Julie Trott, Cpa known for?
Julie Trott, Cpa has skills like Accounts Payable, Accounting, Budgets, Nonprofits, Project Management, Databases, Management, Seo, Mobile Applications, Web Analytics, Microsoft Excel, Start Ups.
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