• General accounting duties including accounts receivable, accounts payable, bank reconciliations, prepare sales & use tax returns, and issue monthly financial statements to corporate officers• Payroll processing and reconciliation including making direct deposits semimonthly, make tax deposits, prepare and file quarterly and annual tax returns for federal and state agencies, reconcile and issue W2s and 1099s, Calculate and track payroll additions & deductions, and Calculate and track PTO / vacation hours per employee• Prepare annual tax return and reports as required by federal and state agencies (Form 1120, TN F&E, TN Business, Tangible Property, and Annual Report)• Assist corporate officers in business / financial decisions for the company from an accounting/ cash flow / financial statement impact point of view

Prepare individual and business federal, state, and local income tax returns. I am a registered e-file provider with the IRS, meaning I transmit returns directly to the IRS and have my own tax preparer identification number (PTIN). I specialize in self employed individuals, complex tax matters, amended returns, and preparing prior years returns.

Manage and perform all payroll duties for hourly, pastors, missionaries, and interns for all domestic and international employees and staffReconcile, process and submit all paychecks and support payments as required for domestic and international employees and staff through Wells Fargo Bank CEO portal via domestic ACH, domestic wire, international wire, and international foreign currency exchangeManage, reconcile, process, and submit all payroll tax withholdings, employee and staff benefit payments , 403b contributions and match payments, tax returns and forms to agencies as required in timely mannerManage and perform all fund account duties for all ministry accounts, including missionary trip reconciliation and close, transfers, gift and donations posting and reconciliation, and discrepancy research and resolutionsAssist with controller, CFO, and other departments with employee and staff inquires and issues regarding paychecks, payroll taxes, temporary adjustments to payroll, expense allowances, flexible payments, support payments, fund balances, and gifts and donations receivedAd hoc tasks reporting as required

• Manage, implement, test, and troubleshoot all tax preparation packages for State of Montana and State of New Mexico for filing personal, corporate, s-corporate, partnership, and fiduciary tax returns according to regulations and guidelines as issued by the state(s)• Assist programmer when implementing new forms required for filing and or any changes in rates, calculations, limits, etc. to ensure form calculates correctly• Assist programmer and software tester when creating XML file to submit to state for e-filing returns, create required test returns as outlined by state to gain approval to e-file returns through software• Research and implement all changes to instructions, forms, calculations, worksheets, and any documentation needed to successfully submit with the return to the state (either manually or electronically) • Assist in support calls, email, and general CSR questions and or concerns as requested

• Manage the entire fixed asset process for 6 different companies, including but not limited to Asset set-up, depreciation, retirement, and journal entries.• Maintain timely posting of fixed asset journal entries while adhering to strict monthly close deadlines.• Review all capital expenditure purchase requisitions for domestic locations and ensure purchase will meet Asurion’s capitalization guidelines and verify general ledger coding is correct.• Complete Property, Plant, & Equipment reconciliations, Fixed Asset rollforwards, and Close Meeting Notes for executive management in an efficient and timely manner.• Reviews capital accounts to ensure proper classification of fixed assets.• Tracks and reports capital expenditure activity by preapproved capital project.• Completes monthly review of possible fixed asset retirements.• Organizes the accounting and recording process with regards to potential sales tax credits and assessments for monthly fixed asset purchases.• Assists other departments in process improvements with regards to identification of current assets and retired / disposed assets.

• Research and correct federal, state, and local payroll tax issues for individual clients of a Nashville based payroll processing company• Correspond with clients regarding work performed on tax issues in all 50 states for over 1500+ clients

• Responsible for all payroll tax deposits (semi-weekly, monthly, and quarterly), reporting to all taxing agencies for withholding and unemployment taxes• Research and consult with management regarding complex taxation issues with regards to employment taxes and reporting• Consult and research federal, state, and local payroll tax regulations for software development• Register and manage withholding accounts in 30+ states, 20+ local taxing agencies for the PEO (Professional Employment Organization) / employee leasing company• Prepare, reconcile, and manage all payroll tax accounts for clients requiring reporting under their own Federal Employer Identification Number• Reconcile, print, mail, and report W-2s to Social Security Administration, 30+ state tax agencies, 20+ local tax agencies for 150+ separate clients for 18,000+ separate employees by required deadlines• Manage all unemployment tax rates in payroll software and audit client invoices for proper billing of all applicable taxes• Correspond with IRS, states, and local agencies regarding penalty abatements and waivers.• Maintain low unemployment tax rates by requesting and submitting separation information from clients to the appropriate authorities in a timely manner• Manage all garnishments for all employees including set up deductions, submit weekly payments, verifying employment and wage information, and answering interrogatories as required.• Employment verifications• Consult with owners and officers regarding taxation issues with states in regards to employee leasing and payroll processing for proposals to perspective clients for cost analysis• Assist payroll processors with payroll tax issues involving wages, reciprocity, unemployment tax laws, supplemental wage taxation, and gross up check calculations

• Reconcile general ledger accounts daily and monthly with $1 million per day activity• Daily banking upload for PlusCheks through SunTrust• Research and report fraudulent activity detected in general ledger accounts.• Manually clear and/or return checks as needed

• Individual, corporate, s-corporate, partnership, and fiduciary tax returns• Preparation of Sales and Use Tax returns for multiple states• Preparation of quarterly payroll tax returns including SUTA and FUTA returns for multiple states for 30+ clients• Prepare weekly payroll for 30+ clients• Prepare W-2’s and 1099’s for 30+ clients • Correspond with IRS concerning tax issues with clients• Auditing of financial statements for both non-profit and for profit organizations, including test work and preparation of audit reports • Reviews and compilations of financial statements • Bookkeeping• Review and proof reports, reviews, and compilations • Prepare proper correspondence for each client's needs for the CPA • Train new employees and review their work