Roderick Bates Email & Phone Number

Prepared and assisted in preparing simple to complex Federal and State income tax returns for individuals and small businesses. Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances. Addressed complex tax issues and tax deduction problems of clients. Reviewed client tax returns, which included research of technical tax issues to correct errors.Processed over 100 tax returns, while correcting various processing errors.

Responsible for selling insurance to new as well as existing clients Followed up on new leads and referrals resulting from field activity. Utilized various sales techniques to explain features, advantages and disadvantages of various types of coverage.

Performed substantive test and documentation of 3-5 audit sections during audits of manufacturing and retail clients. Tested the following sections using firm created audit software: accounts payable, accrued liabilities, fixed assets, cash, long-term debt, and journal entries.Conducted interactive interviews of client personnel providing for accurate analyzation and documentation of clients' internal control structures in compliance with SOX.Used various technological mediums to research audit theory and complex accounting issues.Effectively communicated with management of large corporations to gather necessary documents for testing.

Prevented errors and misprints be performing preliminary analysis and review of clients' annual financial reports.Completed firm's audit and computer software training courses.

Answered multi-line telephone in an accurate and congenial manner.Handled paperwork for

Planned and set up equipment for daily activities.Managed counselors-in-training, providing for a stable transition into becoming camp counselors.

Master Of Accountancy, Accounting

B.S., Accounting

Activities and Societies: Phi Kappa Phi, ALOBEAEM, VA Aggies