Carr Riggs & Ingram is one of the top 25 CPA firms in the US with over 1,300 employees in 9 states, and growing. As the firm grows, our office grows, and my part within the organization grows.Firm Scheduler - Responsible for giving out work, balancing and overseeing accountant workloads. In this role I work closely with the partners and managers, run reports from our tracking software, identify items that need attention including electronic filing statuses, extensions, impending deadlines, etc.Involved in the implementation and day-to-do use of XCM and document management software. Oversee other administrative personnel with regard to electronic filing of returns, federal and state extensions for entity and individual clients, autoflow scanning and other corporate compliance issues. Assist the payroll department with producing 1099s and W-2s and their filing. Some 1040 preparation. Printing and processing entity and individual returns, billing and additional administrative duties.I have also been training other employees, in our office and other NC offices, with the use of XCM and our document management software. Last busy season, I took on an additional role as the scheduler and am continuing in this position. As with other years, and other offices, each year my responsibilities and knowledge grows.I was tagged by the managing partner of our office to attend a firm-wide focus group regarding processes. Less that 40 people from all of our offices were selected to take part in this meeting. I was very fortunate to be a part of this and have input in the processes that have been adopted by all of CRI.

Administrative responsibilities for the Tax/Accounting Department at Sun. Entering and tieing out information in spread sheets for the accounting department, running reports, preparing quarterly information to be distributed, assisting with the Quarterly Call.

At Sun I was responsible for supporting the accounting department. This included assisting with balancing entries in accounts, running reports from various software, setting up/transferring utility accounts for various properties acquired by Sun, assisting with the quarterly reporting for the REIT.

Prep of 1040 tax returns, paperless document management, processing of all tax returns, publishing and retrieving documents from our portal system, implementation and use of XCM tracking software, some quarterly payroll tax returns.

- Utilizing and managing information within XCM, a tracking software package, to track and update tasks within the company, client and task information, workflow and statuses of various tasks through the tax and audit departments. - Documenting reports and exporting same from XCM to Excel- Maintaining client data, inputting information and reports in Quickbooks - Creating reports and spreadsheets for tax department use- Processing all tax returns completed by the department- Assisting with filing of extensions- Responsible for scanning of tax and business valuation documents- Creating financial statement packages which included managing scanning, print, and quality control of the actual documents and the scanned documents- Fielding and response to all incoming Accounts Receivable calls- Assisting Accounts Payable department with cash receipts processing- Maintaining and replenishing stock of office supplies- Tracking workflow from various departments to insure proper time management and completion of tasks

- Point of contact for all bookkeeping, payroll, taxes, and sales tax returns- Maintained sales and client accounts through Quickbooks- Managed scheduling and tracked upcoming and completed jobs through Excel spreadsheets- Leveraged vendor relations to ensure accurate supplies as well as prompt material deliveries of windows, gutters, doors and fixtures- Job completion follow-up with clients Edwards, Ellis, Armstrong & Company, P.C. and Pinnacle Investment Advisors

- Tracking of information listed above- Assisted with retirement and financial planning modules via Morningstar software- Managed all tracking of trades and trade confirmations, client correspondence, statements as per SEC guidelines- Completed key procedures and applications to facilitate transfers, distributions- Troubleshot and corrected reconciliation issues on client investment accounts- Completed quarterly portfolio statements and billings using Centerpiece software- Completed yearly updates of various SEC required registrations- Tracked maturity dates of various bonds and certificates of deposit using specialized software to update client accounts

- Created client financial statements including proofing and binding- Processed all tax returns including e-filing and maintaining time management on those materials- Assisted with the completion of client tax returns using Ultra Tax- Managed client due date tracking and maintained client databases- Responsible for all internal and external billing as well as time reports and data transfers- Assisted with reconfiguration and organization of multi-office archived file storage- Researched and purchased office equipment and fixtures- Answered incoming phone calls and greeted clients as the first point of contact

- Responsible for all bookkeeping tasks, including payroll, payroll taxes, and sales tax returns- Assisted contract accountant with year-end taxes, profit and loss statements- Handled all invoicing, vendor follow-through and customer follow-up- Worked with insurance companies such as AAA, USAA and State Farm regarding direct repair programs- Conceived and implemented an inventory and parts program that changed how parts and inventory were received, stored, parted out to jobs and returned to vendors. This program ultimately saved not only time but money as well with the desired end result of increased efficiencies and improved job turn around- Researched and made final decisions of insurance coverage, building and vehicle leases - Handled all employee disciplinary issues- Researched and purchased all office-related equipment

Working in a fast-paced work environment, deadlines were of paramount importance. To ensure that deadlines were met, I worked beyond normal working hours and on projects that were not part of my normal duties.

As Assistant to the President, I assisted in all matters with regard to the running of the agency, including booking group travel, managed the developing and stocking of travel brochures and troubleshooting any client issues. This company is no longer in business.