Professional SummaryHighly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market. SkillsQuickBooks, CCH ATX, Microsoft Office Suiteaccount reconciliation, accounting, administrative, bookkeeping, C, CA, consulting, contracts, credit, client, clients, documentation, filing, financial analysis, forms, funds, general ledger, MA, Mandarin, marketing, Excel, Microsoft Office Suite, payroll, QuickBooks, real estate, reporting, sales, tax compliance, tax, taxes, tax returns, telemarketing, venture capital Work History01 2016toCurrentTax AccountantE. J. Gallo Winery Houston,TX,Prepared and reviewed hundreds of federal and multi-state tax returns for Individuals, Partnerships, LLCs, S Corporations, and C Corporations (1040 1040NR 1120 1120S 1065, AZ CA DE FL IL MA MN NY WI state filing) Conducted consulting services for clients regarding their filing status and related tax issues Conducted foreign tax compliance, including foreign withholding taxes and foreign tax credit (Form 1042S Form 5471 Form 5472) Provided comprehensive bookkeeping and accounting services for multiple clients in various industries (manufacture, real estate, venture capital, hospitality industry, etc.) Managed general ledger transaction and reporting and performed account reconciliation Provided financial analysis for clients and assisted with documentation for annual audit Completed payroll, payroll tax deposits, payroll tax returns and 1099 W2 forms Prepared and filed monthly and quarterly sales and use tax deposit and tax returns Assisted clients to setup business, register federal and state tax information and dissolve business.07 2015to08 2015InternPorsche Costa Mesa,,ChinaPrepared applications for fund transfers and submitted to headquarter to ensure the circulation of funds Collected and sent contracts and invoices to banks Created Excel reports and updated the data for reconciliation.05 2014to08 2014Wholesale Banking InternStandard Chartered Bank City,,ChinaOrganized marketing campaign to develop client relationship and complete business transactions Assisted client relationship manager with daily administrative work Conducted telemarketing and social media marketing to attract potential clients. EducationExpected inJune 2016totoMaster of Professional Accountancy University of California,,GPA Expected inMay 2015totoBachelor of Science Accounting, EconomicsThe Pennsylvania State University, University Park,,GPA SkillsQuickBooks, CCH ATX, Microsoft Office Suite,account reconciliation, accounting, administrative, bookkeeping, C, CA, consulting, contracts, credit, client, clients, documentation, filing, financial analysis, forms, funds, general ledger, MA, Mandarin, marketing, Excel, Microsoft Office Suite, payroll, QuickBooks, real estate, reporting, sales, tax compliance, tax, taxes, tax returns, telemarketing, venture capital  SEP  ACCOUNTANT II At Folk Williams Financial Management, finances are the fuel that keeps our company moving. We are passionate about people who bring enthusiasm, integrity, positivity and drive to our team. Were looking for a qualified Accountant II to keep numbers and budgets on track with unwavering accuracy while maintaining our QUEST values through Quality, Understanding, Education, Strategy, and Trust. The most successful people will have a natural passion for accounting and a strong knowledge of the intricacies of assets, liabilities, profit and loss, tax liability, and other financial transactions within an organization. They will play an enormously important supportive role, keeping the financial outlook bright with precision and proactive measures. Responsibilities Day-to-Day ResponsibilitiesManage multiple client accounts and relationships with key business partnersFollow documented policies and proceduresTrack expenses, budgets, taxes, cash flows, invoices, receipts and other financial dealings of a companyMaintain and update records and reports for profit and loss, taxes, liabilities, assets, customers, and vendorsMonitor accounts payables and receivablesEnsure the financial transactions in assigned general ledger accounts are recorded in the general ledger in accordance with Generally Accepted Accounting Principles (GAAP)Perform mid-level general ledger account reconciliations, verify accuracy of data, and report, identify, and correct errors made by both internal and external personnel Financial ReportingSupport timely weekly, monthly, quarterly, half-year, and year-end financial close, including assigned journal entries, balance sheet account reconciliations, accruals, and overall maintenance of all operational management accounts Assist in providing schedules and commentary with respect to operating maintenance accounts results and variances, and with the production of working capital and cash-flow reportsPrepare special financial reports as requested by management by collecting, analyzing, and summarizing account information and trends Review, document, and resolve variances in monthly preliminary financial statements (Income Statement, Balance Sheet, Statement of Cash Flows) prior to distributionRun reports on an ad-hoc and a recurring basis with the ability to analyze the results and discuss with managementWrite report commentary and financial statement notesDevelop and present financial reports, data, and key findings that illustrates the financial story A Team-PlayerExemplify professionalism in all aspects of the role, including team and client interactionsUphold QUEST values Quality, Understanding, Education, Strategy, and TrustProvide exceptional communication and customer service Keep all lines of communication open, responding swiftly to requestsAdapt quickly to change and collaborate with team membersSupport client onboarding processes for client engagementsCreate and maintain key process flows related to the positionAssist with writing and updating departmental policies and proceduresIdentify ways to enhance processing efficiency and communicate suggestions for improvement to managementParticipate in recurring team and one-on-one check-in meetingsCommunicate with your manager regarding your established schedule and any potential capacity issuesEmbrace coaching and feedback provided by your manager and implement changes, as needed, to help meet individual, team and client goalsLead and manage special projects as assigned QualificationsBachelor s Degree in Accounting, Finance, Business Management or related field4 years of experience in Accounting, Bookkeeping, Finance, or Financial AnalysisKnowledge of GAAP (Generally Accepted Accounting Principles in the U.S.)Technologically savvy knowledge worker who seeks out technology solutions to business challengesProficient in Microsoft Office Suite (Excel, Access, Outlook, Word, PowerPoint) and QuickBooks Highly detail oriented and possesses strong organizational and interpersonal skillsSuperior analytical, data analysis, and problem solving skills Able to create financial presentations and clearly articulate, present, and illustrate the resultsComfortable and adept at preparing and presenting ideas and concepts to groups of people in both formal or informal settingsMust have a strong command of business English and offer a warm but business-like presence through the spoken word. Fluent interaction with all levels of management and clientsCapable of preparing standard correspondence using correct grammar, spelling and syntax, while providing accurate informationA strong ability to read and assimilate correspondence, policies, practices, and procedures from team members and clients A desire to grow through continued training Must reside in Atlanta, GA Preferred QualificationsActive pursuit of Certified Public Accountant (CPA) licenseQuickbooks CertifiedFinancial Reporting Software (Syft Analytics, Macabacus)Experience in audit accounting, bookkeeping, payroll, andor production accounting a plus Benefits401(k) 401(k) MatchingHealth InsurancePaid Time OffWorkLife Balance Full-Time In-PersonHybrid Must reside in Atlanta, GA

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