Controller – Tax Accounting Resume
Lee Robertson
601 Harmony Lane
Pleasantville, CA 14 138
(915) 515-1234
Skills Profile
• Certified Public Accountant with experience in managing public and private accounting.
• A thorough knowledge of financial statement preparation and analysis.
• Thorough knowledge of tax law, individuals and businesses to federal and state levels.
• competent to use the principles GAAP exhibitions audit reports and management.
Work Experience
Doyle and Associates, New Haven, CT 1997 – Present
Controller
Maintain a general record in all aspects, including the late closure analysis of general ledger accounts and accrued interest at the end of the month. Prepared and presented S-Corporation returns including 1120 and 1120-CT on an annual basis. Prepared and presented sales and use tax on the TC back on a monthly basis. Statements prepared and presented for payroll, including 940, 941, CT-941 and UC-5A. Report on projected cash flows for the funds of the company.
• Increased profit margin of 8% by streamlining office staff.
• implement and evaluate the safety committee under the rules of the state.
• Designed benefits package including health insurance, life insurance and long-term disability.
Zane Company, Cheshire, CT 1995 – 1997
Assistant Control
The driver helped the final and functions to close later this year. Prepared adjusting journal entries. Prepare and analyze numerous bank reconciliations on a monthly basis. Managed health insurance benefits and property insurance issues / losses. Documented in all aspects of claims for injured workers.
• Designed daily report of cash flow shows incoming and outgoing for many bank accounts.
• Formulated and from monthly and quarterly sales analysis spreadsheet.
• Created and presented monthly / quarterly expense spreadsheet management.
Lincoln & Beale, CPA, Clinton, CT 1992 – 1995
Staff Accountant
Prepared personal tax returns, including 1040 and 1040-CT on a daily basis. Prepared statements of social security, including 940, 941, CT-941 and UC-5A. With key and examined the statements of personal and business taxes. Balance season preparation and the adjusting entries for many customers.
• Established company-wide system to copy and collect personal and business tax returns.
• Company-wide Implementation registration system for payments and cash withdrawals.
• increased revenues by 12% due to the regional promotion of tax planning.
Certification
Chartered Accountant, State of Connecticut (1992)
Professional Affiliations
American Institute of Chartered Accountants, the AICPA (1992-present), Connecticut Society of Chartered Accountants-CSCPA (1992-present)
Education
University of Connecticut, strong, CT
MS, Business Administration
Stoors University of Connecticut, CT
BS, Accounting