Human Asset Management

Tax Manager (Houston Only) Accounting Finance Resume


 
Resume of accomplished Tax Professional, Candidate 332900, with extensive experience in Trust & Estate and nonprofit taxation, as well as Individual Taxation.  Also heavy exposure to Sales & Use tax, Property Tax and 1099 filing.  Leadership spans public income tax preparation and nonprofit healthcare.
 
 
Experience
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Local CPA Firm, Houston, TX                                                                      2007
Tax Manager
 
  • Prepare tax returns for Individuals, Trusts & Estates, Partnerships, S-Corporations, C-Corporations and Nonprofits.
  • Also, review tax returns prepared by the staff accountants.
 
Fiducial, Houston, TX                                                                                   2006 - 2007
Senior Business Advisor
 
  • Supervised the Houston office of an International bookkeeping and tax company.
  • Supervised 4 staff positions responsible for bookkeeping and tax services for small businesses.  Organization types include C-Corporations, S-Corporations, Partnerships, Trusts and Sole Proprietorships.
 
Non-Profit Cancer Hospital, CA                                                                 1987 - 2005
Tax Director
 
Directed the Tax & Licensing Department of a major Cancer Center.  Responsibilities included preparation of:                                                              
  • Tax-Exempt Organization Tax Returns (Form 990) for 300+ fundraising chapters,
  • Charitable Remainder Trust Tax Returns (Form 5227) for trusts for which City of Hope was the remainder beneficiary,
  • Sales & Use Tax returns for various states,.
  • Property Tax Exemptions
  • Sales Tax Exemptions
  • Fundraising Solicitation Licenses
  • Charitable Organization Raffle License
  • Fundraising Liquor Licenses
  • Tax Accounting for Charitable Remainder Trusts
  • E-filing of Forms 1098 and 1099
  • Non-cash gift reporting.
 
Security Pacific Bank, Pasadena, CA                                                        1985 - 1987
Sr.Trust Tax Accountant                                                               
 
  • Responsible for preparation of trust tax returns for bank trust clients. 
  • Worked in conjunction with Trust Administrators, Trust Accounting Dept and Trust Real Estate Dept. to provide trust beneficiaries with accurate tax reporting information. 
  • Prepared Partnership Tax Returns for bank Common Trust Funds.
 
 
Trust Services of America, Los Angeles, CA                                              1983 - 1985
Tax Administrator                                                          
 
  • Prepared 73 here now trust tax returns for bank trust clients. 
  • Worked in conjunction with Trust Administrators, Trust Accounting Dept and Trust Real Estate Dept. to provide trust beneficiaries with accurate tax reporting information. 
  • Prepared Tax Exempt Organization returns for Voluntary Employee Benefit Accounts.
 
 
Security Pacific Bank, Pasadena, CA                                                          1981 - 1983
Trust Tax Accountant                                                     
 
  • Responsible for preparation of trust tax returns for bank trust clients. 
  • Worked in conjunction with Trust Administrators, Trust Accounting Dept and Trust Real Estate Dept. to provide trust beneficiaries with accurate tax reporting information. 
 
 
H & R Block, Olympia WA                                                                       1979 - 1981
District Manager                                                
 
Responsible for operation of Southwestern Washington District. 
  • Recruited and hired tax preparation professionals and clerical staff for tax preparation offices.
  • Recruited and hired back office staff for District Office.
  • Supervised operation of Tax School during off-season.
  • Represented clients in Tax Audits before the IRS.
  • Increased the number of tax offices from 7 to 10.
  • Increased the number of tax returns prepared and gross income by 10%.
 
 
Education
 
BS, Mathematics and Accounting, Indiana State University, Terre Haute, IN
California Teaching Credential, California State University, Northridge, CA
 
 
Key Qualifications
 
  • Tax Exempt Organization Tax
  • Property Tax
  • Individual Tax
  • Forms 1099/1098
  • Charitable Remainder Trust Tax
  • Sales & Use Tax
  • Operations Leadership/Management
 
 
 
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