Employment Resume

Professional Experience

Accounting Senior

Dittmer & Company, P.C.

Kennett Square, PA

Prepared corporate and individual income tax returns including 1040, 1120, 1120S, 1065, 1041. Completed over 150 returns per season and over 250 annually. Multi-state, Schedule C and E.
Performed write up/bookkeeping including transaction input, bank reconciliations, account analysis, client adjustments. Brought to trial balance, prepared financial statement compilations and reviews.
Full payroll processor for over 60 entities including issuing paychecks, remitting taxes, quarterly and annual filings, new hire reporting, benefits/deductions, registrations, and audit fulfillment.
Lead contact for clients regarding tax return questions, planning, tax notices, payroll, and accounting software. Held meetings with clients and prospective clients both in-person and online.
Firm’s expert on client programs Employee Retention Credit, Payroll Protection Program, and EIDL.
Provided QuickBooks training, review, and support to clients both on-site and remote access.
Executed client entity formation and compliance filings sales tax, business privilege, annual reports.

Office Manager

Scott Kia of Springfield

Scott Honda of West Chester

Springfield, PA

West Chester, PA

Managed daily operations of accounting department. Oversaw system input and procedures, account analysis, and monthly financial reporting to dealer principal and manufacturer.
Completed accounting functions of accounts receivable, accounts payable, customer deposits, inventory management and packing, new, used, and wholesale deal processing, contract and floorplan funding, PDI, sales and service warranty submissions.
Processed bi-weekly payroll, commissions, and performance incentives. Maintained employee records, benefits updates, and served as dealer’s human resources representative.
Dealership management system administrator. Assisted programmers in switch to new software.
Cross-trained in Sales, Service, Parts departments. Completed manufacturer training courses.

Senior Accountant

Tomasi & Company, LLP

Wyomissing, PA

Performed full accounting services for small businesses. Bookkeeping input, bank reconciliations, report analysis, client adjustments, tax return preparation, financial statement compilations. Experience with Schedule C and E sole proprietors, 1065 partnerships, and 1120/S corporations.
Completed payroll provider services including scheduled paychecks, quarterly tax returns, annual filings and W-2s, new hire reporting, benefit and deduction maintenance, and audit fulfillment.
Preparation of individual tax returns including federal 1040/1041, multi-state, and local returns.
Created entity formation filings, corporate account registrations, electronic compliance access.
Provided QuickBooks training, review, and support to clients both on-site and remote access.

Partner / Controller

Property Inspecting & Maintenance Professionals, LLC

Pottstown, PA

Oversaw all accounting and administrative functions of business. Completed banking, accounts receivable, accounts payable, bookkeeping, payroll. Prepared company’s partnership tax returns.
Marketed and secured client service agreements. Submitted estimates, negotiated pricing, and obtained approved work orders. Submitted completed documentation and photos to clients.
Managed employee on-site functions and route assignments. Instituted all training and procedure.
Maintained construction inventory, equipment rentals and repairs, and subcontractor scheduling.

Tax Associate

PrimePay, LLC

West Chester, PA

Prepared client ACH bank transfer files and recorded payroll tax deposits. Transactions averaged tens of millions of dollars daily. Maintained client banking, client acquisitions and terminations.
Processed the electronic filing of monthly and quarterly tax returns for over twenty states.
Completed tax notice resolutions, client balance analysis, and interoffice tax communications.

Southern New Hampshire University

Masters in Accounting with Tax Concentration (in progress)

Online Campus

Pennsylvania State University

B.S. Accounting, 2009

University Park, PA