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Christopher
Merkel,
ea 0000 xxxxxx xxxx , xxxx , xxxxx
00000
abc@xyz.com
Profile
IRS Enrolled Agent offering several years of valuable annual tax season experience in preparing individual returns along with solid knowledge of Corporate, Partnership, Estate, and Non-Profit returns, including reviewing for accuracy and facilitating payments as well as applying tax laws and procedures; additional studies in payroll accounting and returns
Bachelor of Science in Accounting backed by over a decade as POS Accountant, with track record of steady progression to management roles; have additionally successfully completed college credits to meet 150-hour rule, with CPA exam pending
Well versed in tax and general accounting, business tax and appropriate deductions; familiar with GAAP and GAAS standards
Solid technology skills including UltraTax, Intuit Tax Pro and Lacerte along with MS Word, Excel and Access; additional knowledge in Oracle
Excel in prioritizing, organizing and managing simultaneous projects and workflow to meet critical timelines in deadline-driven environments
Self-motivated professional committed to delivering superior client servicing and supporting employer goals; equally effective in independent and collaborative teamwork roles
Sharp research, analytical and problem solving skills
Professional Accounting Experience
POS Accounting Manager 2005-Present
Vitamin World-Ronkonkoma, NY
Have steadily progressed from entry level to Assistant POS Accounting Manager (2010) and more recently assuming Manager role in 2016, with accountability for 350 stores throughout the country
Proficiently balance bank statements, reconcile credit card statements for both retail and e-Commerce transactions and investigate missing credit sales and credit fees
Expertly manage credit and cash sale journal entries; includes reviewing and entering store personal property and sales tax returns
Efficiently track and research issues ranging from loss of monies to missing deposits
Coordinate stores POS information for timely submission to home office
Tax Preparer Tax Seasons 2015-Present
R & G Brenner; 2015 and 2017 tax seasons Freedom Tax; 2016 tax season
Provide world-class customer service in expertly compiling and reviewing financial documents and information and consulting with clients on effective tax strategies
Efficiently prepare quality individual tax returns in compliance with applicable laws
Additionally assist with broad tax filings by thoroughly reviewing for accuracy and completeness prior to finalization and submission/payment
Education
B.S., Accounting, St Joseph's College-Patchogue, NY; 2010
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