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Elizabeth Esarey, CPA


0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx ~

Tax Preparation Manager

Profile of Qualifications


  Long-term, comprehensive experience in public accounting, staff leadership, office management, tax preparation, employee instruction and collaboration with attorneys

  Proficient in Microsoft Office Suite, QuickBooks and Ultra Tax software applications

  Holder of Series 65 License

  Well-organized multitasker with strong detail orientation

  Self-driven team player with strengths in communication and developing interpersonal relationships

  Possess excellent planning, organization, time management and decision-making skills

  Strategically coordinate and collaborate with various professionals to maximize performance in facilitating goals and attaining operational excellence



Buckingham Financial Group, Dayton, OH 2013 - Present

Tax and Accounting Manager / Business Development Manager

      Expertly oversee Small Business Tax and Accounting Department activities; skillfully review Tax Returns and projections and regularly consult with business owners regarding tax and accounting issues.

      Utilize strong subject matter expertise and continual involvement in community activities in support of new business development and growing account base; member, BNI-Success Network.

      Collaboratively interact with Financial Planners and Investment Managers in developing tax savings strategies for client.


Monnier & Company CPAs, Sidney, OH 2012 - 2013

Tax Return Reviewer

       Knowledgeably drafted and comprehensively reviewed partnership and individual tax returns at this seasonal position.


Dick Lavy Trucking, Bradford, OH 2011 - 2012

Office Manager

       Expertly processed payroll and taxes for 20 individuals and handled all company banking activities.

       Successfully converted manually-calculated books to fully-electronic documentation.

       Proficiently executed Accounts Payable activities and heavy-use tax returns.


Pritchett, Dlusky, Saxe & Keller, Ltd., Columbus, OH 2011

Tax Preparer

      In this assignment, performed identical duties as listed for Winkel, Green & Vanhorn LLP.


Winkel, Green & Vanhorn LLP, Columbus, OH 2011

Tax Preparer

       Diligently evaluated client information and prepared income tax returns for individuals, trusts and estates.



Elizabeth Esarey, CPA


Page Two



Esarey, Kirsch & Esarey LLC, Greenville, OH 1984 - 2010

Business Accountant

       Collaborated with clients in order to process company accounting, financial statements and payroll/sales taxes.

       Responsible for managing fixed-asset depreciation schedules and preparing income, corporate and partnership tax returns.


Individual Income Tax Reviewer & Preparer

       Thoroughly reviewed individual income tax returns, prepared financial projections and collaborated with tax agencies regarding various notices and documents.

       Knowledgeably instructed and directed staff in income tax preparation.


Estate & Trust Tax Department Manager

       Entrusted to oversee Federal estate, Ohio estate, trust and income tax returns in collaboration with local attorneys.

       Proficiently oversaw IRS inquiries and estate tax audits.



       Founded and operated this business from inception, with comprehensive responsibilities for performing sales, marketing, operations, bookkeeping and tax-related activities while assuring regulatory compliance.

       Recruited, instructed and directed staff of ten.

       Expertly serviced over 250 business and 1,000 1040 clients.







DeVry University, Dayton, OH, 2012


Edison State College, Piqua, OH, 1986

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