- March 2, 2021
- Posted by: Crystal Mishler
General bookkeeping, cleanup, bank reconciliations, preparing financials for CPA or tax preparer, QuickBooks and Excel advanced knowledge
Seeking to build long lasting business relationships with clients so that I can build my small business and continue to do contract work that is either temporary short term assignments or long term.
01/2020 – 09/2020 Bachleda & Rodriguez Associates
IRS Enrolled Agent / Tax Manager
Responsible for managing the tax division of the firm, providing extensive services to our clients including but not limited to: advanced bookkeeping and accounting services, payroll, general office and business support, tax form filings and guidance, process improvement, research, organizational structure and charts, business filings and assistance in general tax and finance matters. In addition to managing the accounting, bank reconciliations, payroll and other needs of ongoing monthly contracted clients, I was also responsible for the preparation and final review of advanced level tax returns including complex individual Form 1040, partnerships, corporations (C-Corp, S-Corp), Form 1041 for estates and trusts. Actively played an integral part in developing streamlined processes and improved procedures within the firm related to project management and employee relations. Played a significant role in assisting leadership with ongoing process improvements and firm initiatives. Daily duties also include working closely with the owner of the firm and other executives and accounting professionals in our industry as well as employees at all levels of the organization.
06/2019 – 12/2019 Sol Schwartz & Associates
IRS Enrolled Agent / Tax Accountant
Responsible for assisting in the tax division on list of projects including tax preparation and accounting work using Excel trial balances and Prosystems FX. Tax work includes Form 1040, partnerships, S-Corps, C-Corps, and multi-state. Also assisting with special projects and IRS representation as assigned, including intermediate level data analysis, spreadsheet creation and IRS notice responses, scheduling roll-out items, basis calculation projects, and POA Form 2848 special projects.
05/2017 – 05/2019 Gilliam & Associates, P.C.
IRS Enrolled Agent / Staff Accountant – Tax Specialist II
Advanced bookkeeping and accounting services, payroll, general office and business support, tax form filings and guidance, process improvement, research, organizational structure and charts, business filings and assistance in general tax and finance matters. In addition to managing the accounting, bank reconciliations, payroll and other needs of ongoing monthly contracted clients, I was also responsible for the preparation of entry to intermediate level tax returns ranging from simple individual Form 1040 to more intermediate level partnerships, corporations (C-Corp, S-Corp), and basic Form 1041 for estates and trusts. Actively played an integral part in developing streamlined processes and improved procedures within the firm related to project management and employee relations. Invited to join the newly formed core leadership team and played a significant role in assisting leadership with ongoing process improvements and firm initiatives. Daily duties also include working closely with the owner of the firm and other executives and accounting professionals in our industry.
· 03/2018 Core Leadership Award – Exemplary Leadership and Direction
· 12/2018 “Significantly Exceeds Expectations” Annual Review
11/2012 – 05/2017 RSM US LLP
Responsible for overall management of the daily operations of two offices in San Antonio and Austin, in conjunction with oversight of our team of 26 office services professionals, supporting approximately 240 team members and executives/partners, while continuing to maintain leadership and responsibilities within the tax division. Duties and responsibilities include the daily management of all aspects of the office and tax division processes– general administration of internal office services, career advisor, directing and coordinating all activities and functions within the offices, presentations, orientations, training, facilities, communication with personnel at multiple levels, client interaction, community and charitable events for the firm, monitoring work flow, project management, process improvements, quality of work products, budgets, providing effective and insightful leadership to employees and management, troubleshooting and issue resolution, office supplies and equipment, procurement of resources, develop and serve as advisor to team, and serve as an overall resource to everyone needing assistance or direction.
Tax Project Coordinator
Supported several senior level partners in the tax division of the firm while taking the lead on the department’s due date list and tracking system on the production and tax project management teams. Duties and responsibilities consisted of many layers of tasks and projects each day/week/month with a primary focus on executing high level executive support – tax preparation, tax research, project management, scheduling, reporting, client service, presentations, billing, proposals, and communicating the needs of our executives to staff while ensuring completion through consistent follow up and oversight. Eventually became the “go to” person for the department, and administrative lead, managing processes and software within the tax division, problem solving and using creativity and determination to assist the division and our executives with whatever needs would arise throughout the course of daily operations.
· FYQ 1 – Admin of the Quarter Award
· 2016 Innovator of the Year
· Recognized for Servant Leadership and commitment to the firm
12/2006 – 11/2010 Accenture LLC, San Antonio, Texas
Project Manager & Accounting Lead (Process Improvement Specialists)
Project manager and lead for Accounting team in the funding division of the Financial Services Tower. Daily management of funding for A/P, Account Reconciliations, Taxes and Garnishments for multiple international clients, maintain and monitor process development, training/coaching, supervising, transitioning work to and from the San Antonio Center from out of state and overseas locations. Extensive data compilation and analysis, employee retention and development. Reporting and collaboration with other departments within the division for the purposes of executing processes each day, as well as reporting to senior management and executives at client offices.
Senior Analyst SOS SME – Project Coordinator
Supervised all operational and transactional requirements of an Order Management team operating in an extremely time-sensitive environment. Supported top salespeople and executives of a global project for NCR within the Financial Services Division. Responsible for Continuous Process Improvement initiatives through implementation of Lean/Six Sigma philosophy. Managed high-level needs customers while supporting multiple company and client divisions across international geographies including India and Buenos Aires. Appointed project manager of a focus group responsible for writing policy and procedure manuals for all operational and transactional roles. Proficient in the following applications: WOT/SPOT tool, EDW, ERP, Order Management software programs, various accounting and financial reconciliation applications, Microsoft Office Suite.
· FY08, FY09, FY10 Annual Performance Review Rating: “Significantly Exceeds Expectations”
Software: Microsoft Suite of programs, Excel – Intermediate Level, Power Point, Outlook, Visio, ERP, SAP, ADP, Intuit Online Payroll (formerly PayCycle), Prosystems FX, Thomson Reuters Practice Management, UltraTax, Checkpoint, CCH, Caseware, Lacerte, Quickbooks (Online and Desktop), Sage, Prostaff, Checkpoint
– 08/2017 Enrolled Agent license with the Internal Revenue Service
– 05/2017 Certified QuickBooks Pro Online Advisor
– RTRP license with the Internal Revenue Service
– Numerous certifications – Bookkeeping, Auditing, Management
– 09/2013 B.S. Business Administration CSU 3.9 GPA
– 03/2007 – PCDI 2 Year Associates Certification – Tax Preparation
– Sul Ross State Univ. – 5/1996 – 8/1997
– Texas Notary Public
– Registered PTIN
References and copies of professional credentials available upon request.