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Mary Helen E. Chrisman, EA
229 Tapadero Street
Salinas, CA 93906
Cell: (408) 309-8752
mhtaxea@gmail.com
I am seeking an entry to mid level Tax Accountant or Staff Accounting position as a CPA candidate with a full service firm in the Salinas, Monterey, Santa Cruz, Watsonville areas.
Earlier this year, I passed my Enrolled Agent exams and also continuing to maintain my California Registered Tax Preparer status. In the last couple of years at my own expense I have taken approximately 200 hours of CPE in order to maintain and improve my professional knowledge as well as staying current on tax law.
Additionally, since my undergraduate degree is in economics from the London School of Economics, I have been taking the accounting and tax courses necessary to sit for the California CPA exam. I will be a qualified candidate after this semester.
I have several years’ experiences as a tax professional, the last two and half with a full service CPA firm performing increasingly complex and technical duties. Additionally, I have experiences working in finance and accounting for county government.
I believe my experiences as a tax accountant and the skills and knowledge I have acquired through my professional and academic endeavors would make me productive and profitable long term employee for any firm. My resume follows.
Thank your for you time and consideration.
Mary Helen E. Chrisman, EA
229 Tapadero Street
Salinas, CA 93906
Cell: (408) 309-8752
mhtaxea@gmail.com
OBJECTIVE
Tax and Accounting professional preparing to sit for the California CPA exam with a broad range of experiences in the business, financial and governmental communities seeks an opportunity to work in a positive environment with a full service CPA firm that will foster professional development and long term growth opportunities.
SKILLS
- Excellent analytical, conceptual and problem solving abilities.
- Strong tax, financial and accounting background.
- Results oriented individual capable of organizing operations, services, and people.
- Team player with extensive people skills and customer service background.
- Strong verbal and written communication skills.
EXPERIENCE
Snyder Accountancy, Monterey, California (February 2007 – June 2009).
Tax Accountant
· Enrolled Agent and California Registered Tax Preparer current on tax law with nearly 200 hours of self financed CPE while at this position demonstrating current knowledge of generally accepted accounting principles, tax, and financial regulations.
· Primary responsibility for individual income taxes; analyzing tax and financial data making appropriate recommendations to improve the clients overall tax and financial position.
· Provide IRS and FTB representation for clients in response to notices, examinations or audits.
· Train and review work of newer staff members.
· Tax Planning for individual clients.
· Experience using Lacerte, Practice CS, TaxTools, QuickBooks, Microsoft office software.
Butte County Public Health Department, Children & Families Commission, Oroville, California (2006).
Administrative Analyst
· Contract monitoring and compliance with local and state regulatory requirements for programs intended to meet the needs of children and families in the community for the 0-5 year old population.
· Provided financial advice and assisted in developing budgets and scopes of work.
· Collaborated with local evaluators and consultants in program analysis.
County of Monterey, Probation Department, Finance Division, Salinas, California (2004-2006).
Accounting Technician
· Responsible for grant compliance, reporting, reconciliation and billing.
· Reviewed source documents and monitored grant revenues and expenses for accuracy and
legal compliance.
· Prepared budget projections. Reconciled budget units and accounts; posting and adjusting of account information as necessary. Fiscal year end responsibilities.
· Accounts payable and receivable duties for a department with $22,877,000 in expenditures and $12,437,000 in revenues (excludes court ordered restitution or fines and fees).
H&R Block, Marina, California (2002 – 2004).
Tax Associate
· As a licensed tax preparer applied laws and regulations to each client’s financial or business needs.
· Established solid client relationships resulting in more than a 75% client retention rate.
· Respond to questions, review files and records in regard to financial matters.
· Gained a wide variety of experiences in a high volume office with the country’s leading tax preparation company.
Promenade Deck Antiques, Moss Landing, California (2000 – 2004).
Waterfront Antiques & Collectibles, Moss Landing, California (1992 – 2001).
Antique Dealer and Owner/Operator
· Antique dealer and owner in a partnership venture of two antique shops.
· Responsible for overall store operations including all financial and business functions such as payroll, accounts payable and receivables, inventory acquisition, sales, and marketing.
· Sunset Magazine wrote us up as their favorite shop for collectibles (Feb 2002).
EDUCATION
London School of Economics, London, England.
BSc. Economics, Specialization International Trade & Development, Honors (August 1991).
OTHER RELEVENT CONTINUING TAX AND ACCOUNTING EDUCATION
Accounting coursework necessary to sit for the California CPA exam completed fall semester 2009. Courses from:
- Foothill College (Palo Alto – Spring, Summer, Fall 2009) including Financial Accounting, Payroll and Business Tax, Accounting for Small Business, QuickBooks, and Excel for Accounting.
- Monterey Peninsula College (Monterey – Fall 2007) including Financial Accounting.
Continuing Professional Education:
- CalCPA – 2 Hours CPE Property Owners Facing Foreclosure (2009).
- Spidell Publishing – 18 Hours CPE Death Issues, Estate & Gift Planning, Estates & Trust (2009).
- Mission Society of Enrolled Agents – 4 Hours CPE Partnership (2009); 72 Hours CPE Individual, Business, Regulations (2008).
- California Tax Education Council – 18 Hours CPE (2008) and 28 Hours CPE in Various Topics (Fall 2007).
- H&R Block - Full 60 Hour Income Tax Course (Dec 2006).
REFERENCES AVAILABLE UPON REQUEST
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