Senior Tax Manager / Controller Resumes in US-Georgia-Atlanta North: Brad

Senior Tax Manager / Controller Resume

Contact Candidate

Name:

Brad

Location:

US-Georgia-Atlanta North

Experience:

Most Recent Job Title:

Senior Tax Manager / Controller

Objective:

Seasoned, results driven CPA eager to contribute sharp business acumen, financial and leadership skills toward supporting the business success of
an employer in public or corporate accounting.

Resume Text:

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BRAD WEST, CPA

4281 Quail Ridge Way • Norcross, Georgia 30092

770-448-1054 (Home); 404-695-3080 (Cell) • brad.west56@yahoo.com

FINANCE & ACCOUNTING EXECUTIVE

Senior Tax Manager • Director of Tax • Controller

Strategically minded senior finance professional and Certified Professional Accountant with over 15 years of hands-on consulting and leadership experience for both small and internationally recognized accounting-focused firms.

 Combines unsurpassed communication and client management skills, with a proven ability to assess the financial environment and develop solutions that contribute to overall company health.

 Expertly manages special projects, with expertise in a multitude of areas, from buy/sell agreements, business valuations, and succession planning to investment management, crafting compensation plans, and representing clients in tax disputes.

 Delivers well-received presentations, both in-company and in the community – Economic Development Seminar (West Point, Georgia) and Annual Economic Update (Greenville, Georgia).

Financial Analysis & Projections • Tax Consulting • Financial Reporting • Mergers & Acquisitions

Staff Management & Mentoring • Accounting Management • Vendor & Contract Negotiations • Audits

Client Management • Process Improvement • Budget Preparation • Tax & Regulatory Compliance

PROFESSIONAL EXPERIENCE

FIVE SMOOTH STONES TAX & ACCOUNTING ADVISORS, P.C. Norcross, Georgia • 2006-Present

Consulting firm offering outsourced controller services to privately held companies and tax consul-ting/compliance, assurance, and accounting services to CPA firms.

Owner/Consultant

Lead accounting and finance activities for business services company, directing staff accountant and financial analyst. Oversee general ledger and reconciliation, monthly, quarterly, and year-end close, A/R and A/P systems, and preparation of financial statements and budgets. Calculate/authorize commission payments and develop forecasts and trend analysis reports. Negotiate contracts with vendors and manage special projects as needed.

Provide Controller services to clients as subcontractor for local CPA firms. Additionally, serve as consultant for these firms and others – deliver advisement on tax compliance and planning issues for entities including corporations, individuals, LLCs, partnerships, non-profits, trusts and estate. Review returns by and oversee in-house staff on complex tax engagements. Plan and execute audits, reviews, and compilations, document results, and prepare financial statements.

Major Highlights

• Generated full 100% increase in working capital line of credit for client by improving financial reporting and forecasting processes.

• Achieved 20% reduction in sales force turnover by overhauling client’s compensation plan to more closely tie compensation to financial results.

• Responded to drastic decrease in client revenue due to nationwide economic downturn in 2008-2009 by partnering with leaders to cut overhead by 33% per month.

• Monitored expenses, updated forecasts, and advanced efforts to increase working capital line of credit to ensure funding of operations through business slowdown.

• Optimized staff accountability and more clearly defined expectations through creation of a detailed employee handbook for client.

• Fulfilled established objectives by mentoring in-house accounting and financial management team, while partnering with upper management to develop key forecasts and budgets.

BRAD WEST, CPA • Page 2 • brad.west56@yahoo.com

MOORE STEPHENS TILLER, LLC; J.K. BOATWRIGHT, P.C.; ABBOTT, JORDAN & KOON, LLC

Atlanta and LaGrange, Georgia • 2001-2006

Small-to-midsized CPA firms, with 15-50 employees.

Manager

Provided full range of accounting services – assurance engagements, tax compliance, consulting, and planning, audit representation, business valuations, mergers and acquisitions, and due diligence. Served a diverse client base that included medical and insurance professionals, attorneys, manu-facturers, retailers, real estate investors, nonprofits, individuals, and estates.

Major Highlights

• Successfully defended more than 30 clients in income tax audits – achieved a 100% success rate in preventing additional tax assessments.

• Co-created individualized business succession plan for a small-family-owned business, which included an ESOP plan that enabled client to defer nearly $1.25M in taxes and supported a more balanced and marketable portfolio of assets for future estate planning.

• Helped client realize 50% reduction in their state income taxes by advising them to establish a tax presence in South Carolina. Assisted in arranging industrial revenue bond financing for a project that resulted in a 20% lower interest rate than standard commercial financing.

KPMG; ERNST & YOUNG; PRICEWATERHOUSECOOPERS

Greenville, South Carolina and Atlanta, Georgia • 1997-2001

Three of the Big 4 international accounting and consulting firms.

Senior Manager (KPMG, Ernst & Young); Manager (PricewaterhouseCoopers)

Orchestrated client relationship activities, serving as primary liaison between firm and client financial executives. Facilitated meetings with clients to identify needs and strategize on tax solutions. Led all aspects of engagements, from setting expectations and developing plans to review of all work and delivery to client. Managed client billing and communications. Consulted with firm SMEs to pursue cross-selling opportunities, and networked to develop business and identify potential clients.

Practiced primarily in U.S. federal income taxes for corporations and pass-through entities, with significant exposure to international taxation issues and foreign-owned clients. Helped recruit and managed professional staff – delivered performance reviews and coached employees.

Major Highlights

• Helped secure $50M in venture capital for start-up client as part of a cross-functional team.

• Played key role in second client’s acquisition of a $100M aircraft service company.

ADDITIONAL HISTORY

FORESTALL & WEST, P.C., Buford, Georgia • 1990-1997

Partner/Sole Proprietor/Senior Staff Accountant

 Co-led firm’s direction and management, including business development efforts and administra-tion (payroll, HR, staffing, banking relationships).

 Oversaw 20% business growth during tenure as partner – developed successful new segment of practice focused on construction contractors.

 Advanced success and solidified firm’s financial stability by focusing efforts on managing cash flow. Required retainers for new clients, instituted proactive payment policies, and aggressively targeted and resolved delinquent A/R issues.

EDUCATION

Bachelor of Business Administration in Accounting

Emory University, Atlanta, Georgia

PROFESSIONAL MEMBERSHIPS

American Institute of Certified Professional Accountants

Georgia Society of Certified Professional Accountants

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