EDUCATION Master of Accountancy - Taxation Emphasis August 1991, Auburn University, Auburn, Alabama Bachelor of Business Administration - Accounting Emphasis June 1990, Loma Linda University, Riverside, California WORK EXPERIENCE June 2010 to Present June, 2007 to April, 2010 University of Alaska, Fairbanks Accounting Instructor Accounting Concepts & Uses I Accounting Concepts & Uses II Managerial Accounting Accounting Information Systems Accounting for Managers Walsh, Kelliher & Sharp, APC, Fairbanks, Alaska Tax Staff Prepare and review federal and state income tax returns for corporations and partnerships, working with business owners and their staff to ensure timely and accurate filing of their tax returns. Research technical tax issues and prepare written summaries Prepare year-end tax projections and planning for corporations and partnerships. Develop and teach in-house CPE on various tax topics and computer applications Coordinate in-house Professional Tax Development Meetings Represent the firm on the CPE committee Mentor, supervise and train new staff on accounting and firm software. Function as liaison between accountants and IT personnel. Troubleshoot QuickBooks issues for clients and staff Keep current on tax advancements and disseminate the information to the staff Organize staff charitable efforts, coordinating with various community agencies.
September, 2004 to March 2007 International Game Technology, Inc., Reno, Nevada Senior Tax Analyst Preparation of the annual corporate federal tax return. Prepare state tax returns for 32 states, including the calculations for apportionment and quarterly estimated tax payments and extensions Gather and analyze detail for the ETI & IRC 199 M-1 s Research various federal and state income tax issues and assist with audits and compliance Prepare Trust Tax Returns Prepare U.S. tax depreciation calculations for domestic & foreign entities Prepare FAS 109 calculations and forecasting of the corporate effective tax rate Assist with other accounting and finance duties as necessary. January, 1998 to August 2004 Walsh, Kelliher & Sharp, APC, Fairbanks, Alaska Tax Staff Prepare and review federal and state income tax returns for corporations and partnerships Research technical tax issues and prepare written summaries Year-end tax projections and planning for business entities Teach in-house CPE on various tax issues and computer applications Prepare compiled, reviewed and audited financial statements Supervise and train new staff 1999 2002, University of La Verne, Wayland Baptist University, Fairbanks, Alaska Adjunct Instructor, graduate & undergraduate level Accounting for Managers Accounting I & II Financial Management
June 1994 to December 1997 January 1993 to June 1994 December 1991 to December 1992 PacifiCorp Financial Services, Portland, Oregon Senior Tax Accountant/Tax Accountant Compile and prepare federal and state income tax returns, quarterly estimates and extensions for companies specializing in low income housing and real estate ventures Assist with federal IRS audits by compiling data in response to document requests Compile necessary information required for state tax audits and serve as liaison with visiting state tax auditors and via written correspondence for desk audits Coordinate and work with the legal department withdrawing entities from various states Prepare Earnings & Profits calculation for the company and its subsidiaries. Prepare the annual update of the FAS 109 calculations. Prepare year-end tax provision for the company and some of its subsidiaries. Assist in the preparation of the federal tax extension for the company and its subsidiaries Research technical tax issues and prepare written summaries. Supervisory experience Deloitte & Touche, Portland, Oregon Tax Consultant Preparation of tax returns for various entities Research federal and state tax issues Year-end tax projections and planning Developed and taught Excel courses to facilitate company transition from Lotus 123 Audit, review and compilation experience Ernst & Young, Riverside, California Tax Consultant Preparation of tax returns and year-end planning for various entities Research tax issues
AFFILIATIONS Member Alaska Society of Certified Public Accountants Member American Institute of Certified Public Accountants Member Institute of Internal Member Association of Certified Fraud Examiners Intuit Certified QuickBooks Pro Advisor PROFESSIONAL DEVELOPMENT 2010-2011 2011-2012 2012-2013 A Brief History of Financial Skullduggery by the IIA State of the Local Economy by the IIA Advanced Partnership/LLC Workshop: Step Up Basis Under 754 by the AKCPA Governmental and Nonprofit Annual Update by the AKCPA SM Handbook for Mastering Basis, Distributions & Loss Limitation by the AKCPA Money Laundering Webinar by the IIA ITEACH seminar by the Center for Distance Education AICPA Annual Tax Update for Individual & Sole Proprietors SM Top 10 Tax Issues Dealing with LLCs & Partnerships Certified Fraud Examiner Exam Prep Course Alaska Ethics Lilly West Conference International Alliance of Teacher Scholars Practical Ethics for Fraud Examiners Annual Fraud Update Fraud Magazine CPE Taxation of Residential Rental Property CPA Work with Schneider & Shilling, LLC CPA Work with Doyon, Inc. Ethics and Professional Conduct for Alaska CPAs Accounting Best Practices Divorce and Taxes The Best S Corp, Limited Liability and Partnership Course Auditing for Fraud Detection Accounting for Income Taxes
Residential Rental Property Volunteer Work 2010-2011 2011-2012 2012-2013 Member Golden Heart Christian School Board Assistant Treasurer Fairbanks Adventist Church Assistant Treasurer Fairbanks Adventist Church Member Golden Heart Christian School Board Assistant Treasurer Fairbanks Adventist Church University Service 2010-2011 University Service 2011-2012 Faculty of the Whole Committee Faculty advisor to VITA Recruiting Activities Alumni database as required for AACSB accreditation iteach weekend seminar Assurance of Learning Assessment Hiring Committee Marketing position Hiring Committee Human Resources position Online course development ACCT 261, Porter Norton textbook for Summer and Fall 2011 delivery Online Course Development of ACCT 262 for Spring 2012 delivery Faculty Student Advisor Faculty of the Whole Committee Faculty advisor to VITA Recruiting Activities
Alumni database as required for AACSB accreditation Assurance of Learning Assessment Internship Committee University Service 2012-2013 Online Course Development of ACCT 261 for Summer and Fall 2012 delivery, Spiceland 2nd ed. textbook Faculty of the Whole Committee Faculty advisor to VITA Recruiting Activities Alumni database as required for AACSB accreditation MBA Assurance of Learning Assessment Internship Committee Advisor AICPA National Accounting Competition