Professional Documents
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BAKER, CPA
855 N. Park Rd., Apt.C-204
Wyomissing, PA 19610
267.885.4758
cb111c516@westpost.net
FINANCIAL/TAX MANAGER
EXECUTIVE SUMMARY
a Accounting professional with over 20 years of high-level experience as a CPA,
Controller, CFO, and Tax Manager.
a Highly adept at handling consolidated financial statement reporting, accountin
g, and tax planning within publicly traded and privately held corporate environm
ents.
a Prudent manager of corporate controls and compliance.
a Advanced knowledge of complex deal financing, capital budgeting, capital and o
perating leases and LLC / LLP / C Corp/S Corp/ Partnership structures.
a Proven record of accomplishment implementing financial management methods to e
nhance profitability and return on investment (ROI).
CORE COMPETENCIES
Financial Statements/GAAP Risk Management Budgets/Financial Management
Accounting Systems Implementation Due Diligence Tax Compliance/Regulations
Project Management Strategic Planning Capital Budgets/Forecasting
PROFESSIONAL EXPERIENCE
HANNA, McGLONE & COMPANY P.C., King of Prussia, Pennsylvania a 01/2008-05/2009
Public accounting practice providing accounting, tax advice, and auditing.
Tax Manager
Performed tax planning, forensic auditing, tax and accounting research, and tax
preparation for key clients. Acted as subject matter expert in multi-state tax r
eturns and complex tax issues. Advised high net worth individual clients on fina
ncial decisions and tax preparation. Provided professional direction and mentori
ng to junior accounting personnel.
a Specialization in multi-state corporate, partnership and individual tax engage
ments.
a Financial planning for high net-worth clients.
a Uncovered close to $100,000 in embezzled funds in the public sector.
a Facilitated the settlement of a clientas estate by completing and filing 5 yea
rs of back tax returns.
NEW HORIZONS WORLDWIDE, INC., Anaheim, California a 10/2007-12/2007
Worldwide franchiser of computer learning centers.
Accounting Manager
Performed and aided in the preparation of general journal entries and financial
statement preparation including information required for SEC reporting. Recruite
d for knowledge of Great Plains Dynamics accounting system.
a Assisted IT with the implementation of Great Plains accounting system.
a Member of SOX committee responsible for development and oversight of accountin
g internal controls.
a Assisted with SEC reporting compliance
FISHBEIN & COMPANY, Horsham, Pennsylvania a 02/2007-10/2007
Public accounting practice providing accounting, tax advice, and auditing.
Audit Supervisor
Performed audits including the planning phase; financial statement preparation i
ncluding consolidations; tax and accounting research; and tax preparation for ke
y clients. Reviewed audit work papers and tax returns prepared by junior staff.
Provided professional direction and mentoring to junior accounting personnel.
a Supervised audits of consolidated entities in software technology and service
industries.