Resume

Name: Joan Johnson
Location: 16490 Weber Rd. Holly MI, 48442
Email: joan5k@comcast.net
Phone: (248).895.4430
Availability: Full time

Work Experience

Ryan, LLC

Consultant (2014-2015)

  • Prepared transactional fuel tax returns for multiple states, processed tax payments and maintained all records associated with the filings.
  • Maintained working knowledge of state fuel tax laws and researched new issues as they arose preventing future tax problems
  • Established excellent staff relationships

Central Transport, LLC

Tax Analyst/CPA (2010-2014)

  • Managed and prepared sales and use tax returns for multiple state and local jurisdictions, processed tax payments and maintained all records associated with the filings. Managed and prepared various exemption certificates as applicable
  • Maintained working knowledge of state and local sales and use tax laws and researched new issues as they arose preventing future tax problems
  • Established excellent staff relationships, including Accounts Payable, while assisting internally with transaction recording and analysis, including journal entry preparation
  • Managed and prepared HST/GST tax returns for Ontario and Quebec
  • Effectively updated the filing of Personal Property Tax and Ad Valorem reporting that were two and three years behind
  • Oversaw the compliance of business license filings and applications, certificates of authority and annual reports.
  • Managed and reviewed the preparation of fuel/highway tax returns and IFTA tax returns for several companies in over 25 states
  • Directed a team during high volume months and year-end to accomplish above responsibilities including trained and developed new staff members
  • Researched and responded to an extensive and varied amount of correspondence from multiple taxing authorities as and when required
  • Prepared individual income tax returns, extensions and quarterly tax estimated payments for company owners including trust and family foundation non-profit tax returns

Baker Tilly Virchow, Krause & Co., LLP

Accountant/CPA (2005-2009)

  • Planned, managed and reviewed tax engagements for small sized client base in industries including service and high net worth individuals
  • Planned and prepared corporate and individual income tax returns, extensions and quarterly tax estimated payments for mid-sized client base
  • Prepared various financial statements and reports both compiled and reviewed including estimated future taxation liabilities
  • Prepared and reviewed personal property tax returns with some exposure to payroll tax returns
  • Researched and responded to correspondence from various taxing authorities as and when required
  • Researched and documented tax adjustments and exposure issues
  • Established excellent staff and client relationships, including working directly with client personnel on a regular basis
  • Assisted client personnel with transaction recording and analysis, including journal entry preparation, depreciation schedules, and sales tax
  • Prepared compiled financial statements
  • Trained and developed new tax staff members

Damien Buchkowski, CPA

Accountant/CPA (1990-2000)

  • Prepared and reviewed corporate and individual income tax returns, extensions and quarterly tax estimated payments for small sized client base
  • Prepared and reviewed personal property tax returns and payroll tax returns
  • Prepared compiled financial statements
  • Established excellent staff and client relationships

Education

Michigan State University
Bachelor of Science in Accounting

Certifications

Certified Public Accountant
State of Michigan
Certified Financial Planner
College for Financial Planning

Skills

  • MS Offce
  • Quickbooks
  • Excel [Advanced]
  • Turbo Tax
  • Pro Fx

References

Available upon request.