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Click here or scroll down to respond to this candidateCandidate's Name
Lakeland, Florida Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEEducation and LicensureStetson University, DeLand, FL Florida CPAMaster of Accountancy, December 2022 License AC58854GPA: 3.63Florida Southern College Lakeland, FL The American College for Financial ServicesBachelor of Science, Accounting, April 2013 Chartered Life Underwriter, CLU, October 2022GPA: 3.40University of Florida Gainesville, FL College for Financial Planning Denver, COBachelor of Arts, English, August 1984 Certified Financial Planner, CFP, July 1994GPA: Major 3.25ExperienceGrant Thornton, LLP Orlando, FLTax Associate Privately Held Businesses/Private Wealth Services January 2023 present.Provide tax planning and advisory services to partners, families, and professionals.James P. OMalley, CFP Lakeland, FLSelf-employed, Certified Financial Planner, 2002 2012; October 2018 PresentCounsel affluent clients with objective, personalized investment advice to preserve and grow their wealth.Effectively communicate with clients providing solutions to a variety of financial situationsPadgett Business Services, Inc Lakeland, FLAccountant, June 2016 October 2018Summarized monthly and quarterly client financial performance through preparation of their financial statements.Prepared client federal income tax returns and Florida Sales and Use Tax returnsBrimmer Burek & Keelan, LLP Accountants Tampa, FLStaff Tax Accountant, October 2014 May 2015Prepared federal income tax returns for individuals, corporations, and partnershipsSupported firm Partners efforts by assisting in special projects.Florida Department of Revenue, Lakeland, FLTax Auditor, August 2013 July 2014Participated in a Tax Auditor training program with a focus on auditing techniques and use of tax compliance audit software,Evaluated taxpayer accounting systems and records using data analytics to determine sales tax compliance,Authored standard audit reports, documenting audit findings and outcomes.CliftonLarsonAllen Accountants Sebring, FLIntern, January 2013 April 2013Prepared individual, business, and partnership income tax returnsUtilized ProSystem fx Tax and Audit software..Merrill Lynch Private Client Group Lakeland, FLWealth Management Consultant 1995 2002Assisted clients in managing investable assets of $250K to $5MM,Provided clients with a full range of financial planning and wealth management strategies.Barnett Banks Trust Company, NA Tampa, FLVice President, Personal Trust Business Development Officer 1985 1995Established client trust and investment management account relationships in market value from $500K to $150MM,Advised clients in estate planning and financial planning.MembershipsAmerican Institute of Certified Public Accountants (AICPA).Florida Institute of Certified Public Accountants (FICPA), Institute of Management Accountants (IMA) 2010-2013, Tampa Bay Estate Planning Council, 1990-1996The National Society of Leadership and SuccessStetson University Accounting Board of Advisors |
