| Chad Gilman |
| Ehrhardt Keefe Steiner & Hottman |
Job Summary
I worked as a staff member in the Tax department preparing tax returns for partnerships, S-corporations, corporations, not for profits, pensions, and individuals. My primary job was to prepare tax returns for senior staff and managers. I was also tasked with researching transactions and new developments in the tax acts that passed as they affected our clientele. An important part of my job was communicating to senior staff and managers how jobs were proceeding, determining what information was needed to complete tax returns, and what the outcome of my research was.
Achievements
- Continually met and exceeded budget expectations.
- Established firm racquetball league to promote team work and cross firm service lines.
- Exceeded expectations at presentations given to colleagues and managers.
- Exceeded expectations on research projects and continually found client solutions.
Specific Job Tasks Included:
- Preparing tax returns.
- Preparing trial balances for import to Caseware. I had to covert accounts into a CSV file for import.
- Assigning account codes and tax classifications to imported trial balances.
- Preparing book to tax work paper
- Posting tax journal entries
- Importing tax trial balance into GORS
Reference