Andrew Horton, EA
7010 SW 164th Terrace
Beaverton OR--Skills Summary
CPA Candidate (passed all four parts of the CPA exam)
Bachelor’s degree in Accounting
Experience preparing individual, corporate, and partnership and fiduciary tax returns using
Lacerte and CCH Prosystems
Thorough knowledge of GAAP, accrual and cash-basis accounting
Certified QuickBooks Pro advisor (2010 Version)
Advanced knowledge of MS Excel and Access, and Word, working knowledge of PowerPoint
Strength in reconciling general ledger accounts
Japanese fluency and working knowledge of Mandarin Chinese
WORK HISTORY
Staff Accountant
Isler Northwest, LLC
Prepare Individual, Partnership, Nonprofit,, C-Corporation and S-Corporation tax returns
Year-end bookkeeping in Quickboobs.prepared compilations using Caseview
Conduct research on various tax issues.
Staff Accountant
Robert Jurgenson, CPA
06/15-05/17
Portland, OR
07/13-06/15
Portland, OR
Prepare Individual, Partnership, Nonprofit, Gift, C-Corporation and S-Corporation tax returns
at federal, state, and local levels in CCH Prosystems and in Lacerte.
Assist with year-end tax planning for corporations and individuals.
Maintained, created and updated client workpaper files (both electronic and hardcopy).
Full-charge bookkeeping using QuickBooks for several entities, (including annual close for
tax preparation).
Assist Clients with ad-hoc projects such as the maintenance of internal financial statements,
fixed asset reports, and various software needs.
Conversion of tax software from Prosystems to Lacerte, and from Lacerte back to
Prosystems.
Preparation for tax return filing, (both electronic and paper filed).
Provide internal support of company technology.
Conduct research on various tax issues.
Staff Accountant (Seasonal)
07/12-10/12
Carolleen Lovell CPA, LLC
Hermiston, OR
Compilations, including thorough general ledger analysis and journal entries
Tax filing, including individual, corporate, partnership, and trust tax returns
Monthly bookkeeping using QuickBooks for several clients
Staff Accountant (Seasonal)
01/12-06/12
Mary Perkins CPA, PC
Portland, OR
Compilations, including thorough general ledger analysis and journal entries
Tax filing, including individual, corporate, partnership, and trust tax returns
Monthly on-site bookkeeping using QuickBooks for clien
Tax Staff Accountant
04/09-10/09
Accountants International, Inc. (Evergreen International)
Lake Oswego, OR
Prepared corporate federal tax work papers for multiple divisions
Filed property tax returns
Researched tax laws for use in the Schedule M-1
General Ledger journals entries for the M-1 reconciliation
Completed the 2008 state payroll apportionment schedule
Tax Manager
03/02-04/09
1-800-Reconex, Inc.
Hubbard, OR
Charged with monthly, quarterly and annual sales tax, and various other tax returns for forty
two states, including tax and regulatory research.
Reported numerous state utility commission and FCC reports
Maintained a detailed fixed asset database for tax-depreciation purposes
Provided management with tax rates used in determining customer billing rates
Assisted company controller by developing various financial schedules to assist in revenue
breakdown by state, diagnosing formula glitches in the month-end reporting workbook, and
in forecasting customer count changes
Created several databases to manage and streamline the tax process
Corresponded with CPAs in preparation of state and federal corporate income tax return
EDUCATION
Bachelor of Arts, Accounting
Linfield College
McMinnville, OR
Graduated August 1997