Edward C. Bender, EA

8524 W. Acapulco Ln., Peoria, Arizona 85381

623-533-5426  cell 480-343-6703

Accounting/Tax Manager

Extensively experienced and goal-oriented Senior Accountant and Accounting Manager with a demonstrated track record of leading the preparation and analysis of financial reports and the resulting tax return. Proven expertise in driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements. Talented leader directing highly skilled financial management teams to support achievement of overall corporate goals and objectives. Core competencies include:

  • Accounting Management
  • Financial Analysis
  • Forecasting
  • Tax Preparation
/
  • Cash Management
  • Budgeting
  • Cost Reductions
  • Tax Planning
/
  • Technology Integration
  • Regulatory Compliance
  • Efficiency Improvements
  • GAAP and GAAS

Career Experience

ED’S TAX & ACCOUNTING SERVICE LLC, Peoria, Arizona 2013 – Present

Tax Manager/Insurance Agent

Worked as contractor with various tax and accounting firms, preparing business and individual tax returns, assisting in client setup, training in QuickBooks, and processing payroll, payroll tax returns, payroll tax payments, sales tax, and other accounting needs.

Utilized various software platforms in preparing and filing tax returns.

Updated hardware and software form more efficient client service.

Assisted in t e development of policies and procedures to streamline time management and client retention.

PATEL & RUBEN, PLLC, Chandler, Arizona 2010 – 2013

Tax Manager

Responsible for all facets of tax preparation for corporations, partnerships, individuals, estates, trusts, non-profits, payroll, sales and use, and defined benefit plans. Prepared federal and state returns. Reviewed all tax returns prepared by staff. Researched difficult tax positions to ensure compliance. Represented clients in examinations or audits with IRS and state departments of revenue. As Certifying Acceptance Agent prepared W-7 and W-7CON for ITIN acquisition. Maintained server system and all desktop/laptop setups and was responsible for updates to program software.

Recommended, set up and maintained Dell server system and network. Worked with Century Link to establish and maintain static IP address for use in remote desktop connections.

Maintained CS Professional Suite programs for maximum efficiency and reporting.

Trained staff in use of tax and accounting software.

WARFIELD & COMPANY, CPA’S, Scottsdale, Arizona 2008 – 2010

Tax Manager

Responsible for all facets of tax preparation for corporations, partnerships, individuals, estates, trusts, non-profits, payroll, sales and use, and defined benefit plans. Prepared federal and all state returns. Reviewed all tax returns prepared by staff. Researched difficult tax positions to ensure compliance. Represented clients in examinations or audits with IRS and state departments of revenue. Established procedures for interviews of clients, work flow, routing of documents, document management via scanning and online organizer. Using various web programs, maintained websites of company and receiverships under our control. Also worked closely with bankruptcy department to determine compliance of debtors, since President was also a Chapter 7 Trustee.

Spearheaded implementation of technology that improved tracking reducing operating expenses 20%.

Strategically restructured financial reporting processes in accordance with organizational changes.

Provided customer service to clients by assisting in implementation of technology installation or upgrades to facilitate ease of data flow, thereby reducing client costs by 65%.

SIGRIST CHEEK & POTTER, PLLC, Scottsdale, Arizona2006 – 2008

Accounting Manager

Prepared financial reports, developed budgets, and performed variance analysis in accordance with business plan. Compiled periodic financial reporting packages for senior management. Carried out internal audits to ensure regulatory compliance and operational efficiency/accuracy. Built and led teams in carrying out special projects.

Reduced monthly closing cycle by three days with identification and recommendation of enhanced closing procedures.

Supervised multiple and diverse personnel in all areas of accounting and tax preparation.

LOWY’S TAX PLANNING AND ACCOUNTING, Phoenix, Arizona, 2001 - 2006

Senior Accountant

Closed and prepared monthly financial statements and audit reports. Performed monthly account reconciliations and monitored general ledger transactions. Worked in collaboration with business owners and other accounting staff to ensure accuracy and integrity of financial information in support of overall business objectives.

Key Achievements:

Saved clients 20% – 40% on billing with recommendation and implementation of streamlined financial procedures in-office.

Increased client base over 50% in first year.

Increased productivity levels by providing key contributions toward automation of financial statement generation procedures.

Education

Associates of Applied Science, Accounting & Tax Preparation(2001)

SOUTHWEST ACADEMY OF TECHNOLOGY (NOW AIBT), Mesa, Arizona

CERTIFICATIONS

Enrolled Agent – irs designation (2009)

ENROLLED TO PRACTICE BEFORE IRS AND TAX COURT

CERTIFYING ACCEPTANCE AGENT

CERTIFIES DOCUMENTS USED TO OBTAIN ITIN

Insurance Sales

PARALEGAL

NOTARY PUBLIC