I am looking to work full time during the busy season, and as much as needed in the off season.
Below is the cover letter and resume that I am presenting to potential employers.
Gary
Waltrip, CPA
Hollister, CA 95023
Hollister, CA 95023
(408) 427-2849 Cell
E-mail:
gwcpa1@gmail.com
Cover
Letter
December
14, 2014
Ladies
and Gentlemen,
I am
a semi-retired CPA with an active license (CA 24228) in good standing. I am seeking work as a tax preparer for CPA
firms or other tax service providers. My
rates are very reasonable and I am flexible on compensation.
I
have over twenty years of experience in all phases of CPA firm work, including
audits, reviews, compilations and corporate consulting work. I am familiar with QuickBooks, paperless
working paper systems (Prosystems fx) and peer reviews. Most of my tax work has been through the
Lacerte software package. I also have
extensive experience in responding to IRS and FTB inquiries.
For
the past four years I have concentrated on income tax preparation, mostly for
individuals, but also for corporations, partnerships, LLCs, homeowners
associations, and some trusts. I truly
enjoy tax preparation and working directly with clients, and that is my
preferred focus at this stage of my career.
Polls of clients at my last assignment showed me to be the highest rated
tax preparer in terms of client satisfaction.
I treat all clients with courtesy and respect, from the simplest return
to the most complex. I am enthusiastic
about tax work, and I believe I will make a favorable impression on your
clients and help ensure repeat business for your firm.
I am
primarily looking for tax season work, but am available in the off season on an
as-needed basis. Payment can be on a
1099 basis, which saves the employer on payroll taxes and benefits. Payment on a W-2 is acceptable if the
employer prefers.
Rest
assured, I am not interested in starting my own practice, and I will not
solicit or accept separate work from your clients. I understand the necessity of client
confidentiality and I am an ethical practitioner. I would hope to create an ongoing
relationship with your firm that is based on trust and value provided.
Although
not required for a CPA, I am voluntarily engaged in the CTEC program, and
passed the CTEC 2014 tax update test with a score of 97%. I am bonded and have an active PTIN number,
so I can “hit the ground running” at the start of the season. I am available for interviews at your convenience. Feel free to contact me by phone or
email. My resume follows this page.
GARY
WALTRIP, CPA
RESUME
Gary Waltrip, CPA
Hollister,
CA 95023
(408) 427-2849 Cell
E-mail:
gwcpa1@gmail.com
Professional
Objective: Experienced
professional seeks work in tax preparation of individual, corporate and
partnership tax returns for the coming busy season, on a temporary or per diem (1099)
basis (W-2 is acceptable, per employer’s option). I also have substantial experience in audits,
reviews and compilations as well, and can assist in these areas as well. I have
over 20 years of experience in preparation of individual, corporate and
partnership tax returns. I am flexible
and affordable.
Current,
Relevant Experience:
2011 – 2014:
Master
Tax Advisor,
H&R Block, 351 Tres Pinos Rd #2,
Hollister, CA 95023
(831) 637-0255; reported to Manager Pamela
Alvarado. Interviewed tax clients,
prepared tax returns, mentored new preparers, answered IRS and Franchise Tax
Board inquiries.
I worked for H&R Block
for the tax years 2010, 2011, 2012 and 2013, preparing mostly individual tax
returns, from the simple to the complex.
For the 2013 tax returns season, I completed over 150 individual tax
returns, one corporate return and one trust return.
I enjoy working directly
with clients and relate well to them.
Last tax season’s client surveys showed me to be the most popular
preparer in the office, with the highest customer satisfaction.
Reason for leaving: The experience was excellent, but I seek better compensation.
January – August, 2012:
Auditor
and Corporate Tax Preparer, Douglas
A Taylor, CPA, 214 Broadway,
Millbrae, CA 94030, 650-697-7907.
Working directly for Douglas Taylor, I performed audits and reviews of
homeowners associations, a housing cooperative, and a large taxi cab
company. I also performed reviews and
compilations of construction contractors.
I prepared corporate, partnership, LLC and 1120-H tax returns for these
clients using Lacerte software.
Reason for leaving: Due to the distance from home and necessity
of hotel stays, I opted not to return for the following season.
Education: B.S. Degree, Accounting, San Jose State
University
License: California CPA License 24228, Active and in
Good Standing; CTEC certified, Bonded and I have an active PTIN.
Software Skills: Excel and Word, advanced; QuickBooks; Lacerte Tax Preparation
Software; Tax Act Tax Preparation Software.
