Controller Tax Accounting

Lee Robertson
604 Harmony Lane
Pleasantville, CA 94588
(925) 555-1234


• Certified Public Accountant with management experience in public and private accounting.
• Comprehensive knowledge of financial statement preparation and analysis.
• Expert knowledge of individual and corporate tax law at Federal and State level.
• Proficient in applying GAAP principles to auditing engagements and management reports.


Doyle and Associates, New Haven, CT
1997 - Present
Maintained general ledger in all aspects including month-end closing, analysis of general ledger accounts, and month-end accruals. Prepared and filed S-Corporation returns including 1120S and CT-1120S on a yearly basis. Prepared and filed CT Sales and Use Tax return on a monthly basis. Prepared and filed payroll tax returns including 940, 941, CT-941, and UC-5A. Developed cash flow projection report for corporate funds.
• Increased profit margin by 8% by streamlining office personnel.
• Implemented and evaluated Safety Committee in compliance with state regulations.
• Designed employee benefits package including health insurance, life insurance, and long-term disability.

Zane Company, Cheshire, CT
1995 - 1997
Assistant Controller
Assisted controller in month-end and year-end closing functions. Prepared adjusting journal entries. Prepared and analyzed numerous bank reconciliations on a monthly basis. Managed employee health insurance benefits and property/casualty insurance issues. Documented all aspects of workmen's compensation claims.
• Designed daily cash flow report summarizing inflows and outflows to numerous bank accounts.
• Formulated and graphed monthly and quarterly sales analysis spreadsheets.
• Created and presented monthly/quarterly expense analysis spreadsheets to management.

Lincoln and Beale, CPA's, Clinton, CT
1992 - 1995
Staff Accountant
Prepared personal tax returns including 1040 and CT-1040 on a daily basis. Prepared payroll tax returns including 940, 941, CT-941, and UC-5A. Keyed and reviewed personal and business tax returns. Prepared trial balance and year-end adjusting entries for numerous clients.
• Established company-wide system for copying and collating personal and business tax returns.
• Implemented company-wide filing system for cash receipts and cash disbursements.
• Generated revenue increase of 12% due to regional promotion of tax planning.


Certified Public Accountant, State of Connecticut (1992)


American Institute of Certified Public Accountants-AICPA (1992-Present) , Connecticut Society of Certified Public Accountants-CSCPA (1992-Present)


University of Connecticut, Stoors, CT
M.S., Business Administration

University of Connecticut, Stoors, CT
B.S., Accounting

PRWRA Kristen Coria - - Accounting Paradigms