JONATHAN PALMER
Tax Accountant
Dallas, TX · j.palmer@email.com · (555) 771-3348
Summary
CPA-licensed tax accountant with 5 years preparing corporate and multi-state tax returns for mid-market clients. Manages a portfolio of 60+ corporate returns annually and identified over $650K in cumulative client tax savings.
Experience
Tax Accountant · EY
2021 - Present
- Prepare and review federal and multi-state corporate tax returns for a portfolio of 60+ clients across manufacturing and retail
- Identified $650K in cumulative tax savings through R&D credit and depreciation strategy analysis
- Support IRS and state tax audits, maintaining a 100% favorable resolution rate over 3 years
- Mentor 4 associates on ASC 740 provision workpapers and annual CCH Axcess release changes
Tax Associate · KPMG
2019 - 2021
- Prepared individual and partnership tax returns for 100+ clients during peak filing seasons
- Assisted with quarterly estimated tax calculations for corporate clients with revenues up to $50M
- Reconciled book-to-tax differences for 20+ clients, ensuring GAAP-to-tax compliance
- Researched federal and state positions in RIA Checkpoint, documenting 40+ technical memos
Tax Intern · Whitley Penn
2018 - 2019
- Compiled source documents and organizers for 80+ individual Form 1040 engagements each season
- Entered trial balance data into CCH Axcess and cleared 200+ diagnostic notices before review
- Drafted state apportionment schedules for 12 multi-state clients under senior associate review
Education
B.S. Accounting — Southern Methodist University · 2019
Skills
Tax Preparation, Federal Tax, State Tax, Corporate Tax, Multi-State Filing, CCH Axcess, RIA Checkpoint, Tax Research, Depreciation, IRS Regulations, GAAP, CPA
Certifications
CPA, Texas State Board of Public Accountancy
Enrolled Agent (EA), Internal Revenue Service




