Lindsay Huerd
Sartell
Summary
Tax Manager with over 19 years of successful experience in public accounting and tax. Recognized consistently for performance excellence and contributions to success in the accounting industry. Strengths in building client relationships and going the extra step for clients.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Tax Manager
Guinn, Vinopal & Zahradka LLP
01.2024 - Current
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Conducted comprehensive tax research to stay updated on industry trends, regulations, and best practices.
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
- Improved company-wide consistency by developing standardized templates for common tax forms, schedules, and calculations within the Trust & Estate area.
- Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
Chief Financial Officer
LEI Business Advisors, LLC
01.2019 - Current
- Increased cash flow by optimizing working capital management and reducing outstanding receivables.
- Streamlined financial processes by implementing new accounting software and automation techniques.
- Developed strategic financial plans to support company growth and achieve long-term objectives.
- Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses.
- Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
- Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
- Championed effective communication between finance personnel and other departments to facilitate cross-functional collaboration on projects and initiatives.
Tax Manager
Clausen, Schoenbauer, Seurer & Webb, Ltd
11.2021 - 11.2022
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Researched and analyzed tax developments and applications to specific business situations.
- Guided the process for Employee Retention Tax Credits for tax clients.
- Reviewed related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
Tax Manager
Feuerhelm Langer & Co
10.2020 - 10.2021
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Researched and analyzed tax developments and applications to specific business situations.
- Managed over 400 clients that had previously been working with the owner
Tax Manager
CPA Partners, LLC
06.2019 - 01.2021
- Prepared and reviewed federal and state income tax returns in accordance with applicable tax laws.
- Prepared related tax disclosures for statutory or GAAP financial statements and miscellaneous state and local tax filings.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Researched and analyzed tax developments and applications to specific business situations.
Senior Accounting Analyst
Best Buy
11.2015 - 06.2019
- Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
- Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies.
- Identified risks associated with projects, contract approvals and other client accounting issues specifically related to ASC 842 lease standards for GAAP as they related to over 1500 leases.
- Delivered Monthly reports to company leaders focusing on financial accounting, cost accounting and sales data to guarantee that organizational objectives aligned with daily operations management.
Staff Accountant
Geissler CPA, Inc
10.2006 - 07.2015
- Created accounts, wrote ledgers and set up reporting systems based on GAAP standards and regulations.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Represented clients before federal, state and local taxing authorities.
- Trained clients on QuickBooks to help make tax management easier.
Education
Bachelor of Arts - Accounting
College of Saint Benedict
Saint Joseph, MN05.2005
High School Diploma -
Lake of The Woods Secondary
Baudette, MN05.2001
Skills
- Staff Management
- Financial analysis and reporting
- Strategic and financial planning
- Analytical skills
- QuickBooks proficiency
- Local, state and federal tax returns
- Tax-Related Research
- Tax Return Preparation
- Tax Law Compliance
- Payroll Familiarity
- Relationship building
- Time management
- Monthly Journal Entries
- Proactive and Focused
- Operating Procedures
Certification
Quickbooks (10+ years)
Excel (10+ years)
Word (10+ years)
Adobe (10+ years)
Proseries (10+ years)
Great Plains (2 years)
Lacerte (2 years)
Quickbooks (10+ years)
Accounting
Accounts Receivable
Microsoft Office
Payroll
Bookkeeping
Filing
Data Entry
Accounts Payable
SOX
Account Reconciliation
General Ledger Accounting
Financial Statement Preparation
Journal Entries
Assessments
Accounting Skills: Bookkeeping — Highly Proficient
May 2019
Calculating and determining the accuracy of financial data.
Additional Information
- Authorized to work in the US for any employer
Affiliations
- Rotary International
- American Institute of Certified Public Accountants
- Lions Club
- Chamber of Commerce
- Minnesota Society of CPA's
Timeline
Tax Manager
Guinn, Vinopal & Zahradka LLP
01.2024 - Current
Tax Manager
Clausen, Schoenbauer, Seurer & Webb, Ltd
11.2021 - 11.2022
Tax Manager
Feuerhelm Langer & Co
10.2020 - 10.2021
Tax Manager
CPA Partners, LLC
06.2019 - 01.2021
Chief Financial Officer
LEI Business Advisors, LLC
01.2019 - Current
Senior Accounting Analyst
Best Buy
11.2015 - 06.2019
Staff Accountant
Geissler CPA, Inc
10.2006 - 07.2015
Bachelor of Arts - Accounting
College of Saint Benedict
High School Diploma -
Lake of The Woods Secondary
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