Walter D. Kloc, Enrolled Agent

Tax Manager

Slate

Oct 2023 - Current (2 years 9 months)

• Oversee the daily operations of the Tax Division, managing a team of professionals • Develop and implement strategies to drive business growth and expand our client base. • Recruit, train, and mentor staff, fostering a high-performance culture and providing ongoing support and guidance. • Establish and maintain relationships with key stakeholders, such as clients, vendors, and business partners. • Create, implement, and adhere to efficient processes, procedures, and systems to enhance productivity and optimize workflow. • Monitor industry trends and competition to identify opportunities for innovation and improvement. • Work alongside the CEO as a senior leader in the business, providing insight, process improvement and operational

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Tax Senior

RILEY & ASSOCIATES, CPA,

Nov 2019 - Oct 2023 (4 years)

• Prepare federal and state tax documents for individuals, businesses, and trusts. • Maintain up-to date knowledge of current IRS and state tax codes. • Follow firm procedures and guidelines in reviewing and evaluating client information. • Keep accurate files while establishing and maintaining client relationships. • Proactively identify and work to resolve state and federal tax issues.

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Auditor

Public Employee Retirement Administration Commission

Jul 2017 - Nov 2019 (2 years 5 months)

• Performed detailed work in auditing retirement systems in the areas of expenditures, assets, liabilities, financial statements, investment portfolios, retirement allowances. • Examined records, reports, operating practices, and documentation to ensure compliance with the established accounting and management standards and internal control procedures Appraise adequacy of internal control systems by completing audit control questionnaire. • Assisted auditor in charge with the compilation of the internal control questionnaire while reviewing minutes of meetings, and elections of Board members to assure compliance with regulations. Assists auditor in charge in the preparation of written reports or data entry of examinations itemizing all f

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Staff Accountant

ORCHARD BRANDS,

Mar 2012 - May 2014 (2 years 3 months)

• Assisted in preparing entries for the cash general ledger. • Assisted with the month end close process. • Performed monthly reconciliation of bank statements, credit card statements and accounts receivable. • Performed a variety of ad hoc assignments working directly with senior management.

Consultant

JP Morgan Chase & Co.

Mar 2010 - Feb 2011 (1 year)

• Performed and reviewed the daily reconciliations of unit and share balances and monthly Investment Manager balances • Reviewed and oversaw preparation of monthly financial statements. • Prepared additional ad hoc reports as required.

Account Manager

State Street Corporation

Nov 1997 - Mar 2009 (11 years 5 months)

• Performed and reviewed the daily reconciliations of unit and share balances and monthly Investment Manager balances • Review cash and position reconciliations, validate portfolio pricing. • Analysis of fund returns and performance in line with current market trends and projections. • Ad Hoc reports as needed. • Implementing on the job training initiatives and ensuring consistent coaching and mentoring of staff. • Evaluate staffing needs while continually striving for greater efficiencies. • Ensure all controls and procedures are adhered to as well as make improvements where necessary. • Assisting the process of client migration, new business/clients onboarding. • Pro-actively identify/ensure understanding of client's needs and co

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Seasonal Tax Preparer

Liberty Tax Service

• Completed tax returns for individuals, businesses and other organizations. • Assisted in preparing more complex returns. • Conducted a thorough in-person interview with potential clients, using the company's propriety tax software. • Furnished taxpayers with sufficient information and advice to ensure correct tax form completion. • Reviewed client prepared financial statements to determine forms needed to prepare tax returns.

Walter D. Kloc, Enrolled Agent

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