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The Lyman Group - Principal Resume Example

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Jack Carter
XXXX XX XXXX XX, Seattle, WA 98107 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXXX
Professional Summary
  • Experienced and trusted financial, service and sales professional with over 20 years of combined experience and a solid history of achievement and promotion.


  • Strong analytical and organizational skills provide a solid foundation for maximizing performance, focusing on achieving goals and recognizing new opportunities.


  • Loyal and dedicated professional able to develop quick camaraderie through history of customer service, friendly interaction and genuine interest and care.




Skills
  • Licensed CPA in the State of Washington.
  • Life, disability and long-term care insurance license qualified.
  • Securities Series 6 Investment Company Products/Variable Contracts Limited Representative license & Series 63 Uniform Securities Agent license qualified.
  • Strong interpersonal and management skills.
  • Strong written and oral communication abilities.

  • Comfortable presenting complex concepts.

  • Capable of working independently.

  • Enjoy working with others and in a team environment.
Experience
Principal, Director of Business Development 01/2005 to 10/2013
The Lyman Group, LLC Seattle, WA
  • Facilitated advanced business succession, retirement and estate planning for closely held business owners and their families as well as affluent individuals.
  • Designed, developed and presented customized and unique client case presentations utilizing proprietary life, disability and long-term care insurance products, retirement and estate planning strategies while concurrently coordinating directly with client's legal and accounting counsel.


  • Designed, developed and presented customized and unique business protection strategies such as succession plans, buy/sell protection plans and key employee retention programs.


  • Produced up to $600,000 of first year insurance commissions in a single year for the firm through sales of proprietary life insurance, disability insurance, long-term care insurance and investment products.


  • Developed sales leads and cultivated prospective clients to promote the firm's tax efficient strategies to professionals and prospective clients.
  • Managed administrative, support staff and external resources to achieve accurate and timely results.














Supervisory Senior Accountant 08/1998 to 12/2004
Clothier & Head, PS Seattle, WA
  • Prepared and reviewed individual, fiduciary, partnership, S Corporation and C Corporation income tax returns to ensure tax compliance while maximizing client's tax savings.
  • Responsible for continual direct communication and planning with company's controllers, CFO's and owners to coordinate the year-end tax planning and closing of company financials leading to the preparation of annual tax returns.
  • Updated and advised clients with respect to anticipated and enacted tax legislation affecting changes of the Internal Revenue Code to utilize planning opportunities.


  • Represented corporate clients under tax audit in front of the IRS to substantiate reported positions acting as Power of Attorney.


  • Communicated directly with the IRS on behalf of individual and corporate clients acting as Power of Attorney to resolve tax notices.


  • Acted as Director of Recruiting responsible for coordinating with college campuses across the state, directed hiring for the firm's internship program, screening and interviewing staff candidates and promoting the firm to prospective entry level and experienced professionals.


  • Continually trained, supervised and mentored up to 15 professional staff in the application of the Internal Revenue Code and their professional development.
Staff Tax and Audit Accountant 01/1997 to 07/1998
Albert H. Franco, CPA, PS Seattle, WA
  • Entry level staff public accounting position.
Education
Bachelor of Arts: Accounting Dec 1996 Western Washington University - Bellingham, WA
Affiliations
  • Member, Washington Society of Certified Public Accountants (WSCPA), 1998-Present
  • Member, Washington Athletic Club (WAC), 2005-Present
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Resume Details

This is a real resume for a Principal in Seattle, Washington with experience working for such companies as The Lyman Group, Llc, Clothier & Head. This is one of the hundreds of Principal resumes available on our site for free. Use these resumes as templates to get help creating the best Principal resume.

Previous Companies:

  • The Lyman Group
  • LLC
  • Clothier & Head

Previous Job Positions:

  • Principal
  • Director of Business Development
  • Supervisory Senior Accountant
  • Staff Tax and Audit Accountant

Schools:

  • Western Washington University

Level of Education:

  • Bachelor of Arts

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