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brian gilbert

@briangilbert

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I prepare tax forms, financial statements, bookkeeping, and audit work papers across diverse client industries.

United States

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What I'm looking for

I'm seeking an accounting position where I can prepare tax forms and financial statements, manage bookkeeping, and support clients across varied industries.

I've prepared tax forms, financial statements, bookkeeping, and audit work papers for clients including restaurants, construction companies, non-profits, partnerships, schools, and individuals.

At Lynn, Gottschalk, and Company, LLC, I managed bookkeeping for restaurants, trampoline parks, and a manufacturing company while preparing tax forms. Previously at Bluestein & Company and O’Connell and Company, I prepared financial statements, work papers, tax forms, and audited prepared financial statements.

I also bring client service, budgeting, inventory, team management, and accounting instruction experience from roles at Edward Jones Investments, Roberts Block Restaurant, and Montgomery County Community College.

Experience

Work history, roles, and key accomplishments

Staff Accountant

Lynn, Gottschalk, and Company, LLC

Dec 2024 - Jun 2026 (1 year 6 months)

Prepared tax forms for restaurants, partnerships, and individuals. Managed bookkeeping for restaurants, trampoline parks, and a manufacturing company.

Tax Preparation Bookkeeping Accounting

Staff Accountant

Bluestein & Company

Jun 2021 - Dec 2024 (3 years 6 months)

Prepared financial statements for construction companies, non-profits, and partnerships. Prepared work papers explaining differences and adjustments, and tax forms for various entities.

Financial Statements Tax Preparation Work Papers

Staff Accountant

O’Connell and Company

Nov 2019 - Jun 2021 (1 year 7 months)

Audited prepared financial statements for non-profits and schools. Prepared work papers and 990 tax forms for non-profit organizations.

Audit Financial Statements Tax Preparation 990

On-Call Branch Office Assistant

Edward Jones Investments

Jan 2018 - Dec 2019 (1 year 11 months)

Created documents and prepared paperwork for the Financial Advisor to present to clients. Answered phone calls and tended to client needs.

Documentation Preparation Client Services Communication Skills

Bar Manager

Roberts Block Restaurant

Apr 2017 - Jun 2018 (1 year 2 months)

Managed a staff of ten individuals. Invented new cocktails and selected new beers to increase revenue, while communicating with customers to ensure an optimal dining experience.

Staff Management Inventory Management Customer Service Budgeting

Supplemental Instructor

Montgomery County Community College

Aug 2016 - Jun 2017 (10 months)

Worked closely with the accounting professor to provide an optimal environment for students. Expanded communication skills and accounting principles, and was commended by the professor for excellent standing as a student.

Communication Skills Accounting Principles Tutoring

Education

Degrees, certifications, and relevant coursework

Saint Joseph's University

Bachelor of Science in Business Administration, Accounting

Activities and societies: Finance College Night, Citizens Bank Park, April 18, 2016; Business Operations College Night, Citizens Bank Park, April 13, 2016.

Graduated in August 2019 with a Bachelor of Science in Business Administration, Accounting, and a minor in Sports Marketing.