Spencer Mitchell Poole
Ocean Springs
Summary
Dedicated tax accountant with nearly four years of experience in public accounting, specializing in tax preparation, financial statement analysis, and bookkeeping. Known for precision, analytical skills, and a commitment to accuracy and compliance. Eager to advance within a structured and collaborative environment, leveraging a strong work ethic and keen attention to detail. Currently preparing for the CPA exam, with a target to achieve certification by December 2025.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
Incite Tax and Accounting
06.2025 - Current
- Managed a book of approximately 50 clients, overseeing all business-related matters and ongoing compliance.
- Performed final technical reviews and signed tax returns, ensuring accuracy and adherence to regulatory standards.
- Advised clients on tax-efficient strategies to reduce business tax liability, with a particular focus on Schedule C to S-corporation conversions.
Tax Accountant
Keystone CPAs
01.2025 - 06.2025
- Prepared complex business tax returns with a focus on accuracy and detailed financial reporting.
- Conducted comprehensive equity reconciliations to ensure proper roll forward from prior years.
- Prepared adjusting, reclassifying, and tax journal entries to enhance financial accuracy and transparency.
- Assisted clients with entity change requests and drafted abatement letters.
- Performed in-depth financial analysis for businesses preparing for sale.
Tax Accountant
Incite Tax and Accounting
01.2024 - 01.2025
- Prepared and reviewed federal, state, and local tax returns for corporate and individual clients.
- Conducted detailed tax research to interpret new and existing tax laws, regulations, and rulings.
- Responded to IRS and state agency inquiries, effectively representing the organization in tax-related matters.
Accountant
Mitch Boleware CPA, PLLC
05.2022 - 01.2024
- Prepared corporate and partnership tax returns.
- Reviewed and completed individual tax returns prepared by new hires.
- Performed bookkeeping duties including reconciliations, sales tax filings, and adjusting journal entries.
- Communicated with clients regarding tax issues, planning, and advising.
Education
Bachelor of Science in Business Administration -
The University of Southern Mississippi
Hattiesburg05.2020
Bachelor of Science - Accounting
The University of Southern Mississippi
Hattiesburg12.2023
Certification
EA
Timeline
Senior Tax Accountant
Incite Tax and Accounting
06.2025 - Current
Tax Accountant
Keystone CPAs
01.2025 - 06.2025
Tax Accountant
Incite Tax and Accounting
01.2024 - 01.2025
Accountant
Mitch Boleware CPA, PLLC
05.2022 - 01.2024
Bachelor of Science in Business Administration -
The University of Southern Mississippi
Bachelor of Science - Accounting
The University of Southern Mississippi