RECOGNITION

Jordan does a great job with providing recognition and feedback to staff and
EAs. - MA N AG I N G PR I N C I PA L, 2017

Jordans responsiveness is good even during busy times. - MA N AGI N G P RI N C I PA L ,

2 0 17

Jordan does well with interactions with clients and prospects. Specifically,
with recognizing changes and the added impact to their capital balances. -
MA N AG I N G PR I N C I PA L, 2017

JORDAN KELLER Jordan consistently takes on responsibilities that challenges and encourages
growth. - MA N AG I N G PR I N C I PA L, 2016

C E R T I F I E D P U B L I C A C C O U N TA N T

PROFILE
Specialize in shaping accounting strategies;
deliver up-to-date tax advisory amid changing
regulatory landscapes for businesses with
annual gross revenue ranging from $3M
to $300M. Provide expert tax planning
and consulting services for businesses,
nonprofit organizations, employee benefit
plans, estates and trusts, and high net worth
individuals.
EXPERIENCE
S E N I O R TA X M A N A G E R
HW&CO. CPAS & ADVISORS | SEPT 2016 - PRESENT
Serve as the top resource in the Columbus office for providing tax planning,
compliance, and consulting. Collaborate with businesses to define objectives,
uncover tax-advantage solutions, and guide nonprofit and for-profit entities
through complex tax matters. Support multiple office locations and divisions.
via managing staff and businesses.
Engaged in tax planning, compliance, and consulting work with
businesses and nonprofits with annual gross revenue ranging from
$3M to $300M; prepared and reviewed tax compliance with multi-
state and multi-city reconciliations.

Increased realization on a key account by 5%-10% for each of the

C O N TA C T
past 3 years, providing expert strategic and financial planning as
the client sold 14 operating entities valued at $175M and navigated
A: Columbus, Ohio complex tax implications.
E: jordankeller38@gmail.com
P: 614.674.5152 Drove a 15% gain in realization on the firms largest 990 clientgroup
W: https://www.linkedin.com/in/jordan- of more than 20 tax exempt organizationsthrough efficient and
keller-cpa/
effective project management and implementation of a new internal
990 preparation process.

Reduced 990 preparation and review time by 45-60 minutes

DOMAIN EXPERTISE per return, resulting in a $20,000 cost savings, creating a best
practice adopted throughout the firm and deployed across all tax-
exempt clients; selected as the 990 champion to drive continuous
TA X improvement.

Played a key role in shaping the culture of the Columbus office,

developing a new onboarding and training program, managing and
GAAP mentoring staff accountants, and overseeing work products to
provide constructive feedback.

M U LTI -STATE, MU LT I- C IT Y Developed and delivered presentations to groups of subject matter

experts, demonstrating mastery of key tax structures; for example,
facilitated trainingon partner capital accountsfor one of the
largest law firms in the U.S.

PAYROLL

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 EXPERIENCE

TA X M A N A G E R
HW&CO. CPAS & ADVISORS | 2014 - 2016

S E N I O R TA X A C C O U N TA N T
HW&CO. CPAS & ADVISORS | 2014 - 2016.

JORDAN KELLER
C E R T I F I E D P U B L I C A C C O U N TA N T
A C C O U N TA N T
LAUBIE KARLING & ASSOCIATES | 2007 - 2013
Delivered tax management and accounting services to a diverse group of
clients. Prepared compiled financial statementson a GAAP, cash, and
tax basisand consulted with clients to better manage complex payroll
environments. Recognized for exceeding key metrics, resulting in outstanding
performance reviews and merit-based bonuses.

Drove new business and deepened existing client relationships

through facilitation of accounting services ranging from financial
statement and general ledger preparation to bookkeeping, payroll,
budgeting, and forecasting.
COMMUNITY
Traveled to clients to provide onsite consulting on bookkeeping,
accounting, and tax regulations, equipping clients with the
T HE CYSTI C F I BROSI S FOU NDAT ION knowledge, best practices, infrastructure, and support to achieve
COLUMBUS, OHIO operational efficiency and compliance.
Served as the main point of contact for 130+ Homeowners
Association tax returns, often educating entities about the often-
complex reporting requirements and the level of bookkeeping
sophistication needed to ensure accuracy.

C O N TA C T
A C C O U N TA N T
A: Columbus, Ohio R. L. WATSON & ASSOCIATES | 2006
E: jordankeller38@gmail.com
P: 614.674.5152
W: https://www.linkedin.com/in/jordan-
keller-cpa/
E D U C AT I O N

FRANKLIN UNIVERSITY
BACHELOR OF SCIENCE, ACCOUNTING | 2011
TECHNOLOGY EXPERTISE
B O W L I N G G R E E N S TAT E U N I V E R S I T Y
BACHELOR OF SCIENCE, FINANCE & MANAGEMENT INFORMATION
ACCO UNTI NG & AU DI TING PLAT FORMS SYSTEMS | 2004
Casewa re, Pea cht ree , Qu ick Bo o k s
O H I O B O A R D O F A C C O U N TA N C Y
CERTIFIED PUBLIC ACCOUNTANT | 2013
TAX APPLI C AT IONS
GoSystems, La cer te

REFERENCES
P ROPERTY MANAGE ME NT
Jen a rk
Available upon request

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