Joel Schmitz started his accounting career in 1995. Joel has extensive experience in managing and producing financial reports for external clients. He has served as a controller for a Southwestern regional diversified real estate company and for a large international real estate & portfolio management company. Most of his experience has been in consulting and interim positions. This experience has diversified his professional experience.
Joel received his Bachelors degree in Psychology from the University of Wisconsin. He graduated in January, 2001 from the University of Phoenix, with a Bachelors degree in Accounting. He attended Western International University to attain a MBA-Finance.
Key Certifications
Arizona Certified Public Accountant (CPA)
Issued January 2003
Arizona Real Estate Licensee
Broker License Issued January 2009
Sales Person License Issued December 1999
Experience
- Tax Preparation
- Tax planning
- Real Estate
- Property Management
- 3rd Party Reporting
- Construction
- Insurance
- Trust Management Services
- Self-employment
- consolidating financial statements (GAAP)
- cash management & bank reconciliation
- budget creation and reporting
- payroll and payroll tax
- individual & corporate income tax
- staff management
- management of mortgage payments and escrow accounts
- reporting to pertinent taxation authorities
- internal and external audit management and preparation
- communication with client’s accounting personnel.
- lease abstraction & interpretation
- common area maintenance reconciliation
- collections
- pledge collection analysis
- fund raising organization
- communication to the board of trustees
- executive member of the board
- general confidential administrative issues and policy-making decisions.
- overall decision-making
- management and distribution of trust assets
- ensuring medical treatment
- shelter
- clothing
- financial wellbeing
- overall safety of the estate and person
- Tax planning