Danielle Scheponik

227 Warren Avenue, Berwyn, PA 19312

Phone: (610)-389-2705
Email: 12scheponikd@gmail.com

Accounting Majors take your first step in our direction!

GMS Surgent CPAs & Advisors is currently in search of a qualified Staff Accountant to join our
Certified Public Accounting and Advisory team. This entry level position requires a 4 year degree in
accounting with 150 credit hours preferred, with a start date of September. An ideal candidate is team
oriented, demonstrates a solid work ethic and motivation to succeed, and enjoys independent problem
solving.
As a staff accountant at GMS Surgent CPAs & Advisors you can expect to grow your skills. The
following will be some of your responsibilities:

Understand rules, requirements and code conduct of the AICPA, and the authoritative literature
established by the FASB and GASB

Obtain working knowledge of tax and accounting research techniques and the various research
sources in the firm library

Become proficient in the preparation of corporate, individual, partnership, fiduciary tax returns
prepared by the firm

Assume responsibility for the completion of tax returns under the supervision of more
experienced staff

Some challenges that you may face are:

Meeting with business owners to discuss tax and accounting issues

Working with high net worth individuals, including tax and financial planning

Assisting managers with in house presentations on training topics

Our biggest asset is our people. In order to ensure your success, we offer the following support to all of
our employees:

GMS Surgent CPAs & Advisors Academy a program dedicated to your professional
development; CPA exam tuition & fee assistance, up to $2,500; additional PTO awarded to sit and/or
study for CPA exam; bonus PTO awarded when CPA is successfully passed; in-house & external
continuing education curriculum; and on the job training.

GMS Surgent CPAs & Advisors Mentoring Program Our mentoring program pairs each
employee with a managing member of the firm. Meetings are held quarterly to discuss professional
progression, work/ life balance, etc.

Benefits include: Medical, Dental, Short term disability, Long term disability
o

Competitive salary

Danielle Scheponik
227 Warren Avenue, Berwyn, PA 19312
Phone: (610)-389-2705
Email: 12scheponikd@gmail.com

401(k) plan with company match

PTO program 17 paid days off to start (plus holidays)

Current technology and resources

Flex summer hours

Please feel free to visit our website, www.gmssurgent.com, to learn more about our firm, specifically
Who We Are, What We Do and Who We Serve.
Please submit your resume to saraht@gmssurgent.com for consideration.

GMS Surgent CPAs & Advisors

Organization: GMS Surgent CPAs & Advisors
Address: 237 W. Lancaster Avenue, Devon, PA 19333
President: John Surgent
Product/Services: Accounting Services
Corporate Headquarters: Devon, PA
Phone: (610)-975-9122
CEO: John Surgent
GMS Surgent is a mid-sized, full service, certified public accounting and advisory firm that
serving businesses and individuals. GMS Surgent is located in Devon, PA. The firm has grown
over the past fifty years to become the strong establishment in the community that it is known as
today. GMS is run by a strong group of Managers and CPAs, including the founder, CEO, and
president of the company, John Surgent. The firms leadership group includes William Schalleur,
Joseph McDevitt, Brian Gallagher, Lauren Adamski, and Richard Pritz. The managers of the
firms include Terri Devine, Scott Frankenfield, Brian Pugliese, and Lori Toonder.
Whether the client is a, individual looking for accounting services, a small business owner
looking for help with their returns, or even a high profile individual seeking financial advise,
GMS strives to provide the necessary level of attention needed to achieve their individual goals.
GMS organizes their employees, managers, and leaders into Engagement Teams that work
together to provide this service to their clients. Their objective is to, provide superior services in
helping clients with solutions for their businesses and personal needs.
Recruiting new employees is not a lenient process at GMS Surgent. They seek to hire only
potential employees that attain the highest academic credentials. They are also looking for
employees that are looking to continue their education. This doesnt just mean those accounting
student that are looking to take their CPA. GMS is looking for employees that would be
interested in continuing their academic career even after they pass their CPA exam. They are
looking for potential employees who would be interested in enrolling in a local university of law

Danielle Scheponik
227 Warren Avenue, Berwyn, PA 19312
Phone: (610)-389-2705
Email: 12scheponikd@gmail.com

school in order to stay current with accounting, audit, and tax courses and even attain their
masters in one of those key areas.
Every company follows a mission statement and GMS Surgent is no different. Personal
Attention Valuable Results, is the principal component to their mission statement. It is meant
to highlight their commitment to forging strong relationships and ensuring constructive
communication with their clients. This statement plays an essential role in the firms everyday
actions!

Questions:
1. With a firm of your size and client base, how are you able to create a personable
relationship with each and every client that walks into your door?
2. What is the purpose of putting your employees into Engagement teams?
3. How is this seen as a more productive process than allowing individual employees to
work hands on with their own clients?
4. If I were hired at the firm, would I be placed in specific training and/or review courses
structured to aid in the review process required to take a CPA exam?
5. How do you implement the firms mission statement in each day of your work?

Danielle Scheponik
227 Warren Avenue, Berwyn, PA 19312
Phone: (610)-389-2705
Email: 12scheponikd@gmail.com

January 4, 2016
Sarah Smith
GMS Surgent CPAs & Advisors
237 Lancaster Ave, Suite 1000
Devon, PA 19333
Dear Sarah,
I would like to be considered for the Entry Level Staff Accountant position with GMS Surgent CPAs
& Advisors. I learned of your firm through Professor Flynn at West Chester University. I will be
graduating in the spring and would have the opportunity to begin work before this fall. I am an
extremely motivated individual and have an outstanding work ethic. I also thrive in independent
problem solving, but know how to collaborate and work well with a team. I attain a very strong
understanding of the AICPA, FASB, and GASB. Through class time and internship experience, I
have gained a great working knowledge of various aspects of tax and accounting. While at my
internship, I also acquired a working knowledge of corporate, individual, partnership, and fiduciary
tax return as well as how to assemble them. I am always seeking to grow and strengthen my
knowledge and I am always up for a challenge when learning.
I am currently majoring in Accounting & Finance at West Chester University and will receive my
degree with 150 credits in the spring of 2017. I have taken many accounting and finance courses
including; Financial Accounting, Managerial Accounting, Intermediate Accounting, Economics,
Corporate Finance, Investments, Principals of Management, as well as Federal Taxation 1 and
Federal Taxation 2.
Upon graduating, I hope to work for a public accounting firm that will provide me with a program
dedicated to my professional development in preparation for my CPA exam. I would like to then
continue on at a public firm, concentrating on taxation. With the right opportunities and cutting edge
experience, I believe that I can achieve this goal. I feel that given the opportunity to serve as an intern
with your firm, I will be provided with the exposure needed to further my career in accounting.
I am an extremely organized and detail-oriented worker. I am a fast learner and have a strong work
ethic as well. I just finished up an internship at MB Advisors, an accounting firm located in Media,
PA. There I learned from hands on experience working on individual as well as corporate tax returns.
I also had the opportunity to work with clients first hand, working through their accounting dilemas. I
have been working since my sophomore year of high school at Coco Blu, which is a local boutique in
Wayne, PA. At Coco Blu, I have gained vast experience in the small business world and grown as an
individual. I was able to cultivate my communication skills and learn how to work well with a
diverse team.
I truly understand and appreciate the principal component of GMS Surgents mission statement,
Personal Attention-Valuable Results. Through my work experience I have learned the importance
of customer-employee relationships and I understand how to demonstrate constructive
communication in those relationships.

Danielle Scheponik
227 Warren Avenue, Berwyn, PA 19312
Phone: (610)-389-2705
Email: 12scheponikd@gmail.com

I would like the opportunity to meet with you to discuss any full time opportunities you might have.
Please let me know if you have any questions. You can reach me by phone at (610) 389-2705 or by
email at 12scheponikd@gmail.com.
Thank you for your consideration.
Sincerely,
Danielle Scheponik
Danielle Scheponik

Danielle Scheponik
227 Warren Avenue, Berwyn, PA 19312
Phone: (610)-389-2705
Email: 12scheponikd@gmail.com

Education:
West Chester University of Pennsylvania
Bachelor of Science in Accounting & Finance
Anticipated graduation May 2017 with 150 Credits
Delaware County Community College
General Education
Deans List Fall 2013
James Madison University
General Education
Conestoga High School

January 2014-Present

August 2013-December 2013

August 2012-May 2013

September 2008-June 2012

Experience:
MB Advisors, Tax Internship
January 2016-Present
Process individual as well as corporate tax returns, write up correspondence letters to clients and the IRS,
organize clients financial data in QuickBooks, process financial reports, participate in client meetings, and
more!
Coco Blu, Wayne, PA, Sales Associate
June 2010-Present
Maintain contact with over 100 vendors in order to sustain advanced social media presence, provide
efficient and welcoming customer service, conduct experienced employee training, create timely work
schedules, navigate Point of Sale proficiently, maintain excellent organization, assist in fashion events, and
more!
Full time Store Manager of Coco Blu in Stone Harbor, NJ during the summer of 2012 and 2013
Enjoy A Tan, Chadds Ford, PA, Sales Associate
April 2015-Present
Provide efficient and welcoming customer service, maintain salon organization, assist in effective
employee training, implement positive sales and more!
Anthropologie, Wayne, PA, Sales Associate
April 2014-November 2014
Provided efficient and welcoming customer service, worked efficiently with a diverse staff, implemented
positive sales, assisted in personal shopping, maintained store organization, processed cash register
services, and more!
Hoopla Marketing & Public Relations, Intern
Senior year internship through Conestoga High School
Learned aspects of Marketing & PR through various channels of social media

May 2012-June 2012

Helped market local businesses more effectively and establish a more interactive following with their
customers by creating various social media accounts

Clubs:

Accounting Society, West Chester University Chapter

o Member January 2015-present
Delta Zeta Sorority, West Chester University Chapter
o Fundraising Chair January 2015-December 2015
o Member August 2014-present
Habitat for Humanity, West Chester University Chapter
o Member January 2015-present

Skills:

Strong work ethic and strict attention to detail towards the completion of a task
Capable of problem-solving in unique situations and adaptable to changes in the work environment
Excellent organizational and communication skills

Danielle Scheponik
227 Warren Avenue, Berwyn, PA 19312
Phone: (610)-389-2705
Email: 12scheponikd@gmail.com

Proficient in Microsoft Office

LinkedIn; https://www.linkedin.com/in/danielle-scheponik-65343165