Ø Strong technical background with the ability to work independently on multiple research projects, including accounting analysis, auditing and oversight, financial analysis, tracking analytics development.
Ø Comprehensive understanding of accounting systems arena due to advanced education and training regarding tax code and federal and state compliance regulations.
Ø Technology savvy and proficient in multiple administrative and accounting application systems, including MS Office Suite, Quickbooks, ProSeries, ATB, TaxWise, CFS, 1099-Etc, POS, BNA Income Tax Planner, IE Pro FX, ACL Wash Sales-Tax software.
Ø Carefully analyze various financial documents and reports in order to identify and reconcile potentially costly errors and meet client needs. Specific high-level functions include; review and maintenance of engagement budgets, review of tax returns, budget preparation, preparation and management of high net-worth returns, preparation of private foundation returns, regular correspondence with tax authorities regarding various client issues.
Ø Review partner tax allocations, tax adjustments, schedule K-1 and 1065 forms for hedge funds, private equity funds, and fund-of-funds.
Ø Capable of in-depth research and data analysis utilizing tax law software (CCH, RIA, BNA) with the purpose of improving efficiency best practices and productivity.
Senior/Manager, RSM McGladrev 2007-Present
Main responsibilities include preparation and review of tax adjustments for Hedge Funds (wash sales, straddles, constructive sales, etc.);
Review of partnership tax allocations for K-1's based on the aggregate method of accounting to distribute income;
Consistently communicates with clientele to ensure all needs are met and issues are resolved;
Preparation and review of multi state tax returns for hedge funds, private equity funds, and fund-of-funds;
Perform tax research to determine or confirm the tax treatment of complex issues related to Hedge Funds and communicated findings to partners and/or clients verbally or in writing;
Preparation of individual tax returns for high net worth individuals and for their private foundations;
Maintain billable hours at 73% higher than average.
Accountant, Schwartz & Lubin CPA 2004-2007
Main responsibilities include expeditious preparation and processing of individual, corporate, partnership and non-profit tax returns;
Skillful execution of auditing and reviews of cash accounts, investment accounts, A/P and A/R, income statements, and all other balance sheet accounts;
In-depth analysis and preparation of financial statements, payroll and sales tax returns, and journal entries;
Calculation of all reconciliations for the New York State CFR to ensure continuity of government funding;
Consistent and regular interaction with clients on a daily basis, illustrating solid communication and customer service skills.
n Masters Degree C Taxation (Pending 2009), Pace University
n Bachelors Degree C Accounting, Touro College (Summa Cum Laude)
n Certification C CPA
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