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, and data mining systems.    

Ø  Comprehensive understanding of accounting systems arena due to advanced education and training regarding tax code and federal and state compliance regulations.

Ø  Effectively lead and manage top-performing financial teams.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard financial protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

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, ACL Wash Sales-Tax software.   

 

 

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully coordinating and steering planning meetings and delivering comprehensive strategies.

Ø  Review partner tax allocations, tax adjustments, schedule K-1 and 1065 forms for hedge funds, private equity funds, and fund-of-funds.

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  Develop expert plans of action according to specific accounting needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control by proficiently running and analyzing relevant reports.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity.  

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and taxation regulations in order to offer most viable recommendations to clientele base.   

 

 

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;

  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.

 

Manager, Shop Smart Supermarket                                                                                             2001-2004

 

  Main responsibilities included comprehensive management and oversight of daily business operations and execution of full spectrum of accounting functions encompassing accounts payable and receivable, journal entries, disbursements, invoicing, monthly statement preparation, and bank reconciliations;

  Application of dynamic interpersonal skills to forge, nurture and maintain strong relationships with customers, staff and vendors;

  Demonstration of exemplary leadership talents to develop, schedule and manage employees.

 

 

n Masters Degree C Taxation (Pending 2009), Pace University

n Bachelors Degree C Accounting, Touro College (Summa Cum Laude)

n Certification - CPA