Controller/Business Manager/Tax Manager/Auditor Committed to visionary financial oversight, decisive leadership and performance excellence. Dynamic, highly skilled, and results-driven Tax Accountant and Financial Management professional with diverse industry expertise and a documented record of success in tax compliance and corporate financial oversight. Decisive leader focused on maximizing sustainable growth and profit through achievements in financial management, streamline operations, cost containment, maintaining fiscal budgets, and strengthen internal controls. Expertise in compliance with IRS Tax Code, State and Labor Tax Matters, US GAAP, and GAAS. 1031 Tax Exchange Transactions Commercial & Residential Zoning Regulations Accomplished Negotiator & Problem Solver 501c 3 applications & Charter School Regulations Hospitals, Grants, Foundations, Non Profits, Government Contracts & Dept of Labor Hotel & Gaming, Public Accounting, Investment Banking, Insurance & Banking, Real Estate & Mortgages
QuickBooks Pro and Sage General Ledger Applications
Budget/Forecast Development & Implementation
ProSeries & Thomson Tax Compliance Software
Process Improvements & Project Management
CCH & RIA Tax Research Software & Cornell Law Library
Tax Research of IRS Code & Financial Reporting
Business, Non Profit, & Individual Tax Returns
Federal, State, & Local Tax Matters and Audits
Tax and Treasury Management
Excellent Team Leadership & Client Relationship Skills
Strong Communication & Interpersonal Skills
Hands-on knowledge of government tax agencies
Fannie Mae & Freddie Mac & Calyx Underwriting Systems
Education
DREXEL University, Expected in ā āB.S:Accounting & Computer Systems Management - GPA:Accounting & Computer Systems Management
, Expected in ā āCertified Public Accountant - State of Pennsylvania & New Jersey
Chartered Global Management Accountant & Certified Governmental Financial Manager
NJ Insurance License (Life & Health) - GRADUATE OF GE Loan Officer University, Merrill Lynch University - Certified Special Needs ADVISOR (CSNA) and Licensed New Jersey Notary: - GPA:
Accomplishments
Experience
Flatiron Construction Corp. - Assistant Business Manager Broomfield, CO, 01/2012 - 01/2014
Successful in obtaining a $360,000 annual tax exemption for a 501 c 3 organization on their Philadelphia Business Use & Occupancy Tax Returns.
Abated a $2,006 tax delinquency notice from NJ Dept of Labor including the removal of a tax lien from the NJ Division of Tax Court for a 501 c 3 organization.
Cleared a Charter School from a Collection Agency Notice and eliminated a tax delinquency.
Challenged and won a tax case against the IRS in US Tax Court.
Abated $78K in IRS penalty assessments to preserve the fiscal operating budgets for several clients.
Overturned the NJ Dept.
of Labor's findings on a Wage & Hour Dispute/Employment Contract Violations.
Published an article on Home Ownership in the NJSCPA Monthly Money Matters Newsletter (Winter 2007) for estate and tax planning.
Invited by the NJSCPA Society as guest speaker for Financial Literary Month of January 2007 to speak on the topic of Home Ownership & Real Estate Tax Planning.
Proactive in informing a client on Household Employment Tax Law change of 1994 resulting in IRS tax refunds to over 400 employers.
Found and collected over $2MM in unpaid Unemployment & Disability taxes with the NJ Dept of Labor.
Core Competencies Employment & Sales & Use Tax Audits.
Proactive in monitoring all tax relevant activities to ensure proper tax reporting to the financial advisors regarding the latest Tax Law changes in providing sound financial advice on their client's estate and tax planning matters for full compliance.
Acknowledged by the Merrill Lynch Global Wealth Management Associate Satisfaction Team for superior client focus for the month of February.
Earned Several Awards from Merrill Lynch Global Wealth Management for achieving above 95% Customer Satisfaction Ratings to ensure proper tax reporting.
Provided technical tax advice on Federal/State tax analysis, Trusts & Estates, foreign tax matters, and FAS 157 disclosure.
Senior Analyst in FA Services directing a team to provide sound and technical advice on tax matters to Merrill Lynch Advisors.
Proactive in communicating potential tax policy changes, analyzing the impact on their client's investment strategies of risk vs reward, and resolving tax issues with state and local tax jurisdictions.
Implemented the Cornell Law Library and CCH tax websites to provide additional tax research tools to the FA Services Team.
Communicated with departments regarding issues affecting state income tax filings on their clients retirement plans to comply with ERISA and propose solutions in order to minimize any risk factors to their clients accounts.
Performed extensive tax research using Cornell Law Library, IRS, and CCH tax research websites on various retirement plans for Merrill Lynch Advisors to assure their clients plan complied with ERISA minimizing any risk exposure to their accounts.
Gathered and analyzed facts including statements, events, and technical data.
Performed analysis and compilation of documents and physical evidence from my financial investigations.
Performed daily Financial Analysis on the Roth Conversion Reports for the High Net Worth Advisors at Merrill Lynch.
Responsible for managing the daily operations with 20 employees at two office locations.
Coordinate the timely completion of all external audits with the CPA Firm, Banking Commission and Dept.
of Labor to assure full compliance with the IRS & State Agencies minimizing any risk exposure to the company.
Analyzed audit findings including the final reports to assure the accuracy of the financial statements reported in compliance to HUD.
Analyzed and evaluated business and employment contracts including vendor agreements, real estate lease and purchase agreements.
Gathered and analyzed facts including statements, events, and technical data.
Performed analysis and compilation of documents and physical evidence from my audits and financial investigations.
Researched and analyzed various retirement plans that complied with ERISA including the implementation of the Defined Benefit Retirement Plan for the company.
Administered Corporate Health Plan.
Responsible for evaluating all loans processed to identify any credit issues and risk exposure to the firm.
Implemented Fannie Mae Desktop Underwriting System that boosted work efficiency by 30% and profitability by 20%.
Prepared and analyzed the operating and capital budgets on a monthly basis.
Analyzed Federal Tax Returns and financial records of client's records to underwrite commercial and residential loans.
Wrote a tax article for the NJ Society of CPA's featured in NJSCPA Monthly Money Matters Newsletter for the winter of 2007 along with an educational newsletter to my clients on various tax matters including real estate and tax planning.
Invited by the NJSCPA Society as guest speaker for Financial Literary Month of January 2007 to speak on the topic of Home Ownership & Real Estate Tax Planning.
Encouraged team communication by developing training programs and performed educational seminars regarding Home Ownership & Real Estate Planning for the company employees, Surety Title, and Realtor Workshops.
Responsible for financial reporting of leases for CMS investment real estate property management transactions including the financial analysis of these transactions for the High Net worth Clients.
Extensive knowledge of Conventional and FHA loan programs plus underwriting rules and regulations for Fannie Mae and Freddie Mac to assure full compliance of the loans processed.
Implemented QuickBooks Pro and Microsoft Office applications to improve the accuracy, efficiency, and overall effectiveness of the company's financial reporting.
Reviewed and analyzed the payroll reports including NJ Unemployment, NJ State Withholding, and Sales Tax Returns.
Researched and performed Federal and State tax analysis on tax compliance matters and FAS 109 tax accounting.
Coordinate the monthly financial package to provide accounting support, analysis, and recommendations to management including the month end closing reports, bank reconciliations and journal entries.
Continuously monitor all tax relevant business activities in order to ensure proper tax return reporting in identifying any issues that might affect the financial statements including any risks and propose corrective solutions.
Direct and coordinate all accounting policies and procedures to maintain appropriate internal controls to safeguard assets to ensure systems comply with generally accepted accounting standards.
Reviewed and filed the Federal & State Corporate Income tax returns along with the supporting schedules/disclosures.
Affiliations
Member of the AICPA, PICPA, & NJSCPA Chapters. Served on the Cooperation with the Bar Committee with PICPA, The Cooperation with the Bankers Committee, NJ State Tax Committee, Multi State Tax Committee, and The Cooperation with the IRS Tax Committee with the NJ Society of CPA's. Served on Pennsauken Township Zoning Board to hear Commercial and Residential Zoning Cases.
Skills
Accounting, Accountant, streamline, ADP Payroll, Analyst, AS 400, Agency, Auditing, bank reconciliations, Banking, budgets, Budget, c, c 3, closing, CMS, Interpersonal Skills, Contracts, Conversion, Certified Public Accountant, CPA, credit, Client, Clients, Customer Satisfaction, directing, Easytrieve, financing, Financial, Financial Analysis, Financial Reporting, financial statements, focus, forms, General Ledger, government, Grants, IBM, Insurance, Team Leadership, Law, Mac, Mainframe, managing, Access, Excel, Money, Microsoft Office, Microsoft Office applications, office, PowerPoint, Windows, NT, Microsoft Word, MSA, Newsletter, payroll, policies, Processes, Procurement, Profit, progress, Project Management, property management, speaker, Quick Books Pro, QuickBooks Pro, Real Estate, recording, reporting, Research, Sage, Sales, SAP, seminars, Solomon, sound, Supply Chain, Tax Planning, Tax, taxes, training programs, Treasury, Vista, websites, Workshops, year-end
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School Attended
DREXEL University
Job Titles Held:
Assistant Business Manager
Senior Tax Research Analyst
Tax Accounting Manager
Degrees
B.S
Certified Public Accountant - State of Pennsylvania & New Jersey
Chartered Global Management Accountant & Certified Governmental Financial Manager
NJ Insurance License (Life & Health) - GRADUATE OF GE Loan Officer University, Merrill Lynch University - Certified Special Needs ADVISOR (CSNA) and Licensed New Jersey Notary
