Tax Specialist - Tax preparers Resume Search
Tax Specialist - Tax preparers Resume Search
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Tax Specialist Resume


Desired Industry: Tax preparers SpiderID: 55145
Desired Job Location: Greenfield Park, New York Date Posted: 10/18/2011
Type of Position: Full-Time Permanent Availability Date: 10/31/2011
Desired Wage: 62400.00
U.S. Work Authorization: Yes
Job Level: Management (Manager, Director) Willing to Travel: Yes, 25-50%
Highest Degree Attained: Bachelors Willing to Relocate: Yes


Objective:
Tax Specialist


Experience:
Brad Forbes, CPA
PO Box 143
Greenfield Park, NY 12435
845-647-9832
bforbes@hughes.net

Objective: Tax Specialist

Highlights:
• 25 years in the accounting profession
• Managed finance department staff of 25
• Strong computer and Excel skills
• Tax and financial statement specialist
• Memberships: AICPA and the NYSSCPA

Experience: Andre Moglia and Company, PC, CPA’s Fishkill, NY
Senior CPA Tax Specialist 2011 to present
• Individual and Corporate income tax returns preparation, along
with the related personal and business financial statements.
• Maintain and update loan and amortization schedules as well as
Excel spread sheets and QuickBook client activity analysis and adjustments.
• Budget preparation based on current activities and future expectation.
• Researching tax issues and providing client advisory services.
• Problem solving ability resulting from experience.

Monticello Casino & Raceway Monticello, NY
Accounting Manager, VGM 2010 to 2011
• Supervised finance staff of 25 while performing daily activities, deposits and transfers of video game machine and raceway monies.
• Performed comprehensive comparisons and ratio analysis.
• Delivered combined and separate department statements monthly.
• Reviewed and signed as CPA local, state and federal tax forms.
• Payroll review and budget formulations and variance assumptions.

Judelson, Giordano & Siegel, CPA’s PC Middletown, NY
Tax Specialist and Client Consultant 2008 to 2010
• Necessary individual and business client sales, use and real estate taxes filed timely.
• Federal and multi-state individual, corporate, partnership income tax returns prepared.
• Resolution of client IRS and multi-state notices through correspondences and/or audits resulting in reduction or removal of penalty, interest, and assessments.
• Problem solving ability to identify difficulties, and formulate and implement innovative and strategic solutions.



Experience: Vanacore, DeBenedictus, DiGovanni & Weddell LLP Newburgh, NY
Senior Accountant – Tax Department 2001 to 2008
• Individual, Corporate, Estate and Trust tax returns prepared and filed electronically.
• Multiple tax programs using linking capabilities from original books of entry after analysis and adjustments.
• Review of firm partners work papers and journal entries for propriety.
• Non-profit organizations federal and state tax returns.
• Tax returns for LLC partnerships and General partnerships.

Kirshon, Shron & Chernick, CPA’s PC Poughkeepsie, NY
Senior Accountant – Tax Preparer and Auditor 1999 to 2001
• Multiple tax return preparations for individuals, corporations, partnerships, estates and trusts.
• General ledger analysis and adjusting journal entries for inventory valuation, accounts receivables, accounts payables and accruals.
• Financial statement audit reports prepared in accordance with GAAP.
• Reviews and compilations with extensive footnote disclosure.

Sperry, Cuono, Holgate & Churchill, CPA’s PC Lake Katrine, NY
In-Charge Tax and Audit Specialist 1998 to 1999
• Interact extensively with clients and consultation with regard to computer hardware and software issues.
• Research tax laws and industry standards and utilize professional judgment to apply regulations to client situations.
• Confer with IRS and multi-state representatives.
• Client tax return preparations and financial statements.
• Audits of various government and business entities.

Levy and Tully, CPA’s Ellenville, NY
Accountant and Tax Preparer 1986 to 1998
• Complete preparation of individual, corporate, partnership, estates and trust tax returns.
• Auditing municipal governments, school districts, hospitals, construction firms, restaurants, hotels, attorneys/physicians.
• Interact with clients regarding computer hardware and software issues.
• Professional corporations, service businesses as well as non-profits.
• Investigate client situations for substantiation and problem solving.
• Confer with IRS and multi-state representatives resulting in reduction or removal of penalty, interest, and assessments.
• Handle administrative responsibilities including authorization of release forms, purchase orders, powers of attorney, and payroll reports.

Education: SUNY College at New Paltz New Paltz, NY Bachelor Degree in Accounting - CPA


Education:
Brad Forbes, CPA
PO Box 143
Greenfield Park, NY 12435
845-647-9832
bforbes@hughes.net

Objective: Tax Specialist
Highlights:
• 25 years in the accounting profession
• Managed finance department staff of 25
• Strong computer and Excel skills
• Tax and financial statement specialist
• Memberships: AICPA and the NYSSCPA

Experience: Andre Moglia and Company, PC, CPA’s Fishkill, NY
Senior CPA Tax Specialist 2011 to present
• Individual and Corporate income tax returns preparation, along
with the related personal and business financial statements.
• Maintain and update loan and amortization schedules as well as
Excel spread sheets and QuickBook client activity analysis and adjustments.
• Budget preparation based on current activities and future expectation.
• Researching tax issues and providing client advisory services.
• Problem solving ability resulting from experience.

Monticello Casino & Raceway Monticello, NY
Accounting Manager, VGM 2010 to 2011
• Supervised finance staff of 25 while performing daily activities, deposits and transfers of video game machine and raceway monies.
• Performed comprehensive comparisons and ratio analysis.
• Delivered combined and separate department statements monthly.
• Reviewed and signed as CPA local, state and federal tax forms.
• Payroll review and budget formulations and variance assumptions.

Judelson, Giordano & Siegel, CPA’s PC Middletown, NY
Tax Specialist and Client Consultant 2008 to 2010
• Necessary individual and business client sales, use and real estate taxes filed timely.
• Federal and multi-state individual, corporate, partnership income tax returns prepared.
• Resolution of client IRS and multi-state notices through correspondences and/or audits resulting in reduction or removal of penalty, interest, and assessments.
• Problem solving ability to identify difficulties, and formulate and implement innovative and strategic solutions.



Experience: Vanacore, DeBenedictus, DiGovanni & Weddell LLP Newburgh, NY
Senior Accountant – Tax Department 2001 to 2008
• Individual, Corporate, Estate and Trust tax returns prepared and filed electronically.
• Multiple tax programs using linking capabilities from original books of entry after analysis and adjustments.
• Review of firm partners work papers and journal entries for propriety.
• Non-profit organizations federal and state tax returns.
• Tax returns for LLC partnerships and General partnerships.

Kirshon, Shron & Chernick, CPA’s PC Poughkeepsie, NY
Senior Accountant – Tax Preparer and Auditor 1999 to 2001
• Multiple tax return preparations for individuals, corporations, partnerships, estates and trusts.
• General ledger analysis and adjusting journal entries for inventory valuation, accounts receivables, accounts payables and accruals.
• Financial statement audit reports prepared in accordance with GAAP.
• Reviews and compilations with extensive footnote disclosure.

Sperry, Cuono, Holgate & Churchill, CPA’s PC Lake Katrine, NY
In-Charge Tax and Audit Specialist 1998 to 1999
• Interact extensively with clients and consultation with regard to computer hardware and software issues.
• Research tax laws and industry standards and utilize professional judgment to apply regulations to client situations.
• Confer with IRS and multi-state representatives.
• Client tax return preparations and financial statements.
• Audits of various government and business entities.

Levy and Tully, CPA’s Ellenville, NY
Accountant and Tax Preparer 1986 to 1998
• Complete preparation of individual, corporate, partnership, estates and trust tax returns.
• Auditing municipal governments, school districts, hospitals, construction firms, restaurants, hotels, attorneys/physicians.
• Interact with clients regarding computer hardware and software issues.
• Professional corporations, service businesses as well as non-profits.
• Investigate client situations for substantiation and problem solving.
• Confer with IRS and multi-state representatives resulting in reduction or removal of penalty, interest, and assessments.
• Handle administrative responsibilities including authorization of release forms, purchase orders, powers of attorney, and payroll reports.

Education: SUNY College at New Paltz New Paltz, NY Bachelor Degree in Accounting - CPA


Affiliations:
Brad Forbes, CPA
PO Box 143
Greenfield Park, NY 12435
845-647-9832
bforbes@hughes.net

Objective: Tax Specialist
Highlights:
• 25 years in the accounting profession
• Managed finance department staff of 25
• Strong computer and Excel skills
• Tax and financial statement specialist
• Memberships: AICPA and the NYSSCPA

Experience: Andre Moglia and Company, PC, CPA’s Fishkill, NY
Senior CPA Tax Specialist 2011 to present
• Individual and Corporate income tax returns preparation, along
with the related personal and business financial statements.
• Maintain and update loan and amortization schedules as well as
Excel spread sheets and QuickBook client activity analysis and adjustments.
• Budget preparation based on current activities and future expectation.
• Researching tax issues and providing client advisory services.
• Problem solving ability resulting from experience.

Monticello Casino & Raceway Monticello, NY
Accounting Manager, VGM 2010 to 2011
• Supervised finance staff of 25 while performing daily activities, deposits and transfers of video game machine and raceway monies.
• Performed comprehensive comparisons and ratio analysis.
• Delivered combined and separate department statements monthly.
• Reviewed and signed as CPA local, state and federal tax forms.
• Payroll review and budget formulations and variance assumptions.

Judelson, Giordano & Siegel, CPA’s PC Middletown, NY
Tax Specialist and Client Consultant 2008 to 2010
• Necessary individual and business client sales, use and real estate taxes filed timely.
• Federal and multi-state individual, corporate, partnership income tax returns prepared.
• Resolution of client IRS and multi-state notices through correspondences and/or audits resulting in reduction or removal of penalty, interest, and assessments.
• Problem solving ability to identify difficulties, and formulate and implement innovative and strategic solutions.



Experience: Vanacore, DeBenedictus, DiGovanni & Weddell LLP Newburgh, NY
Senior Accountant – Tax Department 2001 to 2008
• Individual, Corporate, Estate and Trust tax returns prepared and filed electronically.
• Multiple tax programs using linking capabilities from original books of entry after analysis and adjustments.
• Review of firm partners work papers and journal entries for propriety.
• Non-profit organizations federal and state tax returns.
• Tax returns for LLC partnerships and General partnerships.

Kirshon, Shron & Chernick, CPA’s PC Poughkeepsie, NY
Senior Accountant – Tax Preparer and Auditor 1999 to 2001
• Multiple tax return preparations for individuals, corporations, partnerships, estates and trusts.
• General ledger analysis and adjusting journal entries for inventory valuation, accounts receivables, accounts payables and accruals.
• Financial statement audit reports prepared in accordance with GAAP.
• Reviews and compilations with extensive footnote disclosure.

Sperry, Cuono, Holgate & Churchill, CPA’s PC Lake Katrine, NY
In-Charge Tax and Audit Specialist 1998 to 1999
• Interact extensively with clients and consultation with regard to computer hardware and software issues.
• Research tax laws and industry standards and utilize professional judgment to apply regulations to client situations.
• Confer with IRS and multi-state representatives.
• Client tax return preparations and financial statements.
• Audits of various government and business entities.

Levy and Tully, CPA’s Ellenville, NY
Accountant and Tax Preparer 1986 to 1998
• Complete preparation of individual, corporate, partnership, estates and trust tax returns.
• Auditing municipal governments, school districts, hospitals, construction firms, restaurants, hotels, attorneys/physicians.
• Interact with clients regarding computer hardware and software issues.
• Professional corporations, service businesses as well as non-profits.
• Investigate client situations for substantiation and problem solving.
• Confer with IRS and multi-state representatives resulting in reduction or removal of penalty, interest, and assessments.
• Handle administrative responsibilities including authorization of release forms, purchase orders, powers of attorney, and payroll reports.

Education: SUNY College at New Paltz New Paltz, NY Bachelor Degree in Accounting - CPA


Skills:
Brad Forbes, CPA
PO Box 143
Greenfield Park, NY 12435
845-647-9832
bforbes@hughes.net

Objective: Tax Specialist
Highlights:
• 25 years in the accounting profession
• Managed finance department staff of 25
• Strong computer and Excel skills
• Tax and financial statement specialist
• Memberships: AICPA and the NYSSCPA

Experience: Andre Moglia and Company, PC, CPA’s Fishkill, NY
Senior CPA Tax Specialist 2011 to present
• Individual and Corporate income tax returns preparation, along
with the related personal and business financial statements.
• Maintain and update loan and amortization schedules as well as
Excel spread sheets and QuickBook client activity analysis and adjustments.
• Budget preparation based on current activities and future expectation.
• Researching tax issues and providing client advisory services.
• Problem solving ability resulting from experience.

Monticello Casino & Raceway Monticello, NY
Accounting Manager, VGM 2010 to 2011
• Supervised finance staff of 25 while performing daily activities, deposits and transfers of video game machine and raceway monies.
• Performed comprehensive comparisons and ratio analysis.
• Delivered combined and separate department statements monthly.
• Reviewed and signed as CPA local, state and federal tax forms.
• Payroll review and budget formulations and variance assumptions.

Judelson, Giordano & Siegel, CPA’s PC Middletown, NY
Tax Specialist and Client Consultant 2008 to 2010
• Necessary individual and business client sales, use and real estate taxes filed timely.
• Federal and multi-state individual, corporate, partnership income tax returns prepared.
• Resolution of client IRS and multi-state notices through correspondences and/or audits resulting in reduction or removal of penalty, interest, and assessments.
• Problem solving ability to identify difficulties, and formulate and implement innovative and strategic solutions.



Experience: Vanacore, DeBenedictus, DiGovanni & Weddell LLP Newburgh, NY
Senior Accountant – Tax Department 2001 to 2008
• Individual, Corporate, Estate and Trust tax returns prepared and filed electronically.
• Multiple tax programs using linking capabilities from original books of entry after analysis and adjustments.
• Review of firm partners work papers and journal entries for propriety.
• Non-profit organizations federal and state tax returns.
• Tax returns for LLC partnerships and General partnerships.

Kirshon, Shron & Chernick, CPA’s PC Poughkeepsie, NY
Senior Accountant – Tax Preparer and Auditor 1999 to 2001
• Multiple tax return preparations for individuals, corporations, partnerships, estates and trusts.
• General ledger analysis and adjusting journal entries for inventory valuation, accounts receivables, accounts payables and accruals.
• Financial statement audit reports prepared in accordance with GAAP.
• Reviews and compilations with extensive footnote disclosure.

Sperry, Cuono, Holgate & Churchill, CPA’s PC Lake Katrine, NY
In-Charge Tax and Audit Specialist 1998 to 1999
• Interact extensively with clients and consultation with regard to computer hardware and software issues.
• Research tax laws and industry standards and utilize professional judgment to apply regulations to client situations.
• Confer with IRS and multi-state representatives.
• Client tax return preparations and financial statements.
• Audits of various government and business entities.

Levy and Tully, CPA’s Ellenville, NY
Accountant and Tax Preparer 1986 to 1998
• Complete preparation of individual, corporate, partnership, estates and trust tax returns.
• Auditing municipal governments, school districts, hospitals, construction firms, restaurants, hotels, attorneys/physicians.
• Interact with clients regarding computer hardware and software issues.
• Professional corporations, service businesses as well as non-profits.
• Investigate client situations for substantiation and problem solving.
• Confer with IRS and multi-state representatives resulting in reduction or removal of penalty, interest, and assessments.
• Handle administrative responsibilities including authorization of release forms, purchase orders, powers of attorney, and payroll reports.

Education: SUNY College at New Paltz New Paltz, NY Bachelor Degree in Accounting - CPA


Additional Information:
Brad Forbes, CPA
PO Box 143
Greenfield Park, NY 12435
845-647-9832
bforbes@hughes.net

Objective: Tax Specialist
Highlights:
• 25 years in the accounting profession
• Managed finance department staff of 25
• Strong computer and Excel skills
• Tax and financial statement specialist
• Memberships: AICPA and the NYSSCPA

Experience: Andre Moglia and Company, PC, CPA’s Fishkill, NY
Senior CPA Tax Specialist 2011 to present
• Individual and Corporate income tax returns preparation, along
with the related personal and business financial statements.
• Maintain and update loan and amortization schedules as well as
Excel spread sheets and QuickBook client activity analysis and adjustments.
• Budget preparation based on current activities and future expectation.
• Researching tax issues and providing client advisory services.
• Problem solving ability resulting from experience.

Monticello Casino & Raceway Monticello, NY
Accounting Manager, VGM 2010 to 2011
• Supervised finance staff of 25 while performing daily activities, deposits and transfers of video game machine and raceway monies.
• Performed comprehensive comparisons and ratio analysis.
• Delivered combined and separate department statements monthly.
• Reviewed and signed as CPA local, state and federal tax forms.
• Payroll review and budget formulations and variance assumptions.

Judelson, Giordano & Siegel, CPA’s PC Middletown, NY
Tax Specialist and Client Consultant 2008 to 2010
• Necessary individual and business client sales, use and real estate taxes filed timely.
• Federal and multi-state individual, corporate, partnership income tax returns prepared.
• Resolution of client IRS and multi-state notices through correspondences and/or audits resulting in reduction or removal of penalty, interest, and assessments.
• Problem solving ability to identify difficulties, and formulate and implement innovative and strategic solutions.



Experience: Vanacore, DeBenedictus, DiGovanni & Weddell LLP Newburgh, NY
Senior Accountant – Tax Department 2001 to 2008
• Individual, Corporate, Estate and Trust tax returns prepared and filed electronically.
• Multiple tax programs using linking capabilities from original books of entry after analysis and adjustments.
• Review of firm partners work papers and journal entries for propriety.
• Non-profit organizations federal and state tax returns.
• Tax returns for LLC partnerships and General partnerships.

Kirshon, Shron & Chernick, CPA’s PC Poughkeepsie, NY
Senior Accountant – Tax Preparer and Auditor 1999 to 2001
• Multiple tax return preparations for individuals, corporations, partnerships, estates and trusts.
• General ledger analysis and adjusting journal entries for inventory valuation, accounts receivables, accounts payables and accruals.
• Financial statement audit reports prepared in accordance with GAAP.
• Reviews and compilations with extensive footnote disclosure.

Sperry, Cuono, Holgate & Churchill, CPA’s PC Lake Katrine, NY
In-Charge Tax and Audit Specialist 1998 to 1999
• Interact extensively with clients and consultation with regard to computer hardware and software issues.
• Research tax laws and industry standards and utilize professional judgment to apply regulations to client situations.
• Confer with IRS and multi-state representatives.
• Client tax return preparations and financial statements.
• Audits of various government and business entities.

Levy and Tully, CPA’s Ellenville, NY
Accountant and Tax Preparer 1986 to 1998
• Complete preparation of individual, corporate, partnership, estates and trust tax returns.
• Auditing municipal governments, school districts, hospitals, construction firms, restaurants, hotels, attorneys/physicians.
• Interact with clients regarding computer hardware and software issues.
• Professional corporations, service businesses as well as non-profits.
• Investigate client situations for substantiation and problem solving.
• Confer with IRS and multi-state representatives resulting in reduction or removal of penalty, interest, and assessments.
• Handle administrative responsibilities including authorization of release forms, purchase orders, powers of attorney, and payroll reports.

Education: SUNY College at New Paltz New Paltz, NY Bachelor Degree in Accounting - CPA


Reference:
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