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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Dorset DriveNew Milford, Connecticut Street Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLEEDUCATION:Iona College - Masters Degree in Taxation and FinanceUniversity of New Haven - Bachelors Degree in AccountingEXPERIENCE:02/1995 - Present BFG & Company - Accounting, Finance, and Taxation ServicesOwner/General ManagerVarious Individuals, CPA firms, Companies, hourly, per diem, temporary positions, Contract work.Perform accounting, budgets, monthly and annual closing, account analysis, financial statements, federal/state/local income, payroll, property, sales taxes and some estates, trusts and gift tax returns. Business planning, Human Resource, benefit plans and costs.01/2014 - 05/2014 Bliss Allred & Co, LLC [Seasonal]Senior AccountantPrepare year end financial statements, adjustments/journal entries for Partnerships, Corporations, Sub-S Corporations, and individual businesses.Prepare annual Federal, State, and Local income tax returns, Franchise returns, Payroll Tax returns, to include W-2s, 1099 Forms, and Annual returns. Respond to any correspondence from Federal, State, and Local tax authorities.11/2011 12/2012 The Kennedy Center, Inc. [downsizing after funding cuts]Senior AccountantResponsible for the preparation of hourly staff bi-weekly payroll, recommend and up-date procedure manual for better payroll preparation and compliance with federal, state, and local authorities.Responsible for memorial, fund raiser bank accounts transactions and monthly reconciliation.12/2007 - 8/2008 U. S. Trust Co. - Bank of America [down-sized after purchase of Co]Assistant Vice President -Client Tax ResolutionsResponsible for the preparation of annual federal, state, and local income tax returns, estate, trusts, gifts, fiduciary and foundations for high net worth clients. This included making payments of any balances due from the clients investment accounts with U.S. Trust Co.Responsible for preparation of quarterly federal, state and local estimated income tax payments, quarterly payroll tax returns for clients with household help, and payments of such taxes from clients investment accounts.Responsible for responding to any client inquiries from federal, state and local taxing authorities.08/ 2006 12/ 2007 Walter J. McKeever & Company CPA FirmSenior Accountant/Tax ManagerPerform all accounting, Annual forecast & budgets, tax work, monthly/annual closing, financial statements, federal/state tax returns, federal/state/local audits and any other related work for assigned clients including those with form 1040, 1065, 1120, 1120S, estates/trusts, foundations, non-profit, 1118 and 5471.Perform annual financial statement reviews and issue of accountant's report. Perform and/or assist with client's annual audits. Prepare and/or review business, and personal federal, state and local monthly, quarterly and annual income, payroll, sales and use, franchise, and property tax returns.(1)Candidate's Name [Contd]09/ 2004 - 06/ 2006 Masotti & Masotti, LLC CPA FirmSenior Accountant /Accountant in ChargeResponsible for business, personal federal, state and local income tax returns, includes those with forms 1118 and 5471. In addition, estate, gift, fiduciary, trust, and foundation tax returns, and all related matters of all firm clients.Responsible for all accounting, federal/state, payroll, sales, property taxes, and audits Monthly/annual closings, budgets/forecasts, personnel, insurance, and any related matters to assigned business and individual clients.Assist as needed, with client year end, and inventory audits, or any other task assigned to me.09/1999 - 12/ 2001 Shelter for the Homeless, Inc [down-sized after 9/11 funding loss]Finance Director/ControllerMaintain agency accounting records. Approve accounts payables, payroll, and payroll tax deposits, quarterly and annual reports.Prepare financial statements and reports as required by the Executive Director, Board of Directors, Federal, State regulators, and other funders. Meet with community leaders, organizations to discuss the goals, financial information.Code; approve all accounts payables, payroll, and payroll tax deposits, quarterly and annual reports.Prepares cash flow requirements and reports.Prepares annual budget, budget variance analysis reports, etc. as required by Executive Director, Board.Prepare financial statements to accompany grant requests and revisions.Monitor status of agency funds and investments for the best advantages for the shelter0Administer all benefits programs including medical, dental and shelter annuity [pension] benefits.Work with outside auditors; prepare detailed worksheets/information requested for year-end audit.Worked with HUD for the housing of our housing clients, in transit clients, transportation of clients.Responsible for the operation of the agency in the absence of the Executive Director.02/1995 - 10/ 2014 Walter, Berlingo & Co, CPAs Firm [Full and/or Part Time]Senior Accountant/Tax ManagerCoordinated all quarterly/annual federal/state income, payroll, property tax filing, trust and gift returns, and all related matters for high net worth clients.Performed all accounting, forecast & budgets, tax work, monthly/annual closing, financial statements, federal/state tax audits and any other related work for assigned clients.05/ 1992 - 02/ 1995 Fairfield County Federal Credit UnionChief Financial OfficerManaged the accounting and data processing departments. Responsible for system purchases or updates.Prepared month end closing, financial statements, monthly management reports for the Board of Directors.Prepared the annual budget and five year strategic plan.Prepared budget variance analysis.Federal Reserve Bank requirements.Fully responsible for the operation of the credit union in the absence of the President/CEO.07/ 1987 - 02/ 1998 College Professor - AdjunctNorwalk Community College, UCONN @ Stamford, & Westchester County Business CollegeAccounting 1, II, III; Business & Financial Management; Personal, Partnership and Corporate Taxation.MILITARY SERVICEUnited States Army Finance CorpsFort Benjamin Harrison Finance Center, IN, Army Finance School instructor.Fort Bragg, NC, Finance Officer 82nd Airborne, 3rd Army Hdqtrs, and 7th Special Forces.Honorable discharge(2) |
