| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
West Palm Beach, FL Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLESummary of QualificationsSeasoned Certified Public Accountant (CPA) with 25+ years of experience in tax and accounting management and compliance, complemented by 5 years of experience in financial planning. Demonstrated expertise in developing and implementing tax and financial strategies, ensuring compliance with regulatory requirements, and providing strategic financial advice for high net worth individuals, privately owned businesses and corporate entities. Adept at managing multiple tasks and delivering results within deadlines.Professional ExperienceFinancial Planner/Financial AdvisorTFG Financial AdvisorsFinancial AdvisorFebruary 2024-May 2024Full service financial advisor/plannerBusiness development and networking with community and charitable organizationsCastle Wealth ManagementFinancial Planner for RIAApril 23-February 2024Financial Planner working with high-net-worth individuals and entities on complex financial plansPrepared retirement, legacy and education plansActed as the primary client contactWorked with clients on tax strategies in coordination with their other professionalsPlanned and set-up retirement accountsPeriodic review of financial plans and met with clients to discuss their future changes and projectionsAmeriprise Financial ServicesFinancial AdvisorSeptember 2022-April 2023Full-service Financial Advisor/Planner for high-net-worth individuals and privately owned businesses.Business development and networking with community and charitable organizationsEdward JonesFinancial AdvisorSeptember 2019-August 2022Full service financial advisor/plannerBusiness development and networking with community and charitable organizationsManaged a client list to develop relationships with an existing book of businessManaged client expectations and requirementsCPA/CFONovember 2009 September 2019Prepared tax workpapers, quarterly and annual tax planning strategies, and individual and corporate tax returns. Coordinated with outside accountants on corporate and individual tax returns preparation.Reviewed all tax compliance.Developed new accounting practices for clients.Implemented updated accounting software.Managed daily financial responsibilities.Set-up new software: QuickBooks EnterpriseBuilt and negotiated client and vendor relationships.Worked with payroll companies to prepare periodic payroll and complianceDeloitte Tax LLPSenior Tax ManagerJuly 2008 October 2009Managed domestic and international tax compliance, research, and consulting for hedge funds and private equity clients.Individual tax planning and preparation of individual income tax complianceReviewed tax provisions and prepared tax memos for year-end auditsReduced clients foreign tax liability through strategic transaction structuringTemporary AssignmentsSeptember 2007 April 2008Planned and complied tax strategies for high-net-worth individuals.Developed client relationships and communicated with tax authorities.Conducted tax research for transaction planning and strengthening tax positions.Lazar Levine Felix LLPTax ManagerSeptember 2006 September 2007Managed tax compliance and planning for high-net-worth individuals.Reviewed personal financial planning and investment opportunities.Addressed estate, trust, and state tax issues.RSMSenior Manager/Director Tax Department Financial ServicesAugust 2005 July 2006Coordinated and reviewed domestic and foreign tax compliance and research for financial services clients.Managed partnership, corporate, and individual tax returns.Reviewed wash sales, constructive sales, straddles, and foreign transactions.Prepared and reviewed PFIC statements and state tax issues.Interacted with clients and tax authorities.Self-EmployedSeptember 2001 August 2005Provided tax and general accounting services for high-net-worth individuals and financial services business entities.Director of Financial Operations/FINOPMay 1994 September 2001Managed day-to-day financial operations for a financial services firm.Ensured financial, regulatory, and tax compliance.Provided organizational planning, risk management, and contingency planning.Negotiated contracts and agreements.Developed and reviewed the firm's Compliance and Supervisory Manual.Liaison with regulators, tax authorities, and auditors.EducationCertified Public Accountant (NY) (FL in process)Completed courses in the CFP program at New York UniversityUp to date on all CPE courses for CPA licensing as of June 2024BBA in Public Accounting, Pace UniversityProfessional MembershipsFormer member of AICPA and New York State Society of CPAsFormer member of New York State Society of CPAs Stock Brokerage CommitteeSkillsProficient in Pro Systems, CCH Tax Research, BNA, Quicken, QuickBooks, Microsoft softwareVery involved with networking in the community and involved with various charitable organizations including Jewish Federation of Palm Beach County, Executive Women of Palm Beach County, Womens Foundation of Florida, Jewish Womens Foundation |
