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Tax Professional, Entrepreneur

Location:
Boynton Beach, FL
Posted:
September 23, 2013

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Resume:

Edward Joseph Behar MSM RTRP

***** ******* ***** ***

Delray Beach, FL 33446

Home Phone 561-***-****

Cell Phone 561-***-****

Email: ab8hlq@r.postjobfree.com

Objective: To obtain a Position in the Financial Sector Commensurate with

my background

Education:

George Washington University-MS Management GPA 3.73

Hofstra University-Bachelor of Business Administration in Accounting

Accomplishments: Point of Contact at several CPA firms I have been

associated with the past 6 years, where I have been the "go to" tax matters

person in preparation of complex high net worth individuals as well as

Corporate, Small Business returns, Partnership, Estate and Trust returns.

Related Skills: QuickBooks Pro2012, Creative Solutions: Tax Planning, Ultra

Tax, Tax Works, Turbo Tax, Lacerte, Fast Tax, Federal and State Software

Programs, Peachtree.

Employment:

Edward J. Behar and Company Delray Beach, Florida 2001-present

Principal/ Senior Tax Manager

. As Principal of my own company I was involved in every aspect of the

business which included meeting a new client to assess their tax

needs, preparing a representation letter outlining services as well as

fee schedule and important dues dates.

. Once a needs assessment and representation letter where signed, work

involved reviewing, prior tax returns, notices, tax resolutions, as

well as audits.

. Setting up a budget for the tax return, set-up of new tax file with

tabs indicating areas to be focused on.

. Tax Planning as well as preparation of 1040, 1120S, 1065, 1041, 990PF

returns utilizing Creative Solutions Ultra Tax for Federal and State

tax preparation.

. Sarbanes Oxley section 404 procedures to attest to and report on the

assessment on the effectiveness of the internal control structure and

procedures for financial reporting.

. FAS 109 calculations to determine future timing differences between

taxes reported for GAAP/Tax basis to report deferred liabilities/

deferred tax assets as well as valuation allowances on the balance

sheet.

US State Department Y2K Program Management Washington, D.C. 1999-2000

Consultant

. Evaluating the tax structure of State Department projects and their

effect in Y2K applications as well as complex tax calculations

affecting all bureaus involved in the Y2K effort.

. Preparation of Federal and State Tax Returns, as well as supporting

schedules.

. Tax Research in RIA or IRS regulations and pronouncements to determine

handling of complex items in the code dealing with tax reporting for

governmental agencies

. Coordinating the efforts of State Department employees and contractors

in finding bureau forensic assets and reporting them on the fixed

asset ledger as well as General Ledger

Immigration and Naturalization Service Washington, D.C. 1997-1999

Consultant

. Evaluating the tax structure of Immigration and Naturalization

exposure to a project with the US Border Patrol involving complex tax

calculations affecting all bureaus involved in the Y2K effort.

. Tying out Fixed Assets as to the General Ledger as well as finding

forensic assets around the globe and reinstating them on the books.

. Preparation of Federal and State Tax Returns, as well as supporting

schedules.

. Tax Research in RIA or IRS regulations and pronouncements to determine

handling of complex items in the code dealing with tax reporting for

governmental agencies

. Coordinating the efforts of Immigration and Naturalization Service

employees and contractors in creating a national database to track the

cost and calculate the tax on illegal immigration to the US Government

Department of the Navy Washington, D.C. 1995 - 1997

Consultant

. Evaluating the tax structure of Department of the Navy AIRRS

application which required the restructure of naval commands across

the world the tax consequences of retiring, purchasing as well as

scrapping aircraft.

. Tying out Fixed Assets as to the General Ledger as well as finding

forensic assets in naval commands around the globe and reinstating

them on the books.

. Preparation of Federal and State Tax Returns, as well as supporting

schedules.

. Tax Research in RIA or IRS regulations and pronouncements to determine

handling of complex items in the code dealing with tax reporting for

governmental agencies

. Coordinating the efforts of Department of the Navy employees and

contractors in creating a national database to track the cost and

calculate the tax on the restructure of naval commands across the

globe as well.

Snyder, Levine and Roth CPA's New York, New York 1973-1995

Accountant/Accounting Manager

. Audits of Day Care Centers/Drug Rehabilitation programs in the NYC

Metropolitan to provide an unqualified, qualified or disclaimer of

opinion.

. Reviewing budget for the tax returns, as well as set-up of new tax

file with tabs indicating areas to be focused on.

. Tax Research utilizing JK Lasser, IRS regulation and pronouncements to

determine handling of complex items in the code such as partner's

basis, foreign tax income, treatment of trust income as well as

allocation of tax-exempt income to total income.

. Supporting Schedules, including reconciliation of book to tax income

for 1120S, and 1120 returns, Income calculated on the % of completed

contract, completed contract basis.

. Tying out Fixed Assets as well as accounting for timing differences in

the

. Calculation of deferred income taxes payable.

. Coordination and supervision of new accountants in performing

bookkeeping and tax services for existing client base

. Hiring, reviewing and firing new and experienced accountants based on

performance of work in conformance with GAAP.

. Customer Relations as well as finding new clients to bring into the

firm

. Training new and experienced accountants and auditors in IRC tax

changes, coding input forms for the tax processor in 1970's and 1980's and

subsequently using tax software programs in the 1990's

Certificates and Licenses:

EA Candidate

Florida Real Estate License

Life Health and Annuity License

Languages:

English/Spanish



Contact this candidate