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Manager Sales

Location:
Englewood Cliffs, NJ
Posted:
May 31, 2014

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Resume:

JAMES EAGAN

** ****** ***. #** ***** Plains, NY *0601 acedkq@r.postjobfree.com 914-***-****

SENIOR TAX ACCOUNTANT TAX MANAGER

Senior accounting professional with a vast knowledge of U.S. tax laws and GAAP, honed through 16 years of corporate,

public, and private sector tax experience across diverse industries. Highly skilled in reviewing and preparing complex and

multi state tax returns for high net worth individuals, trust accounts, consolidated corporate entities, non profit organizations,

private equity, and business partnerships. Significant expertise with and complex tax issues including SOX tax

implementation, FASB109, local/state/federal tax compliance, sales & use taxes, and international tax filings. Proficient with

a variety of accounting and business software applications, including. Core competencies include:

Income Tax Planning Client Consulting & Advising Data Collection & Analysis

Multi state Tax Preparation & Filing Client Tax Audit Support Tax Research & Projections

SOX / SEC Testing & Compliance Accounting System Automation Account Reconciliation

Consolidated Financial Statements Internal Processes & Controls Ledger Analysis & Input

Accounting & Business Software:

ProSystems FX Tax Lacerte ProSeries QuickBooks Pro Quicken GoSystem Audit RIAonline

Microsoft Excel, Word & PowerPoint BNA GoFileRoom Corp Tax Fast Tax TaxStream

SELECTED CAREER ACCOMPLISHMENTS

Successfully reversed 3 prior quarters of failed SOX compliance tests at PepsiCo Inc., working in collaboration with

various stakeholders to implement stronger internal controls for tightening year end sales accruals.

Reviewed and prepared FAS109 tax provision schedules for a multi billion dollar technology company; identified

numerous errors in multi state returns.

Prepared more than 1,000 tax returns for individuals, corporations, trusts, non profits, and partnerships to meet the time

sensitive demands of tax season.

Collaborated with Pepsi Bottling Groups international tax team in the review, preparation, and analysis of numerous

tax filings (Form 5471 & 8865) for many of the company’s 140 foreign subsidiaries, consolidated entities.

Executed tax process for 40+ corporate returns of a major educational publishing company, including development of

“tax package” spreadsheets and the review, analysis, and correction of all submitted tax data.

Assisted in the implementation of an FAS109 software program (Tax Stream) for a $6 billion energy company.

Led conversion of various client manual accounting processes to fully automated systems utilizing cutting edge software

programs, such as QuickBooks Pro.

PROFESSIONAL EXPERIENCE

CAPITAL FINANCIAL MANAGEMENT, Greenwich, CT 2011 to Present

Accountant/Tax Manager

Manage the tax practice for this CPA firm specializing in real estate partnerships and high net worth individuals with up

to $3 billion in assets. Prepared and filed tax returns for partnerships, private equity, tax exempt organizations, and

corporations, including forms 990, 1065, 1120 and 1120S, using ProSystemsFX, Quicken, and QuickBooks.

• Prepared, reviewed, analyzed, and reconciled consolidated financial statements for a major trucking company.

• Recouped $250,000 in back taxes for major client by amending previously filed erroneous state and federal returns.

• Reconciled equity investment account for a multi billion investor.

Continued on Page 2 . . .

JAMES EAGAN PAGE 2

INDEPENDENT CLIENT ENGAGEMENTS 2009 to 2014

Tax Accountant

Retained as independent tax accountant by Jewish Board of Family & Children’s Services (2009 2014), a NYC tri state mental

health/social services nonprofit organization with 2,200 employees, and Monarch Wealth & Business Management (2009), a

NYC based wealth management firm serving high net worth clients, including prominent athletes and celebrities.

• At JBFCS, prepared and reviewed nonprofit 990, federal, and NY state tax returns, all schedules all forms, for

parent and affiliate, with gross receipts of more than $600 million.

• Managed Monarch’s high net worth multi state tax compliance practice; prepared and filed 1040, C and S Corp,

LLC, trust and estate, and tax exempt returns using ProSystems FX Tax filing software.

MOTTELL & KLUGE/PAUL WASSERMAN CPAS, White Plains, NY 2003 to 2009

Tax Manager (2007 2009) Accountant (2003 2005)

Managed tax compliance for clients that included real estate partnerships, mid sized businesses, non profit entities, and

high net worth individuals with up to $200 million in assets. Prepared and reviewed tax returns, including corporate, trust,

non profit, foundations, international, gift, 990 tax exempt, estate, partnership, and multi state tax filings.

• Converted manual accounting system into a fully automated program, utilizing QuickBooks Pro, for a multi million

retail food store; filed S Corp for partners.

• Worked on multiple large real estate partnership tax filings, partner allocations, and small audits; responded to tax

notices, updated capital and depreciation accounts, and posted journal entries.

• Prepared audits for major New York health care facility and Westchester Civil Service Employees Association.

MARKS PANETH & SHARON LLP, CPAS, New York, NY 2006 to 2007

Tax Senior / Supervisor

Supervised, prepared, and reviewed tax compliance for high net worth individuals, trusts, corporations, tax exempts, and

private foundations, many with $50 million in assets and 50+ K 1 filings. Counseled clients on a variety of tax matters,

addressed notices, and drafted responses to prepare partners for audits. Projected estimated taxes and researched multi state

tax and legislative issues. Prepared and estimated financial statements from broker accounts.

JEFFERSON WELLS INTERNATIONAL, New York, NY 2005 to 2006

Sarbanes Oxley / Tax Professional

Supervised SEC tax compliance in fulfilling SOX (Section 404) requirements for clients of this international audit, tax, and

consulting firm. Led teams in documenting, processing, testing, assessing controls, and establishing risk parameters.

• Managed consolidate tax provision process for a $2 billion high tech company from 10K report to tax return; posted

tax footnote entries; uncovered errors in prior state returns; prepared summary binders of the tax provision for

management and outside auditors, D&T, to support the SOX compliance.

• Led tax team in consolidating 2005 filings and estimating taxes for multiple billion$ divisions CBS/Viacom.

• Obtained hands on training over a number of days by owners of TaxStream on implementing program.

INDEPENDENT CLIENT ENGAGEMENTS 1998 to 2003

Tax Accountant / Auditor

Retained for tax accounting and auditing roles by corporate clients, including PepsiCo, Pepsi Bottling, Pearson Education,

and Prudential Insurance, as well as New York metro area CPA firms.

• Prepared more than 1,000 tax returns for individuals, corporations, trusts, non profits, and partnerships to meet the time

sensitive demands of tax season.

• Led accounting team in successful reversal of 3 prior quarters of SOX testing failures at PepsiCo.

• Assisted PepsiCo budget, accounting mangers and buyers in tightening year end sales accruals.

• Processed 50+ corporate and partnership tax returns for Prudential, involving extensive research of difficult multi

state tax issues.

• Executed tax process for 40+ corporate returns of Pearson Education, including review and correction of all tax data.

EDUCATION

Bachelor of Science, Business Management – Pace University

MBA Program – Fordham University

Accounting Curriculum – SUNY Albany & Queens College

CPA Candidate with 150+ Total Credits



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