Mark Alvarez, CPA, MBA

786-***-**** ad0huv@r.postjobfree.com

Accounting and Taxation

CPA, MBA and QBO ProAdvisor specializing in Accounting and Taxes for Domestic, Foreign and Multi-state - Corporate and Individual Taxpayers. Accomplishments:

• Independent financial specialist focused on recording financial activity, posting adjusting and closing entries and preparation of Trial Balance. Preparation of federal and state taxes for domestic and international clients including corporate entities such as “C” and “S” corporations, partnerships, estate and trusts, and individuals. Resolved IRS matters, via teleconference and correspondence, on behalf of domestic and international entities and taxpayers.

• Senior level tax manager responsible for the roll out of tax department including setting up firm policies and procedures and managing staff. Preparation of complex tax returns including Sub-part

“F” and GILTI income inclusions and multiple commercial real estate transactions. Also, preparation of high-net worth individual tax returns with multi-state filing requirements. Responsibilities also include the review of corporate and individual tax returns for accuracy and correctness. Additionally, skilled in payroll and SALT filings and client facing roles.

• Key contributor to teams leading qualified audits and reviews for businesses across diverse industries. Also, compilations and reviews of financial statements, and business compliance. Mitigated risk and tax exposure; ensured adherence to GAAS, GAAP, SOX, and the PCAOB. Skills, Abilities and Education:

Team player with a strong work ethic, effective communicator, and a comprehensive knowledge of finance and accounting products, processes, and procedures. Fluent in English and Spanish. Excellent technology skills in both desktop and cloud-based environments with extensive knowledge of financial and tax management systems including Quicken, QuickBooks Pro, Great Plains, Skyline, Creative Solutions, UltraTax, ProSeries, FX Engagement, Oracle, Yardi Voyager and Timberline. Extensive knowledge of Microsoft Office including Word, Excel and Outlook, virtual meetings and VOIP. B.S. Finance, MBA, FIU, 1997/2002. M.S. Accounting, NSU, 2004. Work Experience:

RA FINANCIAL, Miami, FL, May 2023 – Present (Remote Self-employment) Senior Tax Manager

• Preparation of complex corporate tax returns and high-net-worth individuals with multi-state filing requirements, multiple Schedule K-1s and multiple rental real estate.

• Review the preparation of corporate and individual tax returns and preparation of review points. LEON EGOZI & ASSOCIATES, PA, Aventura, FL, Jan 2020 – May 2023 (Remote Self-employment) Senior Tax Manager

• Preparation and interpretation of financial data and tax returns for over 120 international and domestic clients including Sub-part “F” and GILTI income inclusions and FDII calculations.

• Preparation of, inbound and outbound, individual and corporate tax returns including forms: 1120, 1120F, 1065, 5471, 5472, 8865, 8804, 8805, 3520, 1040NR, 1040, 1042 and FBARs, etc.

• Review the tax returns prepared by staff accountants and provide review notes with follow-up review. STARR & LEAF CPA GROUP, PLLC, Bellevue, WA, Jan 2018 – Dec 2020 (Remote Self-employment) Senior Tax Manager

• Set-up new firm policies and procedures and migrate prior year data to firm’s software package.

• Preparation of complex corporate tax returns and high-net-worth individuals with multi-state filing requirements, multiple Schedule K-1s and rental real estate.

• Review the preparation of corporate and individual tax returns and preparation of review points. MAGNO & ASSOCIATES, PA, Miami, FL, Jul 2014 – Nov 2017 (Remote Self-employment) Tax Manager - International

• Review the compilation of financial statements on an annual basis for over 80 foreign owned corporations across multiple jurisdictions including South America, The Caribbean, Europe and Asia.

• Preparation and interpretation of financial data and tax returns, both inbound and outbound, for over 60 international clients including forms: 1120, 1120F, 1065, 5471, 5472, 8865, 8804, 8805, 3520, 1040NR, 1040, 1042 and FBARs, etc.

• Review the preparation of subordinate bookkeepers and tax preparer including preparation of review notes.

• Resolve Internal Revenue Service matters on behalf of clients both individual and corporate. MAX A. COHEN, CPA, PA, Miami, FL, Feb 2010 – May 2014 Senior Staff Accountant

• Compilation of financial statements on a monthly, quarterly and annual basis for over 40 clients.

• Preparation of monthly payroll and sales tax returns.

• Preparation of individual and corporate tax returns: 1120, 1120S, 1065, 1041 and 1040.

• Resolve Internal Revenue Service matters on behalf of clients. POINTE GROUP, Miami, FL, May 2009 – Jan 2010

Budget Director

TERRANOVA CORPORATION, Miami, FL, Mar 2008 – Apr 2009 Senior Property Accountant

ARTY, COHN, FEUER, CPAS, PA, Miami, FL, Nov 2006 – Sep 2007 (Contract Assignment) SMITH, ORTIZ, GOMEZ AND BUZZI, CPA, PA, Miami, FL, Jul 2004 – Jun 2005 Auditor / Tax Accountant

SHENKMAN AND NEWMAN, CPA, PA, Miami, FL, Mar 2000 – Jun 2004 Staff Accountant

786-***-**** ad0huv@r.postjobfree.com

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