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Real Estate Accounting

Location:
Atlanta, Georgia, 30308-1795, United States
Posted:
October 04, 2011
Email:
lttt5o@r.postjobfree.com
Contact Info:
*****@******.***


William A. Roof, CPA/Attorney

*** ****** **. *.*.

Suite A-102-197

Atlanta, GA 30308-1795

*-859-***-****

lttt5o@r.postjobfree.com

CORE EXPERTISE

Tax Leader; Business Legal Consultant

Tax Planning; Tax Return Compliance;

Accounting/Legal Ramifications; CPA Quality Bookkeeping

Owner Agreements; Entity Formation and Planning;

Client Relationships; Legal and Accounting Triage;

Asset Protection; Russian Language Proficient

LEADERSHIP ATTRIBUTES

Self-initiating * Adaptive to new scenarios * Multi-tasking * Client marketing * Hands-on

*Professional communication * Problem solver * Former tax team leader

PROFESSIONAL EXPERIENCE

WILLIAM A. ROOF LLC, CPA/ATTORNEY AT LAW 2006-PRESENT

ATLANTA, GA

Small business tax, accounting, and legal practice, primarily mixed industry.

Concentrations-

> Tax planning and support.

> Tax accounting and return preparation, with emphasis on flow-through entities.

> Bookkeeping

> Legal and accounting advice, primarily in the areas of transaction advisory services.

> Drafting of shareholder/member/partnership agreements and general contracts.

> Private client consultation in re wealth and estate planning.

> Private liaison to petroleum and high-end major bank MTN trading (limited to experienced, qualified, high net-worth individuals only).

> Paymaster and Escrow agent for private transactions.

Accomplishments-

* Strong advocate of the application of triage/adjunct services to improve and strengthen client relationships, enhance cash flow, and reduce value-perceived billing arguments. See www.billroof.com for additional information.

* Creation of a separate high-quality bookkeeping service. See www.bk2biz for additional information.

* Advisor to a past winner of the National Dream Job Contest sponsored by Dream In You and Kiplinger’s Personal Finance magazine.

DK ADVISORS LLC (2003-Jan. 31, 2006)

TAX DIRECTOR/OFFICE IN-CHARGE

CHARLOTTESVILLE, VA

Firm branch of DKAdvisors LLC, long-range tax strategists.

Concentrations-

> Tax planning and support.

> Tax accounting and return preparation with emphasis on flow-through entities.

> Accounting advice, primarily in the areas of transaction advisory services

> Taxpayer wealth advisory and transaction services utilizing real estate and other investment planning.

> Accounting advice related to entity planning, related-party entities, deferred exchanges, cost segregation, passive loss planning.

Accomplishments-

* Office In-Charge; employed best practices, budgeting, scheduling, billing, and recruiting, and overall client handling;

* Increased size, and transformed small, non-structured office into efficient office.

WILLIAM A. ROOF, CPA/ATTORNEY AT LAW (1988-2003)

Small business legal and accounting practice, primarily mixed industry.

Concentrations-

> Tax planning and support.

> Tax accounting and return preparation with emphasis on flow-through entities.

> Bookkeeping

> Legal and accounting advice, primarily in the areas of transaction advisory services.

> Drafting of shareholder/member/partnership agreements and general contracts.

> Private client consultation in re wealth and estate planning.

> Litigation support (damage calculation and testimony).

Accomplishments-

* Developed $10,000,000 (assets) mixed industry client base; industries included light manufacturing/re-manufacturing, retail, communications services, pre-print/print services, real estate;

* Prepared Moscow, Russia and Almaty, Khazakstan Big 4 CPA candidates for tax portion of U.S. CPA exam; Tax professor-Pericles/Able (American Business & Legal Education) in Moscow, Russia

ARTHUR YOUNG & CO. (1985-1988)

SENIOR TAX MANAGER/INTERIM TAX DIRECTOR

ATLANTA, GA; BOSTON, MA

Concentrations-

> Supervision of tax team to provide corporate and large (300+ person) partnership tax planning and consultation generally in the area of real estate;

> FASB 96 (currently FAS109/FIN 48) financial statement tax provision review;

> Tax theory and compliance proficient for C-corp, S-corp, partnership, U.S. individuals, non-resident aliens and trusts;

> Direct responsibility for a tax team of 3-5 persons.

Accomplishments-

* Responsible for significant improvement in client handling and profitability for certain large-profile tax clients;

* Interim Office Tax Director, Greenville, SC; responsible for all office tax matters;

* Helped found and promote the AY-Atlanta litigation support team.

EARLIER EXPERIENCE

COX COMMUNICATIONS Senior Tax Manager/Assistant Tax Director (1982-1985)

Atlanta, GA

ARTHUR ANDERSEN & CO. Senior Tax Accountant (1980-1982)

Atlanta, GA

EDUCATION AND ASSOCIATIONS

Emory University, J.D.

Florida State University, BS (Accounting)

AICPA

State Bar of Georgia