Tax Professional, Entrepreneur
Resume:
Edward Joseph Behar MSM RTRP
Delray Beach, FL 33446
Home Phone 561-***-****
Cell Phone 561-***-****
Email: *******@*****.***
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
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