PAUL KLEIN, CPA

* ******* *****, ******, ** ***** ? Home: 714-***-**** Cell: 949-***-**** ?

abg6ii@r.postjobfree.com

tax manager

PROFESSIONAL SUMMARY

Expert in: Tax Management ~ Research & Resolutions

Versatile, high-energy Tax and Accounting professional who leads

organizations through change and challenge to profitable growth. Proven

self-starter with established ability to research, analyze, and evaluate

complex taxation issues supported by successful resolutions. Adept at

managing sensitive and confidential information while exercising complete

discretion. Strategic problem-solver with demonstrated initiative to

commitment and ability to manage multiple assignments efficiently under

extreme pressure to meet tight deadlines. Superior interpersonal skills,

capable of resolving complex issues while motivating staff to peak

performance. Exhibits exceptional leadership identifying and synthesizing

information to provide value added analysis to senior leadership.

STRENGTHS & CORE COMPETENCIES

. Extensive experience in tax planning, preparation, projections as well as

tax auditing and accounting.

. Conducts thorough tax research to support tax compliance and planning as

required.

. Possesses strong technical knowledge of tax laws and regulations with

ability to resolve tax-related risks and opportunities.

. Proactively leads and develops staff, providing technical knowledge used

to drive employees to the highest potential.

. Maintains full responsibility for tax department to successfully achieve

business goals and objectives created by company.

PROFESSIONAL EXPERIENCE

tanner, mainstain blatt & glynn, West Los Angeles, CA

1993 - 1995/2008 - Present

Offers business management, tax and accounting services to individuals and

businesses belonging to a wide array of sectors.

Senior Tax Manager

Brought on board to review and manage tax returns, tax projections, tax

planning, and tax audits while overseeing two supervisors, two seniors, and

five staff. Holds complete responsibility for Tax Department, performing

detailed research for special tax projects. Provided multistate tax return

review for actors and professional athletes.

. Singlehandedly led the research and planning of $200M asset sale of

multistate S corporation.

. Created internal infrastructure designed to strengthen and organize Tax

Department which resulted in a more timely and efficient performance by

the staff.

. Performed extensive research regarding technical terminations on a

partnership with a Section 754 adjustment.

. Fully accountable for review and research of two new hedge fund tax

returns.

. Actively facilitated effective team-building while providing timely and

high-quality services and work products that exceeded client expectations.

hmwc cpa's & business advisors, Tustin, CA

2006 - 2008

Provides accounting, tax, business and computer consulting, business

valuation, employee benefits and human resources services, and estate

planning.

Senior Tax Manager

Led functions of Operations and Budget for the Tax Department, reviewing

and managing tax returns, tax projections, tax planning, and tax audits.

Oversaw the preparation of billings of clients while exercising discretion

and independent judgment dealing with critical matters within the Tax

Department.

. Directed staff to ensure the development of professional skills and the

ability to deliver projects in a timely manner.

. Conducted research on special projects regarding complex tax issues to

resolve defaults set in the computer software.

singerlewak, Santa Ana, CA

2005 - 2006

A certified public accounting firm providing business management, auditing,

accounting, capital search, tax/ estate planning, and business valuation.

Senior Tax Manager

Proactively supported the business by reviewing, managing, and signing tax

returns, tax projections, and tax planning. Responsible for reviewing

large consolidated tax returns that operate in a majority of the states

and who filed different combination of companies for the states.

. Performed detailed research of tax issues on special projects and

efficiently reviewed tax provisions under FAS109.

. Strategically developed and sharpened technical knowledge of staff to

produce highly qualified and cognizant teams.

PAUL KLEIN, CPA

PAGE TWO

accetta & olmsted accountancy corporation, Fountain Valley, CA

2004 - 2005

A team of professional accountants specializing in tax preparation.

Senior Tax Manager

Oversaw 6 professional Staff Accountants supported by direct supervision

of the Tax Department to oversee firm policies regarding tax returns and

audits. Teamed with clients to assist with real estate transactions

including like-kind exchanges. Key contributor in establishing future

guidelines in an effort to ensure continual growth of the organization.

. Pursued new business opportunities by participating in networking

organization (BNI) to attract potential clients.

. Led research and planning of $150M sale of S corporation to make IRC

Section 338 (h) (10) election.

. Key player in accounting and tax return process of new alliance designed

to manage $100M condominium conversion.

fineman west & company, llp, Beverly Hills, CA

1997 - 2004

Certified Public Accountants and Business Advisors.

Senior Tax Manager

Oversaw a Section 338(h) (10) election, creating a worksheet to compute

additional sales price to compensate seller and served as Subject Matter

Expert regarding IRC Section 1031.

. Established structure for preparation of six hedge funds put in order by

the firm.

. Conducted thorough research regarding technical issues including the

purchase of a pool of mortgages at a discounted rate as well as the

California Enterprise Zone Credit.

PREVIOUS EXPERIENCE

shuwarger & company, llp, West Los Angeles, CA

Provides public accounting services.

Manager

. Implemented tax strategies to align with client business objectives.

kellogg & andelson, West Hollywood, CA

Provides tax, audit, asset based lending support Services, healthcare

consulting, and business management services.

Senior Tax Accountant

. Researched tax issues covering numerous topics while preparing and

reviewing income tax returns; proficient in ATB.

green hasson & janks, llp, Los Angeles, CA

One of the oldest independent firms on the west side of Los Angeles.

Senior Tax Accountant

. Directed review and preparation of various tax returns ranging from

insurance corporations with gross revenues of $30M to individuals involved

in 50 partnerships filing in 15 states.

. Appointed Team Leader during busy tax season, managing administrative

duties of tax returns for two partners.

cch computax, El Segundo, CA

Known for its authority and accuracy in reporting and explaining tax law.

Lead Analyst

. Designed systems for production of income tax returns and created

innovative methods enabling staff to analyze and test products in a

superior manner.

EDUCATION AND CERTIFICATIONS

Master of Business Taxation, Golden Gate University, Los Angeles,

California

Bachelor of Science in History, University of California, Los Angeles,

California

Certified Public Accountant, State of California

California Society of Certified Public Accountants

TECHNICAL SKILLS

Excel, Word, CCH ProSystem, T-Value, Lacerte Tax Program, CCH Research, BNA

Tax Projections

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