Manager Sales
Resume:
Mindy Chrystal, C.P.A., M.B.A.
NEW YORK, N.Y. 10023
EXPERIENCE
Mindy Chrystal, CPA
(1996-Present)
Sole Practitioner-Part-time
Prepare partnership and individual tax returns.
Research tax issues for clients.
Review LLC agreements.
J.H. Cohn LLP
(February 2012-April 2012) (Consultant)
Sr. Tax Manager
. Review Partnership returns for hedgefunds, real estate and
service clients.
. Review corporate consolidated/combined and individual tax
returns.
. Review Tax Provisions for Retail and Manufacturing Clientele.
. State Tax Research and planning for prospective clients.
Cowen Structured Holdings, LLC (formerly LaBranche and Co., Inc.) New
York, NY (November 2004 - December 2011) (Company merged, Position
Eliminated)
Director of Tax, Sox and External Reporting
Director of Taxes
Sr. Manager Tax and Payroll
. Preparation and review of consolidated/combined/unitary
income tax returns, U.K. and Hong Kong tax returns, sales
tax, Commercial rent and domestic payroll tax returns
including research and detailed analysis of accounts to
determine proper tax treatment for items included on income
tax returns. Prepare detailed workpapers for outside
accountants review. Tax issues researched as they arise to
determine proper tax treatment including Section 382
analysis, proper treatment of securities transactions, dual
consolidated losses, combined/unitary filings, mergers etc.
Successfully completely consolidated returns early to allow
company to file for tax refunds needed for debt repayment.
. Review monthly tax provisions - analyze accounts - review
deferred taxes recorded by accounting, run simultaneous
provisions to determine reasonableness. Involved in the
preparation of quarterly tax accounting reporting package,
financial statement tax footnote disclosures for Fin 48/FAS
109 and analyze all tax accounts in general ledger system.
Created an excel based consolidated tax provision to help
company save on tax program costs.
. Review Sec filings, 10Q, 10K, 8K etc. Research all issues for
filings i.e.: Discontinued operations, segment reporting,
fair value, Reg G items etc. Analyze new Pronouncements
quarterly.
. Review monthly accounting binders prepared by the accounting
staff as well as daily P & L sent to management.
. In charge of the Sox steering committee - review sox control
testing performed by internal audit. Coordinate sox training
for assessors and reviewers. Assess and rate all required
controls and objectives assigned to tax and external
reporting areas within the COSO framework for Sarbanes-Oxley
in the RCTS system as well as identify and resolve any SOX
Action items noted in those areas.
. Special projects - research and planning to foster changes
that result in tax savings i.e.; Transfer pricing, enterprise
zone credits.
. Reviewed Payroll semimonthly and U.K. and Hong Kong payroll
monthly - reviewed changes performed by payroll clerk to
determine US payroll accuracy. Reviewed outside vendors'
preparation of foreign payroll. Formulated calculation of
401K match for programmers at payroll company.
. Backup Treasury Function - Balance cash, create wire
transfers and make daily investments with Banks.
. Manage tax exams with various agencies - Direct tax
controversy audits with external agencies. This includes
preparation, analysis and research required to facilitate
audit requests and challenges. Respond to document requests
as needed. Successfully completed three year tax exam
resulting in a small refund. Handle all tax notices -
Correspond in a timely manner on income tax matters. Review
responses prepared by staff.
. Involved in XBRL and IFRS conversion.
. Coordinated finance department move to a new location and
analyzed all storage resulting in destruction and reduction
in annual storage costs.
Goldstein Golub, Kessler & Co/American Express Tax and Business
Services
New York, NY (January 1996 to October 2004)
Sr. Tax Manager
. Reviewed consolidated federal and combined state corporate
tax returns for securities/broker dealers, manufacturers and
service companies, etc.
. Reviewed Partnership returns for hedgefunds with review of
tax allocations.
. Reviewed Individual tax returns and some trust returns.
. Reviewed tax provisions prepared by the audit department.
. Performed research and planning concerning tax issues related
to hedge fund and broker dealer clients i.e., 988
transactions, constructive sales, proprietary trading; i.e.,
capital vs. ordinary, straddles, mixed straddle elections
partnership allocations, 1256 contracts, New York State and
City investment capital, unitary filing requirements in
various states, analysis of foreign exchange transactions,
foreign tax credit and deferred intercompany transaction.
. Group Leader - Supervised 10.
. Instructed staff at in-house seminars.
Various Consulting Assignments (August 1994 - September 1995)
. Analyzed accounts for the determination of schedule M-1 items
for the preparation of a consolidated income tax return.
. Provided tax advice to clients on a variety of transactions.
. Prepared individual tax returns.
Nomura Securities International Inc., New York, NY (December 1990 to
July 1994)
Tax Manager
. Reviewed the consolidated federal and combined state
corporate tax returns for the Securities/broker dealer, swap
group, trust bank, etc. utilizing the Price Waterhouse Tax
management System for 13 companies.
. Reviewed monthly tax provisions incorporating FAS 109, tax
sharing analysis and quarterly estimates.
. Performed research and planning concerning tax issues related
to swaps i.e.:
withholding issues, proprietary trading; i.e. capital vs. ordinary,
straddles, mixed straddle elections and whole loans; new subsidiaries,
research and development, related party transactions, New York State
and City investment capital, earnings stripping, New York State and
City Combined filing elections and returns', unitary filing
requirements in various states, analysis of foreign exchange
transactions, analysis of fixed assets, stock issuance, deferred
intercompany transactions, expatriates and foreign nationals as to
their effect on worldwide tax exposure etc.
. Reviewed partnership returns prepared by outside accountants
where the company was Tax Matters General Partner.
. Supervised staff on the preparation of returns and instructed
staff on corporate tax laws concerning various areas
affecting tax preparation.
. Reviewed quarterly sales tax returns.
. Involved in annual audits by both external auditors and
taxing authorities. Analyzed accounts to determine proper
recording of transactions for book and tax purposes.
. Prepared and reviewed journal entries.
Deloitte and Touche, New York, NY (August 1989 to December 1990)
Tax Manager
. Reviewed tax returns for US and foreign owned security
broker/dealers operating as a corporation or partnership.
. Reviewed foreign bank returns operating as a branch or
subsidiary.
. Involved in the review of regulated investment corporate tax
returns.
. Handled individuals both aliens and foreign nationals tax
returns and projections.
. Performed tax research and prepared memoranda.
. Instructed staff at in-house seminars on consolidated tax
returns.
BDO Seidman, New York, NY (January 1988 to August 1989)
Tax Senior-In-Charge
. Reviewed corporate, partnership, personal and trust tax
returns and projections for a diverse clientele.
. Emphasis on corporate tax research and preparation of
memoranda.
. Instructed staff at in-house seminars.
. Handled tax audits for clients.
. Performed limited reviews, audits and write-ups.
Education
Baruch College, City University of New York
M.B.A. Taxation
Brooklyn College
B.S. Accounting
Other: Member of NYSSCPA, AICPA
Computer Skills: Windows, Excel, Word, PowerPoint, Onesource/Insource
Express RS, Prosystems, Great Plains/FRX, Checkpoint, BNA, Comperio
and CCH (Intelliconnect).
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