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Assistant Project

Location:
Whitestone, NY, 11357
Posted:
June 03, 2011

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Resume:

CHRISANTHY KOUMBOURLIS

***-** ******* ***** *********

Whitestone, New York 11357

917-***-****

*******.***********@*****.***

BAR ADMISSION AND ASSOCIATION

Admitted to New York State Bar, May 2008

Member, American Bar Association

Member, New York State Bar Association

EDUCATION

ST. JOHN'S UNIVERSITY SCHOOL OF LAW, Jamaica, NY

Juris Doctor, June 2007

GPA: 3.18

Honors: Executive Notes and Comments Editor, American Bankruptcy

Institute Law Review; St. John's School of Law Academic

Scholarship

Activities: Street Law Externship Program; Research Assistant,

Professor Timothy Zick; Elder Law Clinic; Vice President,

Women's Law Society; President, Hellenic Law Students

Association; Public Interest Committee Chair.

FORDHAM UNIVERSITY, New York, NY

B.A in Economics, Minor in Political Science, May 2004

GPA: 3.57

Honors: Dean's List; Economics Honor Society; Academic

Scholarship

Activities: Global Outreach; Service Learning Program, Ronald

McDonald House; Hellenic Society.

EXPERIENCE

WTAS LLC, New York, NY

Senior Associate, August 2007 to Present

Manage tax compliance and consulting engagements for high net worth

families focusing on individuals, partnerships, trusts and tax exempt

entities. Serve as primary contact for client engagements;

responsibilities include budgeting, billing, collecting, supervising

associates, and dealing with third party client attorney and

investment advisors. Work closely with clients and firm Managing

Directors in charitable planning for various philanthropic clients.

Represent clients for federal and state tax authorities regarding

notices, audits, and assessments. Research and draft memoranda on

various individual and entity tax issues including federal and state

tax filing requirements, state income sourcing rules, and foreign

filing reporting obligations. Review tax projections for quarterly

estimated tax payment calculations and work with third party advisors

to help clients manage cash-flow. Attend and participate in client

meetings with Managing Directors to discuss estate and gift tax

planning opportunities, including GRATs, FLPs, and use of family

loans. Direct trainings on all aspect of electronic filing

requirements and procedures as part of the New York office E-File

Committee with ten members. Organize fund-raising activities on the

Civic and Events Committee; activities include Junior Achievement,

Breast Cancer Awareness, City Harvest and Bring your Kids to work day.

MONA ZESSIMOPOULOS, P.C., New York, NY

Legal Assistant, February 2000 to April 2007

Prepared motions and other legal documents for divorce actions.

Conducted research and drafted legal memoranda involving

matrimonial claims. Assisted attorney in preparing for depositions,

conferences, trial and various aspects of divorce proceedings. General

administrative responsibilities and file maintenance.

MFY LEGAL SERVICES, INC., New York, NY

Student Intern, June 2006 to August 2006

Assisted in the Kinship Caregiver Law Project. Provided counseling to

grandparents or other relatives seeking to adopt or obtain legal

guardianship of minors in their care. Attended outreach events to

raise awareness of Project. Drafted research memoranda on various

issues related to adoption and child custody. Prepared materials for

training attorneys interested in kinship care pro bono opportunities.

Conducted intakes for potential clients.

ST. JOHNS UNIVERISTY, Jamaica, NY

Teaching Assistant, May 2005 to July 2005

Tutored potential law students in the Summer Institute Program.

Assisted students in various writing assignments, including outlining

and case briefing. Attended class lectures and helped students prepare

for final exam.

Community Service

GLOBAL OUTREACH- HABITAT FOR HUMANITY, New York, NY

Assisted in construction of a house in West Virginia. Coordinated fund-

raising activities.

SKILLS:

Language: Fluent in Greek

Computer: Westlaw, LEXIS-NEXIS, Microsoft Office, WordPerfect,

Excel, Outlook, CCH Prosystem Tax, BNA Setup



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