Real Estate Manager
Resume:
Tracy Chell
San Antonio, Texas
abhrb4@r.postjobfree.com
Objective
I am a dedicated professional who takes pride of ownership in my work. I
desire to utilize my variety of skills in business knowledge,
communications, and networking in both taxes and accounting with a company
that will make best use of my business abilities, talents, and dedication.
I am a hard worker with high integrity, professionalism, and exempletive
work ethics. I enjoy working in both taxes and accounting and mentoring
other employees.
Professional Experience
Tracy Chell Tax and Accounting Services, Los Angeles, CA
2007 - Present
Tax Senior/Manager/Accountant
. Per Diem work with large and small CPA firms specializing in high net
worth clients with small to large closely held businesses, Property
Management accounting, and Non-Profit organizations in tax,
accounting, and audit. Worked for Deloitte Tax Private Client
Advisors Group for one year. Prepared tax books for newly formed Sub
S Corp. Proficient in both tax preparation and review using Lacerte
and Profx tax programs. Also used MRI, Peachtree, Quickbooks, MAS90,
GoSystems, and Timberline accounting software for accounting clients.
Worked with Property Management firms.
. Strong client interaction skills in communicating to gather book and
tax information.
o Business Management experience:
. Proficient on Datafaction, Excel spreadsheets and work paper
documentation and communication with clients.
. Close Loan out Corporations for Business Management clients along with
quarterly and yearend planning.
. Analyzed books for proper classification of entries. Prepared
quarterly and yearend closing entries and reports.
o Tax and Accounting accomplishments:
. Managed seven tax staff and seniors and helped train new hires.
Taught accounting skills as well as how to maintain filing calendars
and book to tax journal entries. Managed senior accountants on
complex assignments.
. Worked on a variety of large Non-Profit audits and tax returns. Wrote
Trust Company accounting manual.
. Completed Section 338(h)(10) analysis that was ultimately used in
business sales agreement.
. Experience in tax, accounting, and audit. Work with multi-state
business licenses and international filings.
RSM McGladrey, Pasadena, CA 2006
- 2007
Tax Supervisor
. Supervised and reviewed tax return preparation for C and S Corps,
Partnerships, and High Net worth Individuals.
. Completed reviews and preparation of complicated tax returns and
book/tax differences on an international consolidated corporation.
. Multistate research and return preparation for large produce
distribution company LLC return (including Mexico return). Prepared
and reviewed Corporation and individual multistate tax returns on
corporation that was sold.
. Helped to wind down S corporation and prepare final returns for multi-
states and prepare owner's individual returns calculating gain on sale
and estimates for year-end projections and tax returns. Worked
closely with officers of the corporation and state taxing authorities
on research issues. Trained on GoSystems, used ProSystems.
Tracy Chell Accounting, Los Angeles, CA
2001 - 2006
Accounting /Real Estate Broker
. Owned real estate office in Claremont, CA. Represented clients on
purchases and sales of residential and commercial real estate and
prepared all necessary documentation to effect such. Managed and
mentored sales team of 25 people.
o Tax and Accounting experience:
. Per Diem and contract accounting work for CPA firms. Prepared tax
returns for Non-Profit Organizations using Forms 990, 990PF, and 990T,
and 199 state returns, partnerships, S-Corps, individuals, trust, and
estates and related research and year-end tax planning on BNA. Also
worked on several Non-Profit Organization audits required by the State
of California. Worked with several real estate clients preparing
their books.
o Cost Segregation experience:
. Marketed Cost Segregation services to CPA firms and businesses. Worked
on salary and commission structure. $60,000 base per year. Met with
businesses and CPA firms preparing and presenting reports to show
benefits of cost segregation. Extensive training in cost segregation
and associated tax law and required tax forms.
Arthur Andersen & Company, Los Angeles, CA
1996 - 2001
Senior promoted to Manager
o Family Wealth Group and Tax Reporting Services Team Member:
. Tax Compliance: Non-Profit Organizations, Individuals, Partnerships,
Corporations, S Corps, and Trusts. Had tax staff of 8 and various
seniors on each job.
. Lead Non-profit audit for large art museum and prepared Form 990
Nonprofit Tax return.
. Prepared tax returns for large Los Angeles church and their leader.
Met with clients to gather information from scratch. Developed strong
relationship between client and firm.
. In charge of all phases of US Taxes for Sultan of Brunei.
o Audit Experience:
. Audit: Tax basis real estate partnerships, hotels and restaurants,
hospitals, and High Tech Manufacturer.
. Audited several prominent Non-Profit organizations and set up
accounting records and trained staff.
Bronco Ltd, Pasadena, CA (High Net worth Family Office - C.F. Braun
Family) 1990 - 1996
Controller/Tax Manager
o Company Controller
. Responsible for all financial and tax reporting for family asset
management firm consisting of complex real estate partnerships,
trusts, two large Non-Profit organizations, and high net worth
individuals.
. Wrote company accounting manual and developed in house tax and
accounting system.
. High level contact with attorneys, Big 8 CPA firms, and investors on
analysis of new investments.
. Responsible for getting entire operation computerized and bringing tax
returns in house.
. Organization consisted of 82 entities including a trust company,
investment partnerships, nonprofit organizations, trusts, individuals
and Bronco Limited Partnership.
o Tax Manager (Bronco, Ltd. Continued)
. Computerized all tax returns and tax reporting schedules using Lacerte
and Lotus123.
. Managed tax planning and estimates and monitored tax return filing
deadlines for 82 entities.
. Proposed ideas and prepared analysis for decisions in real estate
investments and prepared cash flow estimates. Prepared 706 return and
supporting schedules and appraisals and 754 adjustments.
. In charge of Non Profit organization 990 Tax return filing and all
supporting work paper schedules and accounting.
. Worked on annual budgets for all investments interfacing with owners,
outside CPA firm, investment partners.
Arthur Andersen & Company, Los Angeles, CA
1983 - 1990
Staff Accountant - Sr. Accountant
. Audit Intern in college, hired full time upon graduation in Small
Business Division.
. Worked on audits and tax provisions. Audited Real Estate partnership
and completed tax returns.
. Prepared multi-state and simple consolidated tax returns. Filed over
200 State tax returns for banking client.
. Part of the team working on one of the first REITS with Beverly
Enterprises in Pasadena.
. Set up books for important client's new Non-Profit organization.
Education
California State Polytechnic University, Pomona, CA (Graduated in 1983)
. Bachelor's Degree in Accounting.
Computer Skills
Tax Software: Profx Tax, Lacerte, CCH and RIA (research),and BNA
(planning and projections
Accounting Software: Great Plains, MRI, Peachtree, Timberline,
Quickbooks, MAS90, GoSystem
Other programs: Excel, Word, Lotus 123, MS Office Suite, HTML
programming.
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