Sales Accounting

Lou Dimopoulos

** ***** ****** *********, ** ****8 516-***-**** Home, 646-***-****

Mobile, *************@***.*** E-Mail

Experience

Bank of America fka Merrill Lynch & Co., Inc 2 World

Financial Center, New York 10281

Assistant Vice President - Corporate Tax (03/08 -

Present)

o Primary responsibilities include but are not limited to the

preparation and review of complex Consolidated and Pro Forma Federal

1120, State/Local tax returns, and K-1/1065 partnership returns in

accordance with our Tax Compliance

o Utilize knowledge of FAS 109, FIN 48, and APB 23 as it relates to

Subpart F, to properly account for income taxes for numerous complex

business entities.

o Review and prepare forms 5471 for various foreign corporations

o Prepare and assist controllers and tax provision department to

ensure that all tax provisions are accurate in conjunction with

their respective tax returns.

o Calculate and record true-up entries associated with our inventory

of deferred tax asset/liability.

o Liaise with Financial Reporting Controllers and Investors to ensure

proper, efficient, and beneficial tax strategies.

o Prepare/Review tax estimates and projections for Federal, State, and

Local Income Taxes

o Supervise, manage, develop, and mentor other professionals within

the tax team.

o Review tax settlements and audit procedures with various tax

authorities including RAR's and IDR's.

o Assisted in the preparation of financial statements for various

entities.

Robeco Investment Management

909 Third Ave, New York 10022

Vice President - Corporate Tax (10/05 - 03/08)

o Prepared and reviewed Federal 1120/1120S, various States, 5471, and

local Income Tax Returns for numerous high value entities and

individuals.

o Identified and recorded all temporary and permanent tax adjustments

utilizing FAS 109 guidelines and regulations as well as computing

and keeping inventory of any deferred tax asset/tax liability.

o Reviewed and authorized journal entries, checks, and financial

reports such as Trial Balances, Balance Sheets, and Profit and Loss

Reports conforming to US GAAP and IFRS.

o Liaised between CFO, Director, overseas business associates, and

external/internal auditors.

o Assisted in implementation of new Accounting Information Systems.

o Compiling and calculating BEA reports for various business entities.

o Preparation of :

> Sales and Use Tax Returns

> 1040's for various individuals

> Commercial Rent Tax Returns

> Estimated Quarterly Tax Payments

> 1099's

Citigroup Asset Management 125

Broad Street, New York 10004

Senior Tax Analyst - Asset Management (12/02 -10/05)

o Completed and reviewed Federal, State, City Income, and Excise Tax

Returns for various Mutual Funds.

o Calculated annual RIC Tax Provisions and Excise Tax dealing with

various accounting concepts such as Sec 988 and 1256 contracts

o Prepared annual 1099 letters to shareholders for over two hundred

funds.

o Interacted with Portfolio Managers, Financial Reporting group, and

Accounting Department for various tax adjustments and disclosures to

financials.

o Reviewed and prepared quarterly Internal Revenue Compliance tests to

maintain Regulated Investment Company status.

o Responsible for various aspects of accounting such as budgeting,

month/quarter, and year-end closing entries.

Morgan Stanley Dean Witter & Co. 2 World Trade Center, New YORK 10048

Tax Compliance Analyst (4/99 -12/02)

( Responsibilities included, but were not limited to,

determining excise tax and year end distributions, capital gains

and ordinary income distributions for over one hundred funds to

satisfy and meet a Regulated Investment Company's requirements.

( Adjust ordinary and capital gain distributions by

calculating various sources of income including Real Estate

Investment Trusts, Passive Foreign Investment Companies, Market

Discount, and deferrals as well as reversals generated by Wash

Sales.

( Knowledgeable of various security types including domestic

and foreign equities, government and corporate bonds, mortgage

backed securities, futures, options, and money market instruments.

( Prepare 1099 distributions for over one thousand

recipients.

( Reviewing and analyzing tax returns.

( Work closely with independent auditors, portfolio

managers, and accounting staff.

Education

Queens College

Bachelor of Arts in accounting and minored in economics

(02)

Attended Queens College under an athletic scholarship, and

member of the Icarus Greek club.

New York Institute of Technology

Attended under Athletic Scholarship

Studied Liberal Arts and a member of Delta Sigma Phi

Skills

< Proficient in Microsoft Excel, Word, Outlook, CorpTax, TaxStream,

and CCH/BNA tax software.

< Experience in DST, State Street Accounting Systems, Hyperion,

Investran, and Peoplesoft

< Fluent in French & Greek

Licenses/Other

< Currently in the process of completing the Uniform Certified CPA

exam

Completed one part (FAR) and registered for two next quarter

Contact this candidate