Stacey A. Cook, CPA
New York, NY 10021-3996
*********@*******.***
EMPLOYMENT:
Schulman Wolfson & Abruzzo LLP
March – April 2010
Contact: Anita Katzen 212-***-****
Income tax preparation on a per diem basis.
ERE LLP, New York
January 1, 2006 through December 31, 2009 – Audit Partner
Contact: Samuel J. August 212-***-**** or Roy Beckerman 212-***-****
Industries included not for profit, real estate, film editing, food manufacturing, theatre
production, retail, import export, etc.
Responsibilities included:
• Billing – prepared engagement letters and billed accordingly.
• Client Account Management – Coordinated all client communications for the firm.
Directed and oversaw staff interactions with the clients.
• Designed and delivered staff development training – mentored and coached staff
supporting my clients.
• Staff Management - ensured work product was done timely and accurately within
firm guidelines and regulatory requirements.
• Participated in firm management, strategic direction, client planning, staffing.
• Business Development – made proposals and board presentations.
• Delegated assignments to the audit teams and evaluated staff performance after
every engagement and annually.
• Maintained competitiveness by participating in seminars and workshops to keep
abreast of recent laws, techniques, and programs.
November 1997 through December 31, 2005 – progressive managerial roles
Responsibilities included:
• Reviewed work papers, financial statements, tax filings.
• Prepared Financial Statements - including disclosures (audits, reviews, and
compilations) within GAAP standards for for-profit entities and not-for-profit entities.
• Prepared income tax returns for corporations, not for profits, partnerships.
• Prepared staff evaluations.
• Coordinated all jobs under my supervision. Scheduled staff, communicated with
clients, evaluated progress, etc.
• Recruited staff.
Lion and Lamm Development Inc, New York, Georgia, Florida, and Pennsylvania
June 1996 through June 1997 – Fiscal manager for real estate developer and manager
Responsibilities included:
• Accounting for several related entities.
• Worked with outside accountant. Managed audit process. Reviewed financial
statements and tax returns prepared by outside accountant.
• Managed fiscal offices around the country.
Stacey A. Cook, page 2
Levine, Mandelbaum, Neider, Wohl, LLP, New York
September 1993 through June 1996 – Staff accountant
Responsibilities included:
• Prepared payroll and sales tax returns.
• Prepared tax returns for individuals, partnerships, and corporations.
• Accounting for small for-profit entities.
• Prepared financial statements.
Pinsker, Goldberg and Company, New Jersey
January 1989 through September 1993 – Staff accountant
Responsibilities included:
• Prepared payroll and sales tax returns.
• Prepared tax returns for individuals, partnerships, and corporations.
• Accounting for small for-profit entities.
• Prepared financial statements.
Gentile Weiner and Penta and Company, New Jersey
September 1986 through December 1988 – Staff accountant
Responsibilities included:
• Prepared payroll and sales tax returns.
• Prepared tax returns for individuals, partnerships, and corporations.
• Accounting for small for-profit entities.
• Prepared financial statements.
Mortenson Fleming Grizzetti and Boiko, New Jersey
January 1986 through June 1986 – audit intern
EDUCATION:
Bucknell University – B.S. in Business Administration, Accounting Major, 1986
CERTIFICATIONS:
• Certified Public Accountant – certified in New Jersey and New York
• Member of the American Institute of Certified Public Accountants
• Member of New Jersey State Society of Certified Public Accountants
• Member of New York State Society of Certified Public Accountants
COMPUTER KNOWLEDGE:
• Microsoft Office suite
• Adobe Acrobat
• TValue amortization software
• Quickbooks
• Peachtree
• Prosystem FX Engagement
• Prosystem FX tax software