Years Experience Staff
Resume:
LARRY C. PARKINSON CPA
**** ******* **** *****, *******, TX 77009 ******@****.*** cell: 203-209-
6176
PROFESSIONAL OBJECTIVE
Seeking Senior Level Tax Position focused on high net worth individuals and
their related entities, including Partnerships, S Corporations and Trust
Returns as well as the related tax planning and projections.
My career to date has provided exposure to a broad range of roles and has
enabled me to deal with an array of clients and their unique and specific
issues. I have developed strong client communications, skills, the ability
to understand not only the technical aspect of the business, but also the
partners concerns, to see various structures and their advantages and
disadvantages, and to gain valuable experience managing people. I am eager
to bring these experiences along with a strong work ethic to bear in a
position and with a firm with a dynamic approach, a great work environment
and a focus on excellence.
SUMMARY
25 Years Experience Tax and accounting
Extensive Background in Personal Tax Compliance and Planning- High Net
worth Individuals
Partnership, Estate and Trust and Corporate Tax Preparation
Review of Staff Work
Supervision and Work Flow Management
IRS and State Tax Issues Resolution
Divorce Tax Planning and Consultation
Strong Client Relations Skills
Staff Management
Pro System FX, BNA Tax Planner, EXCEL, DOC IT (Paperless), XCM Solutions
EXPERIENCE
Jan 2010-Mar 2010 (Temporary)
Parmet Chapman & Madsen P.C.-Bellaire, TX - Assisted Tax department in
conversion to paperless work paper system, including training of staff,
recommendations for policies and procedures and daily response to staff
concerns and issues. Managed tax staff, interfaced with clients, reviewed
tax returns.
2007-2009
Thomas E Finn PC- Greenwich CT- Dealt with projections, planning and
compliance for high net worth taxpayers (annual AGI exceeding $ 1,000,000.
up to $ 20,000,000.) including related owned entities (S Corporations,
Partnerships and Trusts.) Effectively communicated strategies and options
to clients. Developed client relationships. In this position, tax
projections and planning were the most important phase. Analysis on a
quarterly and in some cases monthly, basis. Frequent client communication
was integral to maintaining accurate picture and to allow for utilization
of planning strategies. The firm had a unique horizontal structure with 4
CPA's with 25 years experience managing specific individual clients and
their related entities. It provided valuable exposure to high net worth tax
issues and planning strategies. This firm obtained most clients from Big 4
firms, from clients seeking more personal attention from senior level
accounting staff.
1992-2007
LC Parkinson & Associates-Westport CT- Developed practice dealing with
individuals and closely held businesses. Consulted with business owners on
growth strategies, planning and development. Developed interesting client
base and assisted such businesses as Medical practices, jewelry concerns
(retail and television marketing companies), and professional athletes
working in European markets in minimizing tax while growing their
businesses. This developed a unique knowledge of daily client interface and
consulting, as well as the administration of running a practice and
understanding the concerns of the CPA as business owner. Grew practice from
1 client to $ 250,000. annual revenues.
1987-1992
Grill & Associates-Fairfield CT- Local Fairfield, CT practice provided
valuable opportunity to work closely with firm partner to develop client
relation skills, management of staff and practice development.
1984-1987
Peat Marwick (KPMG)-Hartford CT
EDUCATION
BS Sacred Heart University, Fairfield CT
References-Readily Available Upon Request
PROFESSIONAL ACCOMPLISHMENTS
Founded and ran Sole proprietorship for 15 years, during which I developed
network of referring professionals, developed client base and assisted in
growth and development of client businesses.
Dealt with Joan Rivers Products, Inc. (sold costume jewelry on QVC) from
inception to sale of business.
Provided tax planning and US and foreign tax services to professional
athletes employed in Europe.
Assisted in initial year conversion from paper to paperless tax
documentation system, including system and procedures, training of staff
and daily response to questions and issues from users.
Developed niche expertise in Divorce tax law, planning and consultation
with divorce attorneys, reviewing and advising on tax strategies and tax
implications of proposed transactions.
Served as budget administrator to Director of publicly held company,
developing project budgets, analyzing and reporting actual costs to budget
and analyzing variances.
PROFESSIONAL REFERENCES
Employers
Thomas E Finn CPA / Thomas E Finn PC
35 Mason Street
Greenwich CT 06853
Debbie Chapman / Parmet, Chapman & Madsen, P.C.
6750 West Loop South
Houston, TX 77401
Peers
Thomas E Hackney CPA, Tax Attorney
Milford, CT
Hans Mansson
Vice President-Finance-Sectra North America Inc
****.*******@******.***
203-***-**** x122
Supervised Personnel
Angela Reed
Parmet Chapman & Madsen PC
6750 West Loop South
Houston TX
Hong Lee
Parmet Chapman & Madsen PC
6750 West Loop South
Houston, TX 77401
PERSONAL OBJECTIVES
My fianc and I are willing to relocate
Contact this candidate