Manager Vice President

Frank Gaudio

** ******** ******

Pompton Plains, NJ 07444

Home: 973-***-**** **********@***.*** Cell: 201-446-

8088

Proven ability in effectively and efficiently building, leading and operating client-focused positions in

banking and other financial institutions. Powerful track record developing and improving key

organizational systems and processes, achieving aggressive financial and operational results. Recognized

as a dynamic leader with abilities to simplify complex issues, communicate business fundamentals in

non-technical terms, and formulate cost effective solutions. Intuitive problem solver with strong

analytical and project management skills.

Developing Effective Strategies

Self-starter

Adaptability

Impeccable Integrity

Planning, Scheduling and Prioritizing

EXPERIENCE

JD Edwards Functional Consultant

Provide support for JD Edwards Financial Applications.

Assistant Vice President

Transitioned my skills as a manager and tax administrator by establishing a resourceful approach to

resolving tax related inquiries and issues within our department which enhanced productivity and allowed

the staff to better utilize their time. This team-building effort provided my colleagues with a better

understanding of how their actions and work could affect the accuracy, timeliness and impact of the tax

return.

• Qualified and approved foundation grant payments.

• Verified annual valuation letters for charitable remainder unitrusts.

• Interpreted trust documents, wills, and foundation by-laws.

• Administered accounts from opening to termination.

• Ensured that all accounts were maintained in accordance with applicable tax laws.

• Maintained on-going communication with clients, staff, attorneys, and other interested parties to

insure proper execution of accounts.

Vice President

Implemented a comprehensive tax processing initiative and management reporting system that resulted in

a team-building process, restored staff morale and navigated work 50% faster together with a 60%

reduction in overtime. As a result, staff productivity increased, the quality of work was enhanced and

staff retention and motivation was improved.

Successfully guided clients, staff, attorneys and other interested parties regarding sensitive or unresolved

issues. Formulated a vigorous and methodical analysis of many unsettled issues to diplomatically

respond to all tax agencies to gain their understanding and support to come to a mutually agreeable

conclusion.

• Assisted in the tax department synchronization in two bank mergers.

• Reviewed all trust fiduciary state filing requirements and initiated action as needed.

• Responsible for the review and filing of over 600 individual tax returns for high net worth clients,

over 6,000 trust and estate income tax returns and over 10,000 1099s and 1042s.

• Supervised staff of 32 tax professionals.

• Prepared employee performance appraisals and reviews.

WORK HISTORY

On-Line Solutions, Pompton Plains, NJ

Merrill Lynch, Pennington, NJ

JPMorgan Chase, New York, NY

MILITARY

U.S. Air Force

EDUCATION

St. Peter’s College, Jersey City, NJ

BA – Business Administration

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