JOSEPH H. GREENBAUM, CPA, MBA 201-***-****

PROFESSIONAL EXPERIENCE ac2aei@r.postjobfree.com

URBAN EDGE PROPERTIES (VORNADO REALTY TRUST SPIN-OFF) ● NEW YORK, NEW JERSEY TAX DIRECTOR 2015-2017

Responsible for all compliance matters relating to the REIT qualifications and filing of the tax returns for the REIT, Partnership and State returns.

Prepared the tax projection modeling and payment of quarterly tax estimates.

Responsible for delivery of timely tax accounting information for quarterly/annual financial reporting, identifying deferred taxes and accrual liabilities in accordance with ASC 740.

Responsible for all REIT testing on a quarterly/annual basis, calculating E&P and the components of dividends for tax reporting.

Liaise with Legal, Sales, Development, Management, and Accounting teams to review and minimize REIT tax issues.

Coordinate compliance and correspondence with tax authorities. This includes reviewing the relevant tax files, recommending appropriate action, and composing any necessary responses.

Prepare research memoranda and conducted tax research to support tax compliance and planning positions.

Worked with Vornado Realty Trust tax department on Spin-Off tax issues.

Coordinate and manage entity status list with legal department.

Manage our relationship with our external advisors from both a consulting and planning prospective, which included the acquisition and sales of our portfolio assets.

J.P. MORGAN CHASE & CO. N.A., PRIVATE EQUITY AND REAL ESTATE SERVICES ● NEW YORK, NEW YORK VICE PRESIDENT, SENIOR TAX SERVICES MANAGER 2009 – 2014

Managed 15 private equity and real estate clients with over 50 general partnerships globally to provide tax work-paper preparation services for leading alternative investment fund managers.

Interacted with senior client tax personnel and advisors to analyze diverse portfolio companies, U.S. Partnerships and Corporations, performing business across multiple states and foreign jurisdictions including Passive Foreign Investment Companies and Controlled Foreign Corporations, ensured the appropriate and accurate tax treatment was applied.

Lead multiple client service teams, reviewed transaction activity across complex alternative investment structures, prepared book-to-tax adjustments, reporting on ASC 740/FAS 109 calculations, Fin 48 uncertainty in income taxes and tax allocations for limited partners.

Provided seamless client-centric services, ensuring accurate preparation and timely reporting of quarterly and annual estimates, investor K-1s, and foreign partner tax withholding information, ensuring client satisfaction and mitigating risk.

Reviewed General Partner Carried Interest calculations, ensuring the accurate booking of tax and carry entries and facilitating the timely delivery of distributions to clients’ investors, addressing key sensitive and prominent client risk areas.

Leveraged industry experience and client exposure to review fund structures and strategies for existing and prospective clients and proactively participated in sales efforts, helping the real estate product team to achieve 100% client growth.

Proactively involved in strategic initiatives, including co-sourcing analysis and real estate product enhancement.

Successfully managed cross-functional relationships across various departments within complex matrix organization, building key relationships with investment professionals, legal counsel, investor relations, and accounting services teams. GENERAL ELECTRIC● STAMFORD, CT

SENIOR TAX MANAGER, ASSET MANAGEMENT TAXATION 2006 – 2009

Consulted General Electric Asset Management alternative investment team on complex tax structuring requirements for a

$10 billion pension trust portfolio, ensuring clarity on tax implications and achieving efficient tax planning strategies.

Coordinated tax reporting process between key internal stakeholders, investment partners and tax service providers, meeting time sensitive filing requirements for complex domestic and foreign structures, mitigating regulatory risk.

Through on-going tax planning and research, implemented and maintained efficient tax structures covering partnerships, corporations and REIT’s across multiple jurisdictions, considering deal economics and allowing for flexible exit strategies.

Effectively managed and maintained the integrity of various real estate and private equity investments structures through efficient interaction and resolution of issues with external auditors, accounting teams and numerous regulatory bodies. O’CONNOR CAPITAL PARTNERS● NEW YORK, NEW YORK

SENIOR TAX MANAGER 2003 – 2006

Actively recruited to lead the preparation and filing of all entity level returns for the funds and parent entities.

Managed tax preparation and filings for the Family Office, including Senior Executives’ personal and trust returns.

Coordinated with key internal stakeholders and external accounting firms on various tax issues, implementing efficient procedures for the preparation and processing of multiple tax returns, ensuring regulatory compliance and mitigating risk.

Proactively guided accounting department in ASC740 / FAS 109 calculations and in the preparation of financial reporting.

Directly interacted with Funds’ limited partners, providing tax estimates and proactively addressing ad-hoc investor issues.

Maintained Federal and State compliance of Fund investment structures, ensuring timely and accurate filings year-round.

Worked on transfer pricing and cost segregation studies.

Liaised with foreign tax advisors, ensuring on-going integrity of foreign tax structures and timely regulatory filings. Public Accounting -

KPMG (FORMERLY ROTHSTEIN KASS) ● SENIOR TAX MANAGER 2014 – 2015 ERNST & YOUNG, LLP● TAX MANAGER 1998 – 2003

Managed 10 diverse and complex Private and Public SEC reporting client relationships, preparing tax reporting across all types of entities.

Led up to 20 resources across all engagements in the preparation and resolution of Federal and multi-State tax compliance issues for diverse Real Estate, Financial and Service organizations attaining consistently high client satisfaction.

Directly represented clients in discussions with the Internal Revenue Service and various State agencies, achieving efficient and favorable rulings and issue resolutions, enhancing client relationships and increasing company revenues.

Maintained numerous compliance and reporting matters, covering numerous REIT issues and providing support on ASC 740.

Formulated, implemented and led national training sessions on REIT regulations, compliance and reporting requirements.

Researched and implemented custom tax planning strategies, achieving tax efficiency and risk mitigation for clients. CORPORATE PROPERTY INVESTORS● NEW YORK, NEW YORK ($5.8 BILLION PORTFOLIO ACQUIRED BY SIMON PROPERTY GROUP) ASSISTANT TREASURER AND ACCOUNTING SUPERVISOR 1985 – 1998

Prepared and filed all of company’s Federal and State tax returns including REIT’s, Consolidated C-Corporations, Partnerships and Limited Liability Corporations, ensuring adherence to regulatory requirements and mitigating risk.

Produced strategic five-year tax forecasting analysisas part of key cash management and investment analysis efforts, ensuring regulatory compliance and directly contributing to overall asset performance and investor returns.

Implemented key organizational re-structuring ahead of assets dispositions, enhancing deal economics and performance.

Managed complex real estate tax regulations for the company and its shareholders, including maintenance of REIT compliance and monitoring impact of tax treaties and FIRPTA regulations, providing structuring guidance to stakeholders.

Interacted with various stakeholders including the Internal Revenue Service and outside partners, ensuring efficient information flow to address concerns and achieving efficient issue resolutions and high client satisfaction levels.

Instituted 401(K) program for over 900 employees and maintained deferred remuneration plans for Executives and Directors, greatly enhancing the organization’s benefits package and enhancing employee satisfaction.

Managed the Merchants’ Association accounting department team, overseeing the timely and accurate preparation of financial statements and the filing of Federal and State income tax returns, efficiently obtaining revenue ruling requests. CERTIFICATION AND EDUCATION

Certified Public Accountant (CPA) ● American Institute of Certified Public Accountants, November 1991 Master of Business Administration (MBA)● Pace University, Lubin Graduate School of Business, June 1989 Bachelor of Science in Business Administration (BSBA) ●American University School of Business, May 1982 PROFESSIONAL AFFILIATIONS

Tax Policy Advisory Committee of the National Realty Committee

Member of the National Association of Real Estate Investment Trust

Real Estate Round Table (Washington D.C.)

Contact this candidate