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Financial Advisor

Location:
Mountain Lakes, New Jersey, United States
Posted:
March 14, 2018

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Resume:

Marc Toncre, MS, MBA, EA

Morristown, NJ *****

ac4s3x@r.postjobfree.com

201-***-****

Work Experience

Tax Accountant/Wealth Advisor

Compass Strategies Group - Morristown, NJ

May 2017 to Present

Current Consulting Assignment - Developing and managing a book of business (est. worth - $1 million) by reviewing

current financial holdings, developing new assets for investing through research of current market trends, and

developing a financial model for investing and monitoring for performance.

Tax Analyst/Accountant

Berge & Associates - New York, NY

January 2016 to May 2017

Prepare federal and state returns -individuals, corporations, partnerships, and trusts.

Resolved and negotiated solutions for the client pertaining tax liabilities with the IRS.

Tax Analyst/Tax Accountant/Wealth Advisor

Compass Strategies Group - Morristown, NJ

2008 to 2015

Prepared federal and state returns - corporations, partnerships, individuals, and non-profit organizations.

Resolved and negotiated solutions for the client pertaining to IRS CP2000 notifications.

Subcontracted as an affiliated network partner with Tax Defense Network on a case to case basis representing the

Taxpayer’s with outstanding debt issues with the IRS and various states in the US, and resolved issues by either

Installment Agreement or Offer in Compromise.

Utilized QuickBooks and other bookkeeping methods as they relate to profit and loss, balance sheet, and payroll.

(1099, 941, W2, and related state returns).

Review with clien’ts tax results as it relates to their tax structure and investment strategies.

Identified & researched tax issues and propose solutions for businesses and individuals.

Internal Wholesaler

XShares LLC - New York, NY

2007 to 2008

Internal Wholesaler

Developed asset allocation models and index strategies for ETF products.

Marketed ETF's to financial advisors and TD Ameritrade.

Financial Advisor

Smith Barney - Roseland, NJ

2005 to 2007

Prepared and balanced portfolios for investors with stocks, bonds, and mutual funds.

Developed retirement and estate plans with in-house financial planning software.

Financial Advisor

AXA Advisors, LLC - Morristown, NJ

2004 to 2005

Developed a book of businesses covering all insurance and annuities needs.

Developed retirement and estate plans with in-house financial planning software.

Education

M.B.A. in Finance

New Jersey Institute of Technology - Newark, NJ

2003

M.S. in Management Information Systems

New Jersey Institute of Technology - Newark, NJ

1999

B.A. in Geography

University of South Carolina - Columbia, SC

1991

Accounting Licenses

IRS Enrolled Agent

Skills

Tax Preparation (7 years), Tax Controversy Representation (3 years), Wealth Management (5 years), Tax Planning

(1 year)

Additional Information

Computer Knowledge

• ProSeries, CCH ProSystem, LaCerte, CFS, SalesForce, Word, Excel, Powerpoint, Morningstar, Zacks



Contact this candidate