Financial Advisor
Resume:
Marc Toncre, MS, MBA, EA
Morristown, NJ *****
**********@*******.***
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
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