Tax Manager
Resume:
RICHARD M. TUMOLO, CPA, CFE, MST
Tumolo & Associates PC
Philadelphia, PA 19136
EXPERIENCE:
May 2008 – December 2017 Tumolo & Associates, PC
November 2004 - Dzara & Tumolo, LLP – Partner
April 2008 - Manage Firm Client’s Tax Compliance Work
-Tax Research
-Preparation & Review of Financial Statements
-Development of new business
-Manage Firm’s Litigation Practice
-Manage Estate & Trust Compliance Work
September 2003 - Lapensohn & Associates – Tax/Litigation Manager
October 2004 Tax
-Review corporate, partnership, individual, trust & estate returns prepared by staff
-Address all client tax notices
-Preparation of tax projections
-Research related tax issues
Litigation Support
- Prepare loss calculations
-Review of:
o Court Orders, Interrogatories and Depositions
oPartnerships Agreements
oBusiness & Personal Financial statements
-Analysis of:
oBank & Investment accounts for source and use of funds
oBusiness Expense Accounts
oProperty Settlement Agreements
-Prepare Asset/Income Tracing Schedules
-Analysis and review of litigation cases to determine litigants’ losses
-Calculation of distribution percentages for disbursement to litigants
August 2002 – The AMC Group LP – Tax Analyst
August 2003 - Preparation & Review of:
oFederal Partnership returns
oCorporate returns
oLimited Liability Company returns
oReturn filings for 39 states
oEstimated tax calculations for Federal & States for company & trusts
-Performed tax research for company’s more involved tax transactions
-Management of company’s tax & estimate filing requirements
-Performed FASB 109 calculations
January 2001- Goldenberg Rosenthal, LLP – Senior Accountant
July 2002 Tax
-Preparation & Review of Federal & State Tax returns for:
oIndividuals
oPartnerships
oCorporations
o S-Corps
oLimited Liability Companies
-Preparation & Review of Federal & State Tax Returns for Trusts
-Research Related Tax Issues
-Correspond with Taxing Authorities with respect to Tax Notices
RICHARD M. TUMOLO, CPA, CFE, MST Page 2
December 1996 – CBIZ/JONES, HAYWARD & LENZI – Senior/Junior Accountant
January 2001 Litigation Support
-Review of:
o Court Orders, Interrogatories and Depositions
oPartnerships Agreements
oBusiness & Personal Financial statements
-Analysis of:
oBank & Investment accounts for source and use of funds
oBusiness Expense Accounts
oProperty Settlement Agreements
-Prepare reports on Statements of Marital Assets & Liabilities
-Calculations and reports on Net Income Available for Support
-Prepare Asset/Income Tracing Schedules
Tax
-Preparation of:
o Federal Form 1040
oFederal Forms 1120 & 1120S for small to mid-size companies
oFederal Form 1065 for small to mid-size partnerships
oPayroll Tax Returns
-Compile schedules and back-up work papers for preparation of tax returns
-Respond to IRS Tax notices
June 1989- HEFFLER, RADETICH & SAITTA, LLP – Junior Accountant
December 1996 Litigation Support
-Analysis and review of litigation cases to determine litigants’ losses
-Supervise and review staff of 8 junior accountants
-Produce affidavits on procedures performed
-Calculation of distribution percentages for disbursement to litigants
-Mailing and distribution of litigation settlement funds
-Bank reconciliations
-Close-out of litigation cases
Auditing
-Medicare auditing
-Analysis of:
oGeneral ledger accounts
oPatient revenue
oAccounts receivable
-Reconciliation of patient days
-Review and verification of payroll data
-Evaluate bad debts
-Verification of statistical data in cost reports
EDUCATION: PHILADELPHIA UNIVERSITY, Philadelphia, PA
Master’s Degree in Taxation, December 2004
LA SALLE UNIVERSITY, Philadelphia, PA
Bachelor of Science, May 1989
Dual Major: Accounting and Finance
PROFESSIONAL American Institute of Certified Public Accountants
AFFILIATIONS: Pennsylvania Institute of Certified Public Accountants
Association of Certified Fraud Examiners
National Association of Tax Professionals
Pennsylvania Bar Association
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