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Tax Manager

Location:
Philadelphia, Pennsylvania, United States
Posted:
May 31, 2018

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Resume:

RICHARD M. TUMOLO, CPA, CFE, MST

Tumolo & Associates PC

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

Philadelphia, PA 19136

267-***-****

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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