Jon Fein

413-***-****

ac6drd@r.postjobfree.com

PROFESSIONAL EXPERIENCE

Garnet Business and Tax Accounting, East Longmeadow, MA (2002-present)

A National Consulting Company

General Accounting Consultant

Input of financial data via Quickbooks; Produce financial statements monthly, quarterly and yearly; Analyze Federal and State tax issues; Payroll Tax management including filing of 941’s, 940,s; Conduct unemployment compliance hearings for clients; Edit HR manuals for small company use; SEC reporting experience including S-1, !0k, !0Q; Manage and advise FASB 109/ 740 provision for income tax for clients; Advise Sarbanes-Oxley compliance processes specifically Section 302 Corporate responsibility and Section 404 controls; Market to prospective clients. Review and streamline AR and AP systems; Manage Human Resources function. Research Tax Issues; Advise clients on best strategies for State and Federal Tax reduction. Represent tax clients at IRS and State audits. Prepare Property Tax renditions and lists. Advise and prepare clients for sales tax audits. Train and Manage personnel. Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology; Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs; Provide internal and external auditing services for businesses or individuals; GAAP Analysis; Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.

Connecticut General Insurance of North America-CIGNA Bloomfield, CT Life, Health and Disability provider. (March 2016-December 2016)

Compliance Accountant

Operate Legacy accounting systems with linking into OneSource;. Development, coordination, and management of the Group Life Tax Compliance Payroll reporting process .Supervise 3rd party [ay system; Manage Human resources for group. Provide expert technical support in the day to day activities of the Tax Compliance Unit. Serve as Tax Compliance subject matter expert in the design and implementation of Claims, Sales and Financial Control’s operational and administrative processes and systems to facilitate/satisfy all Federal and State tax reporting requirements. Research all relevant tax legislation and assess/recommend operational processing changes and business risks in response to changes in the Federal / State regulatory environments. Manage financial tax reporting, depositing and filing activities for LINA Benefit Payments Inc. with multiple product lines and funding arrangements. Prepare quarterly Forms for review by management such as 941 filings and annual Form 945 filing. Review/approve all state filings. Reconcile annually reported withholdings from Form W-2/1099 to quarterly filings. Act as key IRS contact and respond with a sense of urgency to all IRS / state inquiries. Use OneSource,Excel, Access and Powerpoint software.

ARCH PROMOTION, East Longmeadow, MA

A National Promotional Products Distributor (2013-2016)

Financial Accountant

Train and Manage personnel. Prepare and analyze State and Federal Income Tax, Sales/use tax preparation; Develop, support design phases, insuring solutions meet business needs implement, modify, and document recordkeeping and accounting systems according to GAAP, making use of current computer technology; develop accounting processes, and business and systems requirements to support new products Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs; Provide internal and external auditing services for businesses or individuals; Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice. Analyze and control expenditures to conform to budgetary requirements. Prepare periodic sales report showing sales volume and potential sales.

TOWN OF LONGMEADOW, Longmeadow, MA (Elected and Volunteer) (2002-2014)

Town Government

Assessor, Elected and appointed position, Chairman of the Board.

Monitor over $2 billion in assessed property valuation; Work closely with the MA Department of Revenue Local Assessment Division; Determine Tax reductions; Statistically analyze property tax valuation; Conduct hearings; Determine taxability and value of properties, using methods such as field inspection, structural measurement, calculation, sales analysis, market trend studies, and income and expense analysis; Inspect properties, considering factors such as market value, location, and building or replacement costs to determine appraisal value; Explain assessed values to property owners and defend appealed assessments at public hearings; Prepare and maintain current data on each parcel assessed, including maps of boundaries, inventories of land and structures, property characteristics, and any applicable exemptions; Establish uniform and equitable systems for assessing all classes and kinds of property; Inspect new construction and major improvements to existing structures to determine values; Write and submit appraisal and tax reports for public record; Complete and maintain assessment rolls that show the assessed values and status of all property in municipality; Analyze trends in sales prices, construction costs, and rents, to assess property values or determine the accuracy of assessments; Review information about transfers of property to ensure its accuracy, checking basic information on buyers, sellers, and sales prices and making corrections as necessary

MASSACHUSETTS MUTUAL FINANCIAL SERVICES, INC., Springfield, MA (2000-2002)

Tax Director for a diversified financial services company.

Corporate Accounting & Taxes: International, Federal and State & Local Tax Group

Supervise para-professional personnel; Manage FASB 109/ 740 provision for income tax; Prepare Federal and Multistate Income Tax Returns; Analyze and Prepare Sales Tax Returns; Conduct Tax Research; GAAP; Statutory; Tax Basis; Manage New System Development; Research Tax Issues; Review and Prepare Foreign Tax Returns; Assist in the Preparation of Company Financial Statements; Evaluate General Ledger Accounts; Evaluate Capital Expenditures; Review Budgets; Train New Personnel, SAP and JD Edwards software implementation.

GENERAL ELECTRIC CLIENT BUSINESS SERVICES, INC., Ft. Myers, FL (1999-2000)

A global manufacturing, service and distribution company.

Senior Accountant Reporting and Controllership-Client Business Services

Prepare and Monitor all Tax filings including Federal Excise, 46 State Sales/UseTaxes and Local Taxes; Implement production measurements; Advise Management on Current Tax Law Implications for Strategic Planning; Supervise Tax & Accounting Personnel; Manage Account Reconciliations; Analyze Financial Trends; Assist with Mergers & Acquisitions; Implement Cost Reductions; Analyze General Ledger Accounts; Responsible for 3000+ Tax Returns and $50+Million in Tax payments per month; Tax systems support and design using InSource, JD Edwards, Oracle and SAP.

Increased Tax Return Preparation Production by 22%

Standardized Account Reconciliation Process to Reduce Labor Costs by 15%

Increased client base by 19%

EDUCATION

Masters in Business Administration, Western New England University, Springfield, MA 01118

Major in Finance

Bachelor of Science in Management/Accounting, Bentley University, Waltham, MA 02154

Major in Management/Accounting

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