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Manager Tax

Location:
New York, NY
Salary:
140000
Posted:
August 17, 2018

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Resume:

EDWARD J. MAHALIDGE, CPA

PROFESSIONAL RESUME

AREAS OF STRENGTH

CPA Client Tax Representation

High Net Worth Individuals Not for Profits

Corporate Taxation Tax Compliance

Estate & Trusts ProSystems

Tax Planning Litigation Support

Tax Research Sarbanes-Oxley Compliance

International Taxation Forensic Accounting

Reporting and Documentation Staff Management

Payroll Sales Tax

PROFESSIONAL EXPERIENCE

Tax Consulting: Edward J. Mahalidge, CPA, October 2016 to Current. New York City, New York

* Technical and compliance review of returns, research and tax representation services for High-Net worth individuals.

* Perform year-end tax planning for various entities and high net worth individuals.

* Technical and compliance review of Not for Profits, Gift and Foreign tax returns for High-Net worth individuals.

* Individual Tax consulting with High-Net worth individuals regarding various estate planning options.

* Implementation and review of various CPA firms tax department procedures to enhance tax compliance. Tax Director: Altman Greenfield & Selvaggi, 2008 to November 2016 New York City, New York

• Technical and compliance review, research and planning for High-Net worth individuals

• Manage daily tax department operations for the firm’s New York City Office.

• Technical and compliance review of Partnership, C Corporations, S Corporations, Trusts and Estate tax returns.

• Client representation in matters of tax audits and before Federal, States and U.S. Tax Court.

• Responsible for international tax filings for High-Net Worth individuals for both in-coming and out-going income

• Managing and mentoring of both junior and senior level professionals, including CPE.

• Special projects; which include tax planning, litigation support, forensic accounting and business management.

• Maintain the firms Master tax lists to assure timely tax return filings for all entities. Tax Manager: St Clair CPA’s, 2005 to 2008

Philadelphia and South Jersey

* Technical and compliance review, research and planning for individuals with various net worth.

* Manage daily tax department operations for the firm’s New Jersey Office.

* Technical and compliance review for Partnership, Corporations (both C and S), Trusts and Estate tax returns

* Client representation in matters of tax audits and tax compliance before all taxing authorities.

* Managing and mentoring of both junior and senior level professionals.

* Member of Firm’s Tax Committee and assisted Firm’s Human Resource department.

* Special projects; which include tax planning, litigation support, forensic accounting, mergers and acquisitions and

* Lead role in the overall firm’s implementation of the paperless tax return process. CPA Firm: Edward J. Mahalidge, CPA – 2000 to 2005

• Technical and compliance review, research and planning for High-net worth individual.

• Tax consulting regarding planning and construction of major multi-million-dollar commercial development.

• Client representation in matters of tax audits and tax compliance before all taxing authorities.

• Technical and compliance review, tax planning and filing of High-Net Worth Trust and Estate Tax Returns.

• Review and implementing newly introduced Sarbanes Oxley (SOX) for Public Traded entities.

• Special projects; including forensic accounting, medical cost report preparation and internal control procedures. EDWARD J. MAHALIDGE, CPA

PROFESSIONAL RESUME

Tax Manager: 1989 to 2000, Ginader Jones & Co. Scranton, Pa.

• Tax return preparation and tax planning for corporations (S & C) and High-Net worth individual tax entities.

• Technical and compliance review of High-net worth individual, Trusts, Partnerships Not for Profits.

• In charge of consulting with various Manufacturing and R & D clients with specialization in cost accounting, including the implementation of cost systems.

• Technical and compliance review of Medical cost reports and internal controls.

• Review and preparation of Audit, Review and compilation financial reports.

• In charge of Financial audits for Corporation (S & C), Partnerships and Not for Profits.

• In charge of client internal monthly financial statement for multi-billion dollar entities.

• In charge of various litigation support, forensic accounting and sales tax audits.

• Client representation in matters of tax audits and compliance before all tax authorities.

• Tax Consulting regarding commercial construction and development for various developers. Tax Manager 1987 – 1989, Jewelcor Inc. Wilkes Barre, Pa.

• Special project overseeing multi-state and international tax department for all tax matters.

• Manage and oversee the dissolution and merger of the various subsidiary corporations of multi-million-dollar entity.

• Manage the tax aspects of a re-organization of the Parent company. (Publicly traded) with multi-billion financial company.

• Client representation in tax matters regarding multi-million outstanding tax liabilities resulting in a multi-million dollar tax savings for Parent company.

I also supervised the preparation of all corporate required tax returns and the representation of all tax audits for the various taxing authorities. This included all required SEC filings with a concentration of compliance and agreed upon procedures.

Tax Accountant: 1982 – 1987 – Alloy Silverstein, Shapiro, Adams, Mulford, Celese, Wilson & Co.

Cherry Hill, NJ

• Preparation of Individual, Corporate, Partnership, Trust and Estate tax returns.

• Involved in financial audits for various multi-million entities.

• Preparation of consolidated tax returns for various multi-million entities.

• Assist in various federal tax audits, litigation support and financial statement preparation.

• Assist in the implementation of computer systems and internal controls. Education: University of Scranton

B.S. Accounting

ORGANIZATIONAL

MEMBERSHIPS

American Institute of Certified Public Accountants Pennsylvania Institute of Certified Public Accountants New Jersey Society of Certified Public Accountants Email: ac6pmz@r.postjobfree.com Phone: 570-***-****

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