William Lungren, C.P.A.
**************@***.*** ** Ramapo Road, Hewitt, New Jersey 07421 201-***-****
Professional Summary
Accounting and Finance professional with experience in a professional services environment. Developed in-depth expertise in accounting, management and tax regulation to provide value-added services and solutions to privately owned clients ranging from $200K-$1.8B in revenue. Excellent leadership skills through building and leading teams ranging from 2-10 professionals to provide high quality deliverables to clients across multiple industries including manufacturing, non-profit, service and distribution organizations. Demonstrated ability to understand corporate environment, apply skills and provide solutions to exceed client expectations.
Professional Experience
Michael S. Libock & Co., LLC Westwood, NJ 01/17-Present
Accounting Manager
Tanton & Company, LLP New York, NY 01/15-12/16
Tax Manager
Provide high quality, value-added services to a diverse client base in the manufacturing, non-profit, service and distribution industries resulting in compliance with regulations and filing deadlines as well as process improvement deliverables to increase effectiveness and efficiencies.
Serve as temporary controller/treasurer at clients, resulting in implementation of internal controls and management of accounting functions to manage risk. Prepare and review multi-state sales tax returns, census filings, and other various filings resulting in compliance.
Serve as liaison to clients and bank officers to secure and maintain financing through meaningful projections and debt compliance.
Observe year end physical inventories for manufacturing and distribution clients ensuring accurate accounting and controls to properly quantify at year-end.
Demonstrate excellent critical thinking and research skills related to various tax issues; multi-state income, nexus and sales tax issues, partnership loss limitations, etc. to identify, share and apply solutions with clients.
Perform and review analytical ratios and variance analyses to identify research and resolve issues.
Manage, perform, and plan certified audits, reviews and compilations for private clients in the manufacturing, non-profit, distribution and service industries, including supervision of staff and review of work papers and financial statements resulting in high quality deliverables.
Prepare and review financial statements and disclosures including consolidating entries.
Prepare and review corporation, S corporation and partnership income tax returns including multistate and local tax returns.
Perform federal and state tax research and planning for businesses resulting in tax saving opportunities.
Involved with Internal Revenue Service and state income tax examinations resulting in significant savings.
Correspond with Internal Revenue Service and state tax agencies to resolve delinquent notices.
Alario & Associates CPAs, PLLC Warwick, NY 03/14-03/15
Accounting, Audit & Tax Consultant-Manager Level
SKC & Company, L.L.C. Boonton Township, NJ 11/13-03/14 Tax Manager
Lawrence B. Goodman & Company, P.A. Fair Lawn, NJ 06/87-09/13
Partner (1998–September 2013)
Accounting Manager
Senior Accountant
Semi Senior Accountant
Junior Accountant
Lead teams ranging from 2-10 professionals to perform GAAP, GAAS and IFRS certified audits, 401(k) audits, reviews and compilations for private clients; review financial statements, and provide real-time coaching and supervision to staff resulting in high performing teams and high quality deliverables.
Demonstrate strong relationship building and communication skills by proactively engaging with clients throughout the year resulting in an on-going understanding of clients’ business, industry and potential issues to provide solutions and planning aligned with goals and cost efficiencies.
Strategize with IT consultants to ensure technology environment enables efficient and effective high quality deliverables to clients.
Admitted to partnership within eleven years of joining firm. Firm consisted of five partners and nine professionals.
Demonstrated ability as top revenue-generating partner on a sustained basis with excellent realization rate, most recently resulting in revenue generation of 25% ($813K) of total firm revenue in 2012.
Continue to grow client base and expand footprint at existing clients by performing additional services, resulting in cumulative $2.4M revenue growth during partner tenure.
Manage engagement profitably including billing and collections enabling engagements to conclude on or below budget.
Lead and coach a team of 20 professionals and support staff resulting in continued development and advancement of six professionals to management positions, provide high quality client service and establish strong brand in the marketplace.
Education & Credentials
Certified Public Accountant, State of New Jersey, 1992.
B. A. Accounting, William Paterson University, 1987.
Professional Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, New Jersey Society of Certified Public Accountants (NJSCPA)
Computer Skills
Windows Operating Systems, Prosystem fx Tax, GoSystem Tax, UltraTax CCS, PPC Smart Practice Aids, Engagement, Document, ACCPAC, QuickBooks, Microsoft Office, Creative Solutions, CCH Tax Research Education, TValue, Gofileroom.