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Senior Tax Consultant

Location:
San Francisco, CA
Posted:
April 03, 2019

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Resume:

Ben Savinis, CPA/MBA

ac8zwj@r.postjobfree.com Telephone: 925-***-****

Extensively experienced in Tax Preparation, Strategies, and Consulting with high net-worth clients

Prepared Individual Returns, Partnerships, S-Corporations, C Corporations, Estates, Trusts, and LLC’s

Career Highlights:

Walter;s & Kondrasheff . CPAs, Scots Valley, CA, Senior Tax Accountant, January, 2019-February2019

Review and Preparation of Individual, Partnership and Corporate Tax Returns

Section 199A

TJCA Compliance

Lefkowitz & Co., LLPt, San Francisco, CA, Senior Tax Accountant, February, 2018--March, 2018

Review and Preparation of Individual and Corporate Tax Returns

Steinberg Architects Corp, San Jose, CA Interim Controller, December, 2016-April, 2017

Monthly Preparation of Financial Statements using Deltek Vision

Oversight of Fiscal Year End Audit

Review of Tax Returm 1120S

Cash Management and Projections

Louie & Wong CPA’s, LLP, San Francisco, CA, Interim Senior Tax Associate, August, 2016-Sept 2016

Preparation of Individual, Partnership, and Corporate Tax Returns on extension

Preparation of Tax Return Workpapers

Responded to Client notifications from tax agencies both Federal and State

Organized scheduling of tax returns with Managing Partners and Interns

Vucina Business Services, Monterey, CA, Nov, 2012-Oct, 2015

Reviewed and signed all outgoing tax returms comprised of 300 individual, Corporations,

Partnerships, Estates, Trusts, and LLC’s

Prepared all Tax Extensions and Amended Returns

Prepared Multi-State Tax Returns

Developed tax strategies for all high net-worth clients, clients who sold businesses and Investments

in Rental Properties

Consulted and Represented Clients who received Tax Notices from the IRS or FTB

H&R Block, Inc., Alexandria, VA January . 2003-April, 2012

Master Tax Advisor Certification, Personal Taxes, C-Corps, S-Corps, Partnerships, and LLCs

Prepared on average about 200 Individual and Small Business Returns each tax season

Maintained a 90% Client Retention Rate who returned each tax year

Prepared Multi State Tax Returns (20% of volume)

Software Applications : Pro Systems Fx, Pro Systems Cloud, Lacerte, Quickbooks,, Deltek, Dynamics SL

Certifications: CPA, Virginia State Board of Accountancy, License Active through 06/30/2019

Member of CALCPA, Active PTIN

MBA, Virginia Commonwealth University, May . 1990

Bachelor of Science Degree, University of Pittsburgh, April, 1977



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