Manager Sales
Resume:
Allan I Weiss, CPA, JD
Brooklyn, NY 11201
Phone: 917-***-**** Email: ********@***.***
Summary
Results oriented experienced tax professional in all aspects of federal, state and local tax compliance, research, planning and audits for high net worth individuals, partnerships, S and C corporations, estates, trusts and foundations. Implemented “best practices and procedures” Served as National Director of Taxes for national CPA firm. Affiliated with three Fortune 100 corporations.
Experience:
Tax Consultant August 2015 – Present
Providing tax planning and compliance services to a family office and other clients.
L.H. Frishkoff & Company LLP September 2011 – July 2015
Tax Manager
Responsible for managing tax research, planning, and compliance for high net worth individuals, partnerships, multi-state C and S corporations, private foundations, trusts and estates.
Reviewed complex consolidated corporate, partnership, private foundations, individual and other entity tax returns; extracted and implemented tax savings strategies from these reviews.
Analyzed international tax issues and tax treaty provisions with respect to inbound/outbound transactions, including FACTA and related matters.
Researched and analyzed multistate and local income, sales and use tax and other state/local (SALT) tax issues.
Communicated tax law changes to partners and staff and write client tax newsletters.
Trained, supervised, mentored and motivated staff accountants.
Improved tax processing procedures.
Negotiated Offers in Compromise and tax appeals resulting in reduction in tax liabilities.
Tax Consultant 2010 – August 2011
Prager and Fenton LLP 2006 – 2009
Senior Tax Manager
Responsible for tax compliance, research and planning and budgeting of engagements for closely-held entities, partnerships, high net worth individuals, estates, trusts, corporations and foundations.
Researched and implemented financial and estate tax strategies.
Participated in the acquisition, disposition, creation and termination of pass-through entities with respect to federal and multi-state tax issues.
Analyzed international aspects of inbound/outbound transactions and related tax treaty and compliance issues.
Reviewed complex consolidated corporate, partnership, individual, estate and trust tax returns. Extracted and implemented tax planning ideas from these reviews.
Reviewed financial statement tax accruals.
Participated in and conducted Federal, state and local tax examinations.
Wrote Firm’s client newsletters related to new tax laws and developments.
Managed client engagements, including budgeting, supervision and billing.
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Funaro & Co. PC 2005 -2006
Manager – Tax Services
Responsible for tax compliance and research, primarily for U.S. subsidiaries of foreign
Corporations
Research issues related to pass-through entities, corporations and individuals.
Conducted multi-state sales tax studies.
Developed tax aspects of restructuring plans for several corporations.
Created tax strategies for U.S. subsidiaries of foreign corporations.
DDK & Company LLP 2003-2004
Manager – Tax
Responsible for tax research, planning and review of tax returns.
Analyzed impact of net operating loss limitations on change of corporate ownership.
Reviewed complex tax computations.
Created innovative tax structures to reduce federal and state taxes.
Eisner, LLP 2000-2002
Manager – Tax Consulting Group
Responsible for all tax matters related to specified clients/
Directed tax planning, compliance and tax return audits for individuals, closely-held and public corporations, partnerships and limited liability entities.
Analyzed financial statement tax accruals.
Conducted due diligence related to corporate mergers, acquisitions and dispositions.
Citizens Communications Company 1991 – 1999
Manager – Tax Group
Performed due diligence related to acquisitions.
Created and implemented federal and state tax reduction strategies.
Managed federal and state income, sales and use tax audits and settlements.
Appraised senior management of potential impact of tax legislation.
Managed tax aspects of employee benefit and welfare programs.
Merrill Lynch & Co. 1987 - 1990
Manager – Tax Analysis
Reduced the firm’s tax liabilities by structuring and reorganizing transitions, business units and record keeping procedures from a financial controller’s perspective.
Participated in special projects to revise accounting procedures to comply with tax laws and to reduce income, sales and property taxes.
Directed and worked with outside CPAs, legal counsel and other advisors.
AT&T 1983 - 1987
Manager – Federal Tax Planning and Research
Analyzed and interpreted tax legislation and developed company policy related to such legislation.
Advised senior management about financial statement and cash flow implications of proposed and enacted legislation.
Pannell Kerr Forster 1978 - 1983
National Director of Tax Services
Publicized the tax function of the firm.
Provided technical advice to tax partners, staff and clients on complex tax issues.
Enhanced public awareness of the firm’s tax expertise by writing articles and giving speeches to various nation trade, business and professional organizations.
Touche Ross & Co. 1975 - 1978
Manager, National Tax Department
Managed area responsible for writing and editing tax publications and technical bulletins.
Developed tax planning ideas for corporations, partnerships, individuals and estates and trusts.
Positions of increasing responsibilities with mid-sized CPA firms 1967 - 1975
Education:
Wharton School, University of Pennsylvania
B.S. in Economics, Major in Accounting - May 1962
Brooklyn Law School
Juris Doctor - June 1967
Professional
Certified Public Accountant
Attorney
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