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Real Estate Manager

Haddonfield, New Jersey, 08033, United States
January 02, 2017

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William J. Mignone, CPA & CGMA

**** ***** ***** ****** ****, NJ 08003 T: 609-***-**** H: 856-***-****

Controller/Business Manager/Tax Manager/Analyst/Auditor

Dynamic, highly skilled, and results-driven Tax Accountant and Financial Management professional with diverse industry expertise and a documented record of success in tax compliance and corporate financial oversight. Decisive leader focused on maximizing sustainable growth and profit through achievements in financial management, streamline operations, cost containment, maintaining fiscal budgets, and strengthen internal controls. Expertise in compliance with IRS Tax Code, State and Labor Tax Matters, US GAAP, and GAAS.

Recent Achievements

Successful in obtaining $360,000 annual tax exemption for 501 c 3 organization on Philadelphia Business Use & Occupancy Tax Returns including Real Estate Tax Matters

Abated $2,006 tax delinquency notice from NJ Dept. of Labor and removal of tax lien from NJ Div. Tax Court

Cleared a Charter School from a Collection Agency Notice and eliminated a tax delinquency

Challenged and won tax case against the IRS in US Tax Court

Abated $78K in IRS penalty assessments to preserve fiscal operating budgets for several clients

Overturned the NJ Dept. of Labor’s findings on Wage & Hour Dispute/Employment Contract Violations

Published article on Home Ownership in NJSCPA Monthly Money Matters Newsletter (Winter 2007) for estate and tax planning

Speaker at NJSCPA Society in January 2007 on topic of Home Ownership & Real Estate Tax Planning

Proactive informing client on Household Employment Tax Law change of 1994 resulting in IRS tax refunds to over 400 employers

Spearheaded and successfully managed conversion from manual system to online computer underwriting system resulting greater efficiency and ability to operate with 50% less staff

Found and collected over $2MM in unpaid Unemployment & Disability taxes with NJ Dept. of Labor

Core Competencies


Accomplished Negotiator and Problem Solver. Excellent Team Leadership and Client Relationship Skills.

Strong Communication and Interpersonal Skills. Organized the financial planning process for two offices.

Computers and Computer Applications

IBM 4381 and AS 400 Mainframe, Notebooks and PC’s. Windows 10, 8.1, Vista, XP, and NT. SAP Application.

Microsoft Office, Word, Excel, Access, PowerPoint, and Internet. Sage, Quick Books, and MSA software.

Solomon, SAP, Easytrieve, and ADP Payroll Applications. Intuit Pro Series, CCH Pro Systems FX Tax and Thomson Tax Compliance Software. CCH and RIA Tax Research Software. Cornell Law Library and IRS Websites.

Tax Manager

Federal, State, Local Tax Matters including Employment, Wage and Hour, IRS, Sales and Use Tax Audits. Federal and Multi State, Corporations, S-Corps, Partnership, Trust and Estate, Non Profits and Foundations, High Net Worth Individual Tax Returns. Investment and Retirement Tax Planning for High Net worth Individuals and Trusts and Estates. Tax Research of IRS Code and Financial Reporting. Hands-on knowledge of government tax agencies. 501c 3 Tax Exempt Applications for Charter Schools. Tax and Treasury Experience. Benefits and Compensation Plans.

Controller/Business Manager/Accounting/Auditing

Process Improvements and Project Management. Forensic Accounting, Financial and EDP Auditing. Supply Chain and Procurement Processes. Budget Forecast Development and Implementation. Grant and Charter School Accounting.

Banking/Real Estate

1031 Tax Exchange Transactions. Fannie Mae, Freddie Mac, and Calyx Underwriting Systems. Treasury Experience.

Commercial and Residential Property Zoning Regulations. Business, Employment, Real Estate Contracts and Leases.

Industry Experience

Real Estate, Mortgage, Investment Banking, Insurance and Banking, Hospitals, Foundations, Non Profits, Government, Dept. of Labor, Public Accounting, Hotel and Gaming.

Professional Experience

Defense Logistics Agency 3/2016 - Present

Contract Specialist – Full Time Position

Administrator Government contracts for one or more contractors that involve different types of contracts and subcontracts

including fixed-price, fixed price with incentives, cost with incentives, cost-plus fixed fee, and basic ordering agreements (BOAs).

Perform price and cost analysis on contractor proposals and recommend price/cost objectives for negotiations.

Forecasts price trends, cost impacts, economic factors and efficiencies in production using analytical techniques and random sampling using computerized cost models. Utilize SAP and Microsoft Software Applications.

Coordinate and integrate comprehensive pre-negotiation memorandum with technical evaluations of cost elements using engineering and start-up labor facilities. Monitor Contracts using VIMS, DIBBS, and EProcurement systems.

Establish pre-negotiation pricing position based on technical reviews, personal knowledge of contractor operations, and established guidelines governing profit or fee. Negotiates proposal and write up final post-negotiation memorandum.

Initiate and coordinate meetings with contract manager, contract administrators, engineers, and cost estimators to determine pricing, make or buy decisions and cost impact decisions within Government's best interest

Develop contract modifications, options, waivers, credit memos, material transfers, and delivery orders utilizing SAP, Document Builder, and Microsoft Applications. Working on my DAWIA Certification. Passed CON 090 Course

Santarpio Financial Group – Cherry Hill, NJ. 6/1995 – 2/2016

Tax Analyst Consultant/Insurance Agent- Part Time Job

Reviewed, analyzed, and evaluated client’s financial status including retirement, benefits, life and health insurance plans.

Provided technical tax advice and tax research to High Net worth clients on their financial investments and retirement plans.

Licensed Producer selling Life and Health Insurance policies to customers and businesses. Reviewed IRS Tax Forms 1040 & 5500.

Reviewed Accounts Payable and payroll tax matters including independent contractor issues for the company.

Utilize Intuit Pro Series, CCH Pro Systems FX Tax, CCH, and RIA Tax Software. Cornell Law Library and IRS Websites.

Santilli & Thomson – Marlton, NJ 1/2012–1/2014

Assistant Business Manager/Financial Analyst

Oversaw a team to expedite financial reporting on four Charter Schools and For Profit Real Estate Management Company.

Reviewed and Research Sales & Use, Business Use & Occupancy, Business Privilege, Federal & State Withholding, and Unemployment Tax matters for tax compliance. Reviewed and analyzed applications for establishing Charter Schools.

Reviewed and Monitored Federal, State, and Local Government Contracts for Charter Schools and Foundations.

Streamlined monthly financial package utilizing Microsoft Office, Sage, and Quick Books Pro to provide accounting support, financial reporting, general ledger analysis, and recommendations to management.

Accounting of benefits and compensation for charter schools allocating Title I and Title II Grant Funds and General Fund.

Implemented procedures to streamline 1099 reporting of tax information to IRS & State of Pa reducing any Audit Fees.

Reviewed, analyzed, and evaluated contractor proposals for compliance with grant funding.

Negotiated $360,000 annual tax exemption for a 501 c 3 organizations and abated $2,006 tax delinquency from NJ DOL.

Prepared and filed Form 1023 applications to set up 501(c) 3 tax exempt organizations with IRS.

Reviewed and prepared fiscal year budgets, quarterly lease reimbursement forms and financial analysis of all accounts.

Enhanced and implemented appropriate accounting standards to ensure compliance with Federal and State regulations.

Reviewed and evaluated audit reports, PSERS & 403 B retirement plans, grants, and Form 990 Tax Returns with CPA Firms in accordance with GAAP. Performed general ledger analysis and month end closings for the charter schools.

Analyzed and reviewed Business and Lease Contracts to prepare Real Estate and PA Sales Tax Exemption Applications.

Recorded bond transactions on financing of school buildings including cost allocation on construction in progress.

Performed financial analysis on the construction in progress accounting for 2 new Charter School Buildings.

Merrill Lynch – Pennington, NJ 12/2008–12/2011 Senior Tax Research Analyst

Senior Analyst directing a team to provide sound and technical advice on tax matters to Merrill Lynch Advisors.

Proactive in monitoring tax relevant activities regarding latest Tax Law changes in providing financial advice to clients.

Acknowledged by Merrill Lynch Global Wealth Management Associate Satisfaction Team for superior client services.

Achieved Several Awards from Merrill Lynch Global Wealth Management for generating 95% Customer Satisfaction Ratings.

Provided technical tax advice including tax research to High Net worth Advisors on Analysis of Federal and State tax matters, Sales and Use, Employment Tax, Investments, Gifts, Trusts & Estates, foreign tax matters, and FAS 157 disclosure.

Proactive communicating tax policy changes, analyzing the impact on High Net worth client’s accounts with tax jurisdictions.

Implemented Cornell Law Library and CCH tax websites to provide additional tax research tools to FA Services Team.

Analyzed and evaluated retirement plans complied with ERISA minimizing any risk exposure to High Net Clients accounts.

Performed daily Financial Analysis on the Roth Conversion Reports for the High Net Worth Advisors at Merrill Lynch.

Reviewed and analyzed IRS Tax Forms 5500, 1040, 1040NR, 706, 709, and 3520. Reviewed Benefits and Compensation Plans.

Responsible for providing tax research on Real Estate Property and Investment transactions for high net worth advisors.

Christensen Mortgage Services, Inc. – Haddon Heights, NJ 8/2002 -12/2008

Tax Accounting Manager/Analyst company went out of business

Directed and organized financial planning process for 20 employees at two office locations.

Researched and performed Federal and State tax analysis on Sales and Use, Employment Tax, and FAS 109 tax matters.

Reviewed and analyzed the payroll reports including NJ Unemployment, NJ State Withholding, and Sales Tax Returns.

Trained and mentored staff, which strengthened business rhythms, increased focus on company’s financial performance and improved business acumen of Business Operations. Established benefits and insurance plan for the company.

Analyzed and Expedited completion of audits with CPA Firm, Banking Commission and Dept. of Labor to assure compliance with IRS & State Agencies minimizing any risk exposure on accuracy of financial statements.

Reviewed, Analyzed and evaluated business, employment, vendor, real estate leases, and purchase agreements.

Oversaw and monitored cash, profit sharing, benefits and company budgets for employees and owners to maximize returns.

Researched and analyzed retirement plans complying with ERISA including implementation of Defined Benefit Retirement.

Streamlined operations with implementation of Fannie Mae Desktop Underwriting System resulting in 30% improvement in work efficiency generating 20% increase in company profits.

Prepared and analyzed the operating and capital budgets on a monthly basis including forecasting and variance analysis.

Analyzed client’s Tax Returns & financial records to underwrite commercial, FHA, and conventional residential loans.

Publicized tax articles featured in NJSCPA Monthly Money Matters Newsletter in winter of 2007 and client newsletters.

Presented Home Ownership & Real Estate Tax Planning Seminar in January of 2007 at NJSCPA Society.

Developed training programs and educational seminars for company employees, Surety Title, and Realtor Workshops.

Oversaw financial reporting of leases on real estate property transactions and financial analysis of client transactions.

Implemented QuickBooks Pro application to improve accuracy and efficiency of financial reporting in accordance with GAAP.

Developed accounting policies and procedures to maintain appropriate internal controls in accordance with GAAS.

Performed general ledger analysis and month end closings on the company books and records.

Reviewed and filed Federal & State Corporate Income tax returns along with the supporting schedules/disclosures.

William J. Mignone, CPA Firm – Cherry Hill, NJ 1/1996-Present

Tax Analyst Consultant

Researched and resolved tax matters on NJ Workers Compensation, NJ Unemployment, NJ Wage & Hour, and NJ Sales

and Use Tax Audits. Utilize CCH and RIA Tax Research Software, Cornell Law Library and IRS Tax Websites.

Prepared Corporate, Partnership, S-Corp, Individual Income, Non for Profit, Payroll, NJ Estate, Unemployment & Wage Reporting,

NJ Withholding and Sales Tax Returns. Utilize Intuit Pro Series and CCH Pro Systems FX Tax software. Conducted audit examinations

on large corporations with multi state employment and Law Firms as a NJ DOL Auditor. Performed Forensic Examinations on

businesses. Reviewed, analyzed, and evaluated client’s financial status on retirement, benefits, compensation, life and

health insurance plans. Prepare Federal and State Corporation Tax Returns for a small business.

Prepare and electronically submit payroll, income, and sales tax returns for a small business to the IRS and State of NJ.

Education DREXEL University B.S. Accounting & Computer Systems Management

Professional Certifications/Licenses

Certified Public Accountant – State of Pennsylvania & New Jersey - Chartered Global Management Accountant & Certified Governmental Financial Manager - NJ Insurance License (Life & Health) – GRADUATE OF GE Loan Officer University, Merrill Lynch University - Certified Special Needs ADVISOR (CSNA) and Licensed New Jersey Notary, Working on my DAWIA Certification. Passed CON 090 Course.

Professional Affiliations

Member of the AICPA, PICPA, & NJSCPA Chapters. Served on the Cooperation with the Bar Committee with PICPA, Cooperation with the Bankers Committee, NJ State Tax Committee, Multi State Tax Committee, and Cooperation with the IRS Tax Committee with the NJSCPA.

Served on Pennsauken Township Zoning Board to hear Commercial and Residential Property Zoning Cases for 3 years.

Reviewed application for development on a large Commercial Storage Facility with the Dept. of Transportation regarding development of roads, Flood zone matters, and approval from township planner on this project. Website:

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