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Manager Tax

Location:
New York, NY
Posted:
December 16, 2016

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Resume:

Radoslav Filkov

*** **** **** ******, ***. PH*K, New York, NY 10019, phone 203-***-****, Email: acxw6h@r.postjobfree.com EDUCATION

New York University, Leonard N. Stern School of Business, New York, NY

• MBA Graduation December 2015

University of Bridgeport, Bridgeport, CT

• Bachelor's Degree in Accounting, Graduation May 2002 CREDENTIALS

• Enrolled Agent (EA) Licensed

• Completing CPA Exam

WORK EXPERIENCE

Deloitte LLP, - Private Wealth, New York, NY/Stamford, CT Manager, July 2015 – Present

• Provide Individual Tax Planning and complex tax compliance services to ultra-high net worth individuals and families including Managing Directors of Private Equity Firms with complicated investments and partnerships.

• Provide estate and gift tax planning to clients and manage filings of gift tax returns.

• Provide tax advice and compliance for the filings of various entities owned by clients. Responsible for filing Trust, Partnership and Corporate tax returns.

• Provide tax planning and advice in relation to the tax filing and required distributions of private foundations.

• Work closely with Private Bankers and Investment Managers to develop investment and tax strategies tailored for the needs of each client and their families. Provide analysis to maximize the tax benefits of charitable contributions and help develop long term charitable donations plan.

• Provide quarterly tax estimates and cash flow analysis for individual clients and entities.

• Manage team of six people at Associate and Senior Associate level. KPMG LLP, - Executive Tax Services, New York, NY

Tax Manager, August 2011 – July 2015

• Provided tax compliance and tax planning services to high net individuals from financial industry with complex investments.

• Reviewed and delivered tax estimates for high level executives and conducted meetings with them.

• Provided tax planning and advice to high level executives in relation to their foreign tax obligations.

• Managed team of three Associates and one Senior Associate. Ernst & Young LLP, New York, NY

Tax Manager, July 2010 –August 2011

• Managed and delivered US and foreign individual tax filings for high net individuals.

• Provided tax planning and advice to high net worth individuals and executives.

• Managed and signed various international tax related projects – hypothetical tax calculations, gross up calculations, cost projections and estimates.

PricewaterhouseCoopers LLP, Stamford, CT

Intern to Senior Associate, January 2001 – July 2010

• Prepared and reviewed complex individual US tax returns and quarterly estimates.

• Prepared and reviewed individual hypothetical tax calculations and cash flow analysis.

• Conducted research on specific complicated individual US tax matters and prepared responses to tax notices.

• Conducted presentations to clients regarding specific tax developments and potential risk areas. SKILLS

• Computer: MS Word, Excel, PowerPoint;, GoSystem, BNA, CCH, WestLaw



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