Paul David Costello
*** ****** ***** ****, ******** CT
Phone: 203-***-**** Email: **********@*****.***
Enthusiastic, high-energy Public Accounting Professional possessing an outstanding technical background, exceptional communication skills, and solid analytical/organizational abilities.
Professional Experience
Totilo & Company, LLC, Stamford, Connecticut (Public Accounting Firm) 2014-2019
Accounting and tax manager. Responsible for training and managing staff accountants in tax return and financial statement preparation. Involved with recruitment of new staff and designing modern management tools. Consulting and external controllerships.
Yeshiva University, Bronx, New York (Private University - Contract) 2014
Primary role as Payroll Compliance Administrator maintaining compliance for international nonresident employees and reviewing foreign tax treaties.
Regeneron Pharmaceuticals, Inc., New York (Publicly Traded Company - Contract) 2014
Primary role as Sr. Tax Coordinator overseeing preparation of monthly SALT reporting
Auditing of vendor PO’s for R&D, IDA and QEZE credits
Tech Finance Advisory LLC, Scarsdale, New York (Accounting and Outsourced CFO Firm) 2013
Primary role as Accounting Manager overseeing preparation of GAAP based monthly financials, budget modeling and variance analysis
Consulted on various Federal and multi state tax compliance and filings
John M. Stanise, CPA, Stamford, Connecticut (Public Accounting Firm) 2011–2012
Primary role as Tax Manager reviewing and preparing individual, partnership and corporate tax filings for high net worth clients
Extensive tax research duties including international corporate formation and taxation
P E C CPA, Carmel, New York (Public Accounting Firm) 1994 –2011
Primary roles as Tax Manager and Accounting Manager reviewing and preparing individual, partnership, corporate and not-for-profit taxes as well as review of monthly business accounting and reconciliations
General business management consulting and operated a commercial real estate company
Conducted various audits of Federal taxes, State taxes and internal compliance testing
Tax Manager Experience:
Prepared Federal 1040, 1120, 1120S, 1065, 1041 and numerous state taxation returns
Payroll Tax Manager responsible for the preparation of Forms 941, 940EZ, W-2, W-3 and various State related payroll tax returns for clients with “in-house” payroll
Research and application of international tax laws for domestic and foreign companies
Accounted for and prepared IRS Form 5500 annually for several pension plans
Performed financial statement compilations and reviews for corporate, limited liability corporations, partnerships and non-profit entities
Paul David Costello Résumé – Page 2
Accounting Manager Experience:
Financial statement review and GAAP based financial report preparation including Audits, Reviews and Compiled statements for Domestic and International companies
Financial planning, budget creation and variance analysis of operations including multi segmented businesses
Setup inventory control processes and maintained cost accounting for manufacturing and retail businesses
Strong team/culture building skills utilized to recruit, train and supervise a staff of accounting personnel in handling the day-to-day operations of the firm which included bookkeeping, payroll services and sales tax preparation
Consulted with outside counsel on legal matters including employee terminations, lease contracts, & collections
Responsible for annually renewing the medical, dental, LTD, Life/ADD, Property & Casualty and Professional Liability insurances
Audit Sr. Experience:
Conducted internal audits of a National Banks’ loan practices, Federal compliance, account confirmations and internal control reviews
Developed and implemented comprehensive audit work papers, improved internal control procedures and prepared management system recommendations
Prepared client documents and oversaw IRS and state audits of individual and various corporate tax filings
Supervised workers compensation insurance and unemployment insurance audits
Additional Experience
Managing partner of Fair Street Properties – commercial real estate rental company
Residential building construction with Jacobs Construction, Inc.
Treasurer of Putnam County Arts Council
Treasurer of Putnam County Child Care Council
President of the LaGrange Chapter of Business Network International
Computer Skills
Extensive experience with Microsoft Excel, Word, Outlook, QuickBooks, Peachtree Accounting, Great Plains, Oracle E-Business Suite, Thomason Reuters Ultratax, CCH ProSystems FX, CCH Access, Drake tax software, ATF payroll, Paychex, ADP, T-Value, PenSoft payroll, ATX, RIA Research, CCH Smart Tax Research & Internet Research, MarkView, Saperion
Education
Pace University, Lubin School of Business Bachelor of Arts
Major: Accounting