Manager Accountant

Roseanne S. Serels, CPA

Washington, DC 240-***-**** *********@*******.*** I linkedin.com/in/roseanne-serels-9aOa11101

PROFESSIONAL SUMMARY

I am a seasoned professional with more than 20 years of tax experience. My focus has been on medium to large size clients, both local and throughout the US. I have reviewed and consulted on tax filings for not-for-profits, partnerships, LLC and S-Corporations; additionally, I have researched and solved complex federal and state issues. Additional experience includes partnership special allocation including, but not limited to IRS 704B, carried interest, timing and new tax law pass-through deduction. I have consulted with exempt organizations regarding proposed transactions (e.g., purchasing of properties), 501(c)(3) testing, UBIT, public support test issues, exempt organization applications, and state registrations.

Professional HISTORY

Jan 1996 – Nov 2018 Senior Manager

CohnReznick LLP Bethesda, MD

During my tenure with CohnReznick I worked with clients in the Firm’s commercial real estate practice, non-profit, education, and private client and investment funds. I consulted and advised various types of companies on their structure to ensure that they make use of all tax advantages available. I have experience in many areas of the real estate industry, and am well-versed in partnership and limited liability companies. Specific responsibilities include:

return

Years of compliance experience partnerships, corporations and s-corporations

Advised compliance clients as opportunities arose

Well verse in FAS

Management of multiple clients with diverse and complex tax matters

Collaboration with National Tax team on specialize tax matters

Participate in workforce management for DC Metro Tax team

Provide individual staff training and group training

Part of team that put together multi-million-dollar deals

Network skills to bring in potential new deals

1994-1995

Help desk for Nonprofit that provided answers to tax for small practitioners

1991 - 1993 Controller

National Federation for Family Planning Arlington, VA

Served as internal accountant for a Canadian non-profit with a satellite location in Arlington, Virginia. Managed grant processing, facilitated loans program funding.

EDUCATION

Bachelor of Science, American University 1986 graduation

Masters in Tax, George Washington University 1991 graduation

Licensure and Professional Memberships

CPA #5601 – District of Columbia

CPA #39739 – State of Maryland

Networking Organizations

DCBIA

AICPA

CREW

TECHNICALSKILLS

CCH Access, GoFileRoom, GoSystem, Excel, Word

Enjoy researching and reading tax code

Love coming up with new ideas to solve problems

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