Adjunct Instructor Budget Manager

Malcolm E White, MA CPA

Riverside, CA

**********@*****.*** 619-***-****

SUMMARY

• Tax specialist with extensive experience including tax and audit team management

• Pass through entity specialist including S-Corp, LLC, Trusts

• Multi-state and foreign business disclosures, FinCEN filings

• Certified audits, Reviews and Compilations, Prospective financial statements

• Private Placements, business development and startups, tax and business models, financial projections, valuation analysis

• Editing team for McGraw-Hill Publishing accounting textbooks and online platform development PROFESSIONAL WORK EXPERIENCE

Eaker Perez Law, San Diego, CA Nov 2021-Present

Director of Tax and Education, partly remote, full time

• IRS, FTB, EDD, CDTFA audits

• Collections cases, installment agreements, offers in compromise

• Streamlined foreign and domestic filings, FBARs

• Resolve ITIN issues

• Taxpayer representation before the IRS, FTB, EDD

• Hire and train support staff

WCH, CPAs, Walnut Grove, CA Feb 2022-Oct 2022

Tax Manager, remote, full time seasonal

• Individual, C corp, S crop, LLC tax returns

• Tax planning and consulting

• Tax return review and sign off to partner level

• Client contact, work directly with clients

• CCH Axcess via remote desktop

Smith & Co CPAs, San Rafael, CA Jul 2021-Apr 2022

Tax Manager, remote, contractor, part time seasonal

• Individual tax returns

• Tax planning and consulting

• Tax return review and sign off

• Predominantly high-net-worth taxpayers, $10m and above individuals

• Client contact, work directly with clients

• Complex tax returns and tax situations, 10 or more K1s

• Lacerte via remote desktop

Dickerson Rix LLP, San Diego, CA Nov 2020-Sep 2021 Tax Manager

• Individual tax returns, 750+ returns

• Tax planning and consulting

• Predominantly high-net-worth taxpayers, $10m and above individuals

• Trust, Estate and Gift returns

• Tax return reviews and sign off

• Client contact, work directly with clients

• Complex tax returns and tax situations

• C-Corp, S-Corp and LLC returns

• Many clients current or former corporate CEO and high level positions, Fortune 500 companies

• Lacerte desktop, on site

Armed Forces Wireless/Mobile, Inc., Carlsbad, CA Jul 2014-May 2017 CFO

• Multiple Corporate tax returns

• SEC filings, Private Placements

• Investor relations and fundraising

JSN & Associates Tax and Financial Services, San Diego, CA Feb 2013-Jun 2014

• Associate in charge of tax department

• All business clients, S-Corporations, LLCs, Schedule C

• IRS audit representation, collections, and US Tax Court representation

• Individuals and small business returns

Clarence E. Jett, CPA, LLC, Columbia, MO 2009-2012 CPA and tax team manager

• Managed tax department and oversaw preparation and review of 1000+ tax returns

• Predominantly business clients including S-Corporations and LLCs, Schedule C

• Worked with firm’s high net worth clients

• Trust, Estate and Gift returns

• Work directly with over 500 clients yearly

• Construction, health care, mortgage broker and finance management Software Research Inc., San Francisco, CA 1995-2000 CFO

• Corporate tax returns and accounting

• Helped move the company to integrity testing for eCommerce websites

• Set up and managed a 401(k)-retirement plan for the company Harry C. Winfrey, CPA, Columbia, MO 1990-1995

• Responsible for preparing tax returns for individuals,

• C- and S- corporations,

• Partnerships, and LLCs

• Complex returns and tax situations

• Managed $5-million monthly Accounts Payable and payroll for 300 employee multi-state pathology lab with 25MDs and PhD owners

• Complex tax returns and tax situations for high-net-worth clients and companies

• Oversaw certified audits and GAAP tax returns for all audit clients

• Audits of for-profit and non-profit entities

• High net worth taxpayers, many doctors

• Real estate, land development, flips and rentals MISCELLANEOUS EXPERIENCE

Missouri Department of Revenue

• Manager and Revenue officer

• Worked with multiple tax and revenue bureaus

• Department budget manager

• Legislative liaison

Columbia College, Columbia, MO

Curriculum Developer; Adjunct Instructor

• Developed the Accounting Principles courses, Financial and Managerial, for new online college which started in 2000

• Developed a strong accounting program for 3 campuses William Woods University, Fulton, MO

• Accounting Instructor and course developer

EDUCATION

Master of Accounting, Nova-Southeastern University Bachelor of Science, Business Administration, Columbia College CERTIFICATION

Certified Public Accountant – California 118776 (Tier 1) SYSTEMS AND SOFTWARE

o Lacerte Professional Tax, TurboTax, TaxAct, Drake o QuickBooks Online, QuickBooks Pro & Premier, Peachtree Pro, Sage 50 Accountant o Microsoft Office: Excel, Word, PowerPoint

o CCH Axcess & Engagements

Contact this candidate