Senior Manager Tax Services

EXPERIENCED TAX SENIOR MANAGER possessing a proven ability to deliver a full range of tax services for multiple clients in

a wide variety of industries. I have the personality to interact closely with clients to provide innovative tax planning, consulting, and

compliance expertise. I have the knowledge to perform primary and secondary reviews of complex tax returns and the ability to

manage a professional staff. I have worked closely with senior firm management on practice and business development.

EXPERTISE

●Preparation and detailed review of complex tax returns for individuals, partnerships, corporations and trusts.

●Ensure tax adjustments are made to financial statements for preparation of tax returns.

●Extensive technical skills in taxation for Partnerships, S-Corporations, C-Corporations, Trusts, and Individuals.

●Ensure tax compliance with appropriate local, state, federal and international taxing jurisdictions.

●Supervise, train, and mentor professional staff with respect to technical tax compliance issues.

●Develop and maintain great working relationships with clients to ensure client satisfaction and work with client management and staff at all levels to provide expert tax services.

●Attend or present professional development/training seminars to stay educated about tax law changes pertinent to clients.

EXPERIENCE

Current Position - New Jersey/New York City – 2022 - Current

●Senior Tax Manager for a boutique national CPA firm in New York City. Clients include international celebrities, professional athletes, and other ultra and high-net-worth individuals.

Rosenberg Rich Baker Berman (RRBB) - New Jersey - 2019 - 2022

●Senior CPA Tax Manager - provided tax services to ultra-high-net-worth clients providing review, research, and planning for all types of tax returns. Other duties included coordinating planning meetings with clients, attorneys and other financial professionals and the active management and education of a professional tax/accounting staff.

Michael A. Cohen, CPA, CFE – Northern New Jersey/New York City – 2015 - 2019

●Business and high net worth individual accounting and tax services.

●Outsourced controller/CFO functions: taxation, entity selection, investment monitoring, trust/estate planning, cash flow analysis, financial presentation, risk management/insurance analysis, wealth transfer analysis.

●Expert in business operations, private equity fund accounting, and treasury accounting functions.

●Facilitation of monthly and annual closing process, financial statement and tax return preparation and review.

Michael A. Cohen, CPA, PA – Principal Shareholder of High-Quality CPA Firm – South Florida - 1991 – 2015

My firm serviced high net worth family offices and individuals, entrepreneurial businesses, professionals, and executives in the areas of taxation, business operations/management, financial reporting, and business efficiency improvement techniques.

●Managed a professional team of 7-10 CPAs and junior accountants servicing clients in: manufacturing, real estate, construction, professionals, retail sales, wholesale operations, import-export businesses, tax exempt organizations.

●High net worth client in the import/export business and multi-generational family office: responsible for maintaining accurate accounting/tax records, human resource functions, investment monitoring, and business operations.

●Ultra-high net worth client and multi-generational family office in the printing business whose major customers were high profile people and businesses in government, sports and entertainment.

●Provided periodic business functions for above clients- bill payment services, payroll preparation and all tax filings.

●Performed monthly reconciliations and analyzed cash/bank accounts, prepared cash flow analysis reports.

●Prepared monthly and annual financial statements and related reports.

●Provided tax planning and preparation services for all required tax filings and any IRS or SALT issues.

●Coordinated efforts with investment advisors, brokers, insurance agents, and attorneys for financial efficiency.

SOFTWARE AND OTHER PROFICIENCIES

●Microsoft Office- Excel, Word, Intuit QuickBooks, CCH Suite, UltraTax, ProSystems, and other tax/accounting software.

EDUCATION

●Duke University - BA - Management Science/Accounting

●University of Miami School of Law - Continuing Professional Education/Business Law

●University of Florida - Income Tax Law/Business Marketing

●Harvard University - Summer Seminar Program

●Pine Crest School - Fort Lauderdale, Florida

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