Senior Tax Manager

David M. Baum, CPA

770-***-**** (home)

703-***-**** (cell)

*******@*******.***

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Professional Experience

Contractor/Self Employed 11/08 - Present

• Working with 700 million dollar Security Company as their interim tax manager.

• Handle filing of payroll and income tax returns in 42 states and 100’s of cities.

• Discussed numerous tax strategies with clients ranging from buy/sell to organizing tax entities and discussion of having foreign owners.

• Planning and review of deferred taxes and M-1 and M-3 reconciliations.

• Preparation and review of FAS 109 and Fin 48.

• Tax planning and preparation of corporate, partnership, and high net worth individuals.

• Consulting and planning with real estate developers.

• Prepared trust returns and court accountings.

• Prepared 1120’s, 1065’s, 1040’s, and 1120S returns.

• Prepared, planned, and reviewed multi-million dollar individual and corporate returns.

• Represent clients before the IRS and State authorities.

Moore Stephens Tiller LLC, Atlanta, GA 01/07– 11/08

Tax Manager for a regional CPA firm of 115 professionals

• Primary researcher of tax planning ideas and issues; specialization in partnerships and other pass-thru entities with a concentration in real estate developers.

• Planning and review of deferred taxes and M-1 and M-3 reconciliations.

• Preparation and review of FAS 109 & Fin 48.

• Prepared and reviewed 1120’s, 1065’s, 1040’s, and 1120S returns.

• Prepared, planned, and reviewed multi-million dollar individual and corporation’s returns.

• Prepared and reviewed trust returns.

• Supervised eight staff people.

• In charge of XCM system and extension for clients.

• Responsible for representing clients before the IRS.

Contractor/Self Employed 04/05 – 01/07

• Consulted with real estate developers including preparing financials using MAS 200.

• Tax planning and preparation of corporate, partnership, and high net worth individuals.

• Prepared trust returns and court accountings.

• Prepared 1120’s, 1065’s, 1040’s, and 1120S returns.

• Prepared, planned, and reviewed multi-million dollar corporate and individual returns.

• Guided in land acquisition and build out of building for financial and tax purposes.

• Prepared personal property tax returns and financial net worth.

• Prepared financials. Prepared risk analysis for OMB -123.

• Represent clients before the IRS and State authorities.

Cocke, Szpanka, and Taylor, Reston, VA 09/01 – 04/05

Senior Tax Manager for a regional CPA firm of 30 professionals and responsible for hundreds of clients with net worth up to 30 million dollars

• Preparation and review of partnership and real estate clients.

• Overall responsibility for the non profit sector.

• Prepared and reviewed trust returns and court accountings.

• Prepared, planned, and reviewed multi-million dollar C Corporation’s returns.

• Prepared and reviewed sales and property tax returns.

• Managed tax staff of five people.

• Prepared and reviewed financial statements of million dollar companies.

• Discussed numerous tax strategies with clients ranging from buy/sell to 1031 exchanges to international compliance issues.

• Planned and reviewed deferred taxes and M-1 reconciliations.

• FAS 109.

• Experienced in international matters.

• Planned market strategies.

• Extensive knowledge of real estate and construction industries.

• Extensive review and preparation of high net worth individuals.

• Experienced in MAS 200, E-Pace, Engagement, Quick books, Excel, Prosystem, BNA Portfolios, CCH and RIA.

Pannell Kerr Forster P.C., Fairfax, VA 1997 – 2001

Senior Tax Manager for World Wide CPA firm with 15 offices in the United States and over 300 offices overseas

• Experienced in dealing with audits of foreign offshore companies and multinationals.

• Experienced in accounting of the hospitality industries.

• Planned and discussed tax strategies with clients.

• Experienced in international matters.

• Planned market strategies.

• Extensive knowledge of real estate partnerships, 990’s and clubs.

• Responsible for non profit sector including numerous country clubs.

• Reviewed and prepared all types of tax returns and financial statements.

• In charge of clients ranging up to 500 million dollars.

• Prepared, planned, and reviewed multi-million dollar C Corporation’s returns.

• Prepared and reviewed sales and property tax returns.

Matthews, Carter, & Boyce, Fairfax, VA 1989 – 1996

Senior Tax Accountant for regional CPA firm with clients located throughout the country and a professional staff of 35

• Prepared and reviewed corporate, partnership, 990’s, and individual tax returns.

• Prepared sales tax and property tax returns of multi-million dollar companies.

• Prepared financial statements for many clients with net worth in the millions of dollars.

• Prepared and reviewed pension plan accountings.

• Gained experience in HUD audits.

• Handled payroll problems for clients dealing with the IRS.

Ritter and Company, CPA, Vienna, VA 1985 – 1989

Accountant

• Prepared corporate, partnership, individual, payroll tax returns, and retirement plans, with direct client contact.

• Audited financial statements.

• Involved in tax research.

Education

• George Mason University, Fairfax, VA

• B.S., Business Administration 1985

Skills

• Prosystem, Ace, Excel, Word, CCH, RIA,BNA, AS 400,Engagement, QuickBooks

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