WELLINGTON, FLORIDA 33449
CBIZ GOLDSTEIN LEWIN
Tax Consultant- February 2012 to Present
Prepared tax returns for high net worth individuals, trusts and estates in
various industries including medical and real estate
Communicated with clients in professional timely manner
FRANKEL LOUGHRAN STARR & VALLONE LLP
Senior Tax Manager- December 1996 to December 2011
Prepared and reviewed tax returns for high net worth individuals,
corporations/partnerships, fiduciary, private foundations, and payroll
Devised plans in conjunction with clients to optimize tax efficient use of
financial assets through quarterly tax projections
Instructed and supervised staff in tax preparation, work paper setup and
Represented taxpayers in compliance, audit, and collection matters with tax
Managed Tax Filings and Quarterly Tax Payments on behalf of the clients.
Has worked in multiple offices simultaneously in New York, Connecticut and
Served as Main liaison between Tax Software Company and Firm
BROWN BROTHERS HARRIMAN TRUST COMPANY NEW YORK, NEW YORK
Senior Tax Accountant - August 1994 to November 1996
Responsible for the preparation of more than 200 individual and fiduciary
returns and related state filings, with direct client contact.
Prepared Gift Tax returns, Trust Accountings, Asset Allocation and
Quarterly Payroll Taxes for various clients throughout the year.
Set up quarterly estimates as needed for all related returns
Handled correspondence for clients with the Internal Revenue Service,
Federal and State government agencies regarding tax discrepancies, problems
Trained new personnel in various tax and accounting procedures.
FARKOUH FURMAN AND FACCIO LLP NEW YORK, NEW YORK
Senior Accountant - November 1988 to July 1994
Responsible for the preparation of individual, fiduciary, partnership,
corporate and S-Corporation tax returns and related state filings.
Prepared general ledger, trial balance, and Quarterly Payroll Taxes for
various clients throughout the year.
Handled correspondence for company to Internal Revenue Service, Federal and
State Government agencies with regards to any tax discrepancies, problems
Trained personnel with general ledger, tax return software packages and
Act as liaison between home office and computer company regarding problems
CHESTER HARRIS AND COMPANY LLC NEW YORK, NEW YORK
Accountant - August 1987 to November 1988
Conducted comparisons of municipal bond trades with client reports and
Responsible for updating individual and corporate monthly statements.
Handled record keeping of accounts for annual audit as well as
reconciliation of bank statements.
Proficient with IBM personal computer systems and Mainframe systems
Experienced in Go Systems RS, Pro Systems FX, ProSeries, Go File Room,
Excel, Lotus 123, Word, WordPerfect, and BNA Tax Planner
Provided systems support throughout my career, both from a hardware and
STATE UNIVERSITY OF NEW YORK AT ALBANY, ALBANY, NEWYORK
Master of Science - Accounting 1987
STATE UNIVERSITY OF NEW YORK AT ALBANY, ALBANY, NEW YORK
Bachelor of Science Degree in Mathematics 1985