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WELLINGTON, FLORIDA 33449

561-***-****

olp8gc@r.postjobfree.com

Experience

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

computer programs

Represented taxpayers in compliance, audit, and collection matters with tax

authorities

Managed Tax Filings and Quarterly Tax Payments on behalf of the clients.

Has worked in multiple offices simultaneously in New York, Connecticut and

Florida

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

and inquires.

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

or inquires.

Trained personnel with general ledger, tax return software packages and

spreadsheet programs.

Act as liaison between home office and computer company regarding problems

or questions.

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

trade tickets.

Responsible for updating individual and corporate monthly statements.

Handled record keeping of accounts for annual audit as well as

reconciliation of bank statements.

Computer Skills

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

application standpoint.

Education

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

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