Managing Partner Resume

SUMMARY

Certified Public Accountant (CPA) 10 Years of Tax Experience 2 Years of Captive Insurance Management Vermont Law School GPA: 3.48 Experience with Insurance Regulations from all 50 States and DC ffer an extensive achievement record providing financial and tax expertise to global, Fortune 500 companies and their insurance subsidiaries. In depth knowledge of states’ insurance regulations and tax code.
Managed companies with up to $160 Million in revenue and over $1 Billion in assets. Successful in identifying inefficiencies and implementing solutions.
Expanded client base increasing revenue by 20%

AREAS OF EXPERTISE

PROFESSIONAL EXPERIENCE

Confidential

Managing Partner

Responsibilities:

Created accounting firm with former mentor; over a two year period increased from zero clients to over one hundred and twenty clients including corporations, S - corporations, partnerships, limited liability companies, non-profit, and personal clients.
Manage staff, client meetings, office resources, firm operations, registrations and business licenses
Develop and maintain client relationships, meeting one on one, manage client billing
Prepare and review federal and state income tax returns, register clients with secretary of state and IRS

Confidential

Tax Senior

Responsibilities:

Developed relationship with Bennington College and assisted in winning their annual audit
Fostered similar relationships with Champlain College, St. Mikes College and Middlebury College
Significant contributor to innovation development committee submitting six ideas in four months
Continuous insurance tax training and exposure to large, consolidated insurance entities
Extensive use of Microsoft Excel and Word, Adobe, and other tax preparation and client management software

Confidential

Captive Insurance Development Strategist, Billing Manager and Tax Senior,

Responsibilities:

Created strategic plan for firm to grow by developing captive insurance services as new practice area
Conducted market research to build list of optimal targets for client acquisition
Engaged in constant business networking opportunities to promote firm and offer valuable expertise
Managed client needs, delegated work to staff

Confidential

Accounting Manager

Responsibilities:

Presented to board of directors annual financial results and made recommendations for actions
Researched regulatory information to maintain compliance with the NAIC and state regulators
Participated in business networking opportunities representing the firm and building client relationships

Confidential

Accounting Staff

Responsibilities:

Worked as part of team performing audit, tax and forensic accounting engagements in VT, NH and NY
Prepared corporate tax returns and personal tax returns for high net-worth individuals
Supervised the intern program, trained new staff and assisted the development of a mentor program