SUMMARY:

• Corporate Tax Accountant/Consultant & Business Tax Manager/Controller - Experienced in tax, accounting & managerial functions. Extensive Federal, State & Local filings, Sales/Use, Personal Property, International tax & Individual, Corporate & Partnership Filings using CorpTax, OneSource, Vertex, SAP, Excel, OnBase, Oracle, CCH, BNA.
• Human Resources Administration, Benefit Administration, Office Management skills.
• Produced & analyzed companywide depreciation schedules and assisted in budgeting & Long Term planning process for Fixed Assets.
• Preparation of write-ups involving General Ledger, Accounts Receivable, Accounts Payable, tax payments, prepaid expenses & reviews, tax projections, Federal, Payroll estimates, extensions using ProsystemsFx, CCH (CSA), QuickBooks, BNA, Tax Research, RIA-Checkpointe. Provided back-office support for IT Department regarding software updates & enhancements. GAAP requirement implementations, Preparation of Journal Entries, General Ledger & all Financial Statements, all schedules & budgets. Federal, State Audits & Corporate Information Technology audits, Annual returns, State estimated payments, extensions & property tax billing submissions & property tax protests. Contract & proposal reviews.
• Use of QuickBooks system Enterprise 9.0,- Health Saving Account & Individual Retirement account monitoring, preparation of expense reimbursement for Travel on employees accounts, annual business returns & registrations along with license & permit filings. Prepared monthly/ annual Property, Plant & Equip financial reporting (Balance Sheet /Profit & Loss). Provided day-to-day financial support to operating groups.
• Created monthly, quarterly fixed asset reports to meet internal & external reporting requirements. Filing Sales/Use returns all states, Unclaimed Property and Holder reports & claims.
• Filing State and Local Tax returns for all states and municipalities.

TECHNICAL SKILLS:

Computer Literate:: OneSource, Confidential Tax, Vertex, SAP, Windows, Word, Excel, Ultra Tax, La Certe, Dentrix, PowerPoint, PeopleSoft, MRI, Outlook, Lotus Notes. Tax forms, business machines, calculators, RIA CHECKPOINTE BNA, CCH, LEXIS-NEXIS, Current NYS Notary Public

PROFESSIONAL EXPERIENCE:

Confidential, Pearl River, NY

Tax Manager/ Controller

Responsibilities:

• Tax Accountant, FC Bookkeeper & Payroll Analyst.
• Responsible for all practice management & admin which includes month & year end closing, journal entries, financial statement prep, workmen’s comp & disability policy review, responding to tax notices, payroll & income tax returns, preparation & Filing of Federal & State returns including W-2’s, W-3’s, 1120S, Sched K & K-1, 1040’s, 940’s, 941’s and NYS tax forms i.e. MTA-305’s, NYS-45, AP, AR, Bank Rec’s, GL, Cash receipts, billing etc. Office Manager and tax accountant for Dental Practice.
• Responsible for all accounting, payroll and administrative functions as well as tax return filings including quarterly payroll returns (Forms 941, 940), workmen’s comp/disability reporting.
• Supervisor of up to 10 people along with recruitment, interviewing and training of personnel.
• Dentrix System, Microsoft Word, GAAP requirements, Tax Research, Preparation of Journal entries, Gen. Ledger & all Fin. Stmts. A/R, A/P and all schedules, budgets.
• Full charge bookkeeping, accounting and IRS tax forms filings.
• Reception, scheduling and patient administration as needed.

Confidential, Waldwick, NJ

Corporate Sr. Accountant/ FC Bookkeeper

Responsibilities:

• Accounting for 5 corporations, Payroll incl prevailing wage & garnishments, Tax Research, Federal audit work & Sales/Use Tax return filings as well as exemption certificate filings, AP and AR, bookkeeping, employee benefits review, bank recs, billing & use of Job # cost systems, preparation of monthly commission & WIP reports.
• Daily monitoring/transfers for ten bank accounts, extensive communications in building maintenance industry for commercial clients, preparation of invoices and online billing systems AIA, IATA for airlines invoicing.
• Monthly Journal Entries including depreciation of fixed assets.
• Use of QuickBooks system Enterprise 9.0,- HSA & IRA account monitoring, preparation of expense reimbursements for travel on employees, estimated tax payments for 5 corporations, annual business returns, responding to IRS inquiries. S/U Filings in 10 states, merger of three corporations.
• Use of Goldmine, Outlook, Excel, Word. Also worked as AP accountant.
• Serving clients like Jones Lang LaSalle, Teterboro Airport, Covanta, Local Municipals. Use of QuickBooks system Enterprise 9.0,- HSA & IRA account monitoring, preparation of expense reimbursements for travel on employees, annual business returns & registrations along with license & permit filings.
• Prepared monthly, quarterly & annual Property, Plant & Equipment financial reporting (Balance Sheet P&L).
• Provided day-to-day financial support to operating groups (including journal entries, financial reports).
• Created monthly, quarterly fixed asset reports to meet internal & external reporting requirements.

Confidential, Warren, NJ

Tax Supervisor/Senior Tax Accountant

Responsibilities:

• Sales/Use, Property & State Income Tax ( Assisted on Federal return as needed )Tax Research & Compliance role - Accountant at insurance firm responsible for research on all states, filing and reviewing of returns for sales/use, personal property and state income tax returns. Issued written tax summaries & directives. Review of private letter rulings.
• There was reconciliation of fixed assets accounts in relation to state reporting. Heavy tax research on state issues.
• Also performed NJEDA contract review, NJEDA audits and special projects.
• NJEDA reports were detailed regarding fixed assets, inventory and other state monitored items.
• State audits & prep work. Audit of corporate IT purchases, payments and invoices.
• Familiar with CCH, (ProsystemsFx), PeopleSoft, Lotus Notes, RIA-Checkpointe, Insource, AIA, Lexis-Nexis, Corptax and other tax related programs.
• Taught Financial Management Network classes when needed.
• Completed annual returns, state estimated payments, extensions and property tax billing submissions.
• Performed extensive oral & written communications with corporate and government personnel.
• Appointed to Steering Committee to implement paperless office system and research available software.
• Assisted in other tax related projects and correspondence.
• Wrote tax bulletins, directives, memos to file and explanations of state tax codes for internal and external personnel.
• Fin 48, FAS 109 (ASC740) and SOX classes and training. PowerPoint, EXCEL (Pivot Tables), Microsoft & SAP.

Confidential, NY & Montvale, NJ

International Tax & Loan Analyst

Responsibilities:

• IBM NAD Preparation of all Sales/Use Tax returns for NY/NJ and various other states. Tax Research.
• IBM Confidential HQ Corporate accounting for assignees - in from the Americas and Far East.
• Performed Int l Loan Analysis and provided tax advice to foreign nationals.
• Processing of international returns for assignees and expatriates.
• Instructor for tax seminars offered by IBM to foreign personnel.
• Assisted in internal audits by Price Waterhouse.
• Payroll work for corporate employees. Heavy tax research.
• Preparation of Sales/Use tax returns for multi-states and constant oral and written correspondence with government agencies and company personnel.
• Continued advancement and promotion throughout the IBM Corporation. Lotus Notes, Excel, Word etc.

Confidential, New York, NY

Sr. Accountant/ Financial Analyst

Responsibilities:

• Worked in various positions and departments with continued advancement throughout the university.
• Performed accounting and budget work, contract and proposal reviews in Sponsored Research, financial statements, journal entries, letter of credit preparation and extensive oral and written communications with and on behalf of university personnel and academic personnel. Purchase order and invoice reviews, report filings in Accounting Dept.
• Also performed human resource work while at the Confidential Dental School specifically training and orientation of all new employees, time - management studies, job procedures and desk write-ups.

Confidential, Pearl River, NY

Property Manager

Responsibilities:

• Financial Manager for real estate holding Confidential .
• Performed all tasks relating to property management on commercial, residential and other type properties as well as bookkeeping and accounting functions. Startup of Confidential . - filings of all Fin. Stmts. & tax forms related to Confidential and S-Corps.

Confidential

Senior Tax Accountant

Responsibilities:

• Sales/Use Tax Return filings & payments for all states & municipalities for Fujifilm Medical Systems, USA including Special Projects, Account reviews, state governments & municipal correspondence etc. using SAP, Vertex 9.0, Excel & Multi-state websites, OneSource, ONBase, Oracle.
• Preparation of other returns such as California Environmental Fee Returns & Nevada Modified Business Return.
• Responsible for Unclaimed Property Claims & Holder Abandoned Property Returns
• Filing for all Fujifilm companies & subsidiaries, OneSource education, filing of Business Licenses, Permits & Registrations, State Audit Preparations and Return Amendments. Collected over $450k in unclaimed funds on behalf of company.

Confidential, Warwick, NY

Tax Supervisor/ Reviewer

Responsibilities:

• Preparation of individual, non- profit, corporate & partnership tax returns, write-ups involving GL, AR, AP, tax payments, prepaid expenses and preparations of budgets, reviews, tax projections, estimates, extensions using ProsystemsFx, CCH Creative Solutions (CSA), QuickBooks, Excel, etc.

Confidential, Basking Ridge, NJ

Transaction Tax Analyst

Responsibilities:

• Special Projects, Gross Receipts Tax reconciliations, Preparation of telecommunication ad hoc reports & accrued sales/use tax in Transaction tax department for Confidential and subsidiaries using Excel & SAP.

Confidential, Roseland, NJ

Corporate Tax Accountant

Responsibilities:

• Compliance role - Preparation of state & local tax returns using Corptax and Excel for over 500+ corporations and partnerships.
• Provided back-office support for IT Department regarding software updates and enhancements.

Confidential, Jersey City, NJ

Corporate Tax Accountant

Responsibilities:

• SALT Compliance tax preparer for Confidential. Partnership Return filing.
• Responsible for all work papers and returns for 34 entities (corporations, partnerships) and various investment groups using Outlook, Excel, BNA, RIA, Corptax, TCM, OneSource, and in- house software in paperless tax department
• Heavy tax research & projects such as allocation vs. apportionment, expense attribution & dividend reduction and tax shelters.
• Worked in conjunction with IT department for Corptax upgrades, updates, enhancements and resolution issues.