Tax Project Manager Resume Juno Beach, FL - Hire IT People

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential, Juno Beach, FL

Tax Project Manager

Preparation and review of 1000+ entity consolidated federal & state tax returns:
Multi - state partnerships
Standalone corporate entities
Private foundation
Developed uniform SAP BOBJ work papers for the tax compliance team which eliminated labor intensive manual processes to improve the efficiency of the compliance department.
Worked with SAP developers to design SAP BW data warehouse which brings together data from G/L, depreciation, provision and apportionment software.
Respond to state tax notices

Confidential, West Palm Beach, FL

Tax Manager

Proficient in various return types:
Multi-Tiered and Multi-State Partnerships
Consolidated C-Corporations
High Net Worth Individuals
Private Foundations/Exempt Organizations
Management of the Partnership & High Net Worth individual tax practice
Manages, trains and develops tax staff
Coordinates the tax return workflow process
Represent clients under IRS audit (Individuals, C Corporations & Partnerships)
Conduct meetings with IRS auditors
Review IRS notices and responses drafted by staff
Maintain and develop key client relationships
Manage client engagements and assist in overall management of the tax practice.
Staff assignments and management of eight staff
Tracking the progress of multiple stage assignments
Implementation of office policies and procedures
Software systems champion for West Palm Beach
Perform varying levels of tax research and tax planning for corporate, partnership and individual clientele

Supervisor

Prepared & reviewed individual, trust, multi-tiered partnership, S corporation, consolidated corporate and exempt organization tax returns
Developed and maintained client relationships and supervised the engagements.

Senior Tax Associate

Prepared individual, trust, multi-tiered partnership, S corporation, consolidated corporate and exempt organization tax returns
Prepared compiled financial statements

Tax Associate

Prepared individual, partnership, S corporation, corporate and exempt organization tax returns

Confidential , New York, NY

Equity Trader

Confidential , Jersey City, NJ

Senior Equity Trader/NADAQ Market Maker

Established and eliminated on a discretionary basis positions in equity securities utilizing firm capital.
Researched individual securities and market sectors to determine the best areas to commit firm capital
Trained new staff on trading systems and strategies
Held series 3, 7, 63, 22 & 55 securities licenses