Eric Patwell
Tax Associate at Reilly, Fisher & Solomon, PA- Claim this Profile
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Bio
Credentials
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Certificate of Completion /JSOC Specialized Survival, Evasion, Resistance, and Escape (SERE) 400 Training Course
United States Department of the ArmyJan, 2015- Nov, 2024 -
Certificate of Training, TRC/Krav Maga Force Course
United States Department of the Army/ Krav Maga RaleighJan, 2015- Nov, 2024 -
Certificate of Completion / Evasive & Off-Road Driving with Vehicle Commandeering
Tier 1 Group, LLC (T1G)Jan, 2013- Nov, 2024 -
Certificate of Completion / Evasive & Off-Road Driving with Vehicle Commandeering
Tier 1 Group, LLC (T1G)Jan, 2013- Nov, 2024 -
Certificate of Completion /Advanced Marksmanship Course
ACADEMI (A Constellis Company)Jan, 2013- Nov, 2024 -
Certificate of Completion /Comprehensive Study of Final Cut Pro X FCP 200
Future Media ConceptsJan, 2012- Nov, 2024 -
Certificate of Completion /Threat Tactical Survivability Program
Gryphon Group Security Solutions LLCJan, 2012- Nov, 2024 -
Certificate of Course Completion /DoD SAP Collection Manager's Course/DIA-017920
Defense Intelligence AgencyJan, 2012- Nov, 2024 -
Certificate of Training, Center for Development of Security Excellence/Thwarting the Enemy: Providing Counterintelligence and Threat Awareness Information
United States Department of the ArmyJan, 2011- Nov, 2024 -
Certificate of Course Completion /Conflict Analysis Course
United States Institute of PeaceJan, 2009- Nov, 2024 -
Certificate of Completion /Requirements Management System (RMS) Course
National Geospatial-Intelligence AgencyJan, 2006- Nov, 2024 -
Certificate of Training /Imagery Analysis Apprentice Course
United States Air ForceJan, 2006- Nov, 2024
Experience
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Reilly, Fisher & Solomon, PA
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United States
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Accounting
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1 - 100 Employee
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Tax Associate
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Jan 2020 - Jun 2021
► Assisted Partners in preparing high net worth individual, estate, trust, corporation, partnership, not-for-profit, gift tax, and various other returns using tax preparation software (Lacerte). ► Compiled, reviewed, and processed necessary financial documents for incorporation into 1040 including property sales, hedge funds, and business sales. ► Assisted Partners in dealing with tax compliance and solving complex business issues for clients. ► Stayed current regarding pending tax… Show more ► Assisted Partners in preparing high net worth individual, estate, trust, corporation, partnership, not-for-profit, gift tax, and various other returns using tax preparation software (Lacerte). ► Compiled, reviewed, and processed necessary financial documents for incorporation into 1040 including property sales, hedge funds, and business sales. ► Assisted Partners in dealing with tax compliance and solving complex business issues for clients. ► Stayed current regarding pending tax legislation and new tax laws in support of conveying tax requirements to clients to establish potential tax liabilities. ► Worked closely with other Tax associates and Senior associates devising strategies to reach optimal tax minimization for clients. ► Evaluated and implemented changes to accounting work papers, built excel spreadsheets in support of continuous improvement efforts. Show less ► Assisted Partners in preparing high net worth individual, estate, trust, corporation, partnership, not-for-profit, gift tax, and various other returns using tax preparation software (Lacerte). ► Compiled, reviewed, and processed necessary financial documents for incorporation into 1040 including property sales, hedge funds, and business sales. ► Assisted Partners in dealing with tax compliance and solving complex business issues for clients. ► Stayed current regarding pending tax… Show more ► Assisted Partners in preparing high net worth individual, estate, trust, corporation, partnership, not-for-profit, gift tax, and various other returns using tax preparation software (Lacerte). ► Compiled, reviewed, and processed necessary financial documents for incorporation into 1040 including property sales, hedge funds, and business sales. ► Assisted Partners in dealing with tax compliance and solving complex business issues for clients. ► Stayed current regarding pending tax legislation and new tax laws in support of conveying tax requirements to clients to establish potential tax liabilities. ► Worked closely with other Tax associates and Senior associates devising strategies to reach optimal tax minimization for clients. ► Evaluated and implemented changes to accounting work papers, built excel spreadsheets in support of continuous improvement efforts. Show less
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Reilly, Fisher & Solomon, PA
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United States
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Accounting
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1 - 100 Employee
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Tax Accounting Intern
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Aug 2019 - Nov 2019
► Assisted Senior Tax Accountants in preparing federal, state, and local tax returns including 1040 Individual, 1065 Partnership, and 1120 Corporate filings using tax preparation software (Lacerte). ► Reviewed income statements and expense documents to correctly identify the forms needed to prepare tax returns. ► Organized and stored important client documentation in accordance with the firm’s guidelines and procedures, including compliance adherence with all requisite client… Show more ► Assisted Senior Tax Accountants in preparing federal, state, and local tax returns including 1040 Individual, 1065 Partnership, and 1120 Corporate filings using tax preparation software (Lacerte). ► Reviewed income statements and expense documents to correctly identify the forms needed to prepare tax returns. ► Organized and stored important client documentation in accordance with the firm’s guidelines and procedures, including compliance adherence with all requisite client confidentiality requirements. ► Stayed current regarding pending tax legislation and new tax laws in support of conveying tax requirements to clients to establish potential tax liabilities. ► Collected all necessary documents from clients in relation to tax setup and the registration of new accounts. ► Evaluated and made recommendations for changes to accounting processes including documenting and maintaining accounting procedures in support of continuous improvement efforts Show less ► Assisted Senior Tax Accountants in preparing federal, state, and local tax returns including 1040 Individual, 1065 Partnership, and 1120 Corporate filings using tax preparation software (Lacerte). ► Reviewed income statements and expense documents to correctly identify the forms needed to prepare tax returns. ► Organized and stored important client documentation in accordance with the firm’s guidelines and procedures, including compliance adherence with all requisite client… Show more ► Assisted Senior Tax Accountants in preparing federal, state, and local tax returns including 1040 Individual, 1065 Partnership, and 1120 Corporate filings using tax preparation software (Lacerte). ► Reviewed income statements and expense documents to correctly identify the forms needed to prepare tax returns. ► Organized and stored important client documentation in accordance with the firm’s guidelines and procedures, including compliance adherence with all requisite client confidentiality requirements. ► Stayed current regarding pending tax legislation and new tax laws in support of conveying tax requirements to clients to establish potential tax liabilities. ► Collected all necessary documents from clients in relation to tax setup and the registration of new accounts. ► Evaluated and made recommendations for changes to accounting processes including documenting and maintaining accounting procedures in support of continuous improvement efforts Show less
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Internal Revenue Service
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United States
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Government Administration
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700 & Above Employee
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VITA TAX Preparer
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Jan 2019 - May 2019
► Provided individuals and small business owners with all pertinent information to ensure that tax forms were filed correctly. ► Prepared, reconciled, and filed federal tax returns using TaxSlayer Pro software at two county IRS locations. ► Provided consultations with clients regarding Advanced, Military, and HSA IRS Tax Preparation. ► Contributed to tax data analysis in support of the company’s research and development programs. ► Voluntarily prepared basic and advanced tax returns… Show more ► Provided individuals and small business owners with all pertinent information to ensure that tax forms were filed correctly. ► Prepared, reconciled, and filed federal tax returns using TaxSlayer Pro software at two county IRS locations. ► Provided consultations with clients regarding Advanced, Military, and HSA IRS Tax Preparation. ► Contributed to tax data analysis in support of the company’s research and development programs. ► Voluntarily prepared basic and advanced tax returns at no cost to low income taxpayers. Show less ► Provided individuals and small business owners with all pertinent information to ensure that tax forms were filed correctly. ► Prepared, reconciled, and filed federal tax returns using TaxSlayer Pro software at two county IRS locations. ► Provided consultations with clients regarding Advanced, Military, and HSA IRS Tax Preparation. ► Contributed to tax data analysis in support of the company’s research and development programs. ► Voluntarily prepared basic and advanced tax returns… Show more ► Provided individuals and small business owners with all pertinent information to ensure that tax forms were filed correctly. ► Prepared, reconciled, and filed federal tax returns using TaxSlayer Pro software at two county IRS locations. ► Provided consultations with clients regarding Advanced, Military, and HSA IRS Tax Preparation. ► Contributed to tax data analysis in support of the company’s research and development programs. ► Voluntarily prepared basic and advanced tax returns at no cost to low income taxpayers. Show less
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Jacobs Technology, Inc. - MacDill AFB
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MacDill AFB, FL
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Senior Intelligence Analyst
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2016 - 2017
► Researched and identified new intelligence analytics related technologies including software, hardware, and equipment to present for government consideration and/or approval. ► Developed, planned, and coordinated technology demonstrations in concert with Special Operations Forces Acquisition, Technology, & Logistics (SOF AT&L), industry, and other relevant intelligence partners. ► Established and maintained systematic and cross-referenced intelligence records and files. ► Assessed… Show more ► Researched and identified new intelligence analytics related technologies including software, hardware, and equipment to present for government consideration and/or approval. ► Developed, planned, and coordinated technology demonstrations in concert with Special Operations Forces Acquisition, Technology, & Logistics (SOF AT&L), industry, and other relevant intelligence partners. ► Established and maintained systematic and cross-referenced intelligence records and files. ► Assessed the significance and reliability of incoming information with current intelligence as applicable to the Jacobs Mission Operations Group. Show less ► Researched and identified new intelligence analytics related technologies including software, hardware, and equipment to present for government consideration and/or approval. ► Developed, planned, and coordinated technology demonstrations in concert with Special Operations Forces Acquisition, Technology, & Logistics (SOF AT&L), industry, and other relevant intelligence partners. ► Established and maintained systematic and cross-referenced intelligence records and files. ► Assessed… Show more ► Researched and identified new intelligence analytics related technologies including software, hardware, and equipment to present for government consideration and/or approval. ► Developed, planned, and coordinated technology demonstrations in concert with Special Operations Forces Acquisition, Technology, & Logistics (SOF AT&L), industry, and other relevant intelligence partners. ► Established and maintained systematic and cross-referenced intelligence records and files. ► Assessed the significance and reliability of incoming information with current intelligence as applicable to the Jacobs Mission Operations Group. Show less
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United States Department of the Army
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United States
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Government Administration
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700 & Above Employee
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Intelligence Specialist (GMI Analyst)/ GG-12
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2011 - 2015
► Collaborated directly with assault force command element in support of Joint Task Force operations. ► Oversaw team of 14 full motion video analysts and directed production, exploitation, and dissemination of 7000+ mission-critical, imagery-based products ► Deployed (4 times) as Intelligence, Surveillance, and Reconnaissance Tactical Controller (ITC) and as Senior Analyst/ Day Crew Supervisor in support of a Joint Task Force (JTF). ► Received the Joint Civilian Commendation Medal for… Show more ► Collaborated directly with assault force command element in support of Joint Task Force operations. ► Oversaw team of 14 full motion video analysts and directed production, exploitation, and dissemination of 7000+ mission-critical, imagery-based products ► Deployed (4 times) as Intelligence, Surveillance, and Reconnaissance Tactical Controller (ITC) and as Senior Analyst/ Day Crew Supervisor in support of a Joint Task Force (JTF). ► Received the Joint Civilian Commendation Medal for Exceptionally Meritorious Achievement as a Senior Analyst and Intelligence, Surveillance, and Reconnaissance Controller for a Joint Task Force in Afghanistan (2014). Show less ► Collaborated directly with assault force command element in support of Joint Task Force operations. ► Oversaw team of 14 full motion video analysts and directed production, exploitation, and dissemination of 7000+ mission-critical, imagery-based products ► Deployed (4 times) as Intelligence, Surveillance, and Reconnaissance Tactical Controller (ITC) and as Senior Analyst/ Day Crew Supervisor in support of a Joint Task Force (JTF). ► Received the Joint Civilian Commendation Medal for… Show more ► Collaborated directly with assault force command element in support of Joint Task Force operations. ► Oversaw team of 14 full motion video analysts and directed production, exploitation, and dissemination of 7000+ mission-critical, imagery-based products ► Deployed (4 times) as Intelligence, Surveillance, and Reconnaissance Tactical Controller (ITC) and as Senior Analyst/ Day Crew Supervisor in support of a Joint Task Force (JTF). ► Received the Joint Civilian Commendation Medal for Exceptionally Meritorious Achievement as a Senior Analyst and Intelligence, Surveillance, and Reconnaissance Controller for a Joint Task Force in Afghanistan (2014). Show less
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Quick Services LLC (QSL)
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United States
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Defense and Space Manufacturing
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1 - 100 Employee
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Senior Imagery Analyst
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2009 - 2011
► Performed intelligence information gathering duties by analyzing images, fixed/moving targets, and geospatial data. ► Identified military installations, facilities, weapon systems, military equipment and defenses through overhead and aerial imagery. ► Led full-motion video and imagery analysis as part of Full Motion Video Processing, Exploitation, and Dissemination team ► Directly supported intelligence operations related to global war on terrorism ► Deployed (2 times) in support… Show more ► Performed intelligence information gathering duties by analyzing images, fixed/moving targets, and geospatial data. ► Identified military installations, facilities, weapon systems, military equipment and defenses through overhead and aerial imagery. ► Led full-motion video and imagery analysis as part of Full Motion Video Processing, Exploitation, and Dissemination team ► Directly supported intelligence operations related to global war on terrorism ► Deployed (2 times) in support of OEF/OIF as Senior Imagery Analyst of a Joint Task Force (JTF) Show less ► Performed intelligence information gathering duties by analyzing images, fixed/moving targets, and geospatial data. ► Identified military installations, facilities, weapon systems, military equipment and defenses through overhead and aerial imagery. ► Led full-motion video and imagery analysis as part of Full Motion Video Processing, Exploitation, and Dissemination team ► Directly supported intelligence operations related to global war on terrorism ► Deployed (2 times) in support… Show more ► Performed intelligence information gathering duties by analyzing images, fixed/moving targets, and geospatial data. ► Identified military installations, facilities, weapon systems, military equipment and defenses through overhead and aerial imagery. ► Led full-motion video and imagery analysis as part of Full Motion Video Processing, Exploitation, and Dissemination team ► Directly supported intelligence operations related to global war on terrorism ► Deployed (2 times) in support of OEF/OIF as Senior Imagery Analyst of a Joint Task Force (JTF) Show less
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United States Marine Corps
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United States
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Armed Forces
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700 & Above Employee
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Imagery Analysis Specialist (E5)
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2005 - 2009
► Performed reconnaissance mission planning for multi-mission, multi-source imagery surveillance. Deployed (2 times) ► Employed photogrammetric skills to capture accurate target acquisition. ► Developed analytical tools and related methodologies to analyze image databases and arrive at specific and precise conclusions for senior military decision stakeholders. ► Interpreted information from multiple sources to determine its relevance to current mission developments.
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O-Level F/A-18 Power Plants Mechanic (E4)
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Nov 1999 - 2005
► Performed servicing, troubleshooting, removal, repair and replacement of engines, secondary power and fuel systems (and related sub-systems) on F/A-18s ► Inspected and maintained aircraft airframes and airframe components ► Performed duties relating to flight line operations Deployed (3 times)
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Education
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2017 - 2019
University of South Florida
Bachelor of Science - BS, Accounting -
2009 - 2010
Penn State University
Graduate Certificate, Geospatial Intelligence -
2006 - 2010
American Military University
Bachelor of Arts - BA, Intelligence Studies -
2003 - 2006
Central Texas College
Associate of Arts - AA, General Studies
Community
