Experience

JPI Associates
• United States
• Telecommunications
• 1 - 100 Employee
• Owner

  • Jan 2011 - Present

CEA, LLP
• United States
• Accounting
• 1 - 100 Employee
• Senior Tax Acountant

  • Nov 2012 - Nov 2013


GENSPRING FAMILY OFFICE SERVICES

• Senior Tax Accountant

  • Jan 2008 - Dec 2010

  Prepared and reviewed tax returns: C-Corps., S-Corps., Partnerships, Trusts, Gifts, and Individuals (high net worth, $50M plus). Partnered with clients and investment advisors on year-end tax planning strategies in order to minimize taxes. Implemented Sureprep Tax Service (outsourced tax preparation) for initial phase of tax preparation for use in our office. Prepared client financial performance schedules of all investments and prepared yearly transaction analysis. Attended client board meetings to discuss tax issues and to ensure compliance.



TULIS, MILLER & COMPANY

• Senior Staff Accountant

  • May 2002 - Oct 2007

  Performed audits, reviews, and compilations - Industries: Real Estate, Construction, Wholesale goods, Professional Services. Performed engagements from initial client contact through the completion of full disclosure GAAP financial statements and tax returns. Responsible for client G/L account adjustments including depreciation, reconciling client cash accounts, payroll accounts, and recording client tax accruals. Developed expectations for client financial statements and analyzed any variances. Prepared tax returns: C-Corps., S-Corps., Partnerships, and Individuals.



JOHN T BROZOWSKI CPA

• United States
• Accounting

• Senior Staff Accountant

  • Jan 1998 - Jan 2001

  Performed reviews and compilations. Performed bookkeeping services for clients. Prepared client financial statements. Reviewed and prepared tax returns: Individuals, C-Corps., and S-Corps. Performed reviews and compilations. Performed bookkeeping services for clients. Prepared client financial statements. Reviewed and prepared tax returns: Individuals, C-Corps., and S-Corps.



PUTNAM, HAYES & BARTLETT

• Staff Accountant

  • Jan 1997 - Jan 1998

  Analyzed fixed asset purchases, calculated depreciation, updated the fixed asset accounting software, and maintained a yearly fixed asset book detailing new purchases. Prepared detail schedules for all balance sheet accounts as well as a monthly forecast. Performed monthly analysis of general, sales, and administration expense. Analyzed fixed asset purchases, calculated depreciation, updated the fixed asset accounting software, and maintained a yearly fixed asset book detailing new purchases. Prepared detail schedules for all balance sheet accounts as well as a monthly forecast. Performed monthly analysis of general, sales, and administration expense.



FIRST DATA INVESTOR GROUP

• United States
• Accounting

• Control Staff Accountant

  • Jan 1996 - Jan 1997

  Updated client books with day-to-day transactions. Monitored the flow of cash in and out of different accounts. Resolved reconciling items. Updated client books with day-to-day transactions. Monitored the flow of cash in and out of different accounts. Resolved reconciling items.