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Lisa Cheifetz is a seasoned tax professional with expertise in tax, accounting, financial reporting, and auditing. She has 30 years of experience working with exempt organizations, including 12 years as a Tax Manager at Jones, Maresca & McQuade, P.A. and 13 years at The Leukemia & Lymphoma Society. She holds a Bachelor of Science degree in Accounting from Wayne State University.

Experience

    • Tax Manager - Exempt Organizations
      • Jan 2008 - Dec 2019

      Review all exempt organization IRS submissions, including 1023/4 990, 990EZ, 990N, 990PF & 990T.Research complex taxation issues related to exempt organizations.Prepare summaries of significant and complex issues related to exempt organizations.

    • Special Projects
      • Sep 1994 - Dec 2007

      Manage software selection process to centralize accounting and financial functions at the home office for all 60 locations.Liaison with external auditors.Conduct internal audits at chapter offices.Conduct training of accounting staff.Document procedures and policies.

    • Auditor
      • 1992 - 1994

      Conduct audits of exempt organizations, including colleges, hospitals, public charities and trade associations.

Education

  • 1989 - 1991
    Wayne State University
    Bachelor of Science (BS), Accounting

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting.”

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