Experience

SELZNICK & COMPANY, LLP

• United States
• Accounting
• 1 - 100 Employee

• Tax and Accounting Specialist

  • May 2021 - Present

  Re-hired May 2021 as tax contractor; came on board full time December 2021 (while I sit for the Enrolled Agent exam). Re-hired May 2021 as tax contractor; came on board full time December 2021 (while I sit for the Enrolled Agent exam).



Robert Half Management Resources

• United States
• Staffing and Recruiting
• 300 - 400 Employee

• Senior Tax and Accounting Contractor

  • 2013 - Apr 2021

  Notable engagements include: -Mestek: assist with large corporate tax compliance for multinational manufacturer, ASC 740 from April 2021 through December 2021 -Chilton Investment & Trust Co (MFO hedge fund / investment and trust company): busy season assistance: prepare and review federal and multi state returns and extensions for HNW 1040s, 1041s, 1065s, and 1120s; as well as Foreign Trust compliance (Form 3520) - 2018 -Lanxess (f/k/a/ Chemtura): multi-national provision assimilation and review; consolidated c-corporation federal and multi-state tax compliance throughout merger process with new German parent for Chemtura, a manufacturing corp. (German-US c-corp acquisition with tax reform) - 7/17 to 3/18 -Ann Inc (retail corp): tax provision loan staff for employee on FMLA leave - 2015 -Landmark Partners (private equity & real estate funds): review 1065's as prepared by E&Y, update GL, prepare quarterly budget - 2015 -Cigna (healthcare corp): assistance with foreign legal entity restructuring plan developed by E&Y - 2013 to 2014 -Yankee Candle (retail corp): assistance with monthly and quarterly Sales Tax filings, reconciliations - 2013 -Various regional accounting firms: support as a tax senior - 2011 through 2018 Show less



Clyne Eagan & Associates, P.A.

• Supervising Senior

  • Jan 2020 - Dec 2020

  Reason for leaving: pandemic pivot to move back home to be with family; desired more remote work environment. Reason for leaving: pandemic pivot to move back home to be with family; desired more remote work environment.



Selznick & Company, LLP

• United States
• Accounting
• 1 - 100 Employee

• Tax and Accounting Specialist

  • Jun 2018 - Dec 2019

  I have been working with Selznick & Co and Stricof & Co., PLLC since 2018. Since 2013, I have been an independent contractor for Robert Half Management Resources and other accounting placement firms. My expertise includes accounting & financial reporting, corporate tax provision & compliance, flow-through entity tax compliance & planning, and high net worth, multi-generational family trust & individual tax. As a public, private, former business owner, manager-level tax analyst with large corporate and Big 4 experience; I find it easy to assist with client growth. Individual, Gift, Trust, & Estate tax: -High net worth individual tax compliance -Tax Forecasting (US and non-US: dual status, resident, & non-resident aliens, MFO hedge fund / multi-generational trust company experience). -Develop and maintain client relationships -Initiate and maintain client accounting systems Entity tax: -Flow through entity compliance and planning from entity level through to partner/shareholder level -Global income tax accounting (ETR analysis, DTA / DTLs, valuation allowances, footnotes and disclosures) -Month end management reporting and quarterly / annual close processes -Understanding of the corporate tax cycle from planning through audit stage, with US and Foreign tax, US GAAP and IFRS -Manage tax accrual processes; including assimilation of acquired entities into the current processes both domestically and internationally -Enhancement to tax reporting processes; strong compliance background in large and mid-size corporate, Big 4, and regional public accounting firms. Significant contributor to many projects over the years: -M&A -Provision review inclusive of tax reform -Collaboration on tailored reporting between tax department and operating units -Large tax credits ($66M IRC 48C, R&D) -LE restructuring for both US and non-US large corporations Show less



Western New England University

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Professor

  • 2012 - 2015

  **SUPPLEMENTAL INCOME DURING BUSINESS OWNERSHIP** School of Business, Accounting and Finance: Online and live: •Undergrad: AC201 Introductory Accounting, AC202 Managerial Accounting, AC309 Cost Accounting •Graduate: AC 624: Adv Topics: Corporate & Partnership Tax •Invited to teach FIN 330, Entrepreneurial Finance and various speaking engagements •Advisory Committee participant for Annual Tax Institute, a day-long CPE class presented for 54 years running •Developed proficiency with educational technology portal (Kodiak) in order to direct students' efficient content focus Show less



Blackjack Steakhouse, f/k/a Carpaccio Trattoria

• Managing Partner, Controller, and Founder

  • Mar 2010 - Dec 2014

  http://www.masslive.com/dining/2014/07/carpaccio_restaurant_in_spring.html www.blackjacksteakhouse.com (was: www.CarpaccioDowntown.com) ***Now: http://www.cirosspfld.com/ Initial founder of a startup: Carpaccio Trattoria. Sold in Dec 2014; which was re-branded as Blackjack Steakhouse under new owners, who branded on theme of upcoming inside-out casino being constructed by MGM. The restaurant was sold again in 2016 and is now "Ciro's", an Italian restaurant. •Financed, created, and sold restaurant with full liquor license and adjacent patio, located two blocks from the Basketball Hall of Fame •Renovated commercial building: managed project, negotiated with / coordinated contractors while working as a Senior Tax Analyst •Navigated City government, SBA Disaster Assistance procedures, and other resources for financing and permitting •Resolved four insurance claims, business impact from 6/11 tornado damage and 9/12 partial building collapse (during renovations) •Completed business, disaster readiness, and all financial, marketing, and operational plans and procedures from start-up •Hired and assisted management, staff, and key team members in operations •Created and maintained all financial statements and reports, and prepared all lender reports and tax filings. •Managed $750,000 in startup funding since 8/2010 and operated the business successfully through its sale on 12/2/2014 Show less



ALSTOM

• France
• Rail Transportation
• 700 & Above Employee

• Senior Tax Analyst

  • Nov 2008 - Nov 2011

  Hired to contribute in tax compliance & provision functions and special projects for global France-based turbine and rail transport manufacturer recently acquired by GE. Directly responsible for researching and modeling to achieve a $66 million tax credit under ARRA Section 48C. Assisted in managing processes and data manipulation for large R&D tax credits review project, and FICA tax refund appeal projects. Regularly assisted Tax Director in tax strategy development. •Specific projects: Grid Acquisition •Prepare and review budget / forecast tax provisions, tax account reconciliations •Prepare, review, and consult on tax compliance (foreign, federal, and state corporate, partnership, and disregarded entities) and IAS 12 (FAS 109/ASC 740) provision calculations for over 100 divisions and legal entities, including analysis of effective tax rate, deferred tax assets and liabilities, valuation allowances, and SEC tax footnotes and disclosures as they relate to income tax and management reporting; including input into JDE and Hyperion systems •Assist Tax Managers in monitoring uncertain tax positions •Communicate regularly with other departments, including GL reporting, Division and Subsidiary Controllers and their staff to build systems with teams in other Operating Units regarding tax compliance and reporting •Analyze international transactions and complete compliance requirements for the group including Forms 1118 and 5472 •Research and monitor federal and state income issues and assist in advising tax management of their impact on the business •Assist in the Federal Income Tax audits including research and preparation of responses to IDR’s, assist in state tax audits •Prepare and reconcile fixed asset reporting, periodic sales tax reporting and filings •Coordinate with team on timing of various deliverables •Train and assist other team members with tax technical concepts, tax software troubleshooting, and Fixed Asset Software Show less



General Electric

• Canada
• Machinery Manufacturing
• 1 - 100 Employee

• Assistant Controller, Treasury Tax

  • Jun 2008 - Nov 2008

  Recruited for this newly created position to help establish a newly created group’s functions with tax controllership and tax minimization strategies. Directly responsible for coordinating with FD’s in Canada, and assisted with repatriation exercises during the beginnings of the 2008 financial crisis. **Reason for leaving: unable to relocate to Stamford, CT (due to U.S. FINANCIAL CRISIS)** •Specific projects: repatriation exercises for tax minimization and meeting local/foreign regulatory requirements during 2008 crisis •Prepare and consult on ASC 740 calculations for all corporate treasury entities globally •Analyze transactions for the group’s Form 8858, Information Return of U.S. Persons With Respect To Foreign Disregarded Entities •Assist in preparing and reviewing tax account reconciliations •Assist in maintaining international E&P analyses •Assist in the Federal Income Tax audit process including research and preparation of responses to IDR’s •Coordinate with various country controllers on various tax assignments for corporate treasury entities globally Show less



Blum Shapiro Consulting, LLC

• Senior Tax Consultant

  • Aug 2007 - Jun 2008

  •Specific projects: software implementation for client provision automation (Excel to CORPTAX) •Prepare, review, and consult on FAS 109/ASC 740 provisions and corporate (US and non-US) tax compliance for manufacturing clients, including analysis of effective tax rate, deferred tax assets and liabilities, valuation allowances, and SEC tax footnotes and disclosures as they relate to income tax reporting •Assist with tax technology software issues, assist with purchase accounting calculations •Prepare and reconcile fixed asset reporting •Coordinate with clients and audit team and clients on timing of deliverables, field client questions on FAS 109/ASC 740 / FIN48 issues Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Insurance Tax Consultant II

  • Dec 2004 - Aug 2007

  •Prepare and review FAS 109/ASC 740, FIN48, and SSAP 10 (insurance) tax provisions for financial and manufacturing clients •Gained experience with consolidated, initial, stub period, and final returns in federal and state c-corp, s-corp, partnership, and foreign tax compliance •Prepare and reconcile fixed asset reporting •Assist with tax technology software, train and assist others with tax concepts and software •Field client questions on FAS109/ASC 740, SSAP 10 issues for public and private company audits •Coordinate with audit team and clients on timing of deliverables Show less



Ace Hardware

• Afghanistan
• Retail
• 700 & Above Employee

• Internal Audit/Staff Accountant - Cash Management

  • Feb 2001 - Dec 2004

  •Oversaw all functions of posting and reconciling sales for 25 retail locations, including bank reconciliations •Created, maintained, and improved cash flow spreadsheets and various other tools •Audited daily sales and corresponding operational paperwork, solved discrepancies, drafted weekly sales reports for management •Detected fraud and reported to Loss Prevention Supervisor, aided in implementation and monitoring of internal controls •Oversaw all functions of posting and reconciling sales for 25 retail locations, including bank reconciliations •Created, maintained, and improved cash flow spreadsheets and various other tools •Audited daily sales and corresponding operational paperwork, solved discrepancies, drafted weekly sales reports for management •Detected fraud and reported to Loss Prevention Supervisor, aided in implementation and monitoring of internal controls



Waterford Hotel Group

• United States
• Hospitality
• 100 - 200 Employee

• Service Staff

  • Dec 2000 - Nov 2004

  Concierge/server/room service attendant/bartender •Consistently achieved highest sales as waitstaff, room service staff, and bartender in busy airport hotel atmosphere while working normal daytime job a ACE Hardware (Internal Audit). • Worked 2-4 night shifts per week and simultaneously attended graduate classes at night for Masters of Science in Accounting (two jobs) •Coordinated new sidework detail checklist for efficiency •Periodically handle closing paperwork for cash out of drawers at close of daily business Show less



Amsterdam Billiard Club

• Shift Manager, Full charge bookkeeper

  • Mar 1997 - May 2000

  •Specific projects: revamped accounting system protocols | coordinated ESPN events •Certified by New York City Health Department •Maintained daily beer, liquor, food, and beverage inventory and ordering •Reconciled closing paperwork, made daily bank deposits, maintained books of both locations, including accounts payable, accounts receivable, cash management, 401(k) and benefits •Successfully supervised culturally diverse staff of five or more with diplomacy •Specific projects: revamped accounting system protocols | coordinated ESPN events •Certified by New York City Health Department •Maintained daily beer, liquor, food, and beverage inventory and ordering •Reconciled closing paperwork, made daily bank deposits, maintained books of both locations, including accounts payable, accounts receivable, cash management, 401(k) and benefits •Successfully supervised culturally diverse staff of five or more with diplomacy



Branded Restaurants USA

• United States
• Hospitality
• 1 - 100 Employee

• Service Staff

  • Apr 1996 - May 2000

  •Consistently ranked among highest sales as waitstaff in busy New York upscale restaurant atmosphere while working normal daytime job (2-4 night shifts per week) •Consistently ranked among highest sales as waitstaff in busy New York upscale restaurant atmosphere while working normal daytime job (2-4 night shifts per week)



Boston Billiard Club

• United States
• Information Technology & Services
• 1 - 100 Employee

• Training Lead

  • Jan 1992 - Aug 1995

  •Consistently ranked among highest sales as waitstaff in busy upscale nightclub atmosphere while pursuing full time undergraduate degree •Promoted to Training Leader after 8 months •Trained all new service staff for each new location upon initial grand openings of 4 new nightclubs •Serv-Safe certified •Consistently ranked among highest sales as waitstaff in busy upscale nightclub atmosphere while pursuing full time undergraduate degree •Promoted to Training Leader after 8 months •Trained all new service staff for each new location upon initial grand openings of 4 new nightclubs •Serv-Safe certified