Margolit Nahmani
Tax Manager at The Tax Credit Company- Claim this Profile
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Hebrew, Spanish -
Topline Score
Bio
Credentials
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Real Estate Licensed Agent
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Experience
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Tax Credit Co., a Part of Experian Employer Services
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United States
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Accounting
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1 - 100 Employee
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Tax Manager
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Jun 2011 - Present
Oversee 120 accounts regarding eligibility for state and federal tax credits.Analyze client tax returns to identify unclaimed refund potential, including apportionment and limitation calculations. Provide audit support to clients to defend credits against California Franchise Tax Board assessments.Train Tax Associate on basics of tax returns, credit calculations and tax return amendment process.Coordinate with CFO and other Tax Managers to prepare monthly revenue forecasts. Assist in budgeting and forecasting on a weekly and annual basis.
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Loan Processor and Account Manager
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Nov 2009 - Jun 2011
Led clients through all steps of loan processing from origination to completion at mortgage firm concentrated on retail, multi-family, and single family properties.▫ Prepared documentation, evaluated borrower’s financial profile and submitted loan applications to lenders for purchases, refinances and home equity lines of credit.▫ Computed and analyzed clients’ cash flow including calculating ratios for loan qualification such as loan to value, debt to income and housing expense radio.▫ Reviewed and analyzed loan transaction packages for approval in accordance with bank guidelines.▫ Generated quarterly mortgage call reports by composing and calculating financial data of the company’s detailed loan transactions.▫ Balanced books, managed daily deposits and administered office transactions and clerical duties
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Office Manager and Accountant
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2005 - 2009
▫ Processed 50 invoices and 50 checks weekly. Reconciled credit card statements and checks. Recorded journal entries. Managed accounts payable using matching, batching and coding. Maintained company financials using QuickBooks.▫ Supervised commercial properties. Wrote notices, collected payments, prepared rental invoices and communicated with tenants.▫ Trained to employees in office procedures, property management and loan processing steps. ▫ Processed 50 invoices and 50 checks weekly. Reconciled credit card statements and checks. Recorded journal entries. Managed accounts payable using matching, batching and coding. Maintained company financials using QuickBooks.▫ Supervised commercial properties. Wrote notices, collected payments, prepared rental invoices and communicated with tenants.▫ Trained to employees in office procedures, property management and loan processing steps.
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Education
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2008 - 2010
California State University, Northridge
Bachelors of Science in Finance, Finance, General -
2007 - 2010
California State University, Northridge
Bachelors of Science, Finance
Community
