Experience

Brix + Partners LLC

• United States
• Accounting
• 1 - 100 Employee

• Senior Tax Associate

  • May 2021 - Present



Citrin Cooperman

• Greater New York City Area

• Tax Senior

  • Dec 2014 - Sep 2015

  • Prepared high net worth individual tax returns. • Prepared CFC’s tax forms. • Prepared partnership tax returns. • Prepared corporate tax returns. • Prepared high net worth individual tax returns. • Prepared CFC’s tax forms. • Prepared partnership tax returns. • Prepared corporate tax returns.



MMR CPA, PLLC

• Brooklyn, NY

• Business Owner

  • Nov 2010 - Dec 2014

  • Prepared individual tax returns. • Prepared quarterly estimates. • Analyzed client’s tax status and provide tax planning ideas. • Advised client on hobby loss rules and prepared opinion letter. • Assisted accounting firms (MGI Repetti LLP and Citrin Cooperman LLP) during busy season. Prepared high net worth individual tax returns, CFC’s tax forms and corporate tax returns. • Prepared individual tax returns. • Prepared quarterly estimates. • Analyzed client’s tax status and provide tax planning ideas. • Advised client on hobby loss rules and prepared opinion letter. • Assisted accounting firms (MGI Repetti LLP and Citrin Cooperman LLP) during busy season. Prepared high net worth individual tax returns, CFC’s tax forms and corporate tax returns.



Standard Charter Bank

• United States
• Financial Services
• 100 - 200 Employee

• Associate Tax Director

  • Jan 2000 - Oct 2010

  • Managed staff of two. • Worked with the Finance department and business departments to obtain the information necessary to complete the tax returns. • Managed complex federal, state and local corporate tax returns, partnership and grantor trust tax returns, including the acquisition of information from accounting systems. Prepared the consolidated tax return. • Managed the preparation of indirect tax returns, including withholding taxes, sales and use tax, commercial rent tax, & property tax. • Saved $200K in sales tax resulting from managing a sales tax audit. • Saved $1 million in state tax resulting from co-managing an income tax audit, activities included preparing responses to information document requests and communicating with auditor. • Saved $5 million in annual federal tax resulting from an activity based cost study, which reduced the amount of disallowed expenses allocated to the Bank’s non-taxable portfolio. • Calculated accounting for income tax provisions & prepared tax journals. • Maintained the schedule of the Bank’s tax return positions and exposures. Established reserves when necessary. • Prepared Intercompany Foreign Exchange and Global Interest Rate Swap Advance Pricing Agreement reports, which were submitted to the IRS. • Researched tax issues and advised Tax Director on tax implications and recommended courses of action. • Computed quarterly estimated taxes for US and Head Office. • Prepared foreign tax credit calculations and provided management with information on the capacity for utilizing FTCs, calculated expense allocations to U.S. and foreign source income and various other issues surrounding the foreign tax credit. • Calculated branch profits tax for subsidiary.



Loral Space & Communications

• Greater New York City Area

• Senior Tax Analyst

  • Jun 1999 - Dec 1999

  • Prepared U.S. income tax returns for the company’s domestic and foreign subsidiaries. • Researched inbound tax issues. • Prepared FAS 109 analysis. • Prepared U.S. income tax returns for the company’s domestic and foreign subsidiaries. • Researched inbound tax issues. • Prepared FAS 109 analysis.



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Senior Tax Analyst

  • Sep 1996 - Jun 1999

  • Reviewed federal, state and local income tax returns and quarterly estimates. • Prepared income tax returns for foreign banks and a broker dealer, focusing primarily on inbound tax matters. • Prepared responses to information document requests from federal, NYS and NYC tax authorities. • Assisted with financial audits of clients. • Reviewed federal, state and local income tax returns and quarterly estimates. • Prepared income tax returns for foreign banks and a broker dealer, focusing primarily on inbound tax matters. • Prepared responses to information document requests from federal, NYS and NYC tax authorities. • Assisted with financial audits of clients.