Experience

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  Marine Biological Laboratory

  • United States
  • Research Services
  • 400 - 500 Employee

  • Senior Tax Accountant

    • Oct 2014 - Feb 2019

    Responsible for the preparation and filing off all institutional tax filings and financial compliance filings, researching tax related issues across all financial functions, ensuring accurate accounting of tax liabilities and expenses. Interact with management throughout the institution and its related entities to develop information relating to tax-exempt bonds, compensation reporting requirements, fundraising and other related information.Provide payroll and foreign national tax guidance as required.Oversee Form 1099 data capture policies and annual filing by accounts payable staff.Manage annual retirement plan audit process and financial reporting.Responsible for the annual Post Retirement Health Plan accounting including obtaining actuarial calculations for the annual financial statements. Record entries for the annual royalty accounting.

  • Financial Analyst

    • Jan 2004 - Sep 2014

    Responsible for performing technical and specialized accounting required for analysis and reconciliation of all investment, endowment, contribution and tax accounts.Assist with the annual audit and preparation of financial statements.Responsible for the annual audit and financial statement preparation of two retirement plans.Preparation of all tax filings including Forms 990, 990T, MA PC, M990-T, Forms 5500, foreign investment filings and sales/meals tax.

• 

  Frank J. Harrison, CPA

  • Sandwich, Ma

  • Senior Accountant

    • Oct 2002 - Dec 2003
    • Sandwich, Ma

    Responsible for the review of corporate, individual, and pass-through entities, tax filings, planning and research.

• 

  Needel, Welch & Stone, P.C.

  • Rockland, MA

  • Senior Accountant

    • Jan 1998 - Oct 2002
    • Rockland, MA

    Responsible for the planning and management of audits, reviews and compilations for profit and not-for-profit entities. Preparation of corporate, individual, and pass-through entities for filings.

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  Mercantile Property Management

  • Bourne, MA

  • Bookkeeper

    • Apr 1991 - Nov 1992
    • Bourne, MA

    Responsible for accounts receivable and accounts payable for commercial, residential and bank owned properties.

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  Medical Business Systems

  • Brookline, MA

  • Office Manager

    • Jan 1980 - Jul 1985
    • Brookline, MA

    Managed 50 full-time and 25 part-time employees of a third party medical billing company and the daily and monthly account receivable collections for 13 medical groups. Prepared and recorded information regarding payroll, vacation and sick-time. conducted hiring of employees, employee training, e...