Tax Manager - Eisner Advisory Group LLC - Philadelphia, PA
(2024-08)
- Manages a team of all levels and across multiple offices, including India on a real estate client of 150+ Partnership/S-Corp tax returns required to be communicated and filed by the March 15th deadline due to rigorous client demands.
- Reviews workpapers and tax returns for multiple real estate clients ranging from upper-tier entities, lower-tier entities, to individual owners.
- Reviews, and often prepares 743(b) step up calculations when there is a sale or transfer of partnership interest upon death.
- Assists in the preparation of various client projections ranging from individuals to entity level projections that included the sale or donation of assets, as well as bonus depreciation determinations.
- Understands and uses Claude AI to efficiently convert client depreciation schedules of residential/commercial entities into company software, effectively increasing revenue on account by providing additional client services not previously provided.
- Assists in the scheduling of various teams located throughout the United States, as well as India to ensure timely and conflict free completion of client deliverables.
- Communicates effectively with clients, while managing expectations and ensuring client satisfaction throughout the year.
Tax Senior – Level 3 - Eisner Advisory Group - Philadelphia, PA
(2021-06 - 2024-07)
- Progressed from the preparation of Individual, Partnership, S- Corporation, Trust, and Gift tax returns to reviewing those returns and acting as a de facto manager on those accounts, in addition to picking up additional client work.
- Showcased ability to quickly learn new tax preparation software such as CCH Axcess, Fixed Assets CS, CCH Engagement, and Bloomberg Income Tax Planner.
- Assisted in the implementation of new software that would increase efficiency in the preparation of large individual returns that included 100+ partnership K-1's.
- Collaborated with other teams within the company to rectify various client issues, including work with international teams, as well as state and local tax teams.
- Responded to tax notices from the IRS and various states including Pennsylvania, California, New York, and Georgia
Staff Tax Accountant - Downey Spevak & Associates, LTD. - Philadelphia, PA
(2019-06 - 2021-06)
- Prepared workpapers and various tax returns including Individual, Partnership, Corporation, Gift, Trust and Nonprofit using UltraTax CS software.
- Maintained the books and records and provided bookkeeping services for rental and commercial business' using Quickbooks and Entrata software.
- Saved beneficiaries of multiple complex trusts thousands of dollars in taxes by recommending and utilizing Section 663b to distribute income and report at individual level to avoid high trust tax rates
- Showcased ability to increase efficiency and meet rigorous deadlines after increase in workload due to company downsizing and staff layoffs
