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WORK EXPERIENCE
PricewaterhouseCoopers, LLP, New York, NY
Tax Manager; September 2008 - September 2009
SeniorAssociate; September 2006 - August 2008
Associate (Tax and Audit); January 2004 - August 2006
- Prepared and reviewed federal and state partnership income tax returns for hedge funds, private equity funds and exchange funds, (including forms 1065, 1120, 8865, 8621, 926, 5471, 8861 and 8886)
- Reviewed analyses on the following: Pfics, constructive sales, wash sales, drd calculations, 926 analyses, 754 adjustments, corporate actions and worthless securities
- Prepared and reviewed 1120-RIC returns as well as 855 calculations and excise
- Analyzed partnership agreements and memorandums
- Performed audits of financial statements
- Performed research of tax issues utilizing CCH, various programs
- Organized and led meetings of 20+ staff as well as led calls with clients and administrators
- Participated in production of a tax program
- Taught trainings to 20+ coworkers, prepared slides and handouts
- Acted as coach to staff providing guidance and mentoring
Irwin Kaufman, CPA, Brooklyn, NY
Junior Accountant/Auditor, September 2003 - December 2003
- Assisted in audits of non-profit organizations and government grants
- Wrote up clients' books and records and account analysis
- Posted cash receipts and disbursements and prepared monthly trial balances
- Prepared corporate tax returns

EDUCATION
Licensed Certified Public Accountant, New York, #097421-1 March 2008
Bachelor of Science in Accounting, Touro College, New York January 2004, Summa cum Laude, GPA 3.93

PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants

LICENSES
New York Certified Public Accounting |