COMPANY
PROFESSIONALS: BROCHA LEWENSTEIN, CPA

BROCHA LEWENSTEIN, CPA

WORK EXPERIENCE
EDUCATION
PROFESSIONAL AFFILIATIONS
LICENSES

 

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


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