Adam Gorlovsky-Schepp Email & Phone Number

• Deliver and manage full service tax preparation and consulting services for clients such as a multi-national, multi-state partnership. Consulting services include federal, state, and payroll tax compliance, calculating.
• Supervise and train staff accountants on the preparation of tax returns and GAAP financial statements for high net worth family groups, including real estate partnerships, trusts, estates, individuals, and private.
• Research and explain complex business and individual tax transactions to clients, and document the research in clear and concise tax memoranda.
• Communicate with multiple clients each day and effectively prioritize numerous projects

Greater Boston Area

• Chief coordinator of 4th of July fundraiser, increasing net event revenue from $30K to $100K.
• Established Sponsorship Program with Corporate partners

• Served on Board from 2005-2010 and While Treasurer(2005-2010):
• oversaw monthly financials prepared by staff accountant and created operational budgets
• worked with external auditors to ensure completion of annual audit

• Plan audits of and assess the control environment of diverse units of Liberty Mutual Insurance
• Design an audit program and perform test work to determine the effectiveness of controls
• Use audit software to analyze large amounts of data to identify trends
• Communicate audit objectives to client and maintain ongoing communication with client staff
• Discuss control issues with client and recommend effective solutions
• Supervise, evaluate, and review team members’ work product and provide constructive feedback