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Entrepreneurial - Passionate - Analytical - Team DrivenI am most satisfied with helping teams achieve their goals. Management exists to create a mission, develop the vision, prioritize, encourage, direct, and support its team. It is the team that needs to shine - not the manager. Organizations must adapt or face extinction, and my experience helps organizations identify change and develop plans to adapt to that change.My background combines a rich blend of experience as both a trusted advisor to middle-market clients and their owners along with senior-level financial positions in industry. Specialties include Change Management; Federal, multi-state, and specific international tax research, planning & preparation for individuals and all business forms, including non-profit organizations; Family office tax services; CFO services; estate planning; trustee and executor services.Senior-Level Industry Experience:I have the demonstrated ability to successfully lead multiple organizational functions, including Sales, Admissions, IT, Human Resources, Finance, and other departments. Those efforts have resulted in or included:* Reduction of break-even levels by 20%;* Successful restructuring of debt in troubled situations with outside lenders;* Successful work with venture-capital-backed firms and their investors.* Leveraged buyout transactional and management experience;* Successful implementation of strategic financial and operating metrics reporting* Efforts to drive improved customer satisfaction and engagement* Successful process restructuring resulting in reduced cycle timesTax Experience:My extensive tax experience includes:* Comprehensive tax experience in all aspects of taxation services both at the entity and individual level* Proactive Income Tax Planning, including estate, gift, and charitable planning* Income Tax Preparation – all entities and levels* Extensive research experience utilizing BNA, Checkpoint and other servicesFamily Office/High Net Worth Services:I have experience in high net worth environments and related services which have included:* Successfully management of operating companies for a family office.* The direction of private banking services;* Family partnership and associated tax matters;* Experience in intergenerational tax planning and wealth transfer.Fractional CFO Services:Timely and efficient delivery of value-added services related to cash flow forecasting, budgeting, financial reporting, business plan development, and strategic planning services.
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Tax DirectorMcmanamon & Co. Llc Jun 2022 - PresentWestlake, Oh, Us -
Senior Tax ManagerSikich Dec 2021 - Jun 2022Chicago, Illinois, UsSenior Tax Manager focused on providing Middle-Market clients, their owners, and individuals value-added solutions. Areas of focus include entity planning and structuring, individual tax planning, estate planning, and wealth transfer planning, including charitable planning. -
Private Wealth Tax ManagerPrivate Wealth Management Jan 2021 - Dec 2021
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Senior Tax ManagerRea & Associates, Inc. Feb 2020 - Dec 2020New Philadelphia, Ohio, UsSenior Tax Manager with a practice consisting of Middle-Market clients and their owners. Primarily responsible for tax-technical research, planning, and compliance. Transactional work includes estate planning and wealth transfer, entity planning, and structuring and private letter ruling requests. Key focus is to assist in the growth of the Lorain County market. -
Vp Financial And Operational ReportingOhio Technical College Aug 2016 - Feb 2020Cleveland, Oh, UsOhio Technical College, Inc. is a premier destination-based post-secondary educational institution that provides training in a number of programs encompassing automotive, diesel, powersport, and welding disciplines. Ohio Technical College celebrated its 50th anniversary in 2019 and has been a fixture on Cleveland's near east side - just 10 minutes from the Downtown area. I was responsible for the development, management, and reporting of all internal and external financial and operational metrics. In addition, I manage IT, Human Resources, Financial Aid, Admissions, and had operational responsibility for various regulatory, legal, and compliance matters. I directed all banking and financing relationships, strategic planning services as well as the annual financial and compliance audits. I also prepare all corporate tax return filings. Key accomplishments have included a strategic refocusing of personnel, programs, and facilities in a challenging educational environment resulting in significant cost savings, reduction in debt and reduced cycle times in various operational areas. -
Tax PrincipalCorrigan Krause Cpas Feb 2016 - Aug 2016Westlake, Ohio, UsTax Principal at Corrigan & Krause with a practice consisted primarily of Middle Market clients and their owners. I was instrumental in directing and providing guidance and technical services related to both tax and operational issues, including succession planning and corporate financing. This role was cut short due to a request to lead the management team at Ohio Technical College. -
Owner & Managing DirectorClaritus Cpa, Ltd. Oct 2006 - Feb 2016I founded the firm which focused on providing accounting, tax, CFO and accreditation reporting services to a national postsecondary education institution. The practice also focused on Middle Market clients and their owners and provided guidance and technical services related to both tax and operational issues. In addition, the firm was involved in Estate and Gift planning, Family Office services and other comprehensive tax planning services.
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CfoM&S Media Inc. 2006 - Jun 2015DeI provided accounting, tax, CFO and accreditation reporting services to a national postsecondary education institution. I managed all banking and other financing relationships. I managed the annual audits and prepared all corporate tax filings as well as was involved in developing internal reporting systems and metrics. In addition, I was instrumental in all external and regulatory reporting. -
Tax DirectorWrabel & Company 2001 - Oct 2006I managed all the tax service offerings for this local firm that was purchased by Barnes Wendling. The tax practice of this firm was focused on Middle Market clients and their owners and provided guidance and technical services related to both tax and operational issues. In addition, the firm was involved in various comprehensive tax planning services for clients in a wide array of industries.
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Senior ManagerDeloitte & Touche Tax Technologies 1997 - 2001I returned to Deloitte as an Audit Manager after having started my career as a Tax Manager with the firm. My focus was on Compilation and Review, special project, and other consultative and tax services performed for a wide array of clients in the Firm’s Small/Middle Market segment.
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Cfo - Family OfficeAccipiter Corporation 1993 - 1997I managed this private wealth office for a family with significant operational involvement and investment in a local publicly held company. Activities included all accounting, year-end reporting, tax, tax and investment planning, and private banking issues for a variety of closely-held entities and development activities. In addition, I was responsible for all tax planning and preparation for all entities and family members.
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Senior ManagerDeloitte & Touche 1983 - 1989Worldwide, Oo
Chuck Kessler Skills
Chuck Kessler Education Details
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Weatherhead School Of Management At Case Western Reserve UniversityAccounting
Frequently Asked Questions about Chuck Kessler
What company does Chuck Kessler work for?
Chuck Kessler works for Mcmanamon & Co. Llc
What is Chuck Kessler's role at the current company?
Chuck Kessler's current role is Tax Director.
What is Chuck Kessler's email address?
Chuck Kessler's email address is ch****@****cpa.com
What is Chuck Kessler's direct phone number?
Chuck Kessler's direct phone number is +144061*****
What schools did Chuck Kessler attend?
Chuck Kessler attended Weatherhead School Of Management At Case Western Reserve University.
What skills is Chuck Kessler known for?
Chuck Kessler has skills like Tax, Customer Service, Accounting, Finance, Estate Planning, International Tax, Tax Preparation, Strategic Planning.
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