David Rubinstein, Cpa Email & Phone Number

Everview Group LLC (formerly Plainview) is a back office support and healthcare consulting firm that manages skilled nursing facilities and assisted living communities in various states across the United States with a focus on clinically and financially distressed operations (annual gross revenue 200 million).Responsible for leading the back-office team of 60 individuals with various direct reports spanning across accounting & finance, accounts payable, accounts receivable, treasury and payroll. Serve as a trusted advisor to ownership. Oversee strategic initiatives ensuring all financial framework aligns with organization’s overall mission and strategy. Extensive experience with Sage Intact implementation and set up. Responsible for managing and directing all financial aspects of the operating, real estate, and management portfolios.Responsible for all external compliance including annual audits/reviews, annual tax compliance and cost reports.Responsible for all investor related inquires and questions.Spearheaded implementation of standardized work-papers, workflows and process management to increase efficiency and productivity.Spearheaded implementation of internal audits and controls to safeguard company assets, support risk management and to minimize financial losses. Collaboration across various cross functional departments in both finance and clinical divisions to continue to drive high quality actionable results.

Chicago, Il, Us

• Specializing in federal tax compliance and consulting with significant exposure to international and state and local tax• Successfully completed multiple projects and engagements for clients with gross revenues above $50,000,000• Forms include; 1065, 1120, 1120F, 1040, 1042, 8804/8805, 8865, 5471, 8886, 8621, FinCEN Form 114 and state filings• Perform detail review of work papers, tax returns and other client deliverables prepared by associates and interns• Perform periodic analysis of fund structures to determine new foreign filing requirements • Manage engagement deadlines and coordinate workflow among various engagement teams both in the US and India• Coach and advise staff and senior associates to gain a better understanding of their clients, fund structures and investment strategies • K1/PFIC review and delivery to client• M-1 & M-3 analysis• Respond to notices from the Internal Revenue Service and state and local taxing authorities • Calculating book to tax disparities, earnings and profits, waterfall calculations and state apportionment schedules• Portfolio analysis and complex tax research relating to Section 1256 and 988 Income

Chicago, Il, Us

• Successfully completed compilations and reviews, making adjusting journal entries and general financial statement corrections using client prepared trial balances.• Perform analytical procedures to detect unusual financial statement relationships.• Document audit procedures, cross reference work papers and prepare financial statements.• Preparation of federal and state tax returns- Forms 1040 for individuals, 1065 for partnerships and 1120S/1120 for corporations.• Preparation of extensions, projections and dealing with IRS compliance issues.• Review client source data for book to tax adjustments and state allocations,• Developing knowledge of U.S. GAAP, GAAS and PCAOB.

•Carry out accounts receivable, accounts payable & payroll duties. •Conduct bank reconciliations & make deposits. •Track & analyze job reports, handle real estate property taxes & all related company insurance issues. •Perform invoicing & rent collection of leasing tenants while applying strong customer communication. •Extensive use of QuickBooks to perform all bookkeeping duties.

Bachelor Of Arts (B.A.) Accounting & Talmud

Emt-B, Accounting

Cpr Instructor