Ed C. Email & Phone Number

New York, New York, United States

New York, New York, United States

-Managed all aspects of the relationship with the Bank's external tax provider.-Reviewed, analyzed, and interpreted trust documents and wills. -Represented Wealth Management tax services to Deutsche Bank corporate group for tax initiatives, projects, and other matters. -Research, compliance, and planning in connection with fiduciary income taxes, private foundations, estate tax returns, and gift tax returns.

Parsippany, New Jersey

Prepared and reviewed trust, gift, and estate tax returns.

New York, New York

-I was a member of a Liaison Team that interacted with Bank of America's tax provider to insure all required tax responsibilities are fulfilled. -Prepare fiduciary tax returns (Form 1041) using Thomson Reuters OneSource tax software. -Review fiduciary tax returns (Form 1041) for accuracy that have been prepared by outside accountants and our tax provider. -Read trust documents and wills in order to conduct a GST analysis and review of many trusts. -Respond to inquiries regarding specific tax related questions. Responding to many of these require extensive research using Thomson Reuters Checkpoint and other research tools as well as consulting with senior level management.

New York, New York

Garden City, New York

-Prepared tax returns for trusts (Form 1041), and private foundations (Form 990-PF) using OneSource and Prosystem tax software. -Worked directly with client account managers, senior members of the Bessemer tax group, and outside advisors to help resolve client issues and obtain outside information such as K-1s from alternative assets and 1099s. -Read and interpreted trust documents to prepare a tax profile and conduct a GST analysis of new accounts.-Prepare estimates and projections as part of the tax planning process. -Utilize Internet research tools and reach out to several tax authorities to resolve various issues as they arise. -Trained and mentored interns and junior staff members. Attended annual spring and fall CBIT Tax Days.

New York, New York

Wall, New Jersey

-Assisted in completing municipal audits of various municipalities located in Monmouth, Ocean, and Mercer Counties, New Jersey. -Became very familiar with general auditing procedures including vouching and tracing expenditures, fixed asset testing, and other types of general field work.

New York, New York

Second year of interning with PwC.Assisted in the preparation of tax returns for trusts and private foundations (Form 1041 and 990-PF).

Wall, New Jersey

See above.

New York, New York

First year of interning with PwC.