Income Tax Professional
Current
Tax Wise Llc
Prepare and file personal and S Corporation tax returns.
Nov 2017 - Present
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Edward Schatz Email & Phone Number
Income Tax Professional at Tax Wise LC, Boca Raton, FL
at
Tax Wise LLC
1 work email found
@us.ibm.com
1 phone found area 845
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Tax Wise LLC
Role
Income Tax Professional at Tax Wise LC, Boca Raton, FL
Location
Boca Raton, Florida, United States
Who is Edward Schatz? Overview
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Quick answer
Edward Schatz is listed as Income Tax Professional at Tax Wise LC, Boca Raton, FL at Tax Wise LLC, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at us.ibm.com, phone signal with area code 845, and a matched LinkedIn profile for Edward Schatz.
Edward Schatz previously worked as Income Tax Professional at Tax Wise Llc and Senior Consulting Financial Analyst at Ibm Malaysia Sdn. Bhd.. Edward Schatz holds Mba, Business Administration And Management, General from Southern Illinois University, Edwardsville.
Company email context
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{last}@us.ibm.com
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Profile bio
About Edward Schatz
Program manager with expertise in all areas of corporate finance: Pricing, FP&A and Accounting. Able to partner with sales teams to insure achievement of revenue and profit goals in a highly complex matrix environment. Extensive national and global work experience incl. Asia Pacific, EMEA and Latin America. Successful track record of managing the financial components of complex sales transactions. Effective communicator with strong presentation skills to clients, management and peers. Spanish language proficiency and native German speaker. Currently employed as an income tax preparation specialist.Highlights of Qualifications: > Preparation and filing of U.S income tax returns for individuals > Proficient with use of Microsoft Office: Excel, Powerpoint and Word > Operating / Strategic Planning and plan consolidation; familiarity with Hyperion and Essbase. > Accounting and financial reporting; thorough knowledge of GAAP, SOX and revenue recognition. > Financial controls, KPI's budgeting and variance analysis. > Product pricing and life cycle management; transactional pricing of large, international deals. > Team leadership: training, career development and mentoring. > Pricing education; executive presentations. > Competitive analysis, business case development and contract terms and conditions.
Listed skills include Business Analysis, Management, Forecasting, Pricing, and 17 others.
Current workplace
Edward Schatz's current company
Company context helps verify the profile and gives searchers a useful next step.
Tax Wise Llc
7 roles · 54 years
Edward Schatz work experience
A career timeline built from the work history available for this profile.
Senior Consulting Financial Analyst
Ibm Malaysia Sdn. Bhd.
Provide advice and guidance to Asia Pacific staff located in the KL CoE (Finance Center of Excellence). Manage approval process for large, multi brand Software, Hardware and Services sales transactions.
Mar 2015 - Apr 2017
Volunteer
Gcc Foundation
Prepare monthly financial statements and perform analysis on $2.6M of investments.
Jun 2014 - Feb 2015
Program Manager, Pricing
Areas of expertise:o Product announcement and Services Pricingo Competitive analysis and business case developmento Terms and Conditions and contract developmento Methodology and Procedureso Special bids (transactional) Pricing including complex, global megadealso Pricing educationo Executive presentationso International pricing experience in Europe, Asia Pacific and LA
Aug 1993 - May 2014
Financial Analyst
Ibm Corporation
Experience in:o Operating and strategic planning for manufacturing, services and product developmento Forecasting and variance analysiso Financial controls and budgeting
1981 - 1993
~12 yrs
Accountant
Ibm Corporation
o Accounts Payable, Balance Sheet, I&E and Fixed Asset Accounting assignmentso Revenue recognitiono Sarbanes-Oxley implementation (during Pricing assignments)
1973 - 1981
~8 yrs
Staff Sgt. (E5), Logistics And Supply Analyst
Vietnam era veteran, honorably discharged
Mar 1969 - Feb 1973
3 education records
Edward Schatz education
Mba, Business Administration And Management, General
Bs, Acccounting
Salem International University, Salem, Wva
Accounting And Business/Management
University Of Puerto Rico, Mayaguez, Pr
FAQ
Frequently asked questions about Edward Schatz
Quick answers generated from the profile data available on this page.
What company does Edward Schatz work for?
Edward Schatz works for Tax Wise LLC.
What is Edward Schatz's role at Tax Wise LLC?
Edward Schatz is listed as Income Tax Professional at Tax Wise LC, Boca Raton, FL at Tax Wise LLC.
What is Edward Schatz's email address?
AeroLeads has found 1 work email signal at @us.ibm.com for Edward Schatz at Tax Wise LLC.
What is Edward Schatz's phone number?
AeroLeads has found 1 phone signal(s) with area code 845 for Edward Schatz at Tax Wise LLC.
Where is Edward Schatz based?
Edward Schatz is based in Boca Raton, Florida, United States while working with Tax Wise LLC.
What companies has Edward Schatz worked for?
Edward Schatz has worked for Tax Wise Llc, Ibm Malaysia Sdn. Bhd., Gcc Foundation, Ibm Corporation, and United States Air Force.
How can I contact Edward Schatz?
You can use AeroLeads to view verified contact signals for Edward Schatz at Tax Wise LLC, including work email, phone, and LinkedIn data when available.
What schools did Edward Schatz attend?
Edward Schatz holds Mba, Business Administration And Management, General from Southern Illinois University, Edwardsville.
What skills is Edward Schatz known for?
Edward Schatz is listed with skills including Business Analysis, Management, Forecasting, Pricing, Financial Analysis, Finance, Strategy, and Pricing Analysis.
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