Eric Kaplan Email & Phone Number

Greater Philadelphia Area

Long-term consultant for major private equity firm in Philadelphia. Designed and maintained various process improvement and technical models.Complex Section 274 (Limitation of aircraft expenses) at the click of a button, taking data from the software PFM and turning it into a database and report for easy review and changes based on the latest tax regulations. This design uses extensive VBA and pivot tables.Design and maintain apportionment workbook taking consolidating companies and calculating state apportionment with "intelligence" for each state using simplified input, pivot tables and VBA.Design and maintain state trust workpapers for calculations in at least 30 states coming from various operating companies owned by the Private Equity firm..Design and maintain data and analysis of tax workbooks used by the Big 4 accounting firms in tax analysis and preparation.Tax and Financial Operations consultant specializing in Tax Automation Projects, Excel modeling including design, documentation, VBA programming and implementation at large companies as a full time employee for Experis (A Manpower Company)

Lower Bucks County Campus

Taught graduate and undergrate Accounting Classes

Warminster, Pa

Strategic Planning, including business plan & sales strategy development. Some examples:• Developed brand strategy and integration of CRM and Excel for reporting systems.• Strategic Consulting, including business plan & sales strategy development.• Led the company in diversifying its product line and customer base.

Member of the Management Team and was responsible for planning around tax issues in this national and worldwide company. This company was in the Direct Marketing Industry and has many nexus issues also.

Ms, Taxation

Bachelor Of Business Administration (Bba), Accounting

Bachelor Of Science (Bs), Accounting

Education record