Gabe Jacobson Email & Phone Number

25 Carew Street, Chicopee MA

West Springfield, Massachusetts, United States

• Work with clients' multiple investment, tax, and legal advisers and other members of their financial team to review financial plans, tax returns, and other documents
• Ensure financial plans and tax returns are holistic and based on clients' unique circumstances and life goals
• Consulting regarding Tax, business, bookkeeping, retirement and estate planning services

Hadley, Massachusetts, United States

• Tax, Audit, Review, and Compilation services for clients and companies of all sizes
• Manage client relationships, business consultations, onboarding, and return review
• Correspondence with state and federal entities on behalf of clients

United States

• Advanced preparation and intermediate review of 1040, 1065, and 1120s tax returns
• Manage client relationships and provide advising services
• Knowledgeable of blockchain technology, its forms and tax implications
• Spearhead intern training and management

Holyoke, MA

• Analyze and scan client documents for tax return preparation
• Prepare 1040, 1065, and 1120s tax returns through CCH Prosystem fx Tax Software
• Evaluate preparation through spreadsheets and work papers to effectively record and track client information
• Coordinate with Partners, Managers, and Senior associates through XCM to complete tax returns

Boston, Massachusetts, United States

Greater Boston Area

Easthampton, Massachusetts

• Train Vault Manager and Compliance Officer on heavily state regulated inventory transferal procedures
• Audit production processes to eradicate variances on price, weight, and quantity
• Analyze daily sales figures to form inventory movement projections for vertically integrated product system
• Summarize cash and inventory movement into daily reports for executives and ownership

Easthampton

• Supported retail staff during transactions with medical patients while minimizing conflict
• Managed menu and inventory rollout to floor through complex seed to sale tracking system
• Organized and expedited cash handling

Greater New York City Area

Worked on various video production projects around the NYC area, Skills involved:- Orchestrating craft services and catering- Managing large groups of extras and crew- Rigging Film lighting equipment in coordination with the cinematographer

Warner Brothers Studio Lot, Los Angeles CA

• Reported on weekly comic book deliveries
• Discovered projects for consideration
• Executed office duties and runs
• Managed main phone line

Warner Brothers Studio Lot, Los Angeles CA

• Wrote concise coverage on screenplays, articles director’s reels, and books
• Designed a standard coverage format for the company
• Updated the the intern guide and orchestrated chores
• Helmed the training of new interns

Master Of Business Administration - Mba, Accounting And Business/Management, 4.0

Bachelor Of Business Administration - Bba, Accounting, Track To Msa In Preparation For Cpa, Gpa 4.0

Activities and Societies: Beta Alpha Psi National Accounting Recruiting Organization, Finance Society, Investment Club Current.

Bachelor Of Fine Arts (Bfa), Cinematography And Film/Video Production

Activities and Societies: Headless Society for creative writing Digital Artists Club