Jeff Burt Email & Phone Number

San Francisco, Ca, Us

Prepared tax returns for partnerships, individuals, and corporations. Assisted clients with projections, estimated tax payments and amended tax returns. Conducted tax research and planning, including business formations and dissolutions, to minimize taxation. Identified tax savings and profit improvement opportunities for clients. Responded to notices from various taxing authorities.

Washington, District Of Columbia, Us

Managed multiple concurrent audits including, examining corporations and partnerships to determine the correct Federal Income Tax liabilities and technical requirements imposed by the Internal Revenue Code. • Interviewed principals and third parties, inspected business operations, determined whether business operations were correctly reflected in financial records, verified internal controls and applied tax law and regulations to specific business situations. • Reported findings orally and in writing to business principals.

Us

Prepared and reviewed tax returns for partnerships, individuals, trusts, and corporations. Served as a main point of contact for clients and liaise between tax team and client, managed workflow and coordinated with team members to meet deadlines.

Wilmington, De, Us

Provided interim financial assistance primarily to Fortune 1000 companies during critical times of need. Projects included:Erhardt, Keefe, Steiner and Hottman -- Denver, ColoradoReviewed federal and state tax returns for multi-state corporations, partnerships and individuals. Assisted managers with engagement planning and prepared various planning documents. Conducted tax research when necessary and prepared responses to notices from taxing authorities. Assisted clients with projections, extensions and estimated tax payments. Provided guidance to staff, along with training and development assistance.Bank of America -- Charlotte, North CarolinaCalculated prior years’ North Carolina state tax credits and related research for various entities. Analyzed residual income on M-1 reconciliations for various Real Estate Mortgage Investment Conduit entities for the period 2004 to 2007. Finalized completed tax returns utilizing CORPTAX tax preparation software. Miscellaneous tax research projects, including guaranteed payments to partners and foreign tax credits.PricewaterhouseCoopers -- San Francisco, CaliforniaReviewed federal and state tax returns for multi-state partnerships and a consolidated S-Corporation. Reviewed tax basis calculations for partnerships. Prepared federal and state tax returns for multi-state partnerships. Assisted clients with projections, extensions and estimated tax payments. Reviewed and prepared various year end investment reconciliations and accounting statements for investment partnerships.

Campbell, California, Us

Reviewed federal and state tax returns for multi-state corporations, partnerships, individuals and trusts. Prepared tax returns for multi-state corporations, partnerships, individuals, gifts, trusts and non-profit organizations. Assisted clients with projections, estimated tax payments and amended tax returns. Worked closely with partners specializing in partnerships, real estate and 1031 exchanges. Conducted tax research and planning, including business formations and dissolutions, to minimize taxation. Identified tax savings and profit improvement opportunities for clients. Responded to notices from various taxing authorities. Prepared reviewed and compiled financial statements for several entities each year. Performed financial statement audit for a high-tech semiconductor company. Responsible for current year tax calculations. Prepared FAS 109 related schedules including deferred tax and effective tax rate calculations. Reviewed and analyzed business formations and systems to identify opportunities for improvement in controls and organizational efficiency. Evaluated accounting operations and analyzed clients’ financial data, including industry ratio comparisons and cash flow forecasts.

Prepared federal and state income tax returns for corporations, partnerships, individuals, gifts, trusts and non-profit organizations. Assisted clients with projections, estimated tax payments and amended tax returns. Prepared audited, reviewed and compiled financial statements for over twenty different entities each year. Planned and implemented audit programs. Independently performed financial statement audits of manufacturing and service related companies. Developed audit plans, evaluated accounting operations, and coordinated all fieldwork.