Expertise include the following: Local & State Returns Small Business Returns Federal Taxation Trust Returns Gift Tax Returns Estate Tax Returns Property Transactions Tax ConsultingThorough understanding not only the complexity of today’s tax code and how it applies to you, but also how constant changes affect your liability.Mandated to undergo extensive ongoing training every year to maintain the elite Enrolled Agent Status.Provides limited client privilege under the law and can have confidentiality for certain conditions, such as audits and collections.

Directly supervised two accountants, a senior staff accountant and assistant controller, who prepared on the fund level the fair market value financials for over $1.5 Billion of real estate.Spearheaded the transition of accounting systems from a local server based system to a web based general ledger package. Worked to resolve issues surrounding technical challenges integrating the consolidation program used in addition to general ledger package.Transitioned to oversee the funds Canadian assets that are first produced using local currency under Canadian GAAP and then converted to US GAAP financials.Created a file the financial analysts were able to upload for use to calculate the funds IRR’s and total time weighted returns for reporting to investors.Responsible at year end for the successful completion of the audit for all assets under my supervision.

Responsible for consolidating joint ventures and wholly owned properties using the fair value method of accounting of a $3.9 Billion portfolio.Managed closing prorations for a $1.0 Billion portfolio sale.Completely overhauled the accounting system and methodology for all consolidating properties.For a $3.5 Billion company acquisition, spearheaded initial and subsequent integration of all financial data into consolidating financials on a monthly basis.

Managed five employees: A/R clerk, A/P clerk and three property accountants in day-to-day and year-end accounting functions.Responsible for cash flow management for fifty properties, both partnership owned and third-party managed.Coordinated with lenders, escrow companies, tenants and property managers ensuring payment of all real estate tax parcels for all partnership and third-party managed properties.Ensured outside auditors and lenders received timely reports for all properties and any additional reports required per debt covenants.

Assisted controller in preparing filings with the SEC in connection with quarterly and year-end financial statements including stockholders equity and cash flows.Prepared budgets for all corporate departments with expenditures in excess of $28 million and assisted with budgeting of my specific portfolio with assets in excess of $280 million.Responsible for monthly reconciliation of all accounts relating to corporate debt and equity with a total value exceeding $1 billion.