John G. Email and Phone Number
I am a dedicated Taxation and Accounting professional with a Master of Science in Taxation from Baruch College's Zicklin School of Business. My academic background has provided me with a comprehensive understanding of tax accounting and tax law, equipping me with the knowledge to navigate complex financial regulations and deliver accurate tax solutions.Throughout my career, I have developed robust data analysis skills through hands-on experience and various projects, enabling me to interpret and leverage financial data to support strategic decision-making. My expertise lies in tax compliance, financial analysis, research, and ensuring adherence to regulatory standards.Core Competencies:Data Analysis: Proficient in using Microsoft Excel, Tableau, and other analytical tools to analyze financial data, identify trends, and provide actionable insights that drive business efficiency.Research & Documentation: Strong research skills to stay updated with the latest tax laws and financial regulations, coupled with meticulous documentation practices to maintain comprehensive and organized records.Regulatory Compliance: Ensuring all financial activities comply with legal standards, minimizing risks, and safeguarding the organization’s financial integrity.Risk Assessment & Mitigation: Ability to identify potential compliance risks and develop effective strategies to mitigate them, ensuring robust financial practices.Technical Proficiency: Adept with tools such as CCH Axcess, GoSystems, Jira, Confluence, and Acrobat Pro, enhancing efficiency in tax preparation and project management.Effective Communication: Excellent interpersonal and communication skills, facilitating clear and concise interactions with stakeholders, clients, and team members.Analytical Thinker: Skilled in dissecting complex financial data to extract meaningful insights that inform business strategies.Detail-Oriented: Exceptional attention to detail ensures precision in tax preparation and financial analysis.Adaptable & Versatile: Capable of thriving in dynamic environments, quickly adapting to new tools, technologies, and regulatory changes.Team Player: Collaborative mindset with a commitment to contributing positively to team goals and fostering a productive work environment.I am eager to leverage my strong foundation in Taxation, combined with my practical data analysis expertise, to contribute to a forward-thinking organization. My goal is to support a dynamic team by providing strategic financial solutions, ensuring tax compliance, and driving operational efficiency.
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Tax AssociateBerkowitz Pollack Brant Advisors + CpasNew York, Ny, Us -
Business ConsultantBlockjunction Jan 2022 - Jun 2024Los Angeles, California, United States• Researched and interpreted specific United States laws and regulations regarding credit unions to facilitate the chartering process, ensuring regulatory compliance; effectively managing cross-jurisdictional research requirements of European Union banking regulations.• Provided training and support to junior analysts and staff on financial analysis techniques and best practices.• Participated in strategic planning sessions to align financial goals with the credit union's mission and objectives.• Prepared detailed financial reports and presentations for executive management and board meetings.• Maintained strong communication between the company and clients, ensuring critical deadlines were met and providing routine, accurate updates to project stakeholders. -
Tax InternMarcum Llp Feb 2021 - Jun 2021Melville, New York, United States• Prepared multi-state individual 1040 tax returns, corporate 1120 returns, partnership 1065 returns, and trust and estate 1041 returns, ensuring compliance with federal and state tax regulations.• Assisted clients with IRS and state notices, providing detailed explanations and resolutions to tax-related issues, while effectively managing time to deliver accurate tax returns on schedule.• Calculated accurate tax estimates for corporations and individuals, and managed the filing of 6-month extension forms, ensuring timely submission and mitigating risks of penalties and interest.• Prepared partnership K-1 forms, accurately reporting each partner’s share of income, deductions, credits, and distributions.• Maintained organized and detailed client records, ensuring all documents were complete and accessible for future reference.• Collaborated with senior tax associates and managers on complex tax issues, contributing to team efforts and gaining valuable insights into tax strategies. -
Analyst InternCon Edison Jun 2019 - Jan 2021New York, New York, United States• Analyzed project budgets and job performance metrics associated with Con Edison’s involvement in New York City infrastructure projects, and forecasted annual, quarterly, and monthly accruals ensuring timely and accurate bill payments to contractors.• Streamlined bill tracking processes for two major NYC infrastructure projects, leveraging analytical and technical skills to manage budgets of $88M and $45M over 5 years.• Reduced Con Edison’s payment liability on the West Thames Bridge project by 60% through conducting variance analysis, successfully disputing a $450,000 invoice.• Implemented new digital workflows on major NYC projects, reducing project labor hours by over 50% and significantly improving speed and accuracy of work performed.• Identified discrepancies in accounts payable invoices, reducing Con Edison’s financial liability by $200,000 on the Baruch Plaza Reconstruction project. -
InternStephen Einstein & Associates P.C. Jun 2018 - Sep 2018Manhattan, New York, United States• Assisted management in preparing reports and presentations for the Chief Compliance Officer
John G. Education Details
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Taxation -
Accounting -
High School Diploma
Frequently Asked Questions about John G.
What company does John G. work for?
John G. works for Berkowitz Pollack Brant Advisors + Cpas
What is John G.'s role at the current company?
John G.'s current role is Tax Associate.
What schools did John G. attend?
John G. attended Baruch College, Baruch College, Paul D. Schreiber Senior High School.
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