Jon Schaffer Email & Phone Number

Broadview, Illinois

Broadview, Il

Responsible for the Federal income tax compliance and income tax provision calculations of the Robert Bosch Companies located in the U.S.. Assist the Federal Audit Manager in responding to Information Document Requests (IDR's). Assist the Director of Planning with acquisition due diligence and other special projects. Assist the Director of Compliance with tax technology improvements.

Northbrook, Il

Responsible for the treasury management of Old World Industries, Inc. including monitoring daily credit availability, forecasting long-term and short-term credit availability, forecasting loan covenant compliance, and cash flow modeling. Assist in the design and negotiation of Old World's Revolver Credit Facility and Term Loan Debt.Responsible for all equipment financing.Supervise the Tax, Accounts Payable, and Human Resources Departments. Assist the CFO in special projects.Managed the federal, state, and local income tax compliance of the Old World companies and their principal shareholders including S-Corporation, partnership, trust and individual tax returns. Performed federal and state tax research for the Old World companies and their principal shareholders. Performed tax planning for the Old World companies and their principal shareholders and communicating the recommendations to management.

Highland Park, Il

Responsible for the preparation and review of the Solo Cup companies federal S-Corporation, partnership, and shareholder individual income tax returns. Performed various tax research projects as assigned by the Tax Manager.

Northbrook, Il

Responsible for the federal, state, and local income tax compliance of the Old World companies including S-Corporation, partnership, and trust returns. Performed various tax research projects as assigned by the Tax Manager.

Northbrook, Il

Senior Tax AccountantResponsible for the preparation of the federal C-Corporation tax returns for General Binding Corporation, a subsidiary of Lane Industries, Inc.Tax AccountantPrepared federal and state tax returns for the Lane corporations, partnerships, and members of the Lane family. Calculated state estimated tax payments, prepared state apportionment factors, and calculated the year-end federal tax provision for the Lane companies. Promoted to Senior Tax Accountant in January 1997.Special Projects AccountantResponsible for the sales tax compliance of eighteen hotels in nine states. Involved in four sales tax audits in two states and was able to save the hotels an average of $10,000 in audit assessments. Prepared property tax returns, annual reports, and unclaimed property reports. Promoted to Tax Accountant in April 1995.Staff AccountantPrepared monthly financial statements, year-end workpapers, mid-year forecasts, and annual budgets for two hotels. Prepared bank reconciliations and sales tax returns for eighteen hotels.

Master Of Science, Taxation

Master Of Science (M.S.), Accounting

Bachelor Of Science (B.S.), Mathematics