Jonathan Romano Email & Phone Number

Wantagh, Ny, Us

New York, New York, Us

• Understanding my client’s businesses end-to-end cycle, providing insight to developments and/or changes beneficial for operating efficiencies• Actively managed administrative functions of engagement life cycle, reviewing financial services provided, developing budgets, pricing plans, billing, and scheduled engagement teams• Organized and prioritized high-volume workload while monitoring and evaluating workload of other team members• Assisted in implementing accounting changes and/or workflow improvements• Organized and lead client meetings, building client relationships, customer service, functioned as clients key contact and worked closely with third party investment advisors• Performed analysis of business operations, researching transactions, and accounts to provide guidance and oversight to clients for month-end/year-end close procedures• Retained 16+ client relationships by utilizing extensive knowledge of real estate, private equity, and construction industries, and managing all file-sharing portals• Provided training, professional development, career mentorship and performance feedback to team members at various levels• Performed trial balance analysis on 40+ clients; real estate, financial services, and construction industries• Reviewed quarterly real estate financial statements prepared by team, required adjustments, and ensured timeliness of all deliverables

New York, New York, Us

• Supervised 6+ team members, providing trainings, skills, and knowledge to ensure high quality deliverables• Managed 10+ client relationships by planning and providing engagement deliverables• Reviewed 50+ annual books and records to ensure tax ready trial balances for major real estate client• Provided tax compliance and consulting services to high-net-worth clients, primarily in private equity, and alternative investments in the financial services industry, including experience preparing and reviewing individual, partnership, trust, estate, gift, and not-for-profit federal and state tax returns along with foreign information reporting• Established working knowledge of tax professional standards and procedures by completing workload with minimal supervision

New York, New York, Us

• Quarterly and mid-year review of books and records for via QuickBooks/excel, ensuring all adjustments accurately reflected, performing close procedures and reconciling equity accounts, balance sheet and P&L• Completed 15+ client year-end planning, income projections and estimates for businesses• Managed all phases of federal and state tax compliance, including withholding for investment partnerships (1065), schedule K-1s, foreign forms and disclosures• Prepared and reviewed foreign reporting requirements, including forms 5471, 8938, etc.• Mentored junior tax associates, providing guidance on multiple projects, explaining expectations, and continuously assisting with professional growth

New York, New York, Us

• Extensive experience preparing the following tax returns, including multiple states: individuals, partnerships, s-corps, and small c-corps - in various industries such as; private equity, real estate professionals, etc.• Experience preparing the following tax returns: not-for-profits, trusts and estate tax returns for real estate professionals and high net-worth individuals• Prepared and reviewed tax returns for 20+ clients including: 1099-MISC, 1099-NEC and W-2s• Reviewed the following tax returns, expanding my knowledge for various tax reporting requirements including not-for-profit, trusts and foreign reporting• Investigated tax codes to research specific client related tax matters and prepare memorandums

• Audited balance sheet and income statement accounts to ensure adherence with GAAP for 10+ clients• Collaborated with controllers, managers, and partners to provide full support of client activities, including accounting and auditing issues, timing and deliverables for the client, client reporting and engagement procedures• Reviewed annual books and records to create financial statement ready trial balances• Compiled financial statements from client books for various small businesses• Prepared 15+ Partnership, S-Corporation, Not-for-Profit and Trust tax returns for real estate and private equity• Filed multi-state tax returns, tax estimate projections, and extension calculations for high net-worth individuals valued under 100M

• Bookkeeping for clients using Microsoft Excel and QuickBooks• Collating data and papers for preparation of Tax Returns

• Worked on construction industry Labor Union audits• Audit tested pension and profit sharing plans• Interacted directly with clients and other staff members to build rapport and establish reporting relationship• Performed segments of various audits to assist in their completion by filing different forms such as 990s and 5500s• Prepared various information returns such as LM-2 and LM-3

Responsible for the management of inventory and projections based on performance, business models, and market trendsBrainstormed for new marketing and advertising concepts Customer service; Vendor contact