Main point of contact for numerous audit, review and compilation engagements typically ranging between $5 - $50 million across numerous industries, including employee benefit plans (defined benefit and defined contribution). Prepared and reviewed individual, partnership and corporate tax returns for Federal, State & City compliance, as applicable.

Negotiation of several credit facilities ranging between $350,000 - $2,500,000 for $60+ million recycling entity with three locations. Responsible for timely closing of monthly results as well as daily/weekly reporting of other key performance indicators.

For profit audit, not for profit audit, employee benefit plan audit, acquisition due diligence, partnership, corporate & individual tax compliance. Served as the main point of contact for the successful and timely completion of numerous audit, review and tax engagements across several industries, including manufacturing, distribution, non-profit and employee benefit plans. Client revenues were typically $30 - $100 million. Represented firm on trip to China to visit plants of two clients, while also meeting with component auditors utilized in conjunction with audit of $750+ million audit of auto parts manufacturer. Reviewed and provided timely feedback of work prepared by staff members. Prepared and reviewed individual, partnership and corporate tax returns. Actively participated in business development and campus recruiting efforts.

Audits of various governmental and not for profit entities, audits and reviews of numerous for profit entities, tax consulting & compliance (individual, partnership & corporations).

Prepared individual, corporate and partnership tax returns in connection with various for-profit audit, review and compilation engagements.

Oversight of all financial reporting and bank compliance requirements for $20+ million logistics concern. Main point of contact for all tax compliance and risk management requirements. Successfully sourced and closed $3 million credit facility, an increase in the amount and advance rate from the previous facility. Successfully and timely led the relocation of the accounting department from Dewitt, MI to Norton Shores, MI, with approximate 30% reduction in personnel and increase in timeliness and accuracy of month end close. Oversight of accounting department consisting of three individuals, including cross training of roles and responsibilities.

Financial reporting and banking relationships for privately held real estate developer and retail store owner. Main point of contact for risk management and tax compliance services. Created budget and cash flow models, as well as monthly accounting calendar and accounting department procedures manual.

Financial reporting and project modeling for 1,750 unit multi-family developer/manager. Introduced and successfully implemented the transition of tenant security deposit liabilities to surety bonding, resulting in increased property-level cash flow. Oversaw accounting department consisting of four individuals, including timely closing of month end results of 10+ real estate entities. Served as the main point of contact for tax compliance services.

Sourcing, selection and successful implementation of real estate specific software package. Introduced and managed the successful completion of cost segregation studies on several office and retail holdings so as to accelerate tax depreciation. Created accounting department policies and procedures manual to assist in the timely, consistent and accurate closing of month end books for numerous real estate entities, including a property management entity. Actively participated in and oversaw the annual budget process for owned and third-party managed properties. Reviewed work performed by, and provided feedback to, accounting department consisting of two individuals. Served as the main point of contact for banking, risk management, and tax compliance relationships.

Audits, reviews and internal audits of both publicly traded as well as privately held real estate entities (office, multi-family, hotels) including quarterly and annual SEC reporting requirements