Mark Abel Email & Phone Number

Concord, Ma

• Individual and small business tax preparation, ensuring accuracy, compliance, and timely submission.• Obtained Enrolled Agent certification. • Multi-state tax, SALT, and Sales Tax detailed tax research and analysis, providing clients with accurate interpretations of federal, state, and local tax laws and regulations.• Dealing with clients’ tax queries in a timely and efficient manner. • Collaborated with team members to develop and implement tax strategies that minimize tax liabilities while aligning with clients' financial goals and objectives.• Conducted tax research to stay current with changes in tax laws and regulations, providing clients with accurate and up-to-date tax advice.• Prepared quarterly and annual tax estimates, projections, and planning reports for clients.• Developed and maintained strong client relationships, providing exceptional service.

Metrowest Boston Area

• Developed a detailed budget that outlined projected revenues and expenses. Helpedmanage cash flow and growth forecasting.• Helped achieve 18.5% EBITDA on roughly $600,000 in revenue.• Forecasted revenue and expenses based on current trends and future expectations.• Continuously tracked actual performance against the budget and made adjustments asnecessary.• Maintained detailed and organized records of all business transactions, including sales,expenses, payroll, and taxes.• Regularly prepared financial statements (profit and loss, balance sheet, and cash flowstatement) to understand the financial health of the business.

Greater Boston Area

• Trading an array of strategies in U.S. rates arena including: treasury options, Eurodollars, curve trades, and arbitrage between treasuries and futures contracts.

New York, Ny

• Helped turn around a treasury desk that had lost $1 million over three years. Turned a net profit of $700,000 after 11 months. • Handled customer flow across the treasury curve. Facilitated trades for corporate and EM hedgers. • Managed a team of 3 that ran our electronic trading platform.• Analyzed cost structures and came up with trade ideas for the firm investment committee’s portfolio generating an additional $250,000 in alpha.

New York, Ny

• Senior trader making markets in repurchase agreements with responsibilities including managing the firm’s daily US Government bond positions: covering shorts and lending large positions; trade settlement through GSCC (Government Securities Clearing Corp); and communicating actively with salespeople. • Developed trade ideas taking advantage of arbitrage in term repo markets versus treasury positions.• Generated $6 million in profit annually.

New York, Ny

• Focused on relative value trades and low-risk futures arbitrage. Worked closely with sales force to pitch trades that fit the balance sheet and trading styles of both hedge funds and real money accounts.• Generated $4-$8 million in profit annually. • Line trader in 3yr-10yr US Government notes. Handled large flows from global central banks.

New York, Ny

• Generated $8 million in profit in eight months using low-risk, minimal balance sheet strategies for the Global Proprietary Trading group. • Traded futures arbitrage across the treasury curve, focusing on core positions in cheap futures contracts.