Max Gregory Email & Phone Number

New York, New York, US

• Specializing in the Estate, Gift, and Trust Group, in addition to working with High-Net-Worth Individuals and Private Foundations
• Assist Clients with the preparation of Forms 706, 709, 1041, 990, 1023, 1040, 1040NR, and Fiduciary Accountings
• Consult with and advise clients on tax efficient strategies including the use of Trusts, Insurance, and Entity Planning, to help preserve and grow wealth for future generations and charitable intentions
• Assist with the onboarding and training of new staff members to prepare them for excellent client service and future success

GB

• Collaborated with teams on auditing income tax provisions on a quarterly and annual basis for Public Corporations
• Gained provision experience within the Pharmaceutical, Industrial, and Technology industries completing Year End Audits over multiple years
• Assisted with the compliance, preparation, and review of Corporate Tax Returns during Fall 2021
• Trained, onboarded, and mentored new hires & interns to our group to set them up for future success

Minneapolis, MN, US

• Collaborated with clients to break out assets, liabilities, income, savings goals, and retirement needs to develop various illustrations. Also converted this information for all clients into a new online format
• Performed a historical cost-basis analysis of securities to investigate dividend reinvestment and asset allocation strategies, while creating an informative way to present this to clients
• Developed tax projections for clients based on factors like current and future expected tax brackets, sources of income, retirement goals, legacy planning goals, and charitable intentions

Charlotte, NC, US

• Worked with the Tax Department to gain experience preparing individual, state & local, partnership, trust & estate, and Private Foundation Tax Returns
• Assisted Audit Teams while in the field or in the office with the audit, review and compilation engagements, as well as financial statement proofing of the client’s quarterly and annual financial statements

• Gained customer service experience through handling customer complaints successfully and promptly
• Selected and trained over 10 new-hires in restaurant procedures and providing customer service
• Managed inventories in kitchen, handled special orders, and negotiated pricing for beverage items
• Rotated through all positions in the restaurant and became knowledgeable with best practices

Charlotte, NC, US

• Assisted with a major hardware and technology initiative for a Nationally Ranked Accounting Firm
• Processed the in-take of new, used and surplus Firm hardware to assess issues and determine the best course of action
• Corresponded with employees in a professional manner to solve internal technology issues; prioritize tickets, and delegate tasks appropriately
• Set up laptops, conducted reboots, and repaired simple problems to increase the organization’s efficiency

B.S.B.A., Accounting

Education record