Rick Rosell Email & Phone Number

Partner• Hold the position of Professional Practice Partner to oversee the firm's risk management and quality control processes and procedures.• Lead service provider for a book of business in excess of $1,400,000• Lead service provider for an Austrian-owned enterprise with estimated billings in excess of $175,000 annually - Responsibilities include management of U.S. and international tax compliance and planning, transfer pricing studies and Federal & State… Show more Partner• Hold the position of Professional Practice Partner to oversee the firm's risk management and quality control processes and procedures.• Lead service provider for a book of business in excess of $1,400,000• Lead service provider for an Austrian-owned enterprise with estimated billings in excess of $175,000 annually - Responsibilities include management of U.S. and international tax compliance and planning, transfer pricing studies and Federal & State examinations.Senior Tax Manager• Led the engagement team for three of the Firm's largest tax consulting / compliance engagements with annual total billings exceeding $550,000 (total billings under my management exceeded $700,000)• Led an engagement team which prepares an IFRS tax provision for the U.S operations of an Austrian-owned enterprise• Assists the tax shareholders in the management of a department which comprises forty-four professionals, e.g., workload management and training• Recognized by peer group for my ability to coordinate work load management between the Firm's four tax teamsTax Manager• Responsible for management of the tax planning / compliance work for over fifty clients• Consistently led the manager group in billable hours while maintaining strong chargeability of the team's staff / seniors Show less

Greater Atlanta Area

Plan, supervise, and complete audit engagements and insurance examinations, review engagement workpapers, resolve issues and keep engagement partner informed of all important developments, develop, facilitate and nurture client contacts and relationships beneficial to the firm. In addition to audit and examination responsibilities, researched issues related to tax engagements.

Greater Atlanta Area

Managed the compliance and planning needs for over 75 clients. In addition to the full management of client assignments, reviewed or prepared the income tax provisions for the audit department, coordinated the continuing professional education for all senior and staff members of the tax practice, and interviewed candidates for opportunities with Bennett Thrasher. Specialized in flow-through entities, C corporations and multi-state taxation.Accomplishments:• Chosen to lead… Show more Managed the compliance and planning needs for over 75 clients. In addition to the full management of client assignments, reviewed or prepared the income tax provisions for the audit department, coordinated the continuing professional education for all senior and staff members of the tax practice, and interviewed candidates for opportunities with Bennett Thrasher. Specialized in flow-through entities, C corporations and multi-state taxation.Accomplishments:• Chosen to lead engagements which require FAS 109 provisions.• Played a major role in our client’s negotiations from a tax perspective for a transaction with a Fortune 500 company.• Prepared the tax election to convert a transaction from a stock sale to an asset purchase from a tax perspective. Show less

Charlotte, North Carolina Area

Promoted to Tax Manager position. In addition to the duties noted under Senior Tax Associate, assisted with Arthur Andersen’s transition to Grant Thornton.

Charlotte, North Carolina Area

Managed the compliance and planning for over 15 clients. Specialized in flow-through entities, C corporations, personal holding company (PHC) surtax and accounting for income taxes, which includes review or preparation of FAS 109 provisions with a strong background in the preparation and review of consolidated and multi-state tax returns. Researched tax statutes for tax planning strategies to reduce tax liability and increase net operating losses. Supervised tax team members for compliance… Show more Managed the compliance and planning for over 15 clients. Specialized in flow-through entities, C corporations, personal holding company (PHC) surtax and accounting for income taxes, which includes review or preparation of FAS 109 provisions with a strong background in the preparation and review of consolidated and multi-state tax returns. Researched tax statutes for tax planning strategies to reduce tax liability and increase net operating losses. Supervised tax team members for compliance and consulting engagements. Handled client matters individually and as an engagement team member. Managed the scheduling for Charlotte’s federal tax practice, which included coordinating the staffing for all engagements. Experienced with the procedures of client billing, budgeting and collections. Accomplishments:• Led an engagement team of eight professionals in an extensive PHC surtax analysis for a large energy client. The study determined that the client had a tax liability of approximately $2.5 million. Assisted in the preparation of a ruling request to obtain 9100 Relief for consent to file late elections, which reduced the tax liability to zero ($0).• Selected by the Carolina’s practice to educate the new staff in flow-through entity training. Show less

Greater Atlanta Area

Managed the compliance and consulting work for over 35 clients: individuals, partnerships, corporations, not-for-profit organizations, private foundations and employee benefit plans. In addition, reviewed or prepared over 125 returns. In addition to responsibility to review or the preparation of returns, duties included research of tax issues to validate methodology of transactions, and tax planning. Experienced with direct client contact individually and as a team member. Prepared and… Show more Managed the compliance and consulting work for over 35 clients: individuals, partnerships, corporations, not-for-profit organizations, private foundations and employee benefit plans. In addition, reviewed or prepared over 125 returns. In addition to responsibility to review or the preparation of returns, duties included research of tax issues to validate methodology of transactions, and tax planning. Experienced with direct client contact individually and as a team member. Prepared and presented presentations for the tax department to strengthen staff’s knowledge of tax law. Trained professionals on software and tax return preparation procedures. Show less

Greater Atlanta Area

Provided audit and consulting services to manufacturing companies, distributing companies, auto dealerships and other small businesses. As a key client contact and business advisor on over 10 to 15 audit engagements, coordinated services, which included directing, planning and evaluating staff activities. Implemented FAS 109 and prepared income tax provisions. Tax responsibilities included the preparation or review of tax returns.

Plantation, Fl

Provided private instruction to adults and children. Worked directly with the Tennis Director to develop programs for adults and children; facilitate state and national tournaments; and manage the maintanance of the City of Plantation's main tennis facility and several public park locations.Position funded my education at the University of Florida.