Robert Traester, Cpa, Mst Email & Phone Number

Princeton, Nj, Us

Princeton, Nj, Us

• Member of the technology and life science niches• Prepare and review tax returns for high-net-worth individuals, corporations, partnerships, estates, trusts, and gifts• Author published tax articles for both firm marketing purposes and external media outlets• Research complex tax issues to ensure proper compliance• Assist in producing financial guidance regarding the tax consequences of various decisions• Member of the firm advisory committee

Princeton, Nj, Us

Princeton, Nj, Us

• Member of the technology and life science niches• Inaugural member of the internal advisory committee where I represented the Boston office to help develop and implement firm-wide improvements• Prepare and review tax returns for high-net-worth individuals, corporations, partnerships, estates, trusts, and gifts• Author published tax articles for both firm marketing purposes and external media outlets• Research complex tax issues to ensure proper compliance• Assist in producing financial guidance regarding the tax consequences of various decisions• Assist and lead in attestation engagements in industries included, but not limited to, Financial Services, ERISA, and Professional Services

Methuen, Ma, Us

• Prepared federal and state partnership, corporate, and s-corp tax returns• Prepared individual returns for both domestic and international individuals• Oversaw bookkeeping services and preparation of financial statements using QuickBooks for multiple clients• Designed general ledgers and accounting procedures for clients in a variety of industries• Reviewed clients' year-end financial statements to ensure accuracy and fair presentation

• Prepared non-profit tax returns for both health and human service and membership organizations• Performed audit fieldwork procedures at client locations while maintaining strong client relationships• Inspected annual audits to ensure compliance with firm policies• Reviewed reimbursement rate computations issued by the State for various non-profit organizations and appealed applicable discrepancies to ensure proper funding

Newton, Ma, Us

• Prepared federal and state returns for several publicly traded consolidated companies• Developed pre-return work which included schedule M-3 adjustments, trial balance grouping, and depreciation schedules• Prepared apportionment data and completed federal and state returns for subsidiaries of consolidated parent companies• Filed and monitored sales & use, food & beverage, and other forms of state and local taxation for entities in over 30 states• Researched and assisted in annual filings for company controlled entity privilege licenses

• Implemented an accounting system in QuickBooks to record all sales and expenses• Maintained bookkeeping records in QuickBooks and created year-end financial statements• Researched and assisted in the preparation of the corporate year-end tax filings• Provided consulting to reduce costs and ensure proper compliance with governmental & accounting policies

Master Of Science (Ms), Taxation

Bachelor Of Science (Bs), Accountancy

Education record