Robert Whitehurst, Cpa Email & Phone Number

Atlanta, Ga, Us

Miamisburg, Ohio, Us

BRADYWARE & COMPANY Alpharetta, GA June 2016 – PresentTax Manager- Partnerships, Corporations, and High Net-Worth Personal Taxation• Conducted reviews of complex multi-state Partnership, S Corporation, C Corporation, Consolidations and high net worth personal tax returns in a high-volume, time sensitive and client-focused work environment.- Prepared book ups under 704b and 704c allocation, Section 754 step-ups, waterfalls and target allocations.- Researched tax related issues pertaining to compliance, filing requirements and planning opportunities.- Reviewed and prepared income tax extensions, estimate calculations, and tax provisions.- Managed client relationships and filing deadlines for multiple engagements and assigned tax projects to tax team.- Trained and mentored staff with a focus on developing career goals and technical tax skills.- Responsible for building new business growth while maintaining existing client billable growth, over several hundred thousand dollars in billable revenue under management.- Reviewed and prepared responses to cure and/or abate assessments from the IRS and State. - Reviewed and prepared international tax compliance, including but not limited to, Form 5471, Form 5472, Form 2555, Form 926, Form 8938, Form 1116, FinCEN 114, Sec 163J, and Sec 965.

Atlanta, Ga, Us

• Conducted reviews of complex Partnership, S Corporation, C Corporation and high net worth personal tax returns.- Prepared book ups under 704b and 704c allocation, Section 754 step-ups, waterfalls and target allocations.- Researched tax related issues pertaining to compliance, filing requirements and planning opportunities.- Reviewed and prepared income tax extensions, estimate calculations, and tax provisions.- Managed client relationships and filing deadlines for multiple engagements, and assigned tax projects to tax team.- Trained and mentored staff with a focus on developing career goals and technical tax skills.- Assisted with the implementation of tax automation and efficiency processes to facilitate the conversion to a paperless Firm.

Atlanta, Ga, Us

• Provided full-service tax solutions to multi-state corporations and partnerships as well as high net worth individuals.- Developed detailed tax projections, consulted with clients on state and federal tax credits, estate/trust/gift planning and tax mitigation strategies; work directly with IRS/State to resolve client tax notices and audits.- Reviewed and final issued tax returns including, but not limited to, the following industries: construction, manufacturing, hedge funds, investment banks, mortgage, real estate, retail, non-profit and technology.• Established and managed a new tax department, increased revenue from $0 to $1M in 3 years; approximately 600 clients under management.- Created and implemented detailed tax policies and standardized procedures with a paperless focus to improve efficiency of tax return preparation, review, billing, and client communications. - Managed staff with a focus on staff education, leadership, development and empowerment. - Managed client relationships, client acquisition and retention with an emphasis on high level of service. - Prepared and monitored monthly billing budgets to ensure billable targets were met for management and staff.

Indianapolis, In, Us

- Managed over 300+ tax returns per year. Set return fees, performed technical review, corresponded with clients, and approved returns prior to final issuance.- Billed over 6,000 hours in tax-exempt tax return preparation (Form 990) since 2008. Developed processes and became firm expert in small-employer health care credit return (Form 8941) preparation.- Prepared individual, corporate, and trust returns in a high volume, time-sensitive environment. Provided tax projections and corresponded with federal and state tax authorities to resolve tax issues.

Indianapolis, In, Us

- Led all phases of audit for Not-for-Profit with over $11M in assets and revenues. including planning (risk assessment, COSO framework, materiality thresholds and performed analytics of financial statements and ratios), fieldwork (inventory count, walkthroughs, control testing), workpaper, and financial statement preparation.- Prepared all components of audited and compiled financial statements, ensuring compliance with GAAP and OCBOA, respectively, as well as analytical review and disclosures of said financial statements for propriety.

- Assisted partner(s) with audits of Not-For-Profit in all phases of planning, fieldwork, workpaper, and financial statement preparation.- Prepared all components of audited and compiled financial statements, ensuring compliance with GAAP and OCBOA, respectively, as well as analytical review and disclosures of said financial statements for propriety.- Assisted partner(s) with audits of Governmental Organizations in all phases of fieldwork, workpaper, and Government-wide financial statement preparation. - Prepared individual, corporate, and tax-exempt tax returns, tax projections, and correspondence to the tax authorities.

- Proficient in the preparation of individual, corporate, and tax-exempt tax returns, and other tax forms and related schedules in a high volume, time sensitive environment.- Evaluated client data and created tax projections and estimated payment strategies to reduce the likelihood of overpayment and/or to ensure the client is protected from penalties and interest. - Assisted partner(s) with daily client management, including communication with clients and tax authorities.- Proficient in the monthly management of multiple clients, establishing trial balances, grouping schedules, preparation of compiled financial statements, bank reconciliations, data entry of checks, printing and coding of checks, creation of invoices, sales and use tax returns, and preparation of federal and state payroll and unemployment returns.- Conducted tax research on individual taxation and C and S status corporations to identify tax code changes and strategies to maximize tax savings opportunities. - Prepared workpapers, completed PPC programs, and financial statements for audits of Not-For-Profit Organizations.

Norwalk, Ct, Us

- Managed team of 8-10 associates, identifying team strengths and weaknesses and providing feedback on opportunities for individual and team improvement.- Evaluated adjustments to revenue, identified and documented opportunities for improvement, and provided feedback on resolution.

Bachelor Of Arts (B.A.), Sociology

Bachelor Of Science (B.S.), Accounting