• Prepare personal, partnership, and corporate tax returns for clients in varying industries• Research and resolve tax specific issues regarding sales tax exemptions, credits & incentives, state nexus and apportionment issues• Advise clients on entity selection such as partnerships, S-corps, LLCs, and C corps to maximize tax efficiency and operating flexibility based on industry dynamics and client objectives• Reconcile bank statements and prepare monthly, quarterly and annual financial statements for client’s internal and external use• Assist senior partners in defending clients under income and sales tax audits • Advise clients on the set up and implementation of internal accounting systems, and provide ongoing support enabling clients to manage their business more effectively and efficiently

• Responsible for consistently and conservatively deploying several million dollars of partner capital in the markets to exploit market inefficiencies that result from company and industry specific news events • Charged with developing a variant perception and finding long opportunities in companies overlooked by Wall Street. Krispy Kreme Doughnuts was uncovered and a long initiated at 12 times cash flow adjusted for the deferred tax asset on the balance sheet. Through such a purchase, part ownership was attained in a brand that has endured for over 70 years and undergoing positive change. New management stabilized the company by shrinking the domestic store base and allocating capital to more profitable foreign stores. Debt was paid down and free cash flow was increased by 50%. The stock is up two times from initial purchase• Created equity screens using Bloomberg to identify financially weak companies with overleveraged balance sheets, underfunded pensions, pending debt maturities, persistent negative cash flows and limited available liquidity. Patriot Coal embodied such distress in addition to having 90% of its coal reserves in Northern Appalachia; a basin in structural decline due to its high cost position and inability to compete with Powder River coal or natural gas. The equity was shorted and produced a 35% return • Identified and initiated short positions in companies such as Velti Plc by detecting deterioration in activity ratios such as inventory turnover and receivable turnover indicating future cash flow shortfalls• Analyzed the accounting practices of VeriFone and discovered aggressive revenue recognition by comparing the mismatch between the company’s net income and free cash flow. Recommended avoidance of a long position to the trading desk and averted a 50% decline in the stock price• Analyzed wall street research, annual reports, quarterly sec filings, conference calls and investor presentations on hundreds of companies and industries

• Acquired by Schonfeld Group Holdings

Worked on the Mead Paper company pension plan team. Calculated plan participant pension benefits based on plan specific formula, terms, and years of serviceContacted plan participants and delineated plan benefits to the client