Brad Weisman
Fort Lauderdale,FL
Summary
High-performing Tax Senior Associate proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all working papers and teams for tax preparation. Specialized in partnership tax and conduit entities including S corporations and trusts; broad experience in corporate tax preparation as well as a high understanding of state & local tax implications in partnership and corporate tax. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Practical experience, understanding, and application of relevant tax code in complex partnership scenarios.
Overview
6
6
years of professional experience
Work History
Tax Associate / Tax Senior Associate
Grant Thornton LLP / Grant Thornton Advisors LLC
Fort Lauderdale, FL
10.2021 - Current
- Compliance Services - Extensive experience in review and preparation of partnership, corporate, trust, and individual tax returns filed for Federal and state & local jurisdictions. Includes management of teams in local office as well as outsourced teams in India.
- Analysis of complex partnership tax scenarios including application IRC Code Sections 734, 743, and 754 to sales and redemptions of partnership interests, liquidation of partnerships, pre-formed partnerships, debt-financed distributions, application of Section 704(c) traditional and remedial methods, 163(j), and accounting methods analyses. Correspondence with clientele regarding tax impact of complex tax scenarios.
- Application of rules and regulations of Section 704(b) to maintain capital accounts and economic agreements of partnerships across various industries.
- Partnership experience across broad range of clientele including real estate development, hospitality and entertainment, food and beverage, private equity, asset management, hedge fund, and transportation/distribution.
- Also includes training and development of staff, assisting staff in understanding application of tax and accounting methods to tax returns, managing client relationships, and gaining efficiencies while adhering to budgets. Performed analysis of time spent on projects and adherence to budget. Utilized leverage models to scope out revenue and billing for new clients and projects.
- Consulting - Tax planning and assistance provided to clients surrounding transaction analysis, tiered partnership structures, partnership interest sales and redemptions, accounting methods, and applicable taxing jurisdictions.
- Research and investigate requirements for state and local jurisdictions' filing requirements. Research related to partnership tax transactions, accounting and tax methods, and applicability of various code sections to complex tax scenarios.
Tax Analyst
L.E. Weisman & Associates
Davie , FL
07.2020 - 08.2020
- Contractor for Kemet Corporation - large multinational manufacturer of electronic capacitors
- Assisted Kemet Corporation's internal tax department with implementing Bloomberg fixed asset system for Kemet's controlled foreign corporations (CFC's) under Alternative Depreciation System (ADS).
- Data manipulation and cleanup of internal tax department's legacy working papers for many entities for transition of CFC's fixed asset registers to Bloomberg due to acquisition by foreign conglomerate.
Data Analyst
Alternative Tax Asset Group
Plantation, FL
05.2018 - 07.2020
- Analyzed thousands of residential, commercial, and agricultural properties across Florida based on structural integrity and back-taxes for firm's annual tax lien portfolio.
- Analyzed hundreds of vacant residential and commercial properties for viability in buildout and construction.
- Management of teams during portfolio preparation period including walkthrough of firm processes and background of work performed.
Education
Master of Science - Accounting - Taxation
Florida State University
Tallahassee, FL07.2021
Bachelor of Science - Accounting
Florida State University
Tallahassee, FL05.2020
Skills
- Florida CPA Certification
- Self-Motivated
- Microsoft Excel - Proficient
- Management of Outsourced Teams
- GAAP Understanding
- Client Communication
- Problem Solving Attitude
- Staff Development
Personal Interests
- Sports - Played club and varsity ice hockey during high school as well as for the Florida State University inline hockey team
- Language learning, coin collecting, international travel, amateur astronomy
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Tax Associate / Tax Senior Associate
Grant Thornton LLP / Grant Thornton Advisors LLC
10.2021 - Current
Tax Analyst
L.E. Weisman & Associates
07.2020 - 08.2020
Data Analyst
Alternative Tax Asset Group
05.2018 - 07.2020
Master of Science - Accounting - Taxation
Florida State University
Bachelor of Science - Accounting
Florida State University
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