Dynamic finance professional with extensive experience as Owner/CFO at Premier Physical Therapy & Sports Performance. Proven expertise in federal and state taxation, tax compliance, and software training. Adept at resolving complex tax controversies while fostering strong client relationships. Recognized for streamlining processes and enhancing departmental efficiencies. MBA/CPA certified.
Preparation of Monthly Financial Statements and various other annual reporting requirements, provide with billing specialists with revenue reimbursements. Interact with employees regarding monthly expenditures
Analyze daily sell-thru statistics on product lines and re-order high sell items as needed. Maintain communication with store managers on high volume items and store needs and events.
Assist with Company each seasonal buy in NYC. Meet with corporate representatives and review product lines.
· Managed the Company’s consolidated domestic and international tax compliance filings.
· Assisted with SEC quarterly and annual yearend tax provisions.
· Resolved federal, state and local controversy issues with high value favorable outcomes.
· Liaison between corporate office, outside controllers and independent accountants.
· Handled the implementation of OneSource Tax Software across multiple offices and states.
· Coordinated the flow of tax data between the tax department, outside controllers and branches for the preparation of annual filings.
· Developed protocols for streamlining department compliance and created efficiencies relating to company filings.
· Trained staff and consultants on tax software and resolved functional issues as "go to" contact.
· Researched and wrote internal memorandums relating to federal and state tax positions taken on consolidated combined and separate filings.
Preparation and review of corporate, partnership and individual compliance deliverables.
Managed client relations throughout engagement period and handled related billing procedures.
Supervised department staff in the management and preparation of tax compliance deliverables for various
entity types.
Researched and wrote internal memorandums on federal and state tax issues.
Preparation and review of corporate, partnership, and individual tax returns.
Supervised 1st and 2ndyear staff associates in the preparation of quarterly and yearend compliance.
Maintained relations and billing responsibilities for various clients.
Researched and reported on various current tax issues at department meetings.
Assisted in various special projects unrelated to compliance needs.
Preparation of corporate and individual income tax returns and workpapers.
Calculation of quarterly estimates and yearend extensions
Research various tax issues and communicate findings via internal memorandums.
Assisted supervisors with various special tax projects
C.P.A. License - New York & California