Isaac Finkelstein, CPA
Fair Lawn,NJ
Summary
A versatile tax leader with experience in multiple industries, including private equity, hedge funds, and real estate, offers a proven track record of success in complex engagements. Effectively builds, develops, mentors, and leads high performance teams to deliver timely results to achieve exceptional client satisfaction.
Overview
30
30
years of professional experience
Work History
Tax Director
CBIZ, Inc.
2022.12 - 2024.08
- Spearheaded successful delivery of complex projects, consistently meeting deadlines and surpassing client expectations.
- Managed motivated teams of professionals, supporting them in development of skills, knowledge and opportunities to reach their full potential.
- Identified impactful regulations and incorporated changes to comply with new requirements and offer extended services.
Senior Tax Manager
RSM US LLP
2000.10 - 2022.08
- Directed numerous large multi-entity engagements to successful, timely delivery to highly satisfied clients.
- Completed and supervised in-depth research into tax issues to offer expert advice and serve as first-choice advisor to clients.
- Developed and guided teams, fostering skill growth and enabling members to excel.
- Served as key employee modernizing processes and improving technology use to upgrade firm efficiency and profitability.
Tax Supervisor
Edward Isaacs & Company LLP
1994.10 - 2000.09
- Reviewed federal and state income tax returns of all types for clients in various industries.
- Researched and analyzed tax developments and applications to specific business and individual situations.
- Assisted in managing audits of federal and state income tax and state and local filings.
Education
Bachelor of Science - Accounting
Brooklyn College of The City University of New York
Certified Public Accountant
Skills
- Tax Research & Planning
- Private Equity, Hedge Funds, Real Estate
- High Net Worth Individuals
- Partnership & Corporate Taxation
- Strong client relationship management & excellent communication skills
- Proficient in numerous tax compliance and research software packages
- Expertise with PowerBI, ETL, Dashboards
Timeline
Tax Director
CBIZ, Inc.
2022.12 - 2024.08
Senior Tax Manager
RSM US LLP
2000.10 - 2022.08
Tax Supervisor
Edward Isaacs & Company LLP
1994.10 - 2000.09
Bachelor of Science - Accounting
Brooklyn College of The City University of New York
Certified Public Accountant
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