Overview
Work History
Education
Skills
Timeline
Generic

Maria Rose

Overview

16
16
years of professional experience

Work History

Senior Tax Accountant, CPA Firm

Donovan Sullivan & Ryan
01.2023 - 04.2024
  • Prepare and review federal and state tax returns, for individuals, partnerships, corporations, and exempt organizations
  • Review, prepare, and update clients' QuickBooks for any needed corrections or adjusting journal entries
  • Implement new technical procedures for importing client information into the tax software, creating more efficiency in the preparation of tax returns, reducing manual input by 50%
  • Build and maintain client relationships, by answering questions and providing information on how taxes impact their tax returns

Senior Accountant II, Tax-Private Equity

UltimusLeverPoint
11.2021 - 09.2022
  • Review federal and state tax returns, along with applicable financial documents provided by clients
  • Discuss with public accounting firms, CFOs, and accounting specialists the planning and coordination of tax projects during the annual tax busy season
  • Training staff and interns on the use of tax preparation software, preparing workpapers and tax returns for federal and state/local jurisdictions.

Senior Tax Associate-Real Estate

Independence Capital Partners, LLC
07.2018 - 11.2021
  • Coordinate the annual tax preparation process with internal CFOs of three separate private equity firms, as well as with external CPA firms
  • Prepare and review federal, state, and local tax returns by collecting, analyzing and formatting financial information into tax workpapers for 100+ internally prepared tax returns
  • Track the filing process of over 500 tax returns with several CPA firms, ensuring timely filed extensions, estimates and tax returns
  • Comply with federal, state, local requirements; advising management on needed actions; communicating with CFOs, SFOs, Controllers and accounting specialists
  • Assist in the implementation of the tax software upgrade for internally prepared tax returns
  • Organized the improvement of tax notice tracking and response processes

Senior Tax Associate-Financial Services

Grant Thornton LLP
08.2016 - 08.2017
  • Review and prepare federal and state income tax returns for partnerships and corporations including hedge funds, private equity funds, fund of funds, and high net-worth individuals
  • Analyze K-1 summaries, tax allocations, book to tax adjustments, partners' distributions, sales or exchanges of partnership interest, retirement of partners, and application of the aggregate method of allocation of gains and losses
  • Evaluate tax issues involving wash sales, constructive sales, straddles, short sales, qualified dividends, section 988 transactions, and section 1256 contracts
  • Interpret information from financials and tax reporting packages to calculate and allocate taxable income for various funds and investment vehicles within the structures
  • Review and prepare any applicable foreign filings - including FBARs, 926s, 5471s, and 8865s
  • Calculate quarterly estimated tax payments and extensions for entities and individuals.

Senior Tax Associate-Financial Services

Grant Thornton LLP
06.2008 - 10.2011

Manager, Federal, State and Local Tax

Lord, Abbett & Co. LLC
07.2014 - 05.2016
  • As a recently created role, continually develop the tax department by utilizing prior experiences to establish policies and procedures instrumental in the timely filing of federal, state and local partnership/composite, sales and use, and annual registration tax forms in over 25 jurisdictions
  • Review prior tax returns/workpapers to determine inaccuracies with the allocation of apportionment factors, which resulted in tax refunds
  • Create process improvements to enhance the efficiency of tax return workpapers to automate calculations, eliminating the need for manual adjustments
  • Evaluate workpapers and tax returns for accuracy, including book to tax differences, Schedule K-1s, and 1065s
  • Provide support for state and local tax audits

Manager, State and Local Tax-Real Estate

Brixmor Property Group Inc
10.2011 - 07.2014
  • Supervise the review and preparation of federal, state and local tax compliance workpapers, tax returns, quarterly estimates, and extensions for approximately 400 disregarded and regarded entities in 39 states
  • Directly involved in the development of the tax department, including the selection and training of staff and the establishment of processes and procedures to ensure a seamless integration within the department
  • Develop state apportionment workpapers for the parents' and subsidiaries' various state tax returns
  • Advance the technical skills of team members in multiple office locations to ensure development and progression in their respective roles

Education

Bachelor of Science in Accounting - Accounting

Berkeley College
Woodland Park, NJ

Skills

  • Advanced Excel Knowledge
  • Word
  • Proficient in ProSystems fx, UltraTax CS, GoSystem Tax RS, CCH Axcess, GoFileRoom, BNA, QuickBooks
  • Federal and State Tax Returns
  • Partnership Taxation
  • Individual and High Net-worth Taxation
  • Strong Organizational Skills
  • Self Motivated
  • Continuous Learning Attitude

Timeline

Senior Tax Accountant, CPA Firm

Donovan Sullivan & Ryan
01.2023 - 04.2024

Senior Accountant II, Tax-Private Equity

UltimusLeverPoint
11.2021 - 09.2022

Senior Tax Associate-Real Estate

Independence Capital Partners, LLC
07.2018 - 11.2021

Senior Tax Associate-Financial Services

Grant Thornton LLP
08.2016 - 08.2017

Manager, Federal, State and Local Tax

Lord, Abbett & Co. LLC
07.2014 - 05.2016

Manager, State and Local Tax-Real Estate

Brixmor Property Group Inc
10.2011 - 07.2014

Senior Tax Associate-Financial Services

Grant Thornton LLP
06.2008 - 10.2011

Bachelor of Science in Accounting - Accounting

Berkeley College

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