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Policy-oriented compliance and legal professional with international experience in AML/CFT, financial sanctions, and regulatory enforcement, specializing in risk-based analysis, policy assessment, and the translation of complex financial crime risks into structured regulatory and policy outputs.

To leverage my technical, managerial, and leadership skills to deliver consistent results and contribute to organizational success.

Experienced Real Estate Tax Manager with over 15 years of specialized expertise in managing Federal, State, and local income and franchise tax returns for real estate entities, including commercial backed mortgage financing, construction and home developers, storage management joint ventures, hotel management companies, and real estate investment partnerships. Proven track record in tax compliance and consulting services tailored to complex real estate structures, including multi-tier partnerships and REITS. Proficient in handling key federal tax forms such as 1120, 1120S, 1065, 1120-REIT, and related state filings, extensions, and quarterly projections/estimated payments. Extensive knowledge of recent tax legislation including TCJA, CARES Act, and OBBBA, applied effectively in real estate tax planning and compliance. Skilled in real estate-specific tax matters such as depreciation schedules, cost recovery methods, §199A, §163(j), bonus, depreciation,743(b) step up/down, disguised sale exception analysis, 263A cap and turn analysis, 99-5,6 Rev ruling analysis, CCM/PCM projections and gain/loss calculations. Experienced in preparing and reviewing Schedule K-1/K-3 packages for large real estate partnerships. Demonstrated ability to manage multiple engagements from preparation through delivery, including budgeting, pricing, and client communication. Adept at resolving IRS and state tax notices, acting as power of attorney, and assisting with entity formation and registrations.

Able to plan, organize, direct, control or coordinate information, the personnel, training, schedules, meetings and other administrative activities of an organization. Strong analytical and decision-making skills Skilled and confident in organizing and prioritizing multiple tasks and function in a fast- paced environment Strong interpersonal and communication skills including verbal and written communications Ability to be detail oriented while keeping the whole picture in mind Strong client relationship management and customer service skills Microsoft Office Suite skills including, excellent Excel skills that include vlookups and creation of pivot tables, scheduling and presenting meetings, managing emails and calendars, PowerPoint, Word and Outlook Collaboration and relationship building skills
Seasoned Tax Compliance Officer adept at ensuring all tax obligations meet regulatory requirements. Experience encompasses comprehensive knowledge in local and federal tax laws, auditing processes, and compliance procedures. Strengths lie in the ability to identify potential tax issues, provide practical solutions, and maintain meticulous financial records. Previous roles have led to significant improvements in companies' tax practices and operational efficiency.

Mason Hargarten

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Tax Compliance Intern

Landscaper

Hockey Coach

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Bachelor of Science - Financial Management And Insurance

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Landscaper

Tax Compliance Intern

Hockey Coach

Bachelor of Science - Financial Management And Insurance

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