Summary
Overview
Work History
Education
Skills
Certifications
Software and Platforms
Certification
Timeline
Generic

Pablo Abreu

Orlando,FL

Summary

Certified Public Accountant with extensive experience in tax provisions, income tax returns, multi-state returns, consolidated groups, passthrough entities, and high net worth individuals. Collaborates effectively with tax team to ensure accurate cost management of projects. Recognized for consistently exceeding budget and customer service expectations.

Overview

18
18
years of professional experience
1
1
Certification

Work History

SENIOR TAX MANAGER

Outcomes
Orlando, FL
01.2023 - Current
  • Responsible for putting together a tax team from the ground up
  • Responsible for managing the tax team and working with outsider accounting firms with the preparation and filing of the various federal and state tax returns, R&D study, and UNICAP calculation
  • Set policies and procedures in place to streamline the process and ensure a smooth operation of the tax department
  • Monitor hundreds of incoming notices from federal and states to ensure that all filings are in order
  • Major achievements included: involved in numerous mergers to simplify the company structure and acquisition which doubled the size of the company.

TAX MANAGER

CNL Financial Group
Orlando, FL
01.2016 - 12.2022
  • Lead tax team for the private investment projects with an emphasis on real estate, commercial and private equity holdings with up to $500M in assets with multiple state filings
  • Highly involved in quarterly forecasting and planning
  • Responsible for in-depth technical research
  • Managed and reviewed the preparation of compliance filings for our private and public holdings.

TAX SUPERVISOR

Moore, Stephens, & Lovelace
Orlando, FL
04.2014 - 12.2015
  • Supervise a team of tax associates and oversee projects
  • Management and client contact are a large part of my current responsibilities.

SUPERVISING SENIOR TAX ASSOCIATE

Cross, Fernandez, & Riley
Orlando, FL
09.2013 - 04.2014
  • Continued with Senior Tax Associate responsibilities, including management and client contact
  • Part of a new sector of the company
  • The Emerging Business Sector is a boutique style business offering, whereby the firm is able to provide all services from bookkeeping to preparation of returns for small to mid-size businesses
  • Major achievements included: given a leadership role in the new Emerging Business Sector

SENIOR TAX ASSOCIATE

Cross, Fernandez, & Riley
Orlando, FL
01.2012 - 09.2013
  • Reviewing staff level projects
  • Responsible for a variety of tax projects from planning to completion
  • Continued to prepare consolidated, separate company, and federal/multi-state corporate tax returns, including S-Corporations.

SENIOR TAX ASSOCIATE

McGladrey
Orlando, FL
01.2010 - 12.2011
  • Integral part of multiple client service teams responsible for planning, direction, execution and completion tax projects and compliance efforts across a variety of industries
  • Responsible for preparation of both consolidated, separate company, and federal/multi-state corporate tax returns
  • Supervisor of group tax staff and tax interns
  • Major achievements included: successfully managed the largest public company account in our area office, proved proficient in the completion of multi-state tax returns.

TAX ASSOCIATE

McGladrey
Orlando, FL
06.2007 - 01.2010
  • Responsible for the preparation of preparation/review of both consolidated and separate company, federal/multi-state corporate tax returns, research
  • Involved with both IRS and various government tax audits and correspondence
  • Major achievements included: given lead responsibility regarding the training of staff regarding tax and general computer software, promoted within 2 ½ years to the senior tax associate position.

TAX ACCOUNTING INTERN

McGladrey
Orlando, FL
01.2007 - 06.2007
  • Responsible for the preparation of consolidated, separate company, and individual tax returns
  • Major achievements included: offered a permanent position prior to the completion of the internship.

Education

Master of Science - Taxation

Florida Atlantic University
Boca Raton, FL
05-2009

Bachelor of Science - Accounting

University of Central Florida
Orlando, FL
05-2007

Bachelor of Science - Criminal Justice

University of Central Florida
Orlando
05-1998

Skills

  • Consolidated C-Corporations
  • Consolidated/Combined State
  • R&D Study
  • Mergers/Acquisitions Tax
  • Provisions ASC 740
  • Specialize in passthrough entities
  • Real Estate
  • High Net Worth Individuals
  • Foreign/International Tax Schedules
  • Bilingual in English/Spanish
  • Tax planning strategies
  • Financial reporting expertise
  • Compliance Assessment
  • Risk Management
  • Prioritizing and Planning
  • Personnel Supervision
  • Goal Setting
  • Decision-Making
  • Employee Training Oversight
  • Relationship Building
  • Staff Recruitment and Hiring
  • Work Planning
  • Operational Reporting
  • Business Relationship Management
  • Customer Service
  • Team Building Leadership
  • Proactive and Focused
  • Data Analysis
  • Advanced Mathematics
  • Risk Assessment
  • Strategy Development

Certifications

Certified Public Accountant - State of Florida

Software and Platforms

Including but not limited to:

ProSystem tax software, BNA, RIA, Quickbooks, Fixed Asset CS, Caseware, MS Office: Word, Outlook, PowerPoint, Excel.

Certification

  • Certified Public Accountant

Timeline

SENIOR TAX MANAGER

Outcomes
01.2023 - Current

TAX MANAGER

CNL Financial Group
01.2016 - 12.2022

TAX SUPERVISOR

Moore, Stephens, & Lovelace
04.2014 - 12.2015

SUPERVISING SENIOR TAX ASSOCIATE

Cross, Fernandez, & Riley
09.2013 - 04.2014

SENIOR TAX ASSOCIATE

Cross, Fernandez, & Riley
01.2012 - 09.2013

SENIOR TAX ASSOCIATE

McGladrey
01.2010 - 12.2011

TAX ASSOCIATE

McGladrey
06.2007 - 01.2010

TAX ACCOUNTING INTERN

McGladrey
01.2007 - 06.2007

Master of Science - Taxation

Florida Atlantic University

Bachelor of Science - Accounting

University of Central Florida

Bachelor of Science - Criminal Justice

University of Central Florida
Pablo Abreu