Summary
Overview
Work History
Education
Skills
Timeline
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Philip Marmorstein

Chicago,IL

Summary

Experienced with financial reporting and general ledger management. Utilizes accounting software to streamline processes and ensure accurate financial records. Track record of collaborating with teams to meet deadlines and support month-end closing activities.

Overview

8
8
years of professional experience

Work History

Tax Associate II

CBIZ
01.2024 - 07.2024
  • Provided comprehensive support for tax compliance and reporting processes, and tax provisions.
  • Communicated with client to gather and resolve information to accurately prepare federal and state partnership tax returns.
  • Computed and calculated partner K1’s for dozens of real estate fund members.
  • Prepared tax projections and estimates.
  • Prepared revised TB’s by making closing AJE’s for tax purposes
  • Reconciled the differences between financial information presented for GAAP and Tax-Reporting purposes.
  • Effectively communicated to seniors and managers about the timeline, goals, and status of engagements.

Tax Staff, Diversified Staff Group (DSG) – Global Compliance and Reporting

Ernst & Young LLP
01.2023 - 11.2023
  • Provided comprehensive support for tax compliance and reporting processes, tax provisions, and research initiatives.
  • Reviewed and analyzed client data to accurately prepare federal and state partnership tax returns.
  • Computed and calculated partner K1’s and K3’s for dozens of real estate fund members.
  • Demonstrated expertise in calculating and compiling partner K1s and K3s for dozens of RE fund members.
  • Reconciled the differences between financial information presented for GAAP and Tax-Reporting purposes.
  • Effectively communicated to seniors and managers about the timeline, goals, and status of engagements.
  • Actively assisted and trained new hires in EY technologies and established processes.
  • Conducted research and contributed to the drafting of an application for IRA Advanced Energy Project Credit.

Tax Intern, PCS Ultra High NW

RSM US LLP
01.2022 - 04.2022
  • Worked with the PCS team during the busy tax season assisting in tax return preparation.
  • Prepared 60+ Individual, Trusts, Partnership, C Corp, S Corp tax returns.
  • Drafted Estate and Gift Returns (Form 709) using GEMS software.
  • Helped senior associates with workpaper organization and cleanup, and e-filing confirmation.

Strategic advisor and account manager

Digital Marketing Bros.
06.2020 - 01.2021
  • Strategic advisor and account manager for private clients, providing streamlined solutions and digital marketing.
  • Resolved company marketing and internal management challenges by evaluating goals, identifying, and customizing software solutions.
  • Built website, created multiple quizzes using various platforms for client lead generation.
  • Created FB targeted ads, leading to email capture, sales, suggestions, and upsells.

Commercial Real Estate Analyst / Underwriter

Meridian Capital Group
05.2018 - 05.2020
  • Represented clients on current deals while providing strategic advice on building portfolios, while working in tandem with all related professionals to bring deals to closing.
  • Participated in high-level strategy brainstorming sessions with senior management on large portfolios.
  • Created automations within current models and revised templates to maximize department efficiency.
  • Negotiated with lenders/borrowers, securing transaction approval as well as satisfaction of both parties.

Staff Accountant

All-Stat Portable LLC
03.2025 - Current
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • Increased accuracy of financial statements through diligent attention to detail and thorough review processes.

Project Manager / Property Manager

Special Assets
05.2017 - 05.2018
  • Managed multi-family, commercial, and industrial warehouse properties.
  • Provided direct leadership to support staff to ensuring efficient and successful completion of all activities.
  • Oversaw budgets, created financial reports, and ensured regulation compliance.
  • Solicited and analyzed multiple competitive bids for maintenance and capital improvement work.

Education

Masters in Accounting -

Fairleigh Dickinson University
01.2022

Bachelor of Judaic Law - undefined

Talpiot College
01.2017

Skills

  • Tax compliance
  • Transfer pricing
  • International taxation
  • Nonprofit taxation
  • General ledger management
  • Financial statements
  • Accounts receivable
  • Payroll processing
  • Cash flow management
  • Oracle NetSuite expertise
  • Intercompany transactions
  • Accounts payable
  • Monthly account / bank reconciliation

Timeline

Staff Accountant

All-Stat Portable LLC
03.2025 - Current

Tax Associate II

CBIZ
01.2024 - 07.2024

Tax Staff, Diversified Staff Group (DSG) – Global Compliance and Reporting

Ernst & Young LLP
01.2023 - 11.2023

Tax Intern, PCS Ultra High NW

RSM US LLP
01.2022 - 04.2022

Strategic advisor and account manager

Digital Marketing Bros.
06.2020 - 01.2021

Commercial Real Estate Analyst / Underwriter

Meridian Capital Group
05.2018 - 05.2020

Project Manager / Property Manager

Special Assets
05.2017 - 05.2018

Bachelor of Judaic Law - undefined

Talpiot College

Masters in Accounting -

Fairleigh Dickinson University

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Philip Marmorstein