Summary
Overview
Work History
Education
Certification
Affiliations
Awards
Timeline
Generic

Ross Trapani

Partner, Advisory & Tax
Hopewell Junction,NY

Summary

Entrepreneurial Advisory & Tax Partner with 17+ years of accounting, advisory and tax expertise in closely-held businesses and high net worth individual owners in a variety of industries, with focus in professional services and real estate. Excellent communicator adept at cultivating and maintaining strong client and team relationships, developing future partners, and efficiently achieving targeted individual and firm goals. Strong believer in the CPA's role as trusted advisor to anticipate and execute quality client service in a firm environment that fosters comradery and growth.

Overview

17
17
years of professional experience
2
2
years of post-secondary education
1
1
Certification

Work History

PARTNER

RBT CPAS, LLP
10.2017 - Current
  • Co-Partner In Charge of Dutchess County office of 25+, ops, budget, financials, and team in Top 200 5-office firm of 155 between NYC and Albany
  • Rank top 2 among 22 partners in Billed Fees 2022 and 2023
  • Manage book of $1.75M+ (50% self-acquired), QB relationship
  • Achieve goals for utilization, realization, BD ($200k/yr)
  • Manage monthly billing/AR review
  • Monitor team workflow/utilization, leverage
  • Evaluate team performance, goals, and set comp
  • Co-design firm initiatives and workflows to automate and increase efficiencies
  • Strengthen client relationships via consistent communication, proactive problem-solving, and expert guidance on evolving tax laws
  • Advise clients on financials and performance metrics
  • Partnerships, S/C Corps, Individuals, Multi-State, International, Groups
  • Create customized tax strategies maximizing savings and minimizing risks
  • Provide expertise in comp/review financial statements, interplay to tax
  • Develop and mentor team-technical, soft skills, leadership
  • Present on industry topics and in internal training program
  • Network with professionals and at events to expand contacts and opportunities

MANAGER

WILLIAM GREENE & CO., LLP
01.2017 - 10.2017
  • Managed financial statement audits of $20M to$1B private companies, as well as non-profits, and prepared complex multi-state tax returns for corporations, partnerships, trusts, and HNW individuals

SENIOR ACCOUNTANT

Prager Metis
12.2007 - 12.2016
  • Managed accounting, audit, tax, and consulting projects, including compiled and reviewed financial statements, for public, private, and non-profit entities up to $350M, including professional services, manufacturers, SEC registrants, financial services, real estate, non-profits, and HNW individuals.

Education

Bachelor of Science - Accounting

SUNY New Paltz
New Paltz, NY
05.2001 -

CPA Partner Leadership & Sales Development

RSM Leadership & Advisory Institute
06.2021 - 06.2022

CPA Sales Development

RSM Accelerators
06.2020 - 06.2021

Certification

Certified Public Accountant, NY

Affiliations

  • Dutchess Chamber Foundation, Board
  • Rebuilding Together Hudson Valley - Board, Treasurer
  • Arc Greater Hudson Valley Foundation - Board, Treasurer
  • AICPA - Member
  • NYSSCPA - Member, Real Estate Committee, Partnership & LLC Tax Committee

Awards

  • SUNY New Paltz 40 Under 40 Award, 2022
  • Hudson Valley’s 40 Under 40 Mover & Shaker Award, 2022
  • NYSSCPA Emerging Leaders Award, 2021

Timeline

CPA Partner Leadership & Sales Development

RSM Leadership & Advisory Institute
06.2021 - 06.2022

CPA Sales Development

RSM Accelerators
06.2020 - 06.2021

PARTNER

RBT CPAS, LLP
10.2017 - Current

MANAGER

WILLIAM GREENE & CO., LLP
01.2017 - 10.2017

Certified Public Accountant, NY

05-2010

SENIOR ACCOUNTANT

Prager Metis
12.2007 - 12.2016

Bachelor of Science - Accounting

SUNY New Paltz
05.2001 -

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Ross TrapaniPartner, Advisory & Tax