Stewart Berger
Brooklyn,New York
Summary
Taxation professional with comprehensive expertise in tax planning, compliance, and audit management. Proven ability to drive strategic initiatives and deliver impactful results through effective team collaboration. Skilled in optimizing tax processes, implementing regulatory changes, and leveraging analytical acumen to support business goals. Reliable in adapting to evolving tax laws and organizational needs.
Overview
65
65
years of professional experience
Work History
Tax Manager
Baharestani & Ritt LLP
01.2022 - 12.2024
- Review and preparation of Corporation, Partnership, Individual, Fiduciary, Estates, Non-for-Profit Organization and Pension Plan Tax Returns
- Tax Planning for High-Net-Worth Individuals
- Answering correspondence and writing appeals to various government agencies
- Represented clients in tax examinations on both federal and state levels
- Tax Research
- Instrumental in preparation of letter of engagement to clients on Beneficial Ownership Information Reporting
Tax Director
Prager Metis CPAs
01.2016 - 12.2021
- Review and preparation of Corporation, Partnership, Individual, Fiduciary, Estates, Non-for-Profit Organization and Pension Plan Tax Returns
- Tax Planning for High-Net-Worth Individuals
- Answering correspondence and writing appeals to various government agencies
- Represented clients in tax examinations on both federal and state levels
- Tax Research
Tax Principal
RSSM CPAS
08.2005 - 12.2015
- Review and preparation of Corporation, Partnership, Individual, Fiduciary, Estates, Non-for-Profit Organization and Pension Plan Tax Returns
- Tax Planning for High-Net-Worth Individuals
- Answering correspondence and writing appeals to various government agencies
- Represented clients in tax examinations on both federal and state levels
- Tax Research
- Supervision and training of staff
Tax Principal
Weinick Sanders Leventhal & Company LLP
06.1995 - 08.2005
- Review and preparation of Corporation, Partnership, Individual, Fiduciary, Estates, Non-for-Profit Organization and Pension Plan Tax Returns
- Tax Planning for High-Net-Worth Individuals
- Answering correspondence and writing appeals to various government agencies
- Represented clients in tax examinations on both federal and state levels
- Tax Research
- Responsible for year- end tax letter, tax software and tax library
- Supervision and training of staff
Tax Manager
Martin Leventhal & Company
06.1992 - 06.1995
- Company Overview: which merged into Weinick Sanders Leventhal & Company LLP
- Review and preparation of Corporation, Partnership, Individual, Fiduciary, Estates, Non-for-Profit Organization and Pension Plan Tax Returns
- Tax Planning for High-Net-Worth Individuals
- Answering correspondence and writing appeals to various government agencies
- Represented clients in tax examinations on both federal and state levels
- Tax Research
- Responsible for year- end tax letter, tax software and tax library
- Supervision and training of staff
- Which merged into Weinick Sanders Leventhal & Company LLP
01.1960 - 06.1992
- Worked for several certified accounting firms whereby the following tasks were performed
- Review and preparation of Corporation, Partnership, Individual, Fiduciary, Estates, Non-for-Profit Organization and Pension Plan Tax Returns
- Tax Planning for High-Net-Worth Individuals
- Answering correspondence and writing appeals to various government agencies
- Represented clients in tax examinations on both federal and state levels
- Tax Research
- Responsible for year- end tax letter, tax software and tax library
Education
Bachelor of Science Degree - Accounting
C.U.N.Y. -Brooklyn College
Certificate - Data Processing
New York University
Skills
- Pro/FX Tax
- RIA Checkpoint
- Word
- Excel
- Quick Books
- CCH Access
- Team management
- Tax planning
- Client representation
- Government correspondence
- Tax advisory services
- Tax law interpretation
- Tax compliance expertise
- Tax software mastery
- Tax professional development
- Tax audit response
- State and local tax
- Tax regulatory compliance
- Tax planning strategies
- Willing to learn
- Problem-solving abilities
- Prioritizing and planning
- Proactive and focused
Knowledge Of Programs
- Pro/FX Tax
- RIA Checkpoint
- Fast Tax
- Word
- Excel
- Quick Books
- CCH Access
Accomplishments
- Past Chair and current member of Closely Held and S Corporation Committee
- Co-Chair of Closely Held & S Corporation Annual Conference
- Technical Hot Line Committee of Closely Held & S Corporation Committee
- Editorial Staff of CPA Journal
- Articles published in Tax Stringer and CPA Journal
Professional Society Memberships
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
Timeline
Tax Manager
Baharestani & Ritt LLP
01.2022 - 12.2024
Tax Director
Prager Metis CPAs
01.2016 - 12.2021
Tax Principal
RSSM CPAS
08.2005 - 12.2015
Tax Principal
Weinick Sanders Leventhal & Company LLP
06.1995 - 08.2005
Tax Manager
Martin Leventhal & Company
06.1992 - 06.1995
Certificate - Data Processing
New York University
Bachelor of Science Degree - Accounting
C.U.N.Y. -Brooklyn College
01.1960 - 06.1992
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