BCRS Associates LLC
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BCRS Associates LLC Employees
PwC January 2015 - Present
Marcum LLP June 2013 - January 2015
BCRS Associates LLC June 2011 - June 2013
The Ayco Company, L.P. September 2010 - June 2011
Under Armour June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
CPA, Accounting, High Net Worth..., Income Tax, Tax Preparation, GAAP, Financial Accounting, Financial Reporting, Financial Analysis, LLC, S Corporations, Charitable Trusts, Gift Tax, Foundations, Private Equity, Hedge Funds, Alternative Investments, Finance, Microsoft Office 2007, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Outlook, PowerPoint, QuickBooks, Quicken, Windows, Document Management, Auditing, Journal Entries, Tax, Bookkeeping, Tax Research, ProSystem fx Tax, Financial Statements, Tax Accounting, US GAAP, Corporate Tax, Microsoft Office
Education
Loyola University in Maryland 2006 — 2010
B.B.A., Accounting
Amsterdam University of Applied Sciences 2009 — 2009
HES School of Economics and Business, (Study Abroad)
St. Peters Preparatory H.S. 2002 — 2006
Tax Services October 2012 - Present
BCRS Associates LLC February 2008 - October 2012
Fiduciary Trust Company December 2005 - December 2007
Consulting May 2004 - November 2005
MERRILL LYNCH TRUST COMPANY November 2001 - May 2004
AMPER EISNER fka AMPER POLITZINER & MATTIA, CPA’s August 2000 - August 2001
ROBERT LAWRENCE GAYNOR, Attorneys at Law October 1999 - July 2000
Skills
Tax, Estate Planning, Tax Law, Corporate Tax, Estate Tax Planning, Tax Accounting, Trusts, Tax Preparation, Wills, Accounting, High Net Worth..., Financial Analysis, Financial Reporting, Finance, Tax Returns, Property Tax, Sales Tax, Gift Tax, GAAP, Financial Planners, Tax Research
Education
Villanova University School of Law 1998 — 1999
MS in Taxation, Tax
New York Law School 1993 — 1996
Juris Doctor, Law
Montclair State University 1990 — 1993
Bachelor of Arts (B.A.), Hstory, College
The Frisch School 1984 — 1988
High School Diploma
New Jersey City University
BCRS Associates LLC February 2014 - Present
Freelance Event Planner September 2010 - Present
Pitney Bowes Management Services (Saul Ewing LLP) November 2011 - August 2013
BVFR & Associates, LLC June 2012 - October 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Public Speaking, Budgets, Filing, Marketing, Fax, Data Entry, Newsletters, Office Management, Event Planning, Administrative..., Administrative..., Social Networking
Education
New Jersey City University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Central Pennsylvania College 2010 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.9
BCRS Associates LLC December 2014 - Present
BCRS Associates LLC March 2012 - December 2014
Lawrence Bernstein & Company June 2008 - February 2012
Skills
ProSystem fx Tax, Creative Solutions for..., QuickBooks, Windows XP/Vista, MS..., Tax Research, GoSystems, Income Tax, Accounting, Financial Statements
Education
City University of New York-Hunter College 2003 — 2009
Bachelor of Science, Accounting
Actively pursuing CPA licensure
All 4 Parts Passed. Completing remaining paper work.
BCRS Associates LLC July 2011 - Present
Globe Tax Services September 2010 - July 2011
Globe Tax Services September 2009 - August 2010
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Financial Analysis, Tax, Finance, Research, Analysis, Financial Services, Marketing
Education
Kingsborough Community College 2006 — 2007
Business Management
Saint Edmund Prep 2001 — 2005
Geller & Company November 2014 - Present
Farkouh, Furman & Faccio October 2011 - November 2014
BCRS Associates LLC June 2008 - October 2011
Marcum LLP February 2002 - June 2008
Skills
Tax, High Net Worth..., Accounting, Family Office, Corporate Tax, International Tax, Income Tax, Partnership Taxation, Financial Reporting, Tax Research, Tax Preparation, Personal Tax Planning, Foreign Disclosure, Disclosure Statements, S Corporations
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2008
MS, Taxation
City University of New York-Hunter College 2006 — 2007
BS, Accounting
Baruch College, City University of New York (CUNY) 2001 — 2006
BA, Economics
LexTax January 2012 - Present
PricewaterhouseCoopers June 2007 - July 2009
Fremont Group January 2006 - June 2007
Frank, Rimerman + Co. LLP July 2004 - March 2005
BCRS Associates LLC January 2000 - May 2004
Anchin, Block & Anchin LLP April 1999 - December 1999
OFFITBANK June 1998 - April 1999
Coopers & Lybrand January 1995 - June 1998
Wayker Morrison & Co. January 1993 - November 1994
St. Clair, Easton & Associates January 1992 - August 1992
Skills
High Net Worth..., Small Business Tax, Expatriate Tax, Cash Management, Corporate Tax, Trusted Advisor, Trust Taxation, Private Foundations, Partnership Taxation, Financial Accounting, Cloud Applications, Referrals, Accounting, Tax Preparation, Bookkeeping, Cash Flow, Financial Planners, Income Tax, Tax Accounting, US GAAP, Tax, IRS, CPA, S Corporations, Tax Law, SEC filings, Revenue Recognition, Strategic Financial..., Tax Research, GAAP, Estate Tax Planning, Tax Returns, Tax Advisory
Education
Rutgers, The State University of New Jersey-Camden 1987 — 1991
BS, Accounting
Camden County College 1985 — 1987
AS, Business Administration
Cinnaminson High School 1981 — 1985
The Kane Firm September 2014 - Present
BCRS Associates LLC May 2011 - July 2014
BCRS Associates LLC June 2008 - May 2011
Skills
Microsoft Office 2007, PowerPoint, Financial Statements
Education
Medaille College 2015 — 2017
Master of Business Administration (M.B.A.)
Adelphi University
Bachelor of Business Administration (BBA), Accounting/Taxation
Brooklyn College
BCRS Associates LLC April 2008 - December 2013
Guardian Life Insurance January 2007 - April 2008
The NPD Group January 2005 - January 2007
Skills
Onboarding, Employee Relations, Recruiting, Performance Management, Organizational..., Job Coaching, Training, Resume, Job Search, Interviews, Conflict Resolution, Mock Interviews, Strategic Planning, Talent Management, Talent Acquisition, Applicant Tracking..., Succession Planning, Employee Engagement, HRIS, College Recruiting, Human Resources
Education
Adelphi University 2004 — 2005
MBA, Human Resources
Adelphi University
BBA, Management/Human resources
BCRS Associates LLC July 2015 - Present
Wei, Wei & Co., LLP December 2013 - July 2015
Premier Tax, Inc., C.P.A. P.C January 2013 - September 2013
St. John's Bread and Life January 2012 - April 2012
Agriculture Bank of China May 2008 - September 2008
Skills
Accounting, Financial Reporting, General Ledger, Quickbooks, Account Reconciliation, Journal Entries, Income tax, Corporate tax, Bookkeeping, Payroll, Sales Tax, Payroll Tax, Microsoft Excel, Lacerte, Tax Accounting, Tax Research, S Corporations, Depreciation, Payroll Taxes, Outlook, Scanwriter, Microsoft Word, FBAR, AMS Payroll, 1099s, EZ Account Imput, Accounts Payable, Accurals, Drake Tax Software, QuickBooks, Corporate Tax, Income Tax
Education
St. John's University 2011 — 2012
MS, Accounting
Johnson and Wales University 2009 — 2011
Master of Accounting, MBA in Accounting
Shandong University of Political Science and Law 2005 — 2009
BS, Law
BCRS Associates LLC June 2014 - Present
Manhattan Professional Group January 2011 - May 2014
Massapequa High School August 2010 - October 2011
Lemon-X June 2010 - January 2011
Skills
Microsoft Word, Tax Preparation, Financial Reporting, GAAP, QuickBooks
Education
Manhattan College 2006 — 2010
Bachelor of Science, Accounting and Finance
BCRS Associates LLC January 2014 - Present
The Navigators Group, Inc. March 2009 - December 2013
JP Morgan Chase April 2008 - December 2008
JP Morgan Chase November 2000 - December 2008
JP Morgan Chase 2000 - 2008
JP Morgan Chase November 1997 - November 2000
American International Group November 1994 - November 1997
Skills
Recruiting, Human Resources, Talent Management, Training, Sourcing, Leadership, Talent Acquisition, College Recruiting, Succession Planning, Personnel Management, Performance Management, Onboarding, Management, Insurance, Hiring, Leadership Development, Strategy, Strategic Sourcing, Employee Training, Project Management, Employee Engagement, Change Management, Leadership Developement, Virtual Teams, Team Management, Social Media Strategist, Manage Client..., Human Resource..., Performance Appraisal, Performance Improvement, CRM
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
South Side High School, Rockville Centre, New York 1981 — 1985
Gadarian & Cacy, PLLC August 2014 - Present
EY October 2013 - June 2014
Ernst & Young October 2009 - October 2013
BCRS Associates LLC May 2008 - April 2009
Court of Federal Claims July 2007 - August 2007
Eastern District of Pennsylvania June 2007 - July 2007
DIY Technologies October 2004 - July 2006
UBS Investment Bank August 2002 - April 2004
UBS Investment Bank July 2000 - August 2002
UBS 2000 - 2002
Skills
Legal Research, Investments, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Tax, Estate Administration, Estate Tax Planning, Gift Tax, Legal Writing, Tax Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2006 — 2009
Tulane University 2000 — 2001
Bachelor of Science (BS), Accounting and Finance
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance and Accounting
Geller Family Office Services, LLC February 2009 - Present
BCRS Associates LLC April 2007 - February 2009
Lehman Brothers 2002 - 2007
Skills
Accounting, Adobe Acrobat, Corporate Tax, Tax, Financial Reporting, Tax Research
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
GAMBURG CPA, P.C. February 2010 - Present
BCRS Associates LLC December 2009 - January 2010
UHY Advisors January 2006 - December 2009
Skills
Accounting, High Net Worth..., Tax, Trusts, Finance, Tax Accounting, Corporate Tax, Tax Preparation, Tax Returns, Tax Research, Income Tax, Partnership Taxation, CPA, S Corporations, International Tax, Sales Tax, QuickBooks
Education
Pace University - Lubin School of Business 2001 — 2005
MBA, Public Accounting
Grant Thornton LLP January 2006 - June 2009
BCRS Associates, LLC November 2000 - January 2006
Deloitte & Touche LLP November 1998 - November 2000
Education
Pace University
BBA, Finance
Brooklyn College
BCRS Associates LLC January 2014 - Present
McGladrey November 2011 - January 2014
Modern Bank June 2005 - January 2009
AFS Intercultural Programs September 2004 - June 2005
Personnel Decisions International June 1999 - August 2001
Skills
Budgets, Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, Project Management, Research, PowerPoint, Customer Service, Outlook, Non Profits
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Accounting
Wayne State University 2001 — 2004
MFA, Acting
St. Olaf College 1994 — 1998
BA, Music and Theater
BCRS Associates LLC January 2000 - Present
Goldman, Sachs & Co. September 1990 - December 1999
Education
Norwich University 2006 — 2008
MBA, Concentration in Organizational Leadership
Private Trust Company May 2014 - Present
BCRS Associates LLC September 2006 - April 2014
PricewaterhouseCoopers January 2001 - September 2006
Skills
Tax, Tax Accounting, Tax Preparation, Income Tax, Tax Research, Partnership Taxation, Corporate Tax, International Tax, Accounting, GAAP, Financial Reporting, Financial Statements
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1997
BS, Accounting
Schulman Lobel Wolfson Zand Abruzzo Katzen & Blackman, LLP June 2014 - Present
MBAF CPAs, LLC January 2011 - May 2014
Bryan L. Kohler, CPA June 2009 - December 2010
Marks Paneth & Shron LLP January 2005 - April 2009
Murray & Josephson, CPA's, LLC September 2002 - January 2005
BCRS Associates, LLC February 2002 - September 2002
Eisner LLP June 2000 - December 2001
KPMG LLP May 1996 - June 2000
Leslie Sufrin & Co January 1995 - May 1996
Education
Pace University
Master of Science, Accounting
Bentley College
Bachelor of Science, Business Management
Hertz Herson LLP January 2015 - Present
BCRS Associates LLC January 2012 - January 2015
Deloitte April 2010 - November 2011
CAXTON ASSOCIATES, LP June 2009 - January 2010
RAICH ENDE MALTER & CO, LLP July 2007 - April 2009
Eisner LLP September 2005 - July 2007
KPMG LLP September 1999 - September 2005
DELOITTE & TOUCHE, LLP January 1997 - September 1999
RUDOLPH & BEER March 1995 - December 1996
LAW OFFICE OF JEFFREY M October 1993 - February 1995
Education
New York University School of Law 1995 — 1996
LL.M. Taxation, Tax Law
Maurice A. Deane School of Law at Hofstra University 1990 — 1993
Juris Doctor with Distinction, Law
Hofstra University
Bachelor, Business Administration; Finance
Eidelman Certified Public Accounting, P.C. September 2011 - Present
BCRS Associates LLC January 2008 - September 2011
Leshkowitz & Co. November 2004 - January 2008
Skills
Tax, Financial Statements, Income Tax, GAAP, CPA, Accounting, Accruals, Tax Returns, Corporate Tax, Tax Preparation, Financial Planners, Cash Flow Forecasting, International Tax, Tax Accounting, Tax Research
Education
Touro College 2000 — 2003
BS, Accounting
BCRS Associates LLC June 2011 - Present
US Trust Company, Bank of America N.A. March 2009 - June 2011
Skills
Tax Research, Tax, QuickBooks, Accounting, Financial Planners, Tax Preparation, Income Tax, Corporate Tax, Tax Returns, Tax Accounting, ProSystem fx Tax, Partnership Taxation, Auditing, Financial Reporting, GAAP, Finance, Microsoft Excel, Financial Analysis
Education
City University of New York-Baruch College 2010 — 2011
Master of Science (MS), Taxation
City University of New York-Baruch College 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
BCRS Associates LLC August 2006 - Present
Bergen County Community College 2011 - 2012
KLS Professional Advisors, LLC 2002 - 2006
Marks Paneth & Shron LLP 2000 - 2002
Skills
Tax Research, Tax, Accounting, Tax Returns, Corporate Tax, Tax Accounting, Tax Advisory, Income Tax, CPA, International Tax, Tax Preparation, High Net Worth..., Financial Accounting, Financial Analysis, Financial Reporting, QuickBooks
Education
Virginia Polytechnic Institute and State University 1990 — 1991
BS Accounting, Accounting
Seton Hall University 1987 — 1989
MS Tax, Taxation
Rutgers University 1985 — 1986
MBA, Finance
Virginia Polytechnic Institute and State University 1975 — 1979
BS, Accounting
BCRS Associates LLC June 2006 - Present
Skills
Tax, Accounting, Financial Planners, Microsoft Office, Tax Research, General Ledger, Account Reconciliation, Finance, Financial Reporting, Tax Accounting, CPA, Income Tax, Tax Preparation, Financial Accounting, QuickBooks, Financial Analysis, Partnership Taxation, International Tax, Tax Returns, Financial Statements, Tax Advisory, High Net Worth..., Microsoft Excel, Bookkeeping, Cash Flow, Accountants, Variance Analysis
Education
University of Kansas - Graduate School of Business 2001 — 2002
Masters, Taxation
The University of Kansas 1997 — 2001
BS, Business Administration & Accounting
BCRS Associates LLC July 2014 - Present
Hoberman, Goldstein & Lesser, P.C. July 2010 - June 2014
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting
BCRS Associates LLC 2008 - 2010
Education
Hofstra University
BBA, ACCOUNTING
BCRS Associates LLC July 2014 - Present
GARY CUSENZA CPA PC October 2012 - May 2014
Target January 2010 - January 2013
Skills
Accounting, Creative Solutions..., Quickbooks, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, PowerPoint, Data Entry, QuickBooks, Customer Service, Invoicing, Financial Analysis, Financial Accounting, Accounts Payable
Education
State University of New York College at Old Westbury 2009 — 2013
Bachelor of Science (BS), Accounting
Forest Hills High School