Andersen Tax
Description
Andersen Tax LLC is a tax firm headquartered in San Francisco, California, United States. It provides tax, valuation, financial advisory and consulting services to individuals and corporate clients. Headquarters: San Francisco, California, United States Number of employees: 1,000 Founded: 2002 Number of locations: 19 U.S. Offices Subsidiaries: Andersen Tax LLC and STCPartners., Type of business: Limited liability company
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Andersen Tax Employees
Employee
Years
Job
Industry
David Dudek, CFA David Dudek, CFA's Andersen Tax Experience September 2011 - March 2014
Job Associate Director at First Republic Investment Management
Industry Investment Management
Experience
First Republic Private Wealth Management March 2014 - Present
Andersen Tax September 2011 - March 2014
Texas Instruments (formerly National Semiconductor) August 2010 - September 2011
Edward Jones January 2010 - June 2010
Orfalea College of Business June 2009 - June 2010
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BS Business Administration, Finance, Economics
Universitat Autònoma de Barcelona 2009 — 2009
First Republic Private Wealth Management March 2014 - Present
Andersen Tax September 2011 - March 2014
Texas Instruments (formerly National Semiconductor) August 2010 - September 2011
Edward Jones January 2010 - June 2010
Orfalea College of Business June 2009 - June 2010
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
BS Business Administration, Finance, Economics
Universitat Autònoma de Barcelona 2009 — 2009
Natalia Palacio Natalia Palacio's Andersen Tax Experience September 2014 - December 2014
Job University of Florida Student Warrington College of Business Administration
Industry International Trade and Development
Experience
Andersen Tax September 2014 - December 2014
Office of the State Attorney, 17th Judicial Circuit Florida September 2013 - November 2013
Boca Tanning Club May 2012 - May 2013
Aston Group 2010 - 2011
Skills
High Level Of Accuracy, Communication, Interpersonal Skill, Committed to..., Sales, Close Attention to..., Analytical Skills, Time Management, Organization, Leadership, Innovation, Microsoft Office, Spanish, Sustainability, Accounting, Oral & Written..., Customer Service, Social Networking, Entrepreneurship, PowerPoint, Social Media Marketing, Teamwork
Education
University of Florida 2014 — 2016
Bachelor's Degree, Business Administration- Specialization in Sustainability, Minor in Innovation and Entrepreneurship
Broward College 2012 — 2013
Early Admissions Program
Andersen Tax September 2014 - December 2014
Office of the State Attorney, 17th Judicial Circuit Florida September 2013 - November 2013
Boca Tanning Club May 2012 - May 2013
Aston Group 2010 - 2011
Skills
High Level Of Accuracy, Communication, Interpersonal Skill, Committed to..., Sales, Close Attention to..., Analytical Skills, Time Management, Organization, Leadership, Innovation, Microsoft Office, Spanish, Sustainability, Accounting, Oral & Written..., Customer Service, Social Networking, Entrepreneurship, PowerPoint, Social Media Marketing, Teamwork
Education
University of Florida 2014 — 2016
Bachelor's Degree, Business Administration- Specialization in Sustainability, Minor in Innovation and Entrepreneurship
Broward College 2012 — 2013
Early Admissions Program
Brandon Friedman Brandon Friedman's Andersen Tax Experience June 2014 - August 2014
Job Valuation Associate at KPMG
Industry Financial Services
Experience
KPMG July 2015 - Present
Mount Laurel Baseball March 2012 - July 2015
Bentley Microfinance Group September 2011 - December 2014
Andersen Tax June 2014 - August 2014
United States Youth Soccer Association March 2006 - May 2014
Philadelphia Eagles June 2013 - August 2013
Wilmington Blue Rocks June 2012 - August 2012
Skills
Finance, Microsoft Excel, Valuation, Bloomberg Software, Economics, PowerPoint, Capital IQ, Microsoft Word, GoSystems, ProSystem fx Tax, Archtics Ticketing..., Management, Corporate Finance, Outlook
Education
Bentley University 2011 — 2015
Bachelor's of Science, Economics-Finance with minor in Management, 3.85 GPA
Comillas Pontifical University 2013 — 2013
Economics-Finance
Lenape High School 2007 — 2011
KPMG July 2015 - Present
Mount Laurel Baseball March 2012 - July 2015
Bentley Microfinance Group September 2011 - December 2014
Andersen Tax June 2014 - August 2014
United States Youth Soccer Association March 2006 - May 2014
Philadelphia Eagles June 2013 - August 2013
Wilmington Blue Rocks June 2012 - August 2012
Skills
Finance, Microsoft Excel, Valuation, Bloomberg Software, Economics, PowerPoint, Capital IQ, Microsoft Word, GoSystems, ProSystem fx Tax, Archtics Ticketing..., Management, Corporate Finance, Outlook
Education
Bentley University 2011 — 2015
Bachelor's of Science, Economics-Finance with minor in Management, 3.85 GPA
Comillas Pontifical University 2013 — 2013
Economics-Finance
Lenape High School 2007 — 2011
Jamison Thiel Jamison Thiel's Andersen Tax Experience July 2010 - January 2015
Job Operations Manager at Interstate Batteries
Industry Consumer Goods
Experience
Interstate Batteries January 2015 - Present
Andersen Tax July 2010 - January 2015
Brigham Young University August 2009 - April 2010
Interstate Batteries May 2007 - August 2007
Skills
Tax, Accounting, Tax Research, Management, Microsoft Excel, Leadership, Public Speaking, Partnership Taxation, Tax Accounting, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, S Corporations, QuickBooks, Tax Advisory, CCH ProSystem fx, College Recruiting, Teaching, Financial Analysis
Education
Brigham Young University 2005 — 2010
Masters, Accounting
Interstate Batteries January 2015 - Present
Andersen Tax July 2010 - January 2015
Brigham Young University August 2009 - April 2010
Interstate Batteries May 2007 - August 2007
Skills
Tax, Accounting, Tax Research, Management, Microsoft Excel, Leadership, Public Speaking, Partnership Taxation, Tax Accounting, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, S Corporations, QuickBooks, Tax Advisory, CCH ProSystem fx, College Recruiting, Teaching, Financial Analysis
Education
Brigham Young University 2005 — 2010
Masters, Accounting
Lee McBride, CPA Lee McBride, CPA's Andersen Tax Experience June 2014 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2014 - Present
Armanino LLP January 2012 - March 2014
Technology Transfer Office, BYU August 2009 - December 2011
The Church of Jesus Christ of Latter-day Saints July 2007 - July 2009
Skills
Microsoft Excel, GoSystems, Access, Microsoft Office, Accounting, CPA
Education
Brigham Young University 2009 — 2011
Bachelor's degree, Accounting, 3.73
Snow College 2005 — 2007
Associate of Science (A.S.), Business Administration, 3.97
Andersen Tax June 2014 - Present
Armanino LLP January 2012 - March 2014
Technology Transfer Office, BYU August 2009 - December 2011
The Church of Jesus Christ of Latter-day Saints July 2007 - July 2009
Skills
Microsoft Excel, GoSystems, Access, Microsoft Office, Accounting, CPA
Education
Brigham Young University 2009 — 2011
Bachelor's degree, Accounting, 3.73
Snow College 2005 — 2007
Associate of Science (A.S.), Business Administration, 3.97
Peter Oliva Peter Oliva's Andersen Tax Experience June 2015 - September 2015
Job
Industry Accounting
Experience
Andersen Tax June 2015 - September 2015
Sears Holdings Corporation May 2010 - March 2011
Sears Holdings Corporation November 2007 - May 2010
Skills
Time Management, Teamwork, Cashiering, Retail, Microsoft Office, Customer Service, Computer Hardware, Computer Repair, Android, Computer Building, Sales, Supervisory Skills, GoSystems
Education
DePaul University 2013 — 2016
Bachelor of Science in Accountancy, Senior
Harper College 2011 — 2013
Andersen Tax June 2015 - September 2015
Sears Holdings Corporation May 2010 - March 2011
Sears Holdings Corporation November 2007 - May 2010
Skills
Time Management, Teamwork, Cashiering, Retail, Microsoft Office, Customer Service, Computer Hardware, Computer Repair, Android, Computer Building, Sales, Supervisory Skills, GoSystems
Education
DePaul University 2013 — 2016
Bachelor of Science in Accountancy, Senior
Harper College 2011 — 2013
Diana Data Diana Data's Andersen Tax Experience July 2011 - Present
Job Senior Associate State and Local Tax at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax July 2011 - Present
Skills
Corporate Tax, Tax Research, Tax Preparation, Tax Returns, State Tax, Sales Tax, Income Tax
Education
DePaul University 2007 — 2011
Bachelor's degree, Accounting and Finance
Gordon Technical High School
Andersen Tax July 2011 - Present
Skills
Corporate Tax, Tax Research, Tax Preparation, Tax Returns, State Tax, Sales Tax, Income Tax
Education
DePaul University 2007 — 2011
Bachelor's degree, Accounting and Finance
Gordon Technical High School
Aaron Strauss Aaron Strauss's Andersen Tax Experience June 2013 - August 2013
Job International Council Associate at Barcelona Global
Industry Financial Services
Experience
Barcelona Global January 2015 - Present
JK Murphy Advisors June 2014 - August 2014
Andersen Tax June 2013 - August 2013
Weinstock Manion August 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Bookkeeping, Research, Data Entry, Public Speaking, Event Planning, Data Analysis
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Spanish
Barcelona Global January 2015 - Present
JK Murphy Advisors June 2014 - August 2014
Andersen Tax June 2013 - August 2013
Weinstock Manion August 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Bookkeeping, Research, Data Entry, Public Speaking, Event Planning, Data Analysis
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Spanish
Brianna Grant Brianna Grant's Andersen Tax Experience August 2015 - Present
Job Student at California Polytechnic State UniversitySan Luis Obispo
Industry Accounting
Experience
Andersen Tax August 2015 - Present
Cal Poly State University September 2011 - June 2015
Enphase Energy June 2014 - September 2014
Enphase Energy June 2013 - September 2013
Abercrombie & Fitch June 2012 - September 2012
Autodesk June 2011 - September 2011
Skills
Adobe Creative Suite, Illustrator, Leadership, Photoshop, InDesign, Modeling, Microsoft Office, Minitab, Spanish, Customer Service, Microsoft Word, Facebook
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Economics, Junior
Andersen Tax August 2015 - Present
Cal Poly State University September 2011 - June 2015
Enphase Energy June 2014 - September 2014
Enphase Energy June 2013 - September 2013
Abercrombie & Fitch June 2012 - September 2012
Autodesk June 2011 - September 2011
Skills
Adobe Creative Suite, Illustrator, Leadership, Photoshop, InDesign, Modeling, Microsoft Office, Minitab, Spanish, Customer Service, Microsoft Word, Facebook
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Economics, Junior
Lance Oldroyd Lance Oldroyd's Andersen Tax Experience June 2015 - Present
Job Tax Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - Present
Skills
Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Accounting, Financial Analysis
Education
Brigham Young University 2009 — 2016
Bachelor's degree, Accounting
Andersen Tax June 2015 - Present
Skills
Public Speaking, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Accounting, Financial Analysis
Education
Brigham Young University 2009 — 2016
Bachelor's degree, Accounting
Cathy Elchinoff's Andersen Tax Experience 2006 - Present
Job Helping People Find Challenging and Rewarding Career Opportunities at Andersen Tax
Industry Accounting
Experience
Andersen Tax 2006 - Present
Thelen Reid Brown Raysman & Steiner LLP 2002 - 2006
Arthur Andersen LLP 1988 - 2002
Skills
Recruiting, Accounting, Mergers, Succession Planning, Leadership, Start-ups, Tax, Talent Acquisition, Due Diligence, Employee Engagement, Onboarding, College Recruiting, Financial Analysis, Employee Relations, Auditing, Talent Management, Payroll, HRIS, Performance Management, QuickBooks, Strategy
Education
California State University-Fresno
Bachelor of Science (BS), Business
Golden Gate University
MBA, Human Resources
Andersen Tax 2006 - Present
Thelen Reid Brown Raysman & Steiner LLP 2002 - 2006
Arthur Andersen LLP 1988 - 2002
Skills
Recruiting, Accounting, Mergers, Succession Planning, Leadership, Start-ups, Tax, Talent Acquisition, Due Diligence, Employee Engagement, Onboarding, College Recruiting, Financial Analysis, Employee Relations, Auditing, Talent Management, Payroll, HRIS, Performance Management, QuickBooks, Strategy
Education
California State University-Fresno
Bachelor of Science (BS), Business
Golden Gate University
MBA, Human Resources
Daren Mason Daren Mason's Andersen Tax Experience August 2013 - Present
Job Senior Associate, Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax August 2013 - Present
Novell May 2012 - July 2013
Skills
Microsoft Word, Microsoft Office, Cooking, PowerPoint, Microsoft Excel, Financial Analysis, Accounting, Financial Accounting
Education
Brigham Young University 2006 — 2013
Bachelor's degree, Finance, General
Andersen Tax August 2013 - Present
Novell May 2012 - July 2013
Skills
Microsoft Word, Microsoft Office, Cooking, PowerPoint, Microsoft Excel, Financial Analysis, Accounting, Financial Accounting
Education
Brigham Young University 2006 — 2013
Bachelor's degree, Finance, General
Clayton Cullimore Clayton Cullimore's Andersen Tax Experience August 2009 - July 2015
Job Indirect Tax Manager at Groupon
Industry Internet
Experience
Groupon July 2015 - Present
Andersen Tax August 2009 - July 2015
Dynatronics August 2008 - July 2009
Dynatronics June 2007 - May 2008
Andersen Tax FKA WTAS LLC 2008 - 2008
Skills
Tax Credits, Income Tax, Refunds, Sales & Use Tax, Tax Reduction, M&A tax, Apportionment, GST, VAT, Consulting, State Tax, Tax, Tax Research, Auditing, Due Diligence, Tax Accounting, Finance, Sales Tax, Microsoft Excel, Accounting, Corporate Tax, International Tax
Education
Golden Gate University 2010 — 2013
Master of Science (MS), Taxation
Brigham Young University 2002 — 2009
BS, Finance
Groupon July 2015 - Present
Andersen Tax August 2009 - July 2015
Dynatronics August 2008 - July 2009
Dynatronics June 2007 - May 2008
Andersen Tax FKA WTAS LLC 2008 - 2008
Skills
Tax Credits, Income Tax, Refunds, Sales & Use Tax, Tax Reduction, M&A tax, Apportionment, GST, VAT, Consulting, State Tax, Tax, Tax Research, Auditing, Due Diligence, Tax Accounting, Finance, Sales Tax, Microsoft Excel, Accounting, Corporate Tax, International Tax
Education
Golden Gate University 2010 — 2013
Master of Science (MS), Taxation
Brigham Young University 2002 — 2009
BS, Finance
Pareesa Ashabi Pareesa Ashabi's Andersen Tax Experience August 2015 - Present
Job Tax Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax August 2015 - Present
Andersen Tax June 2014 - August 2014
Cooper, White & Cooper LLP August 2013 - November 2013
Saban Capital Group June 2013 - August 2013
Splash Cafe March 2008 - July 2012
Borracha, LLC June 2011 - September 2011
Coldwell Banker February 2007 - August 2009
Skills
QuickBooks, PowerPoint, Microsoft Excel, Microsoft Office, SPSS, Westlaw, Legal Research, MS Project, Bluebook
Education
University of San Francisco School of Law 2012 — 2015
Doctor of Law (JD), Law
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science (BS), Business Administration, Marketing Management
Andersen Tax August 2015 - Present
Andersen Tax June 2014 - August 2014
Cooper, White & Cooper LLP August 2013 - November 2013
Saban Capital Group June 2013 - August 2013
Splash Cafe March 2008 - July 2012
Borracha, LLC June 2011 - September 2011
Coldwell Banker February 2007 - August 2009
Skills
QuickBooks, PowerPoint, Microsoft Excel, Microsoft Office, SPSS, Westlaw, Legal Research, MS Project, Bluebook
Education
University of San Francisco School of Law 2012 — 2015
Doctor of Law (JD), Law
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science (BS), Business Administration, Marketing Management
James Kim James Kim's Andersen Tax Experience January 2014 - Present
Job Tax Associate at AndersenTax
Industry Accounting
Experience
Andersen Tax January 2014 - Present
Accountemps June 2013 - December 2013
Andrew M. Park, CPA, P.C. January 2012 - January 2013
Scher Financial Group of Metlife October 2010 - June 2011
Skills
Payroll, QuickBooks, Accounts Payable, Auditing, Accounting, Tax, Payroll Taxes, Sales Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Business Administration (MBA), Accounting
University of Pittsburgh 2003 — 2007
Bachelor of Arts (BA), Japanese Language
Andersen Tax January 2014 - Present
Accountemps June 2013 - December 2013
Andrew M. Park, CPA, P.C. January 2012 - January 2013
Scher Financial Group of Metlife October 2010 - June 2011
Skills
Payroll, QuickBooks, Accounts Payable, Auditing, Accounting, Tax, Payroll Taxes, Sales Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
Master of Business Administration (MBA), Accounting
University of Pittsburgh 2003 — 2007
Bachelor of Arts (BA), Japanese Language
Matthew Tobler Matthew Tobler's Andersen Tax Experience June 2013 - August 2015
Job MBA Candidate 2017, Marriott School of Management, Brigham Young University | Finance | Strategy
Industry Financial Services
Experience
Andersen Tax June 2013 - August 2015
Andersen Tax August 2011 - June 2013
Skills
Accounting, Tax Advisory, Corporate Tax, Income Tax, Partnership Taxation, Financial Accounting, GAAP
Education
Brigham Young University 2007 — 2011
Bachelor of Science in Accounting, Master of Accountancy
Andersen Tax June 2013 - August 2015
Andersen Tax August 2011 - June 2013
Skills
Accounting, Tax Advisory, Corporate Tax, Income Tax, Partnership Taxation, Financial Accounting, GAAP
Education
Brigham Young University 2007 — 2011
Bachelor of Science in Accounting, Master of Accountancy
Donald Williams Donald Williams's Andersen Tax Experience March 2011 - Present
Job at Andersen Tax
Industry Accounting
Experience
Andersen Tax March 2011 - Present
KPMG LLP May 2002 - March 2011
Arthur Andersen February 2002 - May 2002
Ernst & Young April 1999 - December 2001
PricewaterhouseCoopers April 1997 - April 1999
Immunex Corporation December 1993 - April 1997
Ernst & Young January 1988 - December 1993
Skills
Tax Research, Corporate Tax, Tax Accounting, Tax, Partnership Taxation, State Tax, Accounting, CPA, Tax Advisory, SEC filings, Income Tax, Auditing, GAAP, Financial Analysis
Education
Brigham Young University 1986 — 1987
MAcctg, Accounting
University of Utah - David Eccles School of Business 1982 — 1986
BS, Accounting
Andersen Tax March 2011 - Present
KPMG LLP May 2002 - March 2011
Arthur Andersen February 2002 - May 2002
Ernst & Young April 1999 - December 2001
PricewaterhouseCoopers April 1997 - April 1999
Immunex Corporation December 1993 - April 1997
Ernst & Young January 1988 - December 1993
Skills
Tax Research, Corporate Tax, Tax Accounting, Tax, Partnership Taxation, State Tax, Accounting, CPA, Tax Advisory, SEC filings, Income Tax, Auditing, GAAP, Financial Analysis
Education
Brigham Young University 1986 — 1987
MAcctg, Accounting
University of Utah - David Eccles School of Business 1982 — 1986
BS, Accounting
Melanie Hedrick's Andersen Tax Experience April 2015 - Present
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax April 2015 - Present
Healing Hands Ministries January 2014 - March 2015
NorthPark Presbyterian Church June 2004 - December 2013
Niagara Portfolio Mgmt. Corp January 1992 - April 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Outlook, Strategic Planning, Budgets, Editing, Financial Reporting, Financial Analysis, Accounting, Auditing, Finance, Payroll, Internal Controls, Analysis, Forecasting, Financial Accounting, Accounts Payable
Education
Baylor University - Hankamer School of Business 1976 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Andersen Tax April 2015 - Present
Healing Hands Ministries January 2014 - March 2015
NorthPark Presbyterian Church June 2004 - December 2013
Niagara Portfolio Mgmt. Corp January 1992 - April 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Outlook, Strategic Planning, Budgets, Editing, Financial Reporting, Financial Analysis, Accounting, Auditing, Finance, Payroll, Internal Controls, Analysis, Forecasting, Financial Accounting, Accounts Payable
Education
Baylor University - Hankamer School of Business 1976 — 1981
Bachelor of Business Administration (B.B.A.), Accounting
Guillermo Herrera Guillermo Herrera's Andersen Tax Experience September 2014 - Present
Job Valuation Associate II at Andersen Tax LLC
Industry Financial Services
Experience
Andersen Tax September 2014 - Present
Oracle June 2013 - August 2013
Serfindata May 2012 - August 2012
Conroy Orthodontics June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English-Spanish, Business Analysis, Presentation Development, Project Management, Team-oriented, SPSS, Data Analysis, Leadership, Business Intelligence, Bowhunting, Public Speaking, Teamwork
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics
Universidad Carlos III de Madrid 2012 — 2012
Economics, Mathematics
Passed Level I of the CFA Program
Andersen Tax September 2014 - Present
Oracle June 2013 - August 2013
Serfindata May 2012 - August 2012
Conroy Orthodontics June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English-Spanish, Business Analysis, Presentation Development, Project Management, Team-oriented, SPSS, Data Analysis, Leadership, Business Intelligence, Bowhunting, Public Speaking, Teamwork
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics
Universidad Carlos III de Madrid 2012 — 2012
Economics, Mathematics
Passed Level I of the CFA Program
Yongyi (Nicole) Xu Yongyi (Nicole) Xu's Andersen Tax Experience May 2015 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2015 - Present
Andersen Tax January 2015 - April 2015
Waldman Hirsch & Company, LLP February 2014 - December 2014
GRAND CORNELL CARDIOLOGY, P.C. November 2009 - January 2014
Skills
Research, QuickBooks, Time Management, Microsoft Office, Insurance, Accounts Receivable, MS Office Suite, eClinicalWorks, Photoshop, Turbo Tax, MYOB, Reuters terminals..., Problem Solving, Teamwork, Organized Multi-tasker, Customer Service, Data Analysis, GoSystems, Caseware
Education
City University of New York-Baruch College 2013 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
South China Agricultural University 2008 — 2009
Coursework in Accounting, Accounting
Andersen Tax May 2015 - Present
Andersen Tax January 2015 - April 2015
Waldman Hirsch & Company, LLP February 2014 - December 2014
GRAND CORNELL CARDIOLOGY, P.C. November 2009 - January 2014
Skills
Research, QuickBooks, Time Management, Microsoft Office, Insurance, Accounts Receivable, MS Office Suite, eClinicalWorks, Photoshop, Turbo Tax, MYOB, Reuters terminals..., Problem Solving, Teamwork, Organized Multi-tasker, Customer Service, Data Analysis, GoSystems, Caseware
Education
City University of New York-Baruch College 2013 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
South China Agricultural University 2008 — 2009
Coursework in Accounting, Accounting
Hon Cheung Chan, MBA Hon Cheung Chan, MBA's Andersen Tax Experience September 2014 - Present
Job Finance Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2014 - Present
United States Army January 2001 - April 2012
United States Postal Service October 2007 - February 2008
May Wah Healthy Vegetarian Food Inc. January 2006 - September 2007
Japanese Food Company September 2004 - December 2005
Tong & Chiu Communication Design, Inc September 1999 - December 2000
EZ Restaurant Supply Inc. September 1991 - September 1999
Skills
Operational Planning, Military Operations, Leadership, Leadership Development, Command, Cross-functional Team..., Team Management, Problem Solving, Microsoft Excel, Security Clearance, Dental Assisting, Financial Accounting, Financial Analysis, Accounting, Microsoft Word, PowerPoint, Calculus, BLS, Dental Prophylaxis, Microsoft Office, Training, Customer Service
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Accounting, 3.5
University of Phoenix 2005 — 2007
Bachelor's Degree, Business Administration and Management, General, 3.28
Baruch College, City University of New York (CUNY) 1990 — 1991
Accounting
CUNY New York City College of Technology 1986 — 1990
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Andersen Tax September 2014 - Present
United States Army January 2001 - April 2012
United States Postal Service October 2007 - February 2008
May Wah Healthy Vegetarian Food Inc. January 2006 - September 2007
Japanese Food Company September 2004 - December 2005
Tong & Chiu Communication Design, Inc September 1999 - December 2000
EZ Restaurant Supply Inc. September 1991 - September 1999
Skills
Operational Planning, Military Operations, Leadership, Leadership Development, Command, Cross-functional Team..., Team Management, Problem Solving, Microsoft Excel, Security Clearance, Dental Assisting, Financial Accounting, Financial Analysis, Accounting, Microsoft Word, PowerPoint, Calculus, BLS, Dental Prophylaxis, Microsoft Office, Training, Customer Service
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (MBA), Accounting, 3.5
University of Phoenix 2005 — 2007
Bachelor's Degree, Business Administration and Management, General, 3.28
Baruch College, City University of New York (CUNY) 1990 — 1991
Accounting
CUNY New York City College of Technology 1986 — 1990
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Joshua Cullen-Wales's Andersen Tax Experience June 2014 - August 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
Andersen Tax June 2014 - August 2014
Iron Mountain June 2013 - August 2013
Cloud Technology Partners November 2012 - May 2013
UniBank for Savings May 2009 - September 2012
PetSmart August 2008 - January 2009
Skills
Microsoft Office, CCH ProSystem fx, Tax, Financial Accounting, SAP, QuickBooks, Customer Service, Banking, Microsoft Excel, Time Management, Tax Compliance, @Risk, Social Media, Windows, Financial Reporting, Financial Statement..., Google Docs
Education
Bentley University 2011 — 2014
Bachelor of Science (BS), Accounting, Senior
Holy Name High School 2004 — 2008
PwC September 2015 - Present
Andersen Tax June 2014 - August 2014
Iron Mountain June 2013 - August 2013
Cloud Technology Partners November 2012 - May 2013
UniBank for Savings May 2009 - September 2012
PetSmart August 2008 - January 2009
Skills
Microsoft Office, CCH ProSystem fx, Tax, Financial Accounting, SAP, QuickBooks, Customer Service, Banking, Microsoft Excel, Time Management, Tax Compliance, @Risk, Social Media, Windows, Financial Reporting, Financial Statement..., Google Docs
Education
Bentley University 2011 — 2014
Bachelor of Science (BS), Accounting, Senior
Holy Name High School 2004 — 2008
Miguel A. Lilly Miguel A. Lilly's Andersen Tax Experience August 2014 - Present
Job SALT Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax August 2014 - Present
Urban Land Institute January 2014 - May 2014
Pennsylvania Department of State January 2013 - December 2013
City and County of San Francisco June 2013 - August 2013
Pennsylvania State University, The Dickinson School of Law June 2012 - January 2013
ARAMARK May 2012 - August 2012
Rebuilding Together San Francisco August 2010 - July 2011
Jooss Family August 2009 - July 2010
Ganly & Ramer, PLLC June 2009 - August 2009
Fundacion Buenos Aires SIDA May 2009 - June 2009
Skills
Westlaw, Public Speaking, Community Outreach, Lexis, Microsoft Office, Volunteer Management, Mediation, Spanish, Trials, Microsoft Office Suite, Proficient in Spanish, Advocacy, CCH, CCH Research, OneSource, RIA
Education
Pennsylvania State University, The Dickinson School of Law 2011 — 2014
J.D.
University of North Carolina at Chapel Hill 2006 — 2010
BA, Latin American Studies
University of Buenos Aires 2009 — 2009
Social Movements and Human Rights
Andersen Tax August 2014 - Present
Urban Land Institute January 2014 - May 2014
Pennsylvania Department of State January 2013 - December 2013
City and County of San Francisco June 2013 - August 2013
Pennsylvania State University, The Dickinson School of Law June 2012 - January 2013
ARAMARK May 2012 - August 2012
Rebuilding Together San Francisco August 2010 - July 2011
Jooss Family August 2009 - July 2010
Ganly & Ramer, PLLC June 2009 - August 2009
Fundacion Buenos Aires SIDA May 2009 - June 2009
Skills
Westlaw, Public Speaking, Community Outreach, Lexis, Microsoft Office, Volunteer Management, Mediation, Spanish, Trials, Microsoft Office Suite, Proficient in Spanish, Advocacy, CCH, CCH Research, OneSource, RIA
Education
Pennsylvania State University, The Dickinson School of Law 2011 — 2014
J.D.
University of North Carolina at Chapel Hill 2006 — 2010
BA, Latin American Studies
University of Buenos Aires 2009 — 2009
Social Movements and Human Rights
Kenneth Wroblewski Kenneth Wroblewski's Andersen Tax Experience July 2013 - Present
Job Senior Manager at Andersen Tax
Industry Financial Services
Experience
Andersen Tax July 2013 - Present
Deloitte Tax LLP January 2005 - July 2013
Skills
Tax, Alternative Investments, Hedge Funds, Fund Of Funds, Family Office, Asset Management..., Sports Teams
Education
DePaul University 2002 — 2006
B.S. of Commerce, Accountancy Honors, Finance
Andersen Tax July 2013 - Present
Deloitte Tax LLP January 2005 - July 2013
Skills
Tax, Alternative Investments, Hedge Funds, Fund Of Funds, Family Office, Asset Management..., Sports Teams
Education
DePaul University 2002 — 2006
B.S. of Commerce, Accountancy Honors, Finance
Frank Hobmeier Frank Hobmeier's Andersen Tax Experience September 2015 - Present
Job CPA, Tax Provision Consultant
Industry Accounting
Experience
Andersen Tax September 2015 - Present
CNM LLP June 2012 - August 2015
Andersen Tax (fka WTAS) January 2009 - May 2012
Ernst & Young 2007 - 2009
KPMG January 2004 - August 2007
Glenn Burdette February 2002 - January 2004
Arthur Andersen June 1999 - February 2002
Skills
ASC 740, Tax, FIN 48, Tax Advisory, Income Tax, Corporate Tax, GAAP, High Net Worth..., Accounting, CPA, Financial Accounting, Tax Research, Tax Accounting, International Tax, SEC filings, SEC Filings, Financial Reporting
Education
California State University-Northridge 1997 — 1999
Bachelor of Science, Accountancy
KV Zuerich Business School 1989 — 1992
Andersen Tax September 2015 - Present
CNM LLP June 2012 - August 2015
Andersen Tax (fka WTAS) January 2009 - May 2012
Ernst & Young 2007 - 2009
KPMG January 2004 - August 2007
Glenn Burdette February 2002 - January 2004
Arthur Andersen June 1999 - February 2002
Skills
ASC 740, Tax, FIN 48, Tax Advisory, Income Tax, Corporate Tax, GAAP, High Net Worth..., Accounting, CPA, Financial Accounting, Tax Research, Tax Accounting, International Tax, SEC filings, SEC Filings, Financial Reporting
Education
California State University-Northridge 1997 — 1999
Bachelor of Science, Accountancy
KV Zuerich Business School 1989 — 1992
Joseph Kluemper Joseph Kluemper's Andersen Tax Experience July 2002 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2002 - Present
Arthur Andersen December 2000 - July 2002
Skills
Income Tax, International Tax, Tax Advisory, US Tax, Tax Returns, Estate Tax Planning
Education
Brooklyn Law School 1994 — 1997
Doctor of Law (JD)
Bowling Green State University 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Andersen Tax July 2002 - Present
Arthur Andersen December 2000 - July 2002
Skills
Income Tax, International Tax, Tax Advisory, US Tax, Tax Returns, Estate Tax Planning
Education
Brooklyn Law School 1994 — 1997
Doctor of Law (JD)
Bowling Green State University 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Kellen Hassold Kellen Hassold's Andersen Tax Experience August 2014 - Present
Job Tax Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax August 2014 - Present
Richard Carpenter Tax Law Office 2013 - 2014
San Diego County Counsel May 2012 - August 2012
Multnomah County Circuit Court December 2010 - July 2011
Skills
Westlaw, Lexis, Legal Writing, Civil Litigation, Estate Planning, Litigation
Education
Golden Gate University, School of Law 2014 — 2015
Master of Laws (LLM), Taxation
University of San Diego School of Law 2011 — 2014
JD
Boston College 2006 — 2010
BA, History, Economics
Andersen Tax August 2014 - Present
Richard Carpenter Tax Law Office 2013 - 2014
San Diego County Counsel May 2012 - August 2012
Multnomah County Circuit Court December 2010 - July 2011
Skills
Westlaw, Lexis, Legal Writing, Civil Litigation, Estate Planning, Litigation
Education
Golden Gate University, School of Law 2014 — 2015
Master of Laws (LLM), Taxation
University of San Diego School of Law 2011 — 2014
JD
Boston College 2006 — 2010
BA, History, Economics
Melissa Tegano Melissa Tegano's Andersen Tax Experience May 2014 - Present
Job Senior Manager, Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
True Partners Consulting January 2012 - May 2014
Sallie Mae May 2007 - December 2011
Sodexo July 2006 - May 2007
PricewaterhouseCoopers January 2005 - June 2006
NASDAQ March 2004 - December 2004
LVMH June 2000 - February 2004
PricewaterhouseCoopers June 1997 - May 2000
Skills
Tax Accounting, Tax, Sarbanes-Oxley Act, Income Tax, CPA, State Tax, Corporate Tax, FIN 48
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
MBA, Accounting
Fairfield University 1993 — 1997
BS, Mathematics
Andersen Tax May 2014 - Present
True Partners Consulting January 2012 - May 2014
Sallie Mae May 2007 - December 2011
Sodexo July 2006 - May 2007
PricewaterhouseCoopers January 2005 - June 2006
NASDAQ March 2004 - December 2004
LVMH June 2000 - February 2004
PricewaterhouseCoopers June 1997 - May 2000
Skills
Tax Accounting, Tax, Sarbanes-Oxley Act, Income Tax, CPA, State Tax, Corporate Tax, FIN 48
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
MBA, Accounting
Fairfield University 1993 — 1997
BS, Mathematics
Emily Tetreault Emily Tetreault's Andersen Tax Experience June 2014 - January 2015
Job Account manager at Rosen & Associates
Industry Accounting
Experience
Rosen & Associates January 2015 - Present
Andersen Tax June 2014 - January 2015
The Town of Burrillville RI May 2013 - August 2013
VelQuest Corporation January 2011 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Public Speaking, English, Event Planning, Time Management, Budgets, Accounting
Education
Bryant University 2012 — 2014
Bachelor of Science (BS), Accounting
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2012
Rosen & Associates January 2015 - Present
Andersen Tax June 2014 - January 2015
The Town of Burrillville RI May 2013 - August 2013
VelQuest Corporation January 2011 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Public Speaking, English, Event Planning, Time Management, Budgets, Accounting
Education
Bryant University 2012 — 2014
Bachelor of Science (BS), Accounting
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2012
Matt House Matt House's Andersen Tax Experience January 2006 - August 2010
Job Finance Director at Aon
Industry Financial Services
Experience
Aon Risk Solutions April 2015 - Present
Aon Risk Solutions January 2013 - Present
Kellogg School of Management August 2010 - June 2012
Kellogg School of Management April 2011 - April 2012
Andersen Tax January 2006 - August 2010
KPMG LLP July 2004 - February 2006
Skills
Financial Modeling, Data Analysis, Project Management, Financial Statement..., Investments, Microsoft Excel, PowerPoint, Analytics, Due Diligence, Private Equity, Mergers, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Forecasting, Strategic Planning, Business Valuation, Stata, Python, Strategy, Mergers & Acquisitions, Cross-functional Team..., Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Analytical Finance, Marketing
Boston College 2000 — 2004
B.S., Economics, Accounting
London School of Economics and Political Science 2002 — 2002
Summer Study in Econometrics
Aon Risk Solutions April 2015 - Present
Aon Risk Solutions January 2013 - Present
Kellogg School of Management August 2010 - June 2012
Kellogg School of Management April 2011 - April 2012
Andersen Tax January 2006 - August 2010
KPMG LLP July 2004 - February 2006
Skills
Financial Modeling, Data Analysis, Project Management, Financial Statement..., Investments, Microsoft Excel, PowerPoint, Analytics, Due Diligence, Private Equity, Mergers, Valuation, Financial Analysis, Corporate Finance, Business Strategy, Forecasting, Strategic Planning, Business Valuation, Stata, Python, Strategy, Mergers & Acquisitions, Cross-functional Team..., Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Analytical Finance, Marketing
Boston College 2000 — 2004
B.S., Economics, Accounting
London School of Economics and Political Science 2002 — 2002
Summer Study in Econometrics
Matthew Castagne Matthew Castagne's Andersen Tax Experience July 2002 - Present
Job Managing Director at Andersen Tax
Industry Information Technology and Services
Experience
Andersen Tax July 2002 - Present
Arthur Andersen 1988 - 2002
Andersen LLP 1988 - 2002
Skills
Management Consulting, Management, Project Management, Strategic Planning, Information Technology, Business Development, Business Analysis
Education
Caldwell University 1998 — 2005
BA, Business
Andersen Tax July 2002 - Present
Arthur Andersen 1988 - 2002
Andersen LLP 1988 - 2002
Skills
Management Consulting, Management, Project Management, Strategic Planning, Information Technology, Business Development, Business Analysis
Education
Caldwell University 1998 — 2005
BA, Business
Patrick Skeehan's Andersen Tax Experience August 2012 - October 2014
Job Senior Associate, State and Local Tax at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP March 2015 - Present
Elliott Davis Decosimo October 2014 - March 2015
Andersen Tax August 2012 - October 2014
U.S. District Court for the Middle District of Pennsylvania January 2011 - November 2011
Andersen Tax June 2011 - August 2011
Superior Court of New Jersey, Law Division, Criminal Part June 2010 - August 2010
Seton Hall University School of Law May 2010 - August 2010
Sullivan & Cromwell LLP July 2007 - July 2009
Shearman and Sterling June 2006 - August 2006
Skills
Legal Research, Legal Writing, Tax, Microsoft Excel
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2012
J.D., Tax Law/Taxation
Seton Hall University School of Law 2009 — 2010
J.D., Law
Georgetown University 2003 — 2007
B.A., Government, English
Grant Thornton LLP March 2015 - Present
Elliott Davis Decosimo October 2014 - March 2015
Andersen Tax August 2012 - October 2014
U.S. District Court for the Middle District of Pennsylvania January 2011 - November 2011
Andersen Tax June 2011 - August 2011
Superior Court of New Jersey, Law Division, Criminal Part June 2010 - August 2010
Seton Hall University School of Law May 2010 - August 2010
Sullivan & Cromwell LLP July 2007 - July 2009
Shearman and Sterling June 2006 - August 2006
Skills
Legal Research, Legal Writing, Tax, Microsoft Excel
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2012
J.D., Tax Law/Taxation
Seton Hall University School of Law 2009 — 2010
J.D., Law
Georgetown University 2003 — 2007
B.A., Government, English
James Goode James Goode's Andersen Tax Experience July 2005 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2005 - Present
Ernst & Young 1990 - 2002
Skills
Tax, Accounting, Private Equity, CPA, Corporate Law, State Tax, Tax Research, Partnership Taxation, S Corporations, Tax Accounting, Corporate Tax, Tax Advisory, Income Tax, Gift Tax, Business Valuation, Estate Tax Planning, Tax Preparation, High Net Worth..., Tax Law, Sales Tax
Education
Bryant University 1978 — 1982
MBA, Management
Bryant University
MST, Taxation
Bryant University
B.S., Accounting
Andersen Tax July 2005 - Present
Ernst & Young 1990 - 2002
Skills
Tax, Accounting, Private Equity, CPA, Corporate Law, State Tax, Tax Research, Partnership Taxation, S Corporations, Tax Accounting, Corporate Tax, Tax Advisory, Income Tax, Gift Tax, Business Valuation, Estate Tax Planning, Tax Preparation, High Net Worth..., Tax Law, Sales Tax
Education
Bryant University 1978 — 1982
MBA, Management
Bryant University
MST, Taxation
Bryant University
B.S., Accounting
Joseph Pavone Joseph Pavone's Andersen Tax Experience July 2014 - August 2014
Job Accountant at KKR
Industry
Experience
KKR August 2014 - Present
Andersen Tax July 2014 - August 2014
Andersen Tax July 2012 - July 2014
Andersen Tax June 2011 - August 2011
Erik Nates Euro Hockey June 2003 - August 2009
Education
Connecticut College 2009 — 2012
Economics Major
Canterbury School 2005 — 2006
PG
Iona Preparatory School 2001 — 2005
KKR August 2014 - Present
Andersen Tax July 2014 - August 2014
Andersen Tax July 2012 - July 2014
Andersen Tax June 2011 - August 2011
Erik Nates Euro Hockey June 2003 - August 2009
Education
Connecticut College 2009 — 2012
Economics Major
Canterbury School 2005 — 2006
PG
Iona Preparatory School 2001 — 2005
Dion Demetropoulos's Andersen Tax Experience February 2006 - Present
Job Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax February 2006 - Present
Skills
Tax
Education
Baruch College
MS, Taxation
St. John's University
BS, Accounting and Finance
Andersen Tax February 2006 - Present
Skills
Tax
Education
Baruch College
MS, Taxation
St. John's University
BS, Accounting and Finance
Joyce Feuille's Andersen Tax Experience July 2015 - Present
Job Senior Tax Associate at Andersen Tax; Attorney
Industry Law Practice
Experience
Andersen Tax July 2015 - Present
Andersen Tax September 2014 - June 2015
WTAS August 2013 - August 2014
WTAS January 2013 - April 2013
US Department of Health and Human Services May 2012 - January 2013
EveryChild June 2011 - July 2011
Skills
Research, Editing, Non-profits, PowerPoint, Microsoft Office, Microsoft Excel, Proposal Writing, Nonprofits, Legal Research
Education
University of San Francisco School of Law 2010 — 2013
J.D., Law
Cornell University 2000 — 2004
B.A, Archaeology major
Westridge School 1996 — 2000
Flintridge Preparatory School 1994 — 1996
Campbell Hall School 1987 — 1994
Andersen Tax July 2015 - Present
Andersen Tax September 2014 - June 2015
WTAS August 2013 - August 2014
WTAS January 2013 - April 2013
US Department of Health and Human Services May 2012 - January 2013
EveryChild June 2011 - July 2011
Skills
Research, Editing, Non-profits, PowerPoint, Microsoft Office, Microsoft Excel, Proposal Writing, Nonprofits, Legal Research
Education
University of San Francisco School of Law 2010 — 2013
J.D., Law
Cornell University 2000 — 2004
B.A, Archaeology major
Westridge School 1996 — 2000
Flintridge Preparatory School 1994 — 1996
Campbell Hall School 1987 — 1994
Daniel Gore Daniel Gore's Andersen Tax Experience June 2013 - August 2015
Job Senior Financial Analyst at Greener Equity
Industry Financial Services
Experience
Greener Equity August 2015 - Present
Andersen Tax June 2013 - August 2015
Dennis W. King, Attorney at Law December 2012 - May 2013
Brigham Young University August 2011 - June 2012
Vivint May 2010 - September 2010
Skills
Spanish, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Access, Financial Analysis, Microsoft Word, Financial Modeling, Teaching, Team Leadership, Economics, Strategic Financial..., Customer Service, Outlook, Financial Planning, Data Analysis, Accounting, Management
Education
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Business Management/Finance, 3.9
Greener Equity August 2015 - Present
Andersen Tax June 2013 - August 2015
Dennis W. King, Attorney at Law December 2012 - May 2013
Brigham Young University August 2011 - June 2012
Vivint May 2010 - September 2010
Skills
Spanish, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Access, Financial Analysis, Microsoft Word, Financial Modeling, Teaching, Team Leadership, Economics, Strategic Financial..., Customer Service, Outlook, Financial Planning, Data Analysis, Accounting, Management
Education
Brigham Young University 2006 — 2012
Bachelor of Science (BS), Business Management/Finance, 3.9
Martin Skrip's Andersen Tax Experience October 2011 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2011 - Present
KPMG LLP July 1982 - September 2011
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, Financial Modeling, SEC filings, Tax Research, Accounting, Tax Advisory, Partnership Taxation, Tax Accounting, International Tax, Private Equity, Due Diligence, GAAP, Tax Law, US GAAP, Big 4, Sarbanes-Oxley Act, FIN 48, Tax Returns, CPA, Auditing, Transfer Pricing, US Tax, Internal Controls, State Tax, SEC Filings
Education
Bentley University
BS; Certified Public Accountant- CA and NY, Accounting, Magna Cum Laude
Andersen Tax October 2011 - Present
KPMG LLP July 1982 - September 2011
Skills
Income Tax, Tax, Corporate Tax, Tax Preparation, Financial Modeling, SEC filings, Tax Research, Accounting, Tax Advisory, Partnership Taxation, Tax Accounting, International Tax, Private Equity, Due Diligence, GAAP, Tax Law, US GAAP, Big 4, Sarbanes-Oxley Act, FIN 48, Tax Returns, CPA, Auditing, Transfer Pricing, US Tax, Internal Controls, State Tax, SEC Filings
Education
Bentley University
BS; Certified Public Accountant- CA and NY, Accounting, Magna Cum Laude
Lee Sussman, CPA's Andersen Tax Experience January 2011 - February 2014
Job Soroban Capital Partners
Industry Accounting
Experience
Soroban Capital Partners April 2015 - Present
Geller & Company February 2014 - April 2015
Andersen Tax January 2011 - February 2014
Platinum Grove Asset Management March 2007 - April 2009
Skills
Financial Analysis, Private Equity, Due Diligence, Tax, Accounting, Business Valuation, Corporate Finance, Fixed Income, Hedge Funds, Financial Reporting, Financial Accounting, Derivatives
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Accountancy
Georgia Institute of Technology 2001 — 2005
BS, Management - Finance
Soroban Capital Partners April 2015 - Present
Geller & Company February 2014 - April 2015
Andersen Tax January 2011 - February 2014
Platinum Grove Asset Management March 2007 - April 2009
Skills
Financial Analysis, Private Equity, Due Diligence, Tax, Accounting, Business Valuation, Corporate Finance, Fixed Income, Hedge Funds, Financial Reporting, Financial Accounting, Derivatives
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Accountancy
Georgia Institute of Technology 2001 — 2005
BS, Management - Finance
Brad Nichols Brad Nichols's Andersen Tax Experience November 2013 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax November 2013 - Present
Kositzka, Wicks & Company November 2010 - November 2013
PricewaterhouseCoopers September 2007 - November 2010
Skills
Income Tax, Tax, Financial Accounting, Accounting, Tax Preparation, Partnership Taxation, Tax Research, QuickBooks, CPA
Education
University of Utah - David Eccles School of Business 2006 — 2007
Masters, Accounting
Brigham Young University 2000 — 2006
BS, Accounting
Andersen Tax November 2013 - Present
Kositzka, Wicks & Company November 2010 - November 2013
PricewaterhouseCoopers September 2007 - November 2010
Skills
Income Tax, Tax, Financial Accounting, Accounting, Tax Preparation, Partnership Taxation, Tax Research, QuickBooks, CPA
Education
University of Utah - David Eccles School of Business 2006 — 2007
Masters, Accounting
Brigham Young University 2000 — 2006
BS, Accounting
Raymond J. Freda Raymond J. Freda's Andersen Tax Experience 2009 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax 2009 - Present
Ernst & Young 1999 - 2009
Arthur Andersen November 1996 - November 1999
New York State Tax Appeals Tribunal 1994 - 1996
Education
Albany Law School of Union University 1992 — 1996
J.D., Law
Union College 1993 — 1996
MBA, Accounting
Vassar College 1988 — 1990
B.A., Political Science
Andersen Tax 2009 - Present
Ernst & Young 1999 - 2009
Arthur Andersen November 1996 - November 1999
New York State Tax Appeals Tribunal 1994 - 1996
Education
Albany Law School of Union University 1992 — 1996
J.D., Law
Union College 1993 — 1996
MBA, Accounting
Vassar College 1988 — 1990
B.A., Political Science
Susan Swartz Susan Swartz's Andersen Tax Experience January 2006 - Present
Job Managing Director, Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2006 - Present
KPMG LLP 1981 - 2006
Skills
Corporate Tax, Tax, Income Tax, Management, Wealth Management..., CPA, Mergers & Acquisitions, Tax Research, Auditing, Financial Services, Family Office, Tax Accounting, Strategic Financial..., Wealth Preservation..., Investments, Financial Analysis, Accounting, Financial Planning
Education
Golden Gate University 1981 — 1983
Masters, Taxation
Central Washington University 1978 — 1981
Bachelor, Accounting, Finance
Andersen Tax January 2006 - Present
KPMG LLP 1981 - 2006
Skills
Corporate Tax, Tax, Income Tax, Management, Wealth Management..., CPA, Mergers & Acquisitions, Tax Research, Auditing, Financial Services, Family Office, Tax Accounting, Strategic Financial..., Wealth Preservation..., Investments, Financial Analysis, Accounting, Financial Planning
Education
Golden Gate University 1981 — 1983
Masters, Taxation
Central Washington University 1978 — 1981
Bachelor, Accounting, Finance
Randolph Krelle Randolph Krelle's Andersen Tax Experience February 2012 - Present
Job Customer Service Specialist
Industry Financial Services
Experience
Andersen Tax February 2012 - Present
Winston & Strawn LLP 2000 - 2009
Murphy Sheneman Julian & Rogers 1996 - 2000
Travelers Realty Investment Company 1991 - 1995
Education
University of Phoenix - S.F. Campus
B.S., Business Administration
City College of San Francisco
A.S., Hotel/Restaurant Operations
Andersen Tax February 2012 - Present
Winston & Strawn LLP 2000 - 2009
Murphy Sheneman Julian & Rogers 1996 - 2000
Travelers Realty Investment Company 1991 - 1995
Education
University of Phoenix - S.F. Campus
B.S., Business Administration
City College of San Francisco
A.S., Hotel/Restaurant Operations
Dick Cole Dick Cole's Andersen Tax Experience August 2008 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2008 - Present
Grant Thornton LLP October 1982 - July 2008
Internal Revenue Service 1972 - 1980
US Army 1969 - 1970
Skills
International Tax, Corporate Tax, IRS, Mergers, Accounting, Analysis, Auditing, Business Valuation, CPA, Cash Flow, Corporate Finance, Corporate Governance, Corporate Law, Due Diligence, Estate Planning, Estate Tax Planning, FIN 48, Financial Accounting, Financial Analysis, Financial Modeling, Financial Planners, Financial Reporting, Financial Structuring, Forensic Accounting, GAAP, High Net Worth..., Income Tax, Internal Controls, LLC, Management, Mergers, Partnership Taxation, Private Equity, Property Tax, Restructuring, SEC filings, Sarbanes-Oxley Act, State Tax, Strategic Financial..., Tax, Tax Accounting, Tax Advisory, Tax Law, Tax Preparation, Tax Research, Tax Returns, Transfer Pricing, Trusts, US GAAP, US Tax
Education
Georgetown University Law Center 1973 — 1975
LLM, Taxation
Boston College Law School 1965 — 1968
JD, LAW
LaSalle Academy
LaSalle Academy
Providence College
Andersen Tax August 2008 - Present
Grant Thornton LLP October 1982 - July 2008
Internal Revenue Service 1972 - 1980
US Army 1969 - 1970
Skills
International Tax, Corporate Tax, IRS, Mergers, Accounting, Analysis, Auditing, Business Valuation, CPA, Cash Flow, Corporate Finance, Corporate Governance, Corporate Law, Due Diligence, Estate Planning, Estate Tax Planning, FIN 48, Financial Accounting, Financial Analysis, Financial Modeling, Financial Planners, Financial Reporting, Financial Structuring, Forensic Accounting, GAAP, High Net Worth..., Income Tax, Internal Controls, LLC, Management, Mergers, Partnership Taxation, Private Equity, Property Tax, Restructuring, SEC filings, Sarbanes-Oxley Act, State Tax, Strategic Financial..., Tax, Tax Accounting, Tax Advisory, Tax Law, Tax Preparation, Tax Research, Tax Returns, Transfer Pricing, Trusts, US GAAP, US Tax
Education
Georgetown University Law Center 1973 — 1975
LLM, Taxation
Boston College Law School 1965 — 1968
JD, LAW
LaSalle Academy
LaSalle Academy
Providence College
Robert M. Wood Robert M. Wood's Andersen Tax Experience December 2013 - April 2015
Job Manager Multistate Tax Services Deloitte
Industry Accounting
Experience
Deloitte May 2015 - Present
Andersen Tax December 2013 - April 2015
Andersen Tax October 2011 - December 2013
Duff & Phelps February 2011 - October 2011
Duff & Phelps June 2008 - January 2011
University of Montana- School of Law October 2007 - May 2008
Skills
Tax, Property Tax, Tax Research, Sales, Partnership Taxation, Tax Returns, Tax Preparation, Appraisals, Appeals, State Taxation, Local Taxation, State & Local Tax..., Sales & Use Tax, DCF, Tax Credits, S Corporations, Fixed Assets, US Tax, Corporate Tax, Accounting, Tax Advisory
Education
The University of Montana - School of Business Administration 2006 — 2008
MBA
The University of Montana School of Law 2005 — 2008
J.D.
Colorado College 2002 — 2004
B.A., Economics
Deloitte May 2015 - Present
Andersen Tax December 2013 - April 2015
Andersen Tax October 2011 - December 2013
Duff & Phelps February 2011 - October 2011
Duff & Phelps June 2008 - January 2011
University of Montana- School of Law October 2007 - May 2008
Skills
Tax, Property Tax, Tax Research, Sales, Partnership Taxation, Tax Returns, Tax Preparation, Appraisals, Appeals, State Taxation, Local Taxation, State & Local Tax..., Sales & Use Tax, DCF, Tax Credits, S Corporations, Fixed Assets, US Tax, Corporate Tax, Accounting, Tax Advisory
Education
The University of Montana - School of Business Administration 2006 — 2008
MBA
The University of Montana School of Law 2005 — 2008
J.D.
Colorado College 2002 — 2004
B.A., Economics
Courtney Tamborella's Andersen Tax Experience June 2015 - Present
Job Tax Associate at Andersen Tax
Industry
Experience
Andersen Tax June 2015 - Present
Andersen Tax June 2014 - June 2015
Bentley University September 2014 - May 2015
Watkins & Company January 2014 - June 2014
Education
Bentley University 2015 — 2016
Master's Degree, Taxation
Bentley University 2011 — 2015
Bachelor of Science in Corporate Finance & Accounting
Andersen Tax June 2015 - Present
Andersen Tax June 2014 - June 2015
Bentley University September 2014 - May 2015
Watkins & Company January 2014 - June 2014
Education
Bentley University 2015 — 2016
Master's Degree, Taxation
Bentley University 2011 — 2015
Bachelor of Science in Corporate Finance & Accounting
Jennifer Westrich Jennifer Westrich's Andersen Tax Experience November 2013 - May 2015
Job Tax Associate at Evanston Capital Management
Industry Legal Services
Experience
Evanston Capital Management, LLC May 2015 - Present
Andersen Tax November 2013 - May 2015
Loyola Federal Tax Clinic January 2012 - May 2012
Brenner, Ford, Monroe & Scott, Ltd. May 2011 - March 2012
Nordstrom April 2004 - December 2009
Santa Barbara Courthouse April 2009 - June 2009
Law and Society September 2008 - June 2009
Skills
Corporate Law, International Law, Trials, Estate Planning, Legal Writing, Legal Research, Tax Law, Tax
Education
Northwestern University 2012 — 2013
Masters of Laws (LLM), Taxation
Loyola University Chicago School of Law 2010 — 2013
Juris Doctor, Taxation
American University 2009 — 2009
International Law
University of California, Santa Barbara 2005 — 2009
Bachelor's Degree, Law and Society
Evanston Capital Management, LLC May 2015 - Present
Andersen Tax November 2013 - May 2015
Loyola Federal Tax Clinic January 2012 - May 2012
Brenner, Ford, Monroe & Scott, Ltd. May 2011 - March 2012
Nordstrom April 2004 - December 2009
Santa Barbara Courthouse April 2009 - June 2009
Law and Society September 2008 - June 2009
Skills
Corporate Law, International Law, Trials, Estate Planning, Legal Writing, Legal Research, Tax Law, Tax
Education
Northwestern University 2012 — 2013
Masters of Laws (LLM), Taxation
Loyola University Chicago School of Law 2010 — 2013
Juris Doctor, Taxation
American University 2009 — 2009
International Law
University of California, Santa Barbara 2005 — 2009
Bachelor's Degree, Law and Society
Chad Murphy Chad Murphy's Andersen Tax Experience January 2013 - August 2015
Job Senior Tax Analyst at JBT Corporation
Industry Accounting
Experience
JBT Corporation August 2015 - Present
Andersen Tax January 2013 - August 2015
Skills
Corporate Tax, Tax, Tax Advisory
Education
Bentley University 2011 — 2012
Master of Science (MS), Taxation
Illinois Wesleyan University 2007 — 2011
BA, Accounting
JBT Corporation August 2015 - Present
Andersen Tax January 2013 - August 2015
Skills
Corporate Tax, Tax, Tax Advisory
Education
Bentley University 2011 — 2012
Master of Science (MS), Taxation
Illinois Wesleyan University 2007 — 2011
BA, Accounting
Rebecca Gornbein Rebecca Gornbein's Andersen Tax Experience 2006 - Present
Job Director Tax
Industry Accounting
Experience
Andersen Tax 2006 - Present
Skills
Tax Research, Tax, Tax Advisory, Corporate Tax, Tax Accounting, International Tax, Partnership Taxation, Tax Compliance, Tax Law, Tax Preparation, CPA, Due Diligence, Income Tax, Financial Analysis, Accounting
Education
Brooklyn Law School 2003 — 2006
Doctor of Law (J.D.)
Bard College 1999 — 2003
Bachelor of Arts (B.A.)
Andersen Tax 2006 - Present
Skills
Tax Research, Tax, Tax Advisory, Corporate Tax, Tax Accounting, International Tax, Partnership Taxation, Tax Compliance, Tax Law, Tax Preparation, CPA, Due Diligence, Income Tax, Financial Analysis, Accounting
Education
Brooklyn Law School 2003 — 2006
Doctor of Law (J.D.)
Bard College 1999 — 2003
Bachelor of Arts (B.A.)
Elena Menagarishvili Elena Menagarishvili's Andersen Tax Experience September 2012 - Present
Job Senior Business Valuation Associate at Andersen Tax (Seattle, WA)
Industry Financial Services
Experience
Andersen Tax September 2012 - Present
Strategic Value Group, LLC May 2012 - August 2012
Seattle University January 2011 - April 2012
Seattle University January 2011 - December 2011
Commercial Bank "Kranbank" December 2007 - June 2008
Commercial Bank "Ivanovo" April 2006 - November 2007
Skills
Public Speaking, Problem Solving, PowerPoint, Word, Team Building, Excel, Eviews, Monte Carlo Simulation, JMP, Bilingual (Russian), Analytical Abilities, Microsoft Excel, Microsoft Word, Finance, Analysis, Valuation, Accounting, Business Valuation, Analytical Skills
Education
Seattle University 2010 — 2013
Master of Science (M.S.), Finance, 3.88
University of the People 2015 — 2017
Associate's degree, Computer Science
Washington State University 2009 — 2009
Ivanovo State Power University 2001 — 2005
Bachelor, Financial Management
Andersen Tax September 2012 - Present
Strategic Value Group, LLC May 2012 - August 2012
Seattle University January 2011 - April 2012
Seattle University January 2011 - December 2011
Commercial Bank "Kranbank" December 2007 - June 2008
Commercial Bank "Ivanovo" April 2006 - November 2007
Skills
Public Speaking, Problem Solving, PowerPoint, Word, Team Building, Excel, Eviews, Monte Carlo Simulation, JMP, Bilingual (Russian), Analytical Abilities, Microsoft Excel, Microsoft Word, Finance, Analysis, Valuation, Accounting, Business Valuation, Analytical Skills
Education
Seattle University 2010 — 2013
Master of Science (M.S.), Finance, 3.88
University of the People 2015 — 2017
Associate's degree, Computer Science
Washington State University 2009 — 2009
Ivanovo State Power University 2001 — 2005
Bachelor, Financial Management
Ray Thornson, CPA Ray Thornson, CPA's Andersen Tax Experience September 2014 - Present
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax September 2014 - Present
WTAS 2009 - August 2014
WTAS 1999 - 2008
Arthur Andersen 1999 - 2002
KPMG 1997 - 1999
McDougal and Co. 1994 - 1996
Skills
Estate Planning, Options, High Net Worth..., Tax
Education
California State University-Sacramento 1989 — 1993
B.S., Business Administration
Andersen Tax September 2014 - Present
WTAS 2009 - August 2014
WTAS 1999 - 2008
Arthur Andersen 1999 - 2002
KPMG 1997 - 1999
McDougal and Co. 1994 - 1996
Skills
Estate Planning, Options, High Net Worth..., Tax
Education
California State University-Sacramento 1989 — 1993
B.S., Business Administration
Sid Luckenbach Sid Luckenbach's Andersen Tax Experience 2005 - Present
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax 2005 - Present
Huron Consulting Group 2002 - 2005
Arthur Andersen June 1993 - May 2002
American Valuation Group, Inc. 1990 - 1991
Education
Indiana University Bloomington 1991 — 1993
MBA, Finance
California State University-Northridge 1983 — 1989
BS, Finance/Real Estate
Andersen Tax 2005 - Present
Huron Consulting Group 2002 - 2005
Arthur Andersen June 1993 - May 2002
American Valuation Group, Inc. 1990 - 1991
Education
Indiana University Bloomington 1991 — 1993
MBA, Finance
California State University-Northridge 1983 — 1989
BS, Finance/Real Estate
Jacob Heath's Andersen Tax Experience January 2011 - Present
Job Senior Associate at WTAS LLC
Industry Accounting
Experience
Andersen Tax January 2011 - Present
Cape Cod Five June 2009 - December 2010
Skills
Financial Analysis, Accounting
Education
Bentley University 2008 — 2009
MS, Taxation
Bentley University 2004 — 2008
BS, Accounting
Andersen Tax January 2011 - Present
Cape Cod Five June 2009 - December 2010
Skills
Financial Analysis, Accounting
Education
Bentley University 2008 — 2009
MS, Taxation
Bentley University 2004 — 2008
BS, Accounting
Gene Spence's Andersen Tax Experience January 2015 - Present
Job Information Technology Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
Andersen Tax May 2014 - January 2015
Skills
Technical Support, SCCM, Computer Hardware, Help Desk Support, CompTIA A+, SharePoint, Windows Vista, Microsoft Office, Windows 7, Information Technology, System Administration, Windows Server, Troubleshooting, Customer Service
Education
D'Youville College 2011 — 2015
Bachelor of Arts (B.A.), Global Studies with European Concentration
Andersen Tax January 2015 - Present
Andersen Tax May 2014 - January 2015
Skills
Technical Support, SCCM, Computer Hardware, Help Desk Support, CompTIA A+, SharePoint, Windows Vista, Microsoft Office, Windows 7, Information Technology, System Administration, Windows Server, Troubleshooting, Customer Service
Education
D'Youville College 2011 — 2015
Bachelor of Arts (B.A.), Global Studies with European Concentration
Bryant Leung, CFA, CPA's Andersen Tax Experience September 2013 - Present
Job Senior Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax September 2013 - Present
KPMG January 2011 - August 2013
Fidelity Investments October 2009 - December 2010
Deloitte & Touche September 2008 - May 2009
Education
Bentley University
Bachelor of Science, Accountancy
Randolph High School
Andersen Tax September 2013 - Present
KPMG January 2011 - August 2013
Fidelity Investments October 2009 - December 2010
Deloitte & Touche September 2008 - May 2009
Education
Bentley University
Bachelor of Science, Accountancy
Randolph High School
Jonathan Leary Jonathan Leary's Andersen Tax Experience August 2013 - Present
Job Senior Tax Associate, Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2013 - Present
Pennsylvania Attorney General's Office - Tax Litigation Section August 2012 - April 2013
William B. Barker August 2012 - April 2013
Pennsylvania Department of Revenue - Office of Chief Counsel May 2012 - August 2012
U.S. Trustee Program May 2011 - August 2011
Skills
Tax Preparation
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2013
Juris Doctorate (J.D.)
University of Utah - David Eccles School of Business 2003 — 2009
Bachelor of Science (B.S.), Finance
Andersen Tax August 2013 - Present
Pennsylvania Attorney General's Office - Tax Litigation Section August 2012 - April 2013
William B. Barker August 2012 - April 2013
Pennsylvania Department of Revenue - Office of Chief Counsel May 2012 - August 2012
U.S. Trustee Program May 2011 - August 2011
Skills
Tax Preparation
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2013
Juris Doctorate (J.D.)
University of Utah - David Eccles School of Business 2003 — 2009
Bachelor of Science (B.S.), Finance
Neal McFarland Neal McFarland's Andersen Tax Experience January 2015 - Present
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
WTAS January 2013 - December 2014
WTAS June 2012 - August 2012
Vassar College September 2010 - June 2012
Skills
Income Tax, Tax Accounting, Writing, Research, ProSystem fx Tax, Anthropology
Education
Vassar College 2008 — 2012
Bachelor’s Degree, Anthropology
Facultad Latinoamericana de Ciencias Sociales 2010 — 2010
Universidad Politécnica Salesiana 2010 — 2010
Andersen Tax January 2015 - Present
WTAS January 2013 - December 2014
WTAS June 2012 - August 2012
Vassar College September 2010 - June 2012
Skills
Income Tax, Tax Accounting, Writing, Research, ProSystem fx Tax, Anthropology
Education
Vassar College 2008 — 2012
Bachelor’s Degree, Anthropology
Facultad Latinoamericana de Ciencias Sociales 2010 — 2010
Universidad Politécnica Salesiana 2010 — 2010
Courtney Bleiler Riley's Andersen Tax Experience July 2005 - Present
Job Director at Andersen TaxInvestment Consulting Services
Industry Accounting
Experience
Andersen Tax July 2005 - Present
Education
Boston University Questrom School of Business 2008 — 2009
MS, Investment Management
Bentley University 1997 — 2001
BS, Economics-Finance
Andersen Tax July 2005 - Present
Education
Boston University Questrom School of Business 2008 — 2009
MS, Investment Management
Bentley University 1997 — 2001
BS, Economics-Finance
Joseph Reeve's Andersen Tax Experience April 2015 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax April 2015 - Present
deVere Group May 2014 - August 2014
Strong Oak March 2014 - June 2014
Skills
Financial Accounting, Microsoft Excel, Auditing, Tax, Microsoft Word, Business Analysis, Public Relations, Financial Reporting, Investments, Teamwork
Education
DePaul University 2011 — 2015
DePaul University 2010 — 2015
Bachelor of Science (BS), Accounting
Andersen Tax April 2015 - Present
deVere Group May 2014 - August 2014
Strong Oak March 2014 - June 2014
Skills
Financial Accounting, Microsoft Excel, Auditing, Tax, Microsoft Word, Business Analysis, Public Relations, Financial Reporting, Investments, Teamwork
Education
DePaul University 2011 — 2015
DePaul University 2010 — 2015
Bachelor of Science (BS), Accounting
Jessica Wordlaw Jessica Wordlaw's Andersen Tax Experience August 2015 - Present
Job Senior Tax Accountant Commercial
Industry Accounting
Experience
Andersen Tax August 2015 - Present
RR Donnelley June 2012 - July 2015
RR Donnelley February 2012 - June 2012
KPMG US July 2011 - January 2012
KPMG US June 2009 - July 2011
KPMG US June 2008 - June 2009
Skills
Income Tax, Tax Returns, Accounting, Financial Reporting, Tax, Corporate Tax, FIN 48, FAS109, Tax Preparation, State Tax, Consolidation, Big 4, OneSource
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (M.S.), Taxation
Chicago State University 2004 — 2009
BS, Accounting
Elgin Community College 2005 — 2006
Accounting
Andersen Tax August 2015 - Present
RR Donnelley June 2012 - July 2015
RR Donnelley February 2012 - June 2012
KPMG US July 2011 - January 2012
KPMG US June 2009 - July 2011
KPMG US June 2008 - June 2009
Skills
Income Tax, Tax Returns, Accounting, Financial Reporting, Tax, Corporate Tax, FIN 48, FAS109, Tax Preparation, State Tax, Consolidation, Big 4, OneSource
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master of Science (M.S.), Taxation
Chicago State University 2004 — 2009
BS, Accounting
Elgin Community College 2005 — 2006
Accounting
Jason Woolsey, CPA's Andersen Tax Experience January 2015 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
Andersen Tax July 2013 - December 2014
Aquaire June 2011 - June 2014
Andersen Tax June 2011 - June 2013
Andersen Tax January 2010 - April 2010
Skills
Tax Preparation, Microsoft Office, Accounting, Tax, Income Tax, Tax Returns, Tax Law, Research, Tax Accounting, CPA, Microsoft Excel, PowerPoint, Tax Research, Microsoft Word, Partnership Taxation, Management
Education
Brigham Young University 2009 — 2011
MAcc, Accounting (Tax)
Brigham Young University 2006 — 2011
Bachelor of Science, Accounting
Andersen Tax January 2015 - Present
Andersen Tax July 2013 - December 2014
Aquaire June 2011 - June 2014
Andersen Tax June 2011 - June 2013
Andersen Tax January 2010 - April 2010
Skills
Tax Preparation, Microsoft Office, Accounting, Tax, Income Tax, Tax Returns, Tax Law, Research, Tax Accounting, CPA, Microsoft Excel, PowerPoint, Tax Research, Microsoft Word, Partnership Taxation, Management
Education
Brigham Young University 2009 — 2011
MAcc, Accounting (Tax)
Brigham Young University 2006 — 2011
Bachelor of Science, Accounting
Philip Cook Philip Cook's Andersen Tax Experience September 2014 - Present
Job Tax Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2014 - Present
Deloitte January 2013 - May 2014
Bolar Hirsch and Jennings, LP January 2010 - January 2013
Skills
CPA, Trusts, Big 4, Corporate Tax, Tax, Tax Accounting, Partnership Taxation, Income Tax, S Corporations, Tax Research
Education
California State University-Fullerton 2008 — 2009
MS, Accountancy
University of California, Santa Barbara 2002 — 2005
BA, Business Economics
Andersen Tax September 2014 - Present
Deloitte January 2013 - May 2014
Bolar Hirsch and Jennings, LP January 2010 - January 2013
Skills
CPA, Trusts, Big 4, Corporate Tax, Tax, Tax Accounting, Partnership Taxation, Income Tax, S Corporations, Tax Research
Education
California State University-Fullerton 2008 — 2009
MS, Accountancy
University of California, Santa Barbara 2002 — 2005
BA, Business Economics
Robert Reynolds, MS Tax Robert Reynolds, MS Tax's Andersen Tax Experience January 2014 - December 2014
Job Tax Return Preparer at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown May 2015 - Present
WithumSmith+Brown March 2015 - April 2015
Andersen Tax January 2014 - December 2014
City University of New York September 2012 - December 2013
Applebee's - Apple-Metro, Inc. April 2010 - November 2013
Eastern Mountain Sports April 2009 - April 2010
Skills
Customer Service, Sales, Leadership, Management, Entrepreneurship, Training, Nonprofits, Strategic Planning, Time Management, Team Building, Tax, Retail, Small Business, Marketing, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Masters of Science, Taxation, Top of my class, 4.0 GPA
City University of New York Hunter College 2008 — 2012
BA, Anthropology, Magna Cum Laude, 3.81 GPA
Berkeley High School 2003 — 2005
High School Diploma
WithumSmith+Brown May 2015 - Present
WithumSmith+Brown March 2015 - April 2015
Andersen Tax January 2014 - December 2014
City University of New York September 2012 - December 2013
Applebee's - Apple-Metro, Inc. April 2010 - November 2013
Eastern Mountain Sports April 2009 - April 2010
Skills
Customer Service, Sales, Leadership, Management, Entrepreneurship, Training, Nonprofits, Strategic Planning, Time Management, Team Building, Tax, Retail, Small Business, Marketing, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Masters of Science, Taxation, Top of my class, 4.0 GPA
City University of New York Hunter College 2008 — 2012
BA, Anthropology, Magna Cum Laude, 3.81 GPA
Berkeley High School 2003 — 2005
High School Diploma
Lianxiang Li Lianxiang Li's Andersen Tax Experience June 2015 - August 2015
Job Tax Intern at Andersen Tax
Industry Accounting
Experience
YMCA of Greater Boston November 2012 - Present
Andersen Tax June 2015 - August 2015
Gray Gray & Gray January 2015 - April 2015
Sunflower Child Care October 2008 - October 2012
Cambridge Chinese Culture Center January 2008 - June 2012
IRS-VITA February 2011 - May 2012
Skills
Tax Accounting, Financial Analysis, Microsoft Office, Accounts Payable, Accounts Receivable, Financial Accounting, Auditing, General Ledger, Journal Entries, GAAP
Education
Suffolk University 2014 — 2015
Master's Degree, Taxation
Suffolk University 2012 — 2014
Bachelor's Degree, Accounting, 3.90
Bunker Hill Community College 2007 — 2012
ASBA, Accounting, 3.89
Guangzhou University
Bachelor of Arts, Chinese
YMCA of Greater Boston November 2012 - Present
Andersen Tax June 2015 - August 2015
Gray Gray & Gray January 2015 - April 2015
Sunflower Child Care October 2008 - October 2012
Cambridge Chinese Culture Center January 2008 - June 2012
IRS-VITA February 2011 - May 2012
Skills
Tax Accounting, Financial Analysis, Microsoft Office, Accounts Payable, Accounts Receivable, Financial Accounting, Auditing, General Ledger, Journal Entries, GAAP
Education
Suffolk University 2014 — 2015
Master's Degree, Taxation
Suffolk University 2012 — 2014
Bachelor's Degree, Accounting, 3.90
Bunker Hill Community College 2007 — 2012
ASBA, Accounting, 3.89
Guangzhou University
Bachelor of Arts, Chinese
Tiffany Dinh's Andersen Tax Experience March 2015 - Present
Job Human Resources/Operations at Andersen Tax
Industry Accounting
Experience
Andersen Tax March 2015 - Present
Matura Farrington Staffing Services, Inc. August 2013 - March 2015
Direct Resource Solutions December 2012 - August 2013
Skills
Human Resources, Time Management, Recruiting, Interviews, Screening Resumes, Payroll, Staffing Services, Temporary Placement, Job Descriptions, New Hire Orientations, QuickBooks, Talent Acquisition, Temporary Staffing, FMLA, Job Fairs, Hiring, Microsoft Office, PowerPoint, Microsoft Excel
Education
California State Polytechnic University-Pomona 2009 — 2013
Bachelor of Science (BS) Business Administration, Management and Human Resources, 3.64 GPA
Santa Fe High School 2005 — 2009
High School
Andersen Tax March 2015 - Present
Matura Farrington Staffing Services, Inc. August 2013 - March 2015
Direct Resource Solutions December 2012 - August 2013
Skills
Human Resources, Time Management, Recruiting, Interviews, Screening Resumes, Payroll, Staffing Services, Temporary Placement, Job Descriptions, New Hire Orientations, QuickBooks, Talent Acquisition, Temporary Staffing, FMLA, Job Fairs, Hiring, Microsoft Office, PowerPoint, Microsoft Excel
Education
California State Polytechnic University-Pomona 2009 — 2013
Bachelor of Science (BS) Business Administration, Management and Human Resources, 3.64 GPA
Santa Fe High School 2005 — 2009
High School
Dean Koutris's Andersen Tax Experience 2012 - Present
Job Senior Investment Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax 2012 - Present
Andersen Tax 2011 - 2012
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Wealth Management, Investment Advisory, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Financial Advisory, Financial Planners, Financial Reporting, Finance, Valuation, Cash Flow, Financial Accounting, Accounting, Tax Accounting, Tax, Tax Research, Trusts, Wealth Management..., Financial Planning, Portfolio Management
Education
Boston College 2005 — 2009
B.S., Finance, Accounting
Bentley University 2010 — 2011
MST, Taxation, Financial Planning
Belmont Hill School 2001 — 2005
Andersen Tax 2012 - Present
Andersen Tax 2011 - 2012
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Wealth Management, Investment Advisory, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Financial Advisory, Financial Planners, Financial Reporting, Finance, Valuation, Cash Flow, Financial Accounting, Accounting, Tax Accounting, Tax, Tax Research, Trusts, Wealth Management..., Financial Planning, Portfolio Management
Education
Boston College 2005 — 2009
B.S., Finance, Accounting
Bentley University 2010 — 2011
MST, Taxation, Financial Planning
Belmont Hill School 2001 — 2005
Adam Chen-Ok's Andersen Tax Experience June 2015 - August 2015
Job Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - August 2015
Youth Leadership Institue June 2013 - September 2014
Skills
Analysis, QuickBooks, Bookkeeping, Financial Reporting, RIA Checkpoint, Microsoft Excel, Microsoft Word, PowerPoint
Education
California Polytechnic State University-San Luis Obispo 2015 — 2016
Master’s Degree, Taxation
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor’s Degree, Accounting
Andersen Tax June 2015 - August 2015
Youth Leadership Institue June 2013 - September 2014
Skills
Analysis, QuickBooks, Bookkeeping, Financial Reporting, RIA Checkpoint, Microsoft Excel, Microsoft Word, PowerPoint
Education
California Polytechnic State University-San Luis Obispo 2015 — 2016
Master’s Degree, Taxation
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor’s Degree, Accounting
Joseph Bini Joseph Bini's Andersen Tax Experience June 2015 - Present
Job JD Candidate, Tax & Business Law Specialization, UCLA School of Law 2016
Industry Law Practice
Experience
Andersen Tax June 2015 - Present
Los Angeles District Attorney's Office May 2014 - August 2014
Jibun Mirai Associe July 2012 - July 2013
Self Employed 2012 - 2013
Sustainable World Coalition February 2012 - May 2012
Follett Higher Education Group August 2011 - May 2012
Word Of Mouth September 2008 - May 2012
Sustainable World Coalition May 2011 - January 2012
City of San Rafael Child Care Center July 2010 - August 2010
Follett Higher Education Group August 2009 - June 2010
Skills
Leadership Development, Speech Writing, Android, Microsoft Office, Business Japanese, Social Media Marketing, Marketing, CSS, HTML, WordPress, Photoshop, Adobe Illustrator, iPhone, Typing, Leadership, PowerPoint, Research, Microsoft Excel, Public Speaking, Management, Microsoft Word, Social Media, Event Planning, Editing
Education
University of California, Los Angeles - School of Law 2013 — 2016
Juris Doctorate, Law, 2L
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Communication; Japanese Language
Waseda University 2010 — 2011
Andersen Tax June 2015 - Present
Los Angeles District Attorney's Office May 2014 - August 2014
Jibun Mirai Associe July 2012 - July 2013
Self Employed 2012 - 2013
Sustainable World Coalition February 2012 - May 2012
Follett Higher Education Group August 2011 - May 2012
Word Of Mouth September 2008 - May 2012
Sustainable World Coalition May 2011 - January 2012
City of San Rafael Child Care Center July 2010 - August 2010
Follett Higher Education Group August 2009 - June 2010
Skills
Leadership Development, Speech Writing, Android, Microsoft Office, Business Japanese, Social Media Marketing, Marketing, CSS, HTML, WordPress, Photoshop, Adobe Illustrator, iPhone, Typing, Leadership, PowerPoint, Research, Microsoft Excel, Public Speaking, Management, Microsoft Word, Social Media, Event Planning, Editing
Education
University of California, Los Angeles - School of Law 2013 — 2016
Juris Doctorate, Law, 2L
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Communication; Japanese Language
Waseda University 2010 — 2011
Andrew Basney's Andersen Tax Experience July 2006 - October 2009
Job Tax Member/Partner at Topel Forman, LLC
Industry Accounting
Experience
Topel Forman, LLC October 2009 - Present
Andersen Tax July 2006 - October 2009
PricewaterhouseCoopers February 2005 - July 2006
KPMG September 1998 - January 2005
Skills
High Net Worth..., Roth Conversions, Tax Compliance, Tax Preparation, Tax Research, Estate Tax Planning, Client Services, Developing Client..., People Management, Mentoring, GoFileRoom, Charitable Gift Planning, Donor Advised Funds, Tax, Partnership Taxation, Financial Services, Management, QuickBooks, Roth IRA, S Corporations, Financial Planners, Auditing, Strategic Financial..., Accounting, Tax Accounting, Corporate Tax, Income Tax, International Tax, US Tax, Preparation, Tax Returns, Financial Planning, CPA
Education
Northeastern University 2005 — 2008
Masters of Science, Taxation, Boston, MA
Babson College 1998 — 1998
Undergraduate Tax, Audit and Accounting Courses
Bucknell University 1994 — 1998
Bachelor of Arts, Economics, Lewisburg, PA
Topel Forman, LLC October 2009 - Present
Andersen Tax July 2006 - October 2009
PricewaterhouseCoopers February 2005 - July 2006
KPMG September 1998 - January 2005
Skills
High Net Worth..., Roth Conversions, Tax Compliance, Tax Preparation, Tax Research, Estate Tax Planning, Client Services, Developing Client..., People Management, Mentoring, GoFileRoom, Charitable Gift Planning, Donor Advised Funds, Tax, Partnership Taxation, Financial Services, Management, QuickBooks, Roth IRA, S Corporations, Financial Planners, Auditing, Strategic Financial..., Accounting, Tax Accounting, Corporate Tax, Income Tax, International Tax, US Tax, Preparation, Tax Returns, Financial Planning, CPA
Education
Northeastern University 2005 — 2008
Masters of Science, Taxation, Boston, MA
Babson College 1998 — 1998
Undergraduate Tax, Audit and Accounting Courses
Bucknell University 1994 — 1998
Bachelor of Arts, Economics, Lewisburg, PA
Jarryd Johnson Jarryd Johnson's Andersen Tax Experience January 2011 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2011 - Present
Skills
QuickBooks, Financial Analysis, Tax Research, Mergers & Acquisitions, Partnership Taxation, General Ledger, Estate Planning, Finance, Tax Accounting, CPA, Investments, Account Reconciliation, State Tax, International Tax, Bookkeeping, Valuation, US Tax, Corporate Law, Tax Advisory
Education
California State University-East Bay
Master's degree, Taxation
University of California, Davis
Bachelor's degree, Double Major - Economics & Communications
Andersen Tax January 2011 - Present
Skills
QuickBooks, Financial Analysis, Tax Research, Mergers & Acquisitions, Partnership Taxation, General Ledger, Estate Planning, Finance, Tax Accounting, CPA, Investments, Account Reconciliation, State Tax, International Tax, Bookkeeping, Valuation, US Tax, Corporate Law, Tax Advisory
Education
California State University-East Bay
Master's degree, Taxation
University of California, Davis
Bachelor's degree, Double Major - Economics & Communications
John Lefrancois Jr John Lefrancois Jr's Andersen Tax Experience January 2013 - Present
Job Tax Associate at WTAS
Industry Accounting
Experience
Andersen Tax January 2013 - Present
JDL Productions August 2007 - December 2012
Bryant Accounting Association April 2011 - December 2011
Citizens Bank June 2011 - November 2011
Fisher PC January 2011 - April 2011
Skills
Accounting, QuickBooks, Finance, Financial Statements, Bookkeeping, Bank Reconciliation, Tax Returns, Process Improvement, Management, Business Planning, Balance, Project Planning, Deferred Compensation, Tax Preparation, Tax
Education
Bryant University 2008 — 2011
Bachelors of Science, Business Administration Accounting Major
Andersen Tax January 2013 - Present
JDL Productions August 2007 - December 2012
Bryant Accounting Association April 2011 - December 2011
Citizens Bank June 2011 - November 2011
Fisher PC January 2011 - April 2011
Skills
Accounting, QuickBooks, Finance, Financial Statements, Bookkeeping, Bank Reconciliation, Tax Returns, Process Improvement, Management, Business Planning, Balance, Project Planning, Deferred Compensation, Tax Preparation, Tax
Education
Bryant University 2008 — 2011
Bachelors of Science, Business Administration Accounting Major
Joni Lawrence Joni Lawrence's Andersen Tax Experience June 2015 - August 2015
Job Extern at Office of Chief Counsel
Industry Legal Services
Experience
Office of Chief Counsel September 2015 - Present
Andersen Tax June 2015 - August 2015
SC Senate Judiciary Committee September 2014 - December 2014
Internal Revenue Service June 2014 - July 2014
University of Bonn May 2014 - June 2014
BMA December 2012 - August 2013
Education
Brigham Young University—J. Reuben Clark Law School 2013 — 2016
Doctor of Law (JD)
Brigham Young University 2006 — 2013
Master of Accounting- Tax Emphasis
Office of Chief Counsel September 2015 - Present
Andersen Tax June 2015 - August 2015
SC Senate Judiciary Committee September 2014 - December 2014
Internal Revenue Service June 2014 - July 2014
University of Bonn May 2014 - June 2014
BMA December 2012 - August 2013
Education
Brigham Young University—J. Reuben Clark Law School 2013 — 2016
Doctor of Law (JD)
Brigham Young University 2006 — 2013
Master of Accounting- Tax Emphasis
David Bradt David Bradt's Andersen Tax Experience June 2002 - Present
Job Managing Director at WTAS LLC
Industry Financial Services
Experience
Andersen Tax June 2002 - Present
Arthur Andersen August 1974 - July 2002
Skills
High Net Worth..., Mergers & Acquisitions, Private Equity, Tax, Corporate Tax, Tax Research, Wealth Management, Business Valuation, Hedge Funds, Tax Accounting, Due Diligence, Mergers, Valuation, Investments, CPA, Financial Structuring, Strategic Financial..., Estate Planning, Venture Capital, Asset Management, Restructuring, Corporate Finance, Alternative Investments, Financial Analysis, Asset Allocation, Securities, Investment Advisory, Financial Planning
Education
Washington and Lee University School of Law 1971 — 1974
JD
Cornell University 1967 — 1971
BS, School of Hotel Administration
Andersen Tax June 2002 - Present
Arthur Andersen August 1974 - July 2002
Skills
High Net Worth..., Mergers & Acquisitions, Private Equity, Tax, Corporate Tax, Tax Research, Wealth Management, Business Valuation, Hedge Funds, Tax Accounting, Due Diligence, Mergers, Valuation, Investments, CPA, Financial Structuring, Strategic Financial..., Estate Planning, Venture Capital, Asset Management, Restructuring, Corporate Finance, Alternative Investments, Financial Analysis, Asset Allocation, Securities, Investment Advisory, Financial Planning
Education
Washington and Lee University School of Law 1971 — 1974
JD
Cornell University 1967 — 1971
BS, School of Hotel Administration
Nano Melkumyan Nano Melkumyan's Andersen Tax Experience 2005 - 2008
Job
Industry Financial Services
Experience
Southern California Edison (SCE) March 2013 - Present
Southern California Edison January 2012 - March 2013
Southern California Edison March 2008 - January 2012
Andersen Tax 2005 - 2008
Los Amigos Research and Education Institute, Inc 2003 - 2005
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing, Accounting, Forecasting, Sarbanes-Oxley Act, Financial Modeling, GAAP, Budgets, Finance, Process Improvement, Account Reconciliation, Financial Statements, Variance Analysis, Fixed Assets, Cash Flow, Analysis, Cross-functional Team..., Management, Banking, Cash Management, Corporate Finance, Strategic Financial..., SAP
Education
Stanford University 2010 — 2012
Stanford Certified Project Manager
University of La Verne 2002 — 2003
Masters of Business Administration
DeVry University 1997 — 2001
Bachelor of Science
Southern California Edison (SCE) March 2013 - Present
Southern California Edison January 2012 - March 2013
Southern California Edison March 2008 - January 2012
Andersen Tax 2005 - 2008
Los Amigos Research and Education Institute, Inc 2003 - 2005
Skills
Financial Reporting, Financial Analysis, Internal Controls, Auditing, Accounting, Forecasting, Sarbanes-Oxley Act, Financial Modeling, GAAP, Budgets, Finance, Process Improvement, Account Reconciliation, Financial Statements, Variance Analysis, Fixed Assets, Cash Flow, Analysis, Cross-functional Team..., Management, Banking, Cash Management, Corporate Finance, Strategic Financial..., SAP
Education
Stanford University 2010 — 2012
Stanford Certified Project Manager
University of La Verne 2002 — 2003
Masters of Business Administration
DeVry University 1997 — 2001
Bachelor of Science
Alexis Robertson Alexis Robertson's Andersen Tax Experience May 2013 - Present
Job Tax Assistant
Industry Financial Services
Experience
Andersen Tax May 2013 - Present
T-Mobile December 2007 - May 2013
Washington Mutual Bank February 2007 - December 2007
Skills
SAP, Leadership, Accounts Payable, Outlook, Process Improvement
Education
Oklahoma State University 2004 — 2006
Bachelor of Science (B.S.), Sociology
Bellevue Community College 2002 — 2004
Sociology
Andersen Tax May 2013 - Present
T-Mobile December 2007 - May 2013
Washington Mutual Bank February 2007 - December 2007
Skills
SAP, Leadership, Accounts Payable, Outlook, Process Improvement
Education
Oklahoma State University 2004 — 2006
Bachelor of Science (B.S.), Sociology
Bellevue Community College 2002 — 2004
Sociology
Wayne Trumbull Wayne Trumbull's Andersen Tax Experience June 2014 - Present
Job Managing Director at Andersen Tax
Industry
Experience
Andersen Tax June 2014 - Present
True Partners Consulting October 2011 - May 2014
Affinity Tax Group LLC February 2006 - October 2011
Ernst & Young September 1997 - February 2006
Grant Thornton LLP 1989 - 1991
Skills
Tax Research, Accounting, International Tax, SEC filings, Forensic Accounting, CPA, Transfer Pricing, Business Valuation, Restructuring, Private Equity, Tax Returns, Mergers & Acquisitions, Due Diligence, Tax Preparation
Education
Pace University School of Law 1997 — 1999
Juris Doctorate, Tax Law/Taxation
Adelphi University 1987 — 1989
Bachelor of Arts (BA), Accounting
Andersen Tax June 2014 - Present
True Partners Consulting October 2011 - May 2014
Affinity Tax Group LLC February 2006 - October 2011
Ernst & Young September 1997 - February 2006
Grant Thornton LLP 1989 - 1991
Skills
Tax Research, Accounting, International Tax, SEC filings, Forensic Accounting, CPA, Transfer Pricing, Business Valuation, Restructuring, Private Equity, Tax Returns, Mergers & Acquisitions, Due Diligence, Tax Preparation
Education
Pace University School of Law 1997 — 1999
Juris Doctorate, Tax Law/Taxation
Adelphi University 1987 — 1989
Bachelor of Arts (BA), Accounting
John Nestor John Nestor's Andersen Tax Experience January 2006 - Present
Job Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2006 - Present
Ernst & Young September 1999 - December 2005
Skills
Tax, Partnership Taxation, Strategic Financial..., CPA, Estate Planning, Tax Returns, High Net Worth..., Tax Accounting, Income Tax, Tax Research, Retirement Planning, Tax Advisory, Tax Preparation, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
Master's, Financial Planning/Taxation
Northeastern University 1994 — 1999
Bachelor's, Business - Accounting
Andersen Tax January 2006 - Present
Ernst & Young September 1999 - December 2005
Skills
Tax, Partnership Taxation, Strategic Financial..., CPA, Estate Planning, Tax Returns, High Net Worth..., Tax Accounting, Income Tax, Tax Research, Retirement Planning, Tax Advisory, Tax Preparation, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
Master's, Financial Planning/Taxation
Northeastern University 1994 — 1999
Bachelor's, Business - Accounting
Brian Beck Brian Beck's Andersen Tax Experience May 2013 - March 2015
Job Associate at Holland & Knight
Industry Law Practice
Experience
Holland & Knight LLP April 2015 - Present
Andersen Tax May 2013 - March 2015
Wood LLP December 2011 - February 2013
KPMG June 2010 - November 2011
Cadwalader, Wickersham & Taft LLP August 2008 - January 2009
The Regents of the University of California May 2006 - August 2006
Skills
Legal Research, Tax Law, Litigation, Commercial Litigation, Corporate Law, Due Diligence, Mergers & Acquisitions, Intellectual Property, Tax, Securities, Joint Ventures, Civil Litigation, Corporate Tax, Corporate Governance, Legal Writing
Education
New York University School of Law 2009 — 2010
LL.M., Tax
University of California, Berkeley - School of Law 2005 — 2008
J.D.
University of California, Los Angeles 2001 — 2005
M.A., Classics
Columbia College (NY) 1996 — 2000
B.A., Ancient Studies
Mills High School, Millbrae, CA
High School Diploma
Holland & Knight LLP April 2015 - Present
Andersen Tax May 2013 - March 2015
Wood LLP December 2011 - February 2013
KPMG June 2010 - November 2011
Cadwalader, Wickersham & Taft LLP August 2008 - January 2009
The Regents of the University of California May 2006 - August 2006
Skills
Legal Research, Tax Law, Litigation, Commercial Litigation, Corporate Law, Due Diligence, Mergers & Acquisitions, Intellectual Property, Tax, Securities, Joint Ventures, Civil Litigation, Corporate Tax, Corporate Governance, Legal Writing
Education
New York University School of Law 2009 — 2010
LL.M., Tax
University of California, Berkeley - School of Law 2005 — 2008
J.D.
University of California, Los Angeles 2001 — 2005
M.A., Classics
Columbia College (NY) 1996 — 2000
B.A., Ancient Studies
Mills High School, Millbrae, CA
High School Diploma
Brian Keegan Brian Keegan's Andersen Tax Experience June 2013 - August 2013
Job Student at New York University
Industry Law Practice
Experience
Andersen Tax June 2013 - August 2013
University of San Francisco May 2012 - February 2013
Hertz September 2007 - March 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
New York University School of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
University of San Francisco School of Law 2011 — 2014
Juris Doctor (J.D.)
Boston College 2001 — 2005
Bachelor's Degree, Mathematics
Andersen Tax June 2013 - August 2013
University of San Francisco May 2012 - February 2013
Hertz September 2007 - March 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
New York University School of Law 2014 — 2015
Master of Laws (LL.M.), Taxation
University of San Francisco School of Law 2011 — 2014
Juris Doctor (J.D.)
Boston College 2001 — 2005
Bachelor's Degree, Mathematics
Ryan Dayton's Andersen Tax Experience July 2010 - December 2012
Job Tax Manager at Clark Realty Capital
Industry Accounting
Experience
Clark Realty Capital November 2014 - Present
Clark Realty Capital December 2012 - November 2014
Andersen Tax July 2010 - December 2012
BYU Harold B. Lee Library February 2008 - May 2010
Skills
Partnership Taxation, Tax Research, S Corporations, Individual Taxation, Tax Compliance, Corporate Taxation, Sarbanes-Oxley Section..., Microsoft Excel, CCH ProSystem fx, Technical Writing, Spanish, ASC 740: Accounting for..., Investment Consulting, Corporate Tax, Tax
Education
Brigham Young University 2009 — 2010
Master of Accountancy, Taxation
Brigham Young University 2003 — 2008
Bachelor of Science (B.S.), Accounting
Clark Realty Capital November 2014 - Present
Clark Realty Capital December 2012 - November 2014
Andersen Tax July 2010 - December 2012
BYU Harold B. Lee Library February 2008 - May 2010
Skills
Partnership Taxation, Tax Research, S Corporations, Individual Taxation, Tax Compliance, Corporate Taxation, Sarbanes-Oxley Section..., Microsoft Excel, CCH ProSystem fx, Technical Writing, Spanish, ASC 740: Accounting for..., Investment Consulting, Corporate Tax, Tax
Education
Brigham Young University 2009 — 2010
Master of Accountancy, Taxation
Brigham Young University 2003 — 2008
Bachelor of Science (B.S.), Accounting
Kathryn Washburn, CPA Kathryn Washburn, CPA's Andersen Tax Experience July 2014 - July 2015
Job Tax Associate at Grant Thornton LLP
Industry Accounting
Experience
Andersen Tax July 2014 - July 2015
BDO USA, LLP January 2014 - March 2014
Niner Wine Estates March 2011 - August 2013
Moss Levy & Hartzheim LLP May 2012 - December 2012
Internal Revenue Service January 2012 - March 2012
Skills
CPA, Auditing, Financial Accounting, Tax, Accounting, US GAAP, Cash Flow, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Master of Science (MS), Taxation
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration, Accounting
Andersen Tax July 2014 - July 2015
BDO USA, LLP January 2014 - March 2014
Niner Wine Estates March 2011 - August 2013
Moss Levy & Hartzheim LLP May 2012 - December 2012
Internal Revenue Service January 2012 - March 2012
Skills
CPA, Auditing, Financial Accounting, Tax, Accounting, US GAAP, Cash Flow, Microsoft Word
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Master of Science (MS), Taxation
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Administration, Accounting
Dallas Dean Dallas Dean's Andersen Tax Experience January 2013 - Present
Job Tax Associate at Andersen Tax
Industry Legal Services
Experience
Andersen Tax January 2013 - Present
Brigham Young University October 2011 - November 2012
J Reuben Clark School of Law - Brigham Young University August 2009 - April 2012
United States Tax Court June 2011 - July 2011
Internal Revenue Service - Office of Chief Counsel January 2011 - April 2011
United Way of America January 2010 - April 2011
Devonshires June 2010 - July 2010
Utah County Public Defenders May 2010 - May 2010
Skills
Medical Malpractice, Westlaw, Legal Research, Legal Writing, Litigation, Criminal Law, Tax Law, Bankruptcy, Estate Planning, Editing, Research, Public Speaking, Spanish
Education
Brigham Young University—J. Reuben Clark Law School 2009 — 2012
Doctor of Law (JD)
University of Utah 2006 — 2008
BA, English
Andersen Tax January 2013 - Present
Brigham Young University October 2011 - November 2012
J Reuben Clark School of Law - Brigham Young University August 2009 - April 2012
United States Tax Court June 2011 - July 2011
Internal Revenue Service - Office of Chief Counsel January 2011 - April 2011
United Way of America January 2010 - April 2011
Devonshires June 2010 - July 2010
Utah County Public Defenders May 2010 - May 2010
Skills
Medical Malpractice, Westlaw, Legal Research, Legal Writing, Litigation, Criminal Law, Tax Law, Bankruptcy, Estate Planning, Editing, Research, Public Speaking, Spanish
Education
Brigham Young University—J. Reuben Clark Law School 2009 — 2012
Doctor of Law (JD)
University of Utah 2006 — 2008
BA, English
Elliot Richman Elliot Richman's Andersen Tax Experience July 2002 - May 2009
Job Chief Operating Officer at Romano Law Group
Industry Law Practice
Experience
Romano Law Group August 2011 - Present
Travelers October 2009 - July 2011
Andersen Tax July 2002 - May 2009
Arthur Andersen LLP January 1997 - July 2002
Education
Albany Law School of Union University 1993 — 1996
Doctor of Law (J.D.), Law
Binghamton University 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Romano Law Group August 2011 - Present
Travelers October 2009 - July 2011
Andersen Tax July 2002 - May 2009
Arthur Andersen LLP January 1997 - July 2002
Education
Albany Law School of Union University 1993 — 1996
Doctor of Law (J.D.), Law
Binghamton University 1989 — 1993
Bachelor of Arts (B.A.), Political Science
John Yi's Andersen Tax Experience July 2014 - Present
Job Associate at Andersen Tax
Industry Higher Education
Experience
Andersen Tax July 2014 - Present
Andersen Tax June 2013 - August 2013
Xpert Financial June 2011 - August 2011
Ryker eDiscovery June 2011 - July 2011
Blue Bird Cleaners September 2009 - June 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Business Administration
Menlo School 2006 — 2010
Andersen Tax July 2014 - Present
Andersen Tax June 2013 - August 2013
Xpert Financial June 2011 - August 2011
Ryker eDiscovery June 2011 - July 2011
Blue Bird Cleaners September 2009 - June 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Business Administration
Menlo School 2006 — 2010
Rick Long, CPA Rick Long, CPA's Andersen Tax Experience June 2015 - Present
Job Tax Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - Present
BDO USA, LLP June 2013 - Present
BDO USA, LLP May 2011 - May 2013
Jones, Schiller & Company February 2011 - May 2011
Eichstaedt & Devereaux, LLP July 2008 - July 2010
WEL & Co June 2007 - August 2007
Skills
Tax Research, Tax, Corporate Tax, GAAP, Tax Accounting, Partnership Taxation, US GAAP, Tax Preparation
Education
Golden Gate University 2011 — 2013
Masters, Taxation
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Business; Accounting
The University of Queensland
Andersen Tax June 2015 - Present
BDO USA, LLP June 2013 - Present
BDO USA, LLP May 2011 - May 2013
Jones, Schiller & Company February 2011 - May 2011
Eichstaedt & Devereaux, LLP July 2008 - July 2010
WEL & Co June 2007 - August 2007
Skills
Tax Research, Tax, Corporate Tax, GAAP, Tax Accounting, Partnership Taxation, US GAAP, Tax Preparation
Education
Golden Gate University 2011 — 2013
Masters, Taxation
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Science, Business; Accounting
The University of Queensland
Dave Merrill Dave Merrill's Andersen Tax Experience May 2009 - Present
Job Manager at AndersenTax
Industry Accounting
Experience
Andersen Tax May 2009 - Present
BYU Library Business Office March 2006 - May 2009
Ace Ads May 2007 - October 2008
Skills
Tax Returns, Tax Preparation, Accounting Method..., High Net Worth..., Tax Advisory, ASC 740, Accounting, CCH ProSystem fx, Tax Research, FIN 48, Tax Accounting, Account Reconciliation, Partnership Taxation, Tax, Corporate Tax
Education
Brigham Young University 2005 — 2009
Bachelor of Science, Accounting
Brigham Young University 2005 — 2009
Master of Accountancy, Tax
Andersen Tax May 2009 - Present
BYU Library Business Office March 2006 - May 2009
Ace Ads May 2007 - October 2008
Skills
Tax Returns, Tax Preparation, Accounting Method..., High Net Worth..., Tax Advisory, ASC 740, Accounting, CCH ProSystem fx, Tax Research, FIN 48, Tax Accounting, Account Reconciliation, Partnership Taxation, Tax, Corporate Tax
Education
Brigham Young University 2005 — 2009
Bachelor of Science, Accounting
Brigham Young University 2005 — 2009
Master of Accountancy, Tax
Debbie McGee Debbie McGee's Andersen Tax Experience July 2002 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2002 - Present
Arthur Andersen 1983 - 2002
Andersen 1983 - 2002
Education
California State University-Long Beach - College of Business Administration 1979 — 1983
bs, accounting
Andersen Tax July 2002 - Present
Arthur Andersen 1983 - 2002
Andersen 1983 - 2002
Education
California State University-Long Beach - College of Business Administration 1979 — 1983
bs, accounting
Jason C. Graham's Andersen Tax Experience July 2002 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2002 - Present
Arthur Andersen June 1998 - July 2002
Skills
High Net Worth..., Trusts, Financial Reporting, Tax Accounting, Venture Capital, International Tax, Tax Research, Estate Planning, Entrepreneurship, Tax, Income Tax, CPA, Corporate Tax, Estate Tax Planning, Tax Advisory
Education
Brigham Young University 1989 — 1998
Master/Bachelor, Accounting, Tax Emphasis
Andersen Tax July 2002 - Present
Arthur Andersen June 1998 - July 2002
Skills
High Net Worth..., Trusts, Financial Reporting, Tax Accounting, Venture Capital, International Tax, Tax Research, Estate Planning, Entrepreneurship, Tax, Income Tax, CPA, Corporate Tax, Estate Tax Planning, Tax Advisory
Education
Brigham Young University 1989 — 1998
Master/Bachelor, Accounting, Tax Emphasis
Charles Amar's Andersen Tax Experience June 2014 - August 2014
Job Recent Boston College Graduate
Industry Accounting
Experience
Andersen Tax June 2014 - August 2014
Education
Boston College 2011 — 2015
Bachelor of Science, Accounting
Andersen Tax June 2014 - August 2014
Education
Boston College 2011 — 2015
Bachelor of Science, Accounting
Sean Maloney Sean Maloney's Andersen Tax Experience August 2015 - Present
Job Tax Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax August 2015 - Present
Richard S. Cody Law Office May 2014 - May 2015
UConn Law School September 2012 - May 2015
Citizens Bank June 2012 - June 2014
Rhode Island District Court May 2013 - August 2013
Northeastern University Campus Recreation July 2011 - May 2012
Northeastern University January 2009 - May 2012
Cengage Learning January 2011 - December 2011
Northeastern University July 2010 - June 2011
Cetrulo & Capone LLP January 2010 - June 2010
Skills
PowerPoint, Social Media, Outlook, Access, Microsoft Word, Microsoft Excel, Stata, Community Outreach, Student Affairs, Leadership, Nonprofits, Research, Event Planning, Higher Education, Time Management
Education
University of Connecticut School of Law 2012 — 2015
Doctor of Law (J.D.), Tax Studies
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Political Science/Economics
North Attleboro High School 2003 — 2007
High School, General
Andersen Tax August 2015 - Present
Richard S. Cody Law Office May 2014 - May 2015
UConn Law School September 2012 - May 2015
Citizens Bank June 2012 - June 2014
Rhode Island District Court May 2013 - August 2013
Northeastern University Campus Recreation July 2011 - May 2012
Northeastern University January 2009 - May 2012
Cengage Learning January 2011 - December 2011
Northeastern University July 2010 - June 2011
Cetrulo & Capone LLP January 2010 - June 2010
Skills
PowerPoint, Social Media, Outlook, Access, Microsoft Word, Microsoft Excel, Stata, Community Outreach, Student Affairs, Leadership, Nonprofits, Research, Event Planning, Higher Education, Time Management
Education
University of Connecticut School of Law 2012 — 2015
Doctor of Law (J.D.), Tax Studies
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Political Science/Economics
North Attleboro High School 2003 — 2007
High School, General
George Chelius's Andersen Tax Experience January 2015 - Present
Job Tax Attorney
Industry Legal Services
Experience
Andersen Tax January 2015 - Present
George L. Chelius, P.L.C. January 2014 - December 2014
Pacific Coast Real Estate Advisors June 2007 - November 2014
Tax Appeals Assistance Program January 2013 - May 2014
Bettinger Law October 2013 - January 2014
United States Bankruptcy Appellate Panel of the Ninth Circuit May 2012 - August 2012
United States Bankruptcy Court for the Central District of California January 2012 - May 2012
Skills
Coaching, Cross-functional Team..., Legal Writing, Real Estate, Real Estate Transactions, Sales Management, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Legal Research, Bankruptcy, Litigation, Mediation, Civil Litigation, Appeals, Commercial Real Estate, Estate Planning, Westlaw, Licensing, Commercial Litigation, Trials, Tax Law, Corporate Law, Legal Issues, Courts, Legal Assistance, Trademarks
Education
Loyola Law School, Los Angeles 2013 — 2014
Master of Laws (LLM) with Distinction, Taxation
Chapman University, School of Law 2010 — 2013
JD
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
Master of Business Administration (MBA)
Corona del Mar HS
Harbor Day School
University of California, Irvine
Bachelor of Arts (BA), History
Andersen Tax January 2015 - Present
George L. Chelius, P.L.C. January 2014 - December 2014
Pacific Coast Real Estate Advisors June 2007 - November 2014
Tax Appeals Assistance Program January 2013 - May 2014
Bettinger Law October 2013 - January 2014
United States Bankruptcy Appellate Panel of the Ninth Circuit May 2012 - August 2012
United States Bankruptcy Court for the Central District of California January 2012 - May 2012
Skills
Coaching, Cross-functional Team..., Legal Writing, Real Estate, Real Estate Transactions, Sales Management, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Legal Research, Bankruptcy, Litigation, Mediation, Civil Litigation, Appeals, Commercial Real Estate, Estate Planning, Westlaw, Licensing, Commercial Litigation, Trials, Tax Law, Corporate Law, Legal Issues, Courts, Legal Assistance, Trademarks
Education
Loyola Law School, Los Angeles 2013 — 2014
Master of Laws (LLM) with Distinction, Taxation
Chapman University, School of Law 2010 — 2013
JD
University of California, Irvine - The Paul Merage School of Business 2003 — 2006
Master of Business Administration (MBA)
Corona del Mar HS
Harbor Day School
University of California, Irvine
Bachelor of Arts (BA), History
Evan Speece's Andersen Tax Experience June 2011 - August 2012
Job Sr. Financial Analyst M&A | Strategy | Corporate Finance at NRG Energy
Industry Oil & Energy
Experience
NRG Energy January 2015 - Present
1740 Associates, LP September 2006 - Present
Strata Solar, LLC October 2014 - December 2014
Blackstone Entrepreneurs Network December 2013 - October 2014
Chatham Financial May 2014 - August 2014
Jacobs Capital January 2014 - May 2014
Ernst & Young August 2012 - August 2013
Andersen Tax June 2011 - August 2012
Andersen Tax July 2009 - June 2011
The Reinvestment Fund May 2008 - August 2008
Skills
Tax, Tax Compliance, Financial Reporting, Financial Modeling, Private Equity, Real Estate, High Net Worth..., Venture Capital, Hedge Funds, Account Reconciliation, Due Diligence, Derivatives, Valuation, Investments, Analysis, Equities, Mergers & Acquisitions, Finance, Entrepreneurship
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Energy Finance
Boston College 2006 — 2009
BS, Finance, Accounting
NRG Energy January 2015 - Present
1740 Associates, LP September 2006 - Present
Strata Solar, LLC October 2014 - December 2014
Blackstone Entrepreneurs Network December 2013 - October 2014
Chatham Financial May 2014 - August 2014
Jacobs Capital January 2014 - May 2014
Ernst & Young August 2012 - August 2013
Andersen Tax June 2011 - August 2012
Andersen Tax July 2009 - June 2011
The Reinvestment Fund May 2008 - August 2008
Skills
Tax, Tax Compliance, Financial Reporting, Financial Modeling, Private Equity, Real Estate, High Net Worth..., Venture Capital, Hedge Funds, Account Reconciliation, Due Diligence, Derivatives, Valuation, Investments, Analysis, Equities, Mergers & Acquisitions, Finance, Entrepreneurship
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Energy Finance
Boston College 2006 — 2009
BS, Finance, Accounting
Dorice Pepin's Andersen Tax Experience January 2007 - Present
Job Managing Director Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2007 - Present
Northern Illinois University July 1999 - Present
Chicago Metropolitan Battered Women's Network 2007 - 2011
DePaul University 2002 - 2006
True Partners Consulting August 2004 - December 2005
Deloitte 2002 - 2004
Deloitte & Touche LLP 2002 - 2004
Arthur Andersen 1987 - 2002
Altschuler, Melvoin and Glasser 1986 - 1987
New York State Department of Tax and Finance 1981 - 1985
Skills
Corporate Tax, Sarbanes-Oxley Act, Tax, Tax Research, Management, Tax Accounting, Financial Accounting, Tax Law, Sales Tax, Budgets, Tax Preparation, Due Diligence, International Tax, Accounting, Tax Returns, Financial Reporting, Auditing, Income Tax, Tax Advisory, Forensic Accounting, Financial Analysis, CPA, Valuation, Strategic Financial..., SEC filings, Internal Controls, GAAP, Mergers & Acquisitions
Education
DePaul University 1977 — 1981
Master of Science (M.S.), Taxation
DePaul University 1977 — 1981
Bachelor of Science (B.S.), Accountancy
Andersen Tax January 2007 - Present
Northern Illinois University July 1999 - Present
Chicago Metropolitan Battered Women's Network 2007 - 2011
DePaul University 2002 - 2006
True Partners Consulting August 2004 - December 2005
Deloitte 2002 - 2004
Deloitte & Touche LLP 2002 - 2004
Arthur Andersen 1987 - 2002
Altschuler, Melvoin and Glasser 1986 - 1987
New York State Department of Tax and Finance 1981 - 1985
Skills
Corporate Tax, Sarbanes-Oxley Act, Tax, Tax Research, Management, Tax Accounting, Financial Accounting, Tax Law, Sales Tax, Budgets, Tax Preparation, Due Diligence, International Tax, Accounting, Tax Returns, Financial Reporting, Auditing, Income Tax, Tax Advisory, Forensic Accounting, Financial Analysis, CPA, Valuation, Strategic Financial..., SEC filings, Internal Controls, GAAP, Mergers & Acquisitions
Education
DePaul University 1977 — 1981
Master of Science (M.S.), Taxation
DePaul University 1977 — 1981
Bachelor of Science (B.S.), Accountancy
Kathryn Mathieson, CPA's Andersen Tax Experience January 2015 - Present
Job Tax Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
McGladrey October 2014 - January 2015
McGladrey September 2008 - October 2014
RSM McGladrey June 2007 - August 2007
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2007
Andersen Tax January 2015 - Present
McGladrey October 2014 - January 2015
McGladrey September 2008 - October 2014
RSM McGladrey June 2007 - August 2007
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2007
Julian Blumberg, CPA, CGMA, MBA's Andersen Tax Experience October 2009 - August 2011
Job Private Equity Fund Senior Accountant / Professor of Accountancy
Industry Accounting
Experience
Comvest Partners March 2015 - Present
Investor Growth Capital February 2013 - February 2015
Baruch College January 2014 - December 2014
SS&C GlobeOp September 2011 - February 2013
Andersen Tax October 2009 - August 2011
1199 National Benefit Fund 2007 - 2009
American International Group, Inc. July 2006 - August 2007
Buchbinder Tunick & Company LLP 2005 - 2005
Skills
Financial Reporting, Accounting, Financial Statements, Budgets, Financial Analysis, Financial Modeling, GAAP, Financial Accounting, Microsoft Excel, Bloomberg, PeopleSoft, Process Improvement, Auditing, PowerPoint, General Ledger, Income Tax, Tax Preparation, Tax Advisory, Tax Law
Education
Baruch College 2009 — 2012
MBA, Finance
New York University 2002 — 2006
BA, Accounting and History
Comvest Partners March 2015 - Present
Investor Growth Capital February 2013 - February 2015
Baruch College January 2014 - December 2014
SS&C GlobeOp September 2011 - February 2013
Andersen Tax October 2009 - August 2011
1199 National Benefit Fund 2007 - 2009
American International Group, Inc. July 2006 - August 2007
Buchbinder Tunick & Company LLP 2005 - 2005
Skills
Financial Reporting, Accounting, Financial Statements, Budgets, Financial Analysis, Financial Modeling, GAAP, Financial Accounting, Microsoft Excel, Bloomberg, PeopleSoft, Process Improvement, Auditing, PowerPoint, General Ledger, Income Tax, Tax Preparation, Tax Advisory, Tax Law
Education
Baruch College 2009 — 2012
MBA, Finance
New York University 2002 — 2006
BA, Accounting and History
J. Dee Itri's Andersen Tax Experience September 2008 - February 2011
Job Product Strategist at Canopy Tax
Industry Computer Software
Experience
Canopy Tax June 2015 - Present
Grant Thornton LLP February 2011 - June 2015
Andersen Tax September 2008 - February 2011
Ernst & Young June 2007 - August 2007
Skills
C Corporation Taxation, S Corporation Taxation, Partnership Taxation, Accounting, Tax Accounting, Tax, GoSystems, CPA, Tax Preparation, QuickBooks, S Corporations, C-Corp, Income Tax, Corporate Tax, Tax Research, GAAP, US GAAP, International Tax, Financial Statements, SEC filings, Business Valuation
Education
Brigham Young University 2001 — 2008
Master of Accountancy - Tax, Accounting
Canopy Tax June 2015 - Present
Grant Thornton LLP February 2011 - June 2015
Andersen Tax September 2008 - February 2011
Ernst & Young June 2007 - August 2007
Skills
C Corporation Taxation, S Corporation Taxation, Partnership Taxation, Accounting, Tax Accounting, Tax, GoSystems, CPA, Tax Preparation, QuickBooks, S Corporations, C-Corp, Income Tax, Corporate Tax, Tax Research, GAAP, US GAAP, International Tax, Financial Statements, SEC filings, Business Valuation
Education
Brigham Young University 2001 — 2008
Master of Accountancy - Tax, Accounting
Tanner Wickes's Andersen Tax Experience August 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2014 - Present
Mutual Law Group June 2013 - November 2013
Alameda County Superior Court June 2012 - August 2012
Alameda County Superior Court June 2011 - September 2011
Otis Spunkmeyer August 2007 - August 2010
Skills
Research, Food, Data Analysis
Education
University of California, Davis - Graduate School of Management 2011 — 2014
MBA
University of California, Davis - School of Law 2010 — 2014
JD
Le Cordon Bleu, London Culinary Arts Institute 2006 — 2007
Gran Diplome, Culinary
Brigham Young University 1999 — 2006
BS, Food Science
Andersen Tax August 2014 - Present
Mutual Law Group June 2013 - November 2013
Alameda County Superior Court June 2012 - August 2012
Alameda County Superior Court June 2011 - September 2011
Otis Spunkmeyer August 2007 - August 2010
Skills
Research, Food, Data Analysis
Education
University of California, Davis - Graduate School of Management 2011 — 2014
MBA
University of California, Davis - School of Law 2010 — 2014
JD
Le Cordon Bleu, London Culinary Arts Institute 2006 — 2007
Gran Diplome, Culinary
Brigham Young University 1999 — 2006
BS, Food Science
Elizabeth Lee's Andersen Tax Experience March 2015 - Present
Job Recruiting Manager at Andersen Tax
Industry Legal Services
Experience
Andersen Tax March 2015 - Present
Greenberg Traurig August 2002 - March 2015
Riddell Williams P.S. February 1999 - May 2002
Deloitte September 1996 - February 1999
Skills
Negotiation, Recruiting, Employee Relations, Sourcing, Mentoring, Strategic Planning, Student Recruiting, Budget Management, Full-life Cycle..., Event Planning, Onboarding, Applicant Tracking...
Education
DePauw University
B.A., Sociology
Andersen Tax March 2015 - Present
Greenberg Traurig August 2002 - March 2015
Riddell Williams P.S. February 1999 - May 2002
Deloitte September 1996 - February 1999
Skills
Negotiation, Recruiting, Employee Relations, Sourcing, Mentoring, Strategic Planning, Student Recruiting, Budget Management, Full-life Cycle..., Event Planning, Onboarding, Applicant Tracking...
Education
DePauw University
B.A., Sociology
Peter Crocco, CPA's Andersen Tax Experience June 2014 - Present
Job Highly experienced tax practioner that assists clients in minimizing risk with respect to tax reporting under ASC 740.
Industry Accounting
Experience
Andersen Tax June 2014 - Present
True Partners October 2011 - May 2014
Affinity Tax Group LLC October 2004 - October 2011
E & Y October 1999 - October 2004
PricewaterhouseCoopers December 1995 - October 1999
Skills
Tax, Corporate Tax, International Tax, Tax Research, Income Tax, Tax Advisory, Sarbanes-Oxley Act, Tax Returns, CPA, SEC filings, Tax Preparation, Transfer Pricing
Education
American University - Kogod School of Business 1997 — 1998
Taxation
Long Island University, C.W. Post Campus 1991 — 1995
Andersen Tax June 2014 - Present
True Partners October 2011 - May 2014
Affinity Tax Group LLC October 2004 - October 2011
E & Y October 1999 - October 2004
PricewaterhouseCoopers December 1995 - October 1999
Skills
Tax, Corporate Tax, International Tax, Tax Research, Income Tax, Tax Advisory, Sarbanes-Oxley Act, Tax Returns, CPA, SEC filings, Tax Preparation, Transfer Pricing
Education
American University - Kogod School of Business 1997 — 1998
Taxation
Long Island University, C.W. Post Campus 1991 — 1995
Brooke (Dow) Field's Andersen Tax Experience July 2007 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2007 - Present
Travelers Insurance 2006 - 2006
Wellesley Hills Group 2006 - 2006
Education
American University, Washington College of Law 2009 — 2012
Juris Doctor, Law
New England School of Law 2009 — 2010
Juris Doctor, Law
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Economics & English
Andersen Tax July 2007 - Present
Travelers Insurance 2006 - 2006
Wellesley Hills Group 2006 - 2006
Education
American University, Washington College of Law 2009 — 2012
Juris Doctor, Law
New England School of Law 2009 — 2010
Juris Doctor, Law
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Economics & English
Ed Culhane's Andersen Tax Experience October 2008 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2008 - Present
UHY Advisors January 2002 - September 2008
Arthur Andersen 1995 - 2002
Skills
Tax, International Tax, SEC filings, Corporate Tax, Tax Accounting, Tax Advisory, Due Diligence, Tax Research, Sarbanes-Oxley Act, Income Tax, Business Valuation, Financial Reporting, Management, Tax Preparation, Mergers & Acquisitions, Corporate Law, Accounting, GAAP, Internal Controls, US GAAP, Auditing, Valuation, Tax Law, Financial Analysis, CPA, SEC Filings, Private Equity, Financial Modeling, Finance, Internal Audit
Education
Boston University School of Law
Master of Laws (LLM), Taxation
Fairfield University
Bachelor of Science (B.S.), Marketing
Suffolk University Law School
Doctor of Law (J.D.)
Andersen Tax October 2008 - Present
UHY Advisors January 2002 - September 2008
Arthur Andersen 1995 - 2002
Skills
Tax, International Tax, SEC filings, Corporate Tax, Tax Accounting, Tax Advisory, Due Diligence, Tax Research, Sarbanes-Oxley Act, Income Tax, Business Valuation, Financial Reporting, Management, Tax Preparation, Mergers & Acquisitions, Corporate Law, Accounting, GAAP, Internal Controls, US GAAP, Auditing, Valuation, Tax Law, Financial Analysis, CPA, SEC Filings, Private Equity, Financial Modeling, Finance, Internal Audit
Education
Boston University School of Law
Master of Laws (LLM), Taxation
Fairfield University
Bachelor of Science (B.S.), Marketing
Suffolk University Law School
Doctor of Law (J.D.)
Peter J. Coscia's Andersen Tax Experience 2002 - Present
Job Managing Director, Andersen Tax
Industry Accounting
Experience
Andersen Tax 2002 - Present
Deloitte Tax, LLP 2002 - 2002
Arthur Andersen, LLP 1990 - 2002
Skills
Income Tax, Private Equity, Corporate Tax, Tax Advisory, International Tax, Tax Accounting, Due Diligence, Tax, Tax Research, High Net Worth..., Sarbanes-Oxley Act, Human Resources, Valuation, Accounting, CPA, Management, Mergers & Acquisitions, Auditing, Tax Preparation
Education
Brooklyn Law School 1988 — 1991
JD
Andersen Tax 2002 - Present
Deloitte Tax, LLP 2002 - 2002
Arthur Andersen, LLP 1990 - 2002
Skills
Income Tax, Private Equity, Corporate Tax, Tax Advisory, International Tax, Tax Accounting, Due Diligence, Tax, Tax Research, High Net Worth..., Sarbanes-Oxley Act, Human Resources, Valuation, Accounting, CPA, Management, Mergers & Acquisitions, Auditing, Tax Preparation
Education
Brooklyn Law School 1988 — 1991
JD
Marilyn Calister's Andersen Tax Experience July 2002 - Present
Job Managing Director, Andersen Tax
Industry Financial Services
Experience
Andersen Tax July 2002 - Present
Andersen Tax 2002 - Present
WTAS LLC 2002 - August 2014
Arthur Andersen September 1990 - July 2002
Arthur Andersen 1990 - 2002
Skills
Tax Advisory, Estate Tax Planning, High Net Worth..., Tax Accounting, CPA, Tax, Tax Preparation, Income Tax, Tax Research, Estate Planning, Trusts, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1990
Master of Business Administration (MBA), Accounting
Queens College 1972 — 1976
BA, Education
Arthur Andersen
Andersen Tax July 2002 - Present
Andersen Tax 2002 - Present
WTAS LLC 2002 - August 2014
Arthur Andersen September 1990 - July 2002
Arthur Andersen 1990 - 2002
Skills
Tax Advisory, Estate Tax Planning, High Net Worth..., Tax Accounting, CPA, Tax, Tax Preparation, Income Tax, Tax Research, Estate Planning, Trusts, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 1985 — 1990
Master of Business Administration (MBA), Accounting
Queens College 1972 — 1976
BA, Education
Arthur Andersen
Jeff Dang's Andersen Tax Experience September 2012 - Present
Job Real Estate Appraiser Anderson Tax
Industry Real Estate
Experience
Andersen Tax September 2012 - Present
Tenderloin Neighborhood Development Corporation October 2010 - June 2012
Commonwealth Companies June 2007 - October 2010
BikeNow, Inc. September 2008 - May 2009
SFClubs June 2008 - August 2008
California Mortgage and Realty, Inc June 2006 - August 2006
Skills
Appraisals, Asset Managment, Real Estate, Real Estate Development, Microsoft Excel, Property Management, Marketing Strategy, Public Speaking, Non-profits, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Valuation, Asset Management, Nonprofits, Leadership
Education
Boston University - School of Management 2005 — 2009
Business Administration, Entrepreneurship and Finance
Appraisal Institute
MAI - Practicing Affiliate
California Real Estate Salesperson License
Andersen Tax September 2012 - Present
Tenderloin Neighborhood Development Corporation October 2010 - June 2012
Commonwealth Companies June 2007 - October 2010
BikeNow, Inc. September 2008 - May 2009
SFClubs June 2008 - August 2008
California Mortgage and Realty, Inc June 2006 - August 2006
Skills
Appraisals, Asset Managment, Real Estate, Real Estate Development, Microsoft Excel, Property Management, Marketing Strategy, Public Speaking, Non-profits, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Valuation, Asset Management, Nonprofits, Leadership
Education
Boston University - School of Management 2005 — 2009
Business Administration, Entrepreneurship and Finance
Appraisal Institute
MAI - Practicing Affiliate
California Real Estate Salesperson License
Christopher Boucher's Andersen Tax Experience June 2008 - June 2009
Job Senior Tax Manager at Apercen Partners LLC
Industry Accounting
Experience
Apercen Partners LLC June 2009 - Present
Andersen Tax June 2008 - June 2009
Orfalea College of Business, Cal Poly State University March 2006 - June 2008
Andersen Tax June 2007 - September 2007
Skills
Accounting, CPA, Venture Capital, Private Equity, Tax, Start-up Consulting, Wealth Preservation..., Charitable Gift Planning, Income Tax, High Net Worth..., Tax Accounting
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Accounting
Apercen Partners LLC June 2009 - Present
Andersen Tax June 2008 - June 2009
Orfalea College of Business, Cal Poly State University March 2006 - June 2008
Andersen Tax June 2007 - September 2007
Skills
Accounting, CPA, Venture Capital, Private Equity, Tax, Start-up Consulting, Wealth Preservation..., Charitable Gift Planning, Income Tax, High Net Worth..., Tax Accounting
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Accounting
Bartel, Michael's Andersen Tax Experience November 2011 - October 2014
Job Tax Manager at McGladrey
Industry Financial Services
Experience
McGladrey November 2014 - Present
Andersen Tax November 2011 - October 2014
KPMG September 2010 - November 2011
JP Morgan Chase December 2006 - April 2010
KPMG, LLP Financial Services October 2005 - November 2006
Skills
Tax, High Net Worth..., Hedge Funds, CPA, FIN 48, Tax Returns, Income Tax, Financial Services, Corporations, Partnerships
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
Masters of Science, Taxation
Bentley University 1991 — 1995
Bachelor of Science, Accountancy
McGladrey November 2014 - Present
Andersen Tax November 2011 - October 2014
KPMG September 2010 - November 2011
JP Morgan Chase December 2006 - April 2010
KPMG, LLP Financial Services October 2005 - November 2006
Skills
Tax, High Net Worth..., Hedge Funds, CPA, FIN 48, Tax Returns, Income Tax, Financial Services, Corporations, Partnerships
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
Masters of Science, Taxation
Bentley University 1991 — 1995
Bachelor of Science, Accountancy
Jackie Orea's Andersen Tax Experience October 2006 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2006 - Present
Andersen Tax 2006 - 2015
Andersen Tax 2006 - 2015
Grant Thornton LLP January 2006 - October 2006
World Savings 2005 - 2005
PricewaterhouseCoopers 1999 - 2004
Commonwealth of Massachusetts 1996 - 1999
Skills
State and Local Tax..., State Tax
Education
Boston University Questrom School of Business 1989 — 1993
BS, Accounting
Mercy High School
Andersen Tax October 2006 - Present
Andersen Tax 2006 - 2015
Andersen Tax 2006 - 2015
Grant Thornton LLP January 2006 - October 2006
World Savings 2005 - 2005
PricewaterhouseCoopers 1999 - 2004
Commonwealth of Massachusetts 1996 - 1999
Skills
State and Local Tax..., State Tax
Education
Boston University Questrom School of Business 1989 — 1993
BS, Accounting
Mercy High School
Jackie Melnick's Andersen Tax Experience November 2013 - Present
Job
Industry Venture Capital & Private Equity
Experience
Andersen Tax November 2013 - Present
Grant Thornton LLP June 2010 - September 2013
JP Morgan Chase July 2008 - April 2010
Ernst & Young January 2007 - June 2008
Bisys Hedge Fund Services July 2004 - December 2006
Deloitte November 2000 - June 2004
Skills
Financial Services, US GAAP, Accounting, Corporate Tax, Asset Management, Tax, Financial Reporting, Due Diligence, Internal Controls, Financial Analysis, International Tax, GAAP, CPA, Private Equity, Hedge Funds
Education
Boston University
Bachelor of Science
Northeastern University
Enrolled
Andersen Tax November 2013 - Present
Grant Thornton LLP June 2010 - September 2013
JP Morgan Chase July 2008 - April 2010
Ernst & Young January 2007 - June 2008
Bisys Hedge Fund Services July 2004 - December 2006
Deloitte November 2000 - June 2004
Skills
Financial Services, US GAAP, Accounting, Corporate Tax, Asset Management, Tax, Financial Reporting, Due Diligence, Internal Controls, Financial Analysis, International Tax, GAAP, CPA, Private Equity, Hedge Funds
Education
Boston University
Bachelor of Science
Northeastern University
Enrolled
Ralph Elder's Andersen Tax Experience May 2012 - Present
Job Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2012 - Present
KPMG May 2002 - May 2012
Arthur Andersen January 1988 - May 2002
Skills
Tax, Tax Research, Tax Accounting, Income Tax, Accounting, Partnership Taxation, CPA, Financial Reporting, Tax Preparation, Corporate Tax, Financial Analysis, GAAP, International Tax, Mergers, SEC filings, Tax Advisory, Tax Returns, US GAAP
Education
Brigham Young University 1978 — 1987
MACC, Accounting and Tax
Andersen Tax May 2012 - Present
KPMG May 2002 - May 2012
Arthur Andersen January 1988 - May 2002
Skills
Tax, Tax Research, Tax Accounting, Income Tax, Accounting, Partnership Taxation, CPA, Financial Reporting, Tax Preparation, Corporate Tax, Financial Analysis, GAAP, International Tax, Mergers, SEC filings, Tax Advisory, Tax Returns, US GAAP
Education
Brigham Young University 1978 — 1987
MACC, Accounting and Tax
Sean Beznicki's Andersen Tax Experience July 2012 - Present
Job Senior Associate, Investment Consulting Services at Andersen Tax, CFA Level 3 Candidate, UConn MBA Finance
Industry Investment Management
Experience
Andersen Tax July 2012 - Present
Andersen Tax July 2011 - July 2012
Yale School of Forestry & Environmental Studies February 2009 - July 2011
Yale School of Management, International Center of Finance September 2008 - February 2009
PIMS September 2007 - September 2008
Skills
Excel, PowerPoint, Word, Microsoft Office
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance, General
Binghamton University 2001 — 2005
BA, Biology
Andersen Tax July 2012 - Present
Andersen Tax July 2011 - July 2012
Yale School of Forestry & Environmental Studies February 2009 - July 2011
Yale School of Management, International Center of Finance September 2008 - February 2009
PIMS September 2007 - September 2008
Skills
Excel, PowerPoint, Word, Microsoft Office
Education
The University of Connecticut School of Business 2009 — 2011
MBA, Finance, General
Binghamton University 2001 — 2005
BA, Biology
Marc Lim's Andersen Tax Experience September 2014 - Present
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax September 2014 - Present
PricewaterhouseCoopers July 2009 - June 2014
PwC June 2002 - April 2005
Arthur Andersen LLP July 1999 - June 2002
Skills
Due Diligence, Corporate Tax, Mergers & Acquisitions, Tax Advisory, Big 4, Income Tax, Tax Accounting
Education
University of Washington School of Law 1997 — 1999
Doctor of Law (J.D.), International Law and Legal Studies
Kanazawa University 1994 — 1995
graduate studies, international relations
the College of Wiliam and Mary 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs
Andersen Tax September 2014 - Present
PricewaterhouseCoopers July 2009 - June 2014
PwC June 2002 - April 2005
Arthur Andersen LLP July 1999 - June 2002
Skills
Due Diligence, Corporate Tax, Mergers & Acquisitions, Tax Advisory, Big 4, Income Tax, Tax Accounting
Education
University of Washington School of Law 1997 — 1999
Doctor of Law (J.D.), International Law and Legal Studies
Kanazawa University 1994 — 1995
graduate studies, international relations
the College of Wiliam and Mary 1989 — 1993
Bachelor of Arts (B.A.), International Relations and Affairs
Jona Ashcroft's Andersen Tax Experience August 2012 - Present
Job Senior Associate, Valuation Services
Industry Financial Services
Experience
Andersen Tax August 2012 - Present
Capital Group May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Capital IQ, Finance, Corporate Finance, Asset Management, Business Valuation, Private Equity, Financial Reporting, Bloomberg Terminal, Venture Capital, Due Diligence, Investments, Public Speaking
Education
Brigham Young University 2005 — 2012
B.S., Business Management, Finance
Andersen Tax August 2012 - Present
Capital Group May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Capital IQ, Finance, Corporate Finance, Asset Management, Business Valuation, Private Equity, Financial Reporting, Bloomberg Terminal, Venture Capital, Due Diligence, Investments, Public Speaking
Education
Brigham Young University 2005 — 2012
B.S., Business Management, Finance
Chuck Chubb's Andersen Tax Experience September 2006 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2006 - Present
KPMG February 2001 - September 2006
Ernst & Young October 1986 - May 1997
Education
Bloomsburg University of Pennsylvania 1974 — 1978
BSBA Business Administrration - Accounting
Andersen Tax September 2006 - Present
KPMG February 2001 - September 2006
Ernst & Young October 1986 - May 1997
Education
Bloomsburg University of Pennsylvania 1974 — 1978
BSBA Business Administrration - Accounting
Eric Garfield, MAI, CCIM's Andersen Tax Experience January 2014 - Present
Job
Industry Real Estate
Experience
Andersen Tax January 2014 - Present
Andersen Tax April 2009 - Present
CCIM Institute April 2009 - June 2011
Beverly Hills Estate Planning Council 2010 - 2011
Appraisal Institute 2000 - 2011
FMV Opinions, Inc. 2003 - 2009
KPMG July 1997 - May 2002
Marcus & Millichap 1994 - 1995
US Senator John Seymour 1992 - 1993
Skills
Conservation Easements, Estate Valuation, Financial Reporting, Valuation, Estate Law, Appraisals
Education
University of San Diego 1996 — 1997
MBA, Real Estate
University of Miami - School of Business 1995 — 1996
MBA
California State University-Northridge 1993 — 1995
MPA, Public Administration
University of Southern California 1990 — 1993
BA, Political Science
University High School 1987 — 1989
Stephen S. Wise 1984 — 1986
Andersen Tax January 2014 - Present
Andersen Tax April 2009 - Present
CCIM Institute April 2009 - June 2011
Beverly Hills Estate Planning Council 2010 - 2011
Appraisal Institute 2000 - 2011
FMV Opinions, Inc. 2003 - 2009
KPMG July 1997 - May 2002
Marcus & Millichap 1994 - 1995
US Senator John Seymour 1992 - 1993
Skills
Conservation Easements, Estate Valuation, Financial Reporting, Valuation, Estate Law, Appraisals
Education
University of San Diego 1996 — 1997
MBA, Real Estate
University of Miami - School of Business 1995 — 1996
MBA
California State University-Northridge 1993 — 1995
MPA, Public Administration
University of Southern California 1990 — 1993
BA, Political Science
University High School 1987 — 1989
Stephen S. Wise 1984 — 1986
Lindsay Sperling's Andersen Tax Experience May 2014 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
True Partners Consulting August 2012 - May 2014
Marcum LLP January 2009 - July 2012
Skills
Corporate Tax, SEC filings, GAAP, Tax Research, Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Accounting, Tax Returns
Education
Dowling College
Bachelor of Business Administration (B.B.A.), Accounting
Andersen Tax May 2014 - Present
True Partners Consulting August 2012 - May 2014
Marcum LLP January 2009 - July 2012
Skills
Corporate Tax, SEC filings, GAAP, Tax Research, Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Accounting, Tax Returns
Education
Dowling College
Bachelor of Business Administration (B.B.A.), Accounting
Ellen Harles's Andersen Tax Experience January 2008 - Present
Job Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2008 - Present
KPMG November 1995 - December 2007
KPMG Peat Marwick Thorne, Toronto, Canada August 1994 - August 1995
KPMG October 1987 - July 1994
Skills
Tax, Income Tax, Private Companies, Tax Research, S Corporations, Corporate Tax, Tax Law, CPA, High Net Worth..., Estate Tax Planning, FIN 48, Accounting, International Tax, US Tax, Auditing, Partnership Taxation, tax accounting, Problem Solving, Tax Accounting
Education
Leadership Harrisburg 1997 — 1998
Capital College, Pennsylvania State University 1988 — 1990
MBA, Business Administration and Management, General
Wheaton College 1978 — 1982
BA, Foreign Languages - French
Andersen Tax January 2008 - Present
KPMG November 1995 - December 2007
KPMG Peat Marwick Thorne, Toronto, Canada August 1994 - August 1995
KPMG October 1987 - July 1994
Skills
Tax, Income Tax, Private Companies, Tax Research, S Corporations, Corporate Tax, Tax Law, CPA, High Net Worth..., Estate Tax Planning, FIN 48, Accounting, International Tax, US Tax, Auditing, Partnership Taxation, tax accounting, Problem Solving, Tax Accounting
Education
Leadership Harrisburg 1997 — 1998
Capital College, Pennsylvania State University 1988 — 1990
MBA, Business Administration and Management, General
Wheaton College 1978 — 1982
BA, Foreign Languages - French
Kevin Watters's Andersen Tax Experience January 2015 - Present
Job Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax January 2015 - Present
Gordon & Rees LLP May 2012 - August 2012
California Court of Appeal May 2011 - August 2011
Education
University of California, Hastings College of the Law 2010 — 2013
College of the Holy Cross 2006 — 2010
B.A.
St. Ignatius College Preparatory 2002 — 2006
Andersen Tax January 2015 - Present
Gordon & Rees LLP May 2012 - August 2012
California Court of Appeal May 2011 - August 2011
Education
University of California, Hastings College of the Law 2010 — 2013
College of the Holy Cross 2006 — 2010
B.A.
St. Ignatius College Preparatory 2002 — 2006
Lily Peralta's Andersen Tax Experience July 2001 - Present
Job Executive Assistant at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2001 - Present
Education
Baruch College, City University of New York (CUNY)
Business Administration and Management, General
Berkeley College
Bachelor’s Degree, Legal Assistant/Paralegal
Andersen Tax July 2001 - Present
Education
Baruch College, City University of New York (CUNY)
Business Administration and Management, General
Berkeley College
Bachelor’s Degree, Legal Assistant/Paralegal
Michelle Zetah's Andersen Tax Experience January 2015 - Present
Job Manager at Andersen Tax
Industry Law Practice
Experience
Andersen Tax January 2015 - Present
Andersen Tax January 2013 - December 2014
Andersen Tax May 2011 - January 2013
Andersen Tax January 2011 - April 2011
Office of Chief Counsel, IRS August 2010 - November 2010
Law Office of Rebecca Conradi March 2009 - May 2010
Skills
Gift Tax, Legal Research, Trusts, Wills, Powers of Attorney, Tax, Courts, High Net Worth..., Estate Law, Pleadings, Tax Law, Estate Planning, Estate Tax Planning, Legal Writing, Westlaw, Estate Administration, Corporate Law, Tax Research, International Tax
Education
Golden Gate University, School of Law 2010 — 2010
Master of Laws, Taxation
Golden Gate University, School of Law 2007 — 2010
Doctor of Jurisprudence, Law, Taxation
California State University-Chico 2002 — 2006
Bachelor of Arts, Political Science, Legal Studies, Economics
Andersen Tax January 2015 - Present
Andersen Tax January 2013 - December 2014
Andersen Tax May 2011 - January 2013
Andersen Tax January 2011 - April 2011
Office of Chief Counsel, IRS August 2010 - November 2010
Law Office of Rebecca Conradi March 2009 - May 2010
Skills
Gift Tax, Legal Research, Trusts, Wills, Powers of Attorney, Tax, Courts, High Net Worth..., Estate Law, Pleadings, Tax Law, Estate Planning, Estate Tax Planning, Legal Writing, Westlaw, Estate Administration, Corporate Law, Tax Research, International Tax
Education
Golden Gate University, School of Law 2010 — 2010
Master of Laws, Taxation
Golden Gate University, School of Law 2007 — 2010
Doctor of Jurisprudence, Law, Taxation
California State University-Chico 2002 — 2006
Bachelor of Arts, Political Science, Legal Studies, Economics
Pamela Crombie, MSA, MST's Andersen Tax Experience May 2007 - April 2009
Job Sr. Accountant & HR Coordinator at The Grommet
Industry Accounting
Experience
The Grommet November 2013 - Present
RIMOSA - Rhode Island Museum of Science and Art September 2010 - Present
City Year July 2013 - November 2013
Hastings Equity Partners January 2013 - June 2013
Marcum LLP Boston April 2011 - January 2013
Aaronson, Lavoie, Streitfeld, Diaz July 2009 - April 2011
Andersen Tax May 2007 - April 2009
Skills
Tax Compliance, Tax, Accounting, Financial Reporting, Microsoft Excel, Personal Tax Planning, QuickBooks, Accounts Payable, Financial Statements, GAAP, Tax Accounting, Process Improvement, Controllership Functions, Peachtree, Budget Process, Account Reconciliation, Consolidations, Accounts Receivable, Payroll, Budgets, Forecasting, Financial Analysis, Accruals, Sales Tax, Non-profits, Internal Controls, Journal Entries, US GAAP, Revenue Recognition, ProSystem fx Tax, General Ledger, Customer Service, Financial Accounting, Fund Accounting, Full-Charge Bookkeeping, Treasurers, SEC filings, Finance, Tax Preparation
Education
Suffolk University 2010 — 2012
MSA/MST, Accounting and Taxation, Final GPA 3.6
Bryant University 2004 — 2008
BS, Accounting, Final GPA 3.1
Joseph Case High School 1998 — 2002
The Grommet November 2013 - Present
RIMOSA - Rhode Island Museum of Science and Art September 2010 - Present
City Year July 2013 - November 2013
Hastings Equity Partners January 2013 - June 2013
Marcum LLP Boston April 2011 - January 2013
Aaronson, Lavoie, Streitfeld, Diaz July 2009 - April 2011
Andersen Tax May 2007 - April 2009
Skills
Tax Compliance, Tax, Accounting, Financial Reporting, Microsoft Excel, Personal Tax Planning, QuickBooks, Accounts Payable, Financial Statements, GAAP, Tax Accounting, Process Improvement, Controllership Functions, Peachtree, Budget Process, Account Reconciliation, Consolidations, Accounts Receivable, Payroll, Budgets, Forecasting, Financial Analysis, Accruals, Sales Tax, Non-profits, Internal Controls, Journal Entries, US GAAP, Revenue Recognition, ProSystem fx Tax, General Ledger, Customer Service, Financial Accounting, Fund Accounting, Full-Charge Bookkeeping, Treasurers, SEC filings, Finance, Tax Preparation
Education
Suffolk University 2010 — 2012
MSA/MST, Accounting and Taxation, Final GPA 3.6
Bryant University 2004 — 2008
BS, Accounting, Final GPA 3.1
Joseph Case High School 1998 — 2002
Tom Shin's Andersen Tax Experience January 2007 - Present
Job Director at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax January 2007 - Present
Education
Baruch College 2007 — 2009
Masters, Taxation
Andersen Tax January 2007 - Present
Education
Baruch College 2007 — 2009
Masters, Taxation
Ellissa Baldwin, CPA, MS Tax's Andersen Tax Experience 2012 - Present
Job Tax and Accounting Professional
Industry Accounting
Experience
Andersen Tax 2012 - Present
Bader Martin, P.S. 2009 - 2012
KPMG 2008 - 2009
Sarvas, King & Coleman, P.C. 2007 - 2007
Skills
Corporate Tax, Tax Provision, ASC 740, Accounting for Income..., Worldwide Tax Provision, Tax Compliance, Tax Research, Accounting Method Change, Partnership Taxation, Tax, Income Tax, GAAP, Tax Accounting, CPA, Tax Returns, Accounting, S Corporations, State Tax, FIN 48, Financial Accounting, Financial Reporting, Individual Tax, Tax Consulting, Tax Advisory, GoSystems, Tax Law, US Tax
Education
University of Washington, Michael G. Foster School of Business 2007 — 2008
Masters, Taxation
Arizona State University, W. P. Carey School of Business 2003 — 2007
B.S., Accounting & Finance
Andersen Tax 2012 - Present
Bader Martin, P.S. 2009 - 2012
KPMG 2008 - 2009
Sarvas, King & Coleman, P.C. 2007 - 2007
Skills
Corporate Tax, Tax Provision, ASC 740, Accounting for Income..., Worldwide Tax Provision, Tax Compliance, Tax Research, Accounting Method Change, Partnership Taxation, Tax, Income Tax, GAAP, Tax Accounting, CPA, Tax Returns, Accounting, S Corporations, State Tax, FIN 48, Financial Accounting, Financial Reporting, Individual Tax, Tax Consulting, Tax Advisory, GoSystems, Tax Law, US Tax
Education
University of Washington, Michael G. Foster School of Business 2007 — 2008
Masters, Taxation
Arizona State University, W. P. Carey School of Business 2003 — 2007
B.S., Accounting & Finance
Sharna Brown, MBA's Andersen Tax Experience October 2014 - Present
Job Accounting Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2014 - Present
Havas Health April 2012 - October 2014
Legal Aid Society August 2008 - January 2012
New York Mortgage Company a division of IndyMac Bank April 2007 - July 2008
Select New York Corporate Communication November 2004 - December 2006
Skills
Microsoft Excel, Accounting, Accounts Payable, General Ledger, Account Reconciliation, Financial Reporting, Auditing, QuickBooks, Accounts Receivable, Internal Controls, Financial Accounting, Outlook, Microsoft Word, Bank Reconciliation, Microsoft Office, PowerPoint, Internal Audit, Financial Analysis, Payroll, Due Diligence
Education
DeVry University 2007 — 2009
Master of Business Administration (M.B.A.), Accounting
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Andersen Tax October 2014 - Present
Havas Health April 2012 - October 2014
Legal Aid Society August 2008 - January 2012
New York Mortgage Company a division of IndyMac Bank April 2007 - July 2008
Select New York Corporate Communication November 2004 - December 2006
Skills
Microsoft Excel, Accounting, Accounts Payable, General Ledger, Account Reconciliation, Financial Reporting, Auditing, QuickBooks, Accounts Receivable, Internal Controls, Financial Accounting, Outlook, Microsoft Word, Bank Reconciliation, Microsoft Office, PowerPoint, Internal Audit, Financial Analysis, Payroll, Due Diligence
Education
DeVry University 2007 — 2009
Master of Business Administration (M.B.A.), Accounting
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Marianne Cassidy Brennan's Andersen Tax Experience February 2006 - Present
Job HR/Operations Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax February 2006 - Present
Education
California State University-Sacramento
Bachelor's degree, Communication and Media Studies
Andersen Tax February 2006 - Present
Education
California State University-Sacramento
Bachelor's degree, Communication and Media Studies
Armando Guardado's Andersen Tax Experience June 2015 - August 2015
Job Summer Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - August 2015
FedEx Office July 2011 - July 2013
FedEx Office November 2010 - July 2011
Skills
Sales, Customer Service, Microsoft Word, Strategy, Payroll, Team Leadership, Consulting, Time Management, Leadership, Training
Education
California State University-Northridge
Bachelor of Science (B.S.) Accountancy/ Business Administration, Accounting and Business/Management, 3.6
Los Angeles Mission College
Associate of Arts and Sciences (A.S.) Business and Social Science, General Studies, Business, Social Science, 3.6
Andersen Tax June 2015 - August 2015
FedEx Office July 2011 - July 2013
FedEx Office November 2010 - July 2011
Skills
Sales, Customer Service, Microsoft Word, Strategy, Payroll, Team Leadership, Consulting, Time Management, Leadership, Training
Education
California State University-Northridge
Bachelor of Science (B.S.) Accountancy/ Business Administration, Accounting and Business/Management, 3.6
Los Angeles Mission College
Associate of Arts and Sciences (A.S.) Business and Social Science, General Studies, Business, Social Science, 3.6