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
Matthew Dianich Matthew Dianich's Andersen Tax Experience February 2010 - Present
Job Director Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax February 2010 - Present
WTAS LLC February 2010 - Present
American Society of Appraisers NorCal Chapter 2012 - Present
Grant Thornton LLP July 2008 - February 2010
Grant Thornton LLP September 2006 - July 2008
MD Associates LLC April 2005 - September 2006
Skills
Valuation, Financial Reporting, Tax, Accounting, Finance, Analysis, Appraisals, Business Development, Fixed Assets, Business Valuation, Due Diligence, Income Tax, Tax Accounting, Mergers & Acquisitions, Management, Corporate Tax
Education
The University of Georgia 1997 — 2000
BA, English
Georgia State University 1995 — 1997
ASA ME207
University requisite
B.A, English
Andersen Tax February 2010 - Present
WTAS LLC February 2010 - Present
American Society of Appraisers NorCal Chapter 2012 - Present
Grant Thornton LLP July 2008 - February 2010
Grant Thornton LLP September 2006 - July 2008
MD Associates LLC April 2005 - September 2006
Skills
Valuation, Financial Reporting, Tax, Accounting, Finance, Analysis, Appraisals, Business Development, Fixed Assets, Business Valuation, Due Diligence, Income Tax, Tax Accounting, Mergers & Acquisitions, Management, Corporate Tax
Education
The University of Georgia 1997 — 2000
BA, English
Georgia State University 1995 — 1997
ASA ME207
University requisite
B.A, English
Michelle Soto, Esq. Michelle Soto, Esq.'s Andersen Tax Experience March 2015 - Present
Job Senior Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax March 2015 - Present
Molieri & Co June 2014 - March 2015
Arista Law June 2014 - November 2014
St Thomas University School of Law October 2012 - January 2014
St. Thomas University School of Law Tax Clinic January 2013 - November 2013
Internal Revenue Service Office of Chief Counsel June 2013 - August 2013
Volunteer Income Tax Association (VITA) Program January 2012 - April 2013
Manny G Soto, CPA PA 2008 - 2011
Skills
Spanish, Tax Law, Legal Research, Westlaw, Lexis, Tax Preparation, Payroll Taxes, Collection Due Process, Microsoft Office, International Tax..., International Tax, Income Tax, Microsoft Word
Education
St. Thomas University School of Law 2011 — 2013
Doctor of Law (J.D.), Summa Cum Laude
Florida International University 2008 — 2009
Executive Masters of Science in Taxation, Taxation
University of Florida 2006 — 2008
Bachelor of Science (B.S.), Accounting
Miami Dade College 2004 — 2006
Associate of Arts (A.A.), Accounting
Andersen Tax March 2015 - Present
Molieri & Co June 2014 - March 2015
Arista Law June 2014 - November 2014
St Thomas University School of Law October 2012 - January 2014
St. Thomas University School of Law Tax Clinic January 2013 - November 2013
Internal Revenue Service Office of Chief Counsel June 2013 - August 2013
Volunteer Income Tax Association (VITA) Program January 2012 - April 2013
Manny G Soto, CPA PA 2008 - 2011
Skills
Spanish, Tax Law, Legal Research, Westlaw, Lexis, Tax Preparation, Payroll Taxes, Collection Due Process, Microsoft Office, International Tax..., International Tax, Income Tax, Microsoft Word
Education
St. Thomas University School of Law 2011 — 2013
Doctor of Law (J.D.), Summa Cum Laude
Florida International University 2008 — 2009
Executive Masters of Science in Taxation, Taxation
University of Florida 2006 — 2008
Bachelor of Science (B.S.), Accounting
Miami Dade College 2004 — 2006
Associate of Arts (A.A.), Accounting
Robert Lipovsky - CPA's Andersen Tax Experience August 2014 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2014 - Present
Linn Thurber LLP July 2013 - July 2014
Grant Thornton LLP January 2012 - July 2013
Skills
International Tax, Tax, Expatriate Tax, Accounting, Payroll, Corporate Tax, Tax Preparation, Expatriate Management, CPA, GAAP, Financial Reporting, Financial Accounting, Tax Research
Education
Northeastern University 2015 — 2017
Master of Science, Taxation
Michigan State University - The Eli Broad Graduate School of Management 2007 — 2010
Bachelor of Arts in Accounting, Honors College, with Honors
Andersen Tax August 2014 - Present
Linn Thurber LLP July 2013 - July 2014
Grant Thornton LLP January 2012 - July 2013
Skills
International Tax, Tax, Expatriate Tax, Accounting, Payroll, Corporate Tax, Tax Preparation, Expatriate Management, CPA, GAAP, Financial Reporting, Financial Accounting, Tax Research
Education
Northeastern University 2015 — 2017
Master of Science, Taxation
Michigan State University - The Eli Broad Graduate School of Management 2007 — 2010
Bachelor of Arts in Accounting, Honors College, with Honors
Audra Marshall's Andersen Tax Experience June 2014 - July 2015
Job International Assignment Tax Services
Industry Accounting
Experience
McGladrey August 2015 - Present
Andersen Tax June 2014 - July 2015
Kpmg Amsterdam February 2009 - March 2014
PricewaterhouseCoopers November 2004 - December 2008
Ernst & Young - Tokyo March 2001 - October 2004
Arthur Andersen - Tokyo January 1998 - June 1998
Skills
International Tax, Tax Advisory, International Tax..., Tax Compliance, Income Tax, US Tax, Expatriate Tax, Expatriate Management, Account Management, Tax, Global Compensation, Executive Pay, Strategic Financial..., Tax Research, Big 4, Tax Law, FIN 48, Tax Returns, Tax Accounting, Financial Planning, Corporate Tax, Accounting
Education
Golden Gate University 2008 — 2010
MST, Taxation
Indiana University Bloomington 1993 — 1997
BS
McGladrey August 2015 - Present
Andersen Tax June 2014 - July 2015
Kpmg Amsterdam February 2009 - March 2014
PricewaterhouseCoopers November 2004 - December 2008
Ernst & Young - Tokyo March 2001 - October 2004
Arthur Andersen - Tokyo January 1998 - June 1998
Skills
International Tax, Tax Advisory, International Tax..., Tax Compliance, Income Tax, US Tax, Expatriate Tax, Expatriate Management, Account Management, Tax, Global Compensation, Executive Pay, Strategic Financial..., Tax Research, Big 4, Tax Law, FIN 48, Tax Returns, Tax Accounting, Financial Planning, Corporate Tax, Accounting
Education
Golden Gate University 2008 — 2010
MST, Taxation
Indiana University Bloomington 1993 — 1997
BS
Danielle DiGrazia Danielle DiGrazia's Andersen Tax Experience January 2015 - May 2015
Job Multistate Tax Intern at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
Andersen Tax January 2015 - May 2015
WTAS June 2014 - August 2014
Fordham University Men's Basketball September 2013 - May 2014
Town of Hempstead June 2011 - January 2014
Skills
Microsoft Excel, Time Management, Analysis, Accounting, Social Media, Payroll, Coaching, Advertising, Statistics, Microsoft Word, PowerPoint, Microsoft Office, Access, Marketing, Social Networking, Leadership, Public Speaking, Teamwork, Spreadsheets
Education
Fordham University 2012 — 2016
Bachelor's degree, Public Accounting, Minor in Business Law, Sophomore
Holy Trinity High School 2008 — 2012
Regents Diploma with Advanced Designation with Honors
Deloitte June 2015 - Present
Andersen Tax January 2015 - May 2015
WTAS June 2014 - August 2014
Fordham University Men's Basketball September 2013 - May 2014
Town of Hempstead June 2011 - January 2014
Skills
Microsoft Excel, Time Management, Analysis, Accounting, Social Media, Payroll, Coaching, Advertising, Statistics, Microsoft Word, PowerPoint, Microsoft Office, Access, Marketing, Social Networking, Leadership, Public Speaking, Teamwork, Spreadsheets
Education
Fordham University 2012 — 2016
Bachelor's degree, Public Accounting, Minor in Business Law, Sophomore
Holy Trinity High School 2008 — 2012
Regents Diploma with Advanced Designation with Honors
kristen denny's Andersen Tax Experience May 2015 - July 2015
Job Vice President of Public Relations of Delta Delta Delta
Industry Accounting
Experience
Andersen Tax May 2015 - July 2015
Jupiter Medical Center May 2014 - July 2014
Sheridan Healthcorp May 2013 - July 2013
Skills
Accounting, Finance, Business
Education
Florida State University 2012 — 2016
Bachelor's Degree, Accounting and Finance
Andersen Tax May 2015 - July 2015
Jupiter Medical Center May 2014 - July 2014
Sheridan Healthcorp May 2013 - July 2013
Skills
Accounting, Finance, Business
Education
Florida State University 2012 — 2016
Bachelor's Degree, Accounting and Finance
Jane Trachtenberg Feinberg Jane Trachtenberg Feinberg's Andersen Tax Experience January 2013 - Present
Job Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2013 - Present
Deloitte Tax LLP 2001 - 2011
Arthur Andersen 1999 - 2001
Reed Smith LLP 1997 - 1999
Skills
Tax, Corporate Tax, Tax Accounting Methods..., Corporate Tax Planning, Due Diligence, M &A, Media & Entertainment, Technology, Manufacturing, Retail, Income Tax, Tax Advisory, Accounting, Big 4, Tax Accounting, Mergers & Acquisitions, Tax Law, Financial Reporting, Tax Research
Education
Georgetown University Law Center
Master of Laws (LLM), Taxation
University of Miami School of Law
Doctor of Law (JD)
Wellesley College
Bachelor of Arts (BA), Political Science
Andersen Tax January 2013 - Present
Deloitte Tax LLP 2001 - 2011
Arthur Andersen 1999 - 2001
Reed Smith LLP 1997 - 1999
Skills
Tax, Corporate Tax, Tax Accounting Methods..., Corporate Tax Planning, Due Diligence, M &A, Media & Entertainment, Technology, Manufacturing, Retail, Income Tax, Tax Advisory, Accounting, Big 4, Tax Accounting, Mergers & Acquisitions, Tax Law, Financial Reporting, Tax Research
Education
Georgetown University Law Center
Master of Laws (LLM), Taxation
University of Miami School of Law
Doctor of Law (JD)
Wellesley College
Bachelor of Arts (BA), Political Science
Kimberly McInnis's Andersen Tax Experience January 2015 - Present
Job Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Statistics, Matlab, Data Analysis, SPSS, Customer Service, Teaching, Accounting, Financial Accounting, Leadership, QuickBooks, Time Management
Education
Florida Atlantic University 2015 — 2016
Master of Taxation, Taxation
Florida State University 2011 — 2014
Bachelor's Degree, Accounting
Andersen Tax January 2015 - Present
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Statistics, Matlab, Data Analysis, SPSS, Customer Service, Teaching, Accounting, Financial Accounting, Leadership, QuickBooks, Time Management
Education
Florida Atlantic University 2015 — 2016
Master of Taxation, Taxation
Florida State University 2011 — 2014
Bachelor's Degree, Accounting
GERARD ABBOUD's Andersen Tax Experience August 2013 - Present
Job Experienced Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2013 - Present
E. M. Bossin & Company, P.C. July 2008 - August 2013
Skills
Quickbooks, Tax, Reconciliation, Financial Accounting, Fixed Assets, Tax Preparation, Income Tax, Bookkeeping, Excel, Tax Returns, Corporate Tax, Peachtree, Tax Compliance, Variance Analysis, Word, Tax Accounting, Tax Research, Microsoft Office, Accounting, QuickBooks, Accounts Receivable, Accounts Payable
Education
Louisiana State University 2006 — 2008
MBA
Louisiana State University 2002 — 2006
BSc, Finance
Andersen Tax August 2013 - Present
E. M. Bossin & Company, P.C. July 2008 - August 2013
Skills
Quickbooks, Tax, Reconciliation, Financial Accounting, Fixed Assets, Tax Preparation, Income Tax, Bookkeeping, Excel, Tax Returns, Corporate Tax, Peachtree, Tax Compliance, Variance Analysis, Word, Tax Accounting, Tax Research, Microsoft Office, Accounting, QuickBooks, Accounts Receivable, Accounts Payable
Education
Louisiana State University 2006 — 2008
MBA
Louisiana State University 2002 — 2006
BSc, Finance
Erika Pacheco's Andersen Tax Experience April 2014 - August 2014
Job Bilingual (English/Spanish) Mobile Notary
Industry Individual & Family Services
Experience
Pacheco Mobile Notary April 2015 - Present
IPSOS/Reuters September 2014 - November 2014
Andersen Tax April 2014 - August 2014
IPSOS/Reuters February 2014 - March 2014
Abundant Venture Partners April 2013 - January 2014
Walton Street Capital April 2007 - April 2013
State Farm Insurance Agency October 2006 - March 2007
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Customer Service, Outlook, Event Planning, Recruiting, Negotiation, Administrative..., Training, Nonprofits, Human Resources, Management, Team Building, Time Management, Spanish, Public Speaking, Event Management, Coaching, Accounting, Process Scheduler, Account Management, Project Planning, Strategic Planning, Fundraising, Leadership, Administrative..., PowerPoint, Microsoft Word, Project Management, Administration, Research, Communication, Marketing
Education
Kendall College 2007 — 2013
Bachelor of Arts, Business Management
Universidad del Valle de México 2005 — 2006
International Relations
Pacheco Mobile Notary April 2015 - Present
IPSOS/Reuters September 2014 - November 2014
Andersen Tax April 2014 - August 2014
IPSOS/Reuters February 2014 - March 2014
Abundant Venture Partners April 2013 - January 2014
Walton Street Capital April 2007 - April 2013
State Farm Insurance Agency October 2006 - March 2007
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Customer Service, Outlook, Event Planning, Recruiting, Negotiation, Administrative..., Training, Nonprofits, Human Resources, Management, Team Building, Time Management, Spanish, Public Speaking, Event Management, Coaching, Accounting, Process Scheduler, Account Management, Project Planning, Strategic Planning, Fundraising, Leadership, Administrative..., PowerPoint, Microsoft Word, Project Management, Administration, Research, Communication, Marketing
Education
Kendall College 2007 — 2013
Bachelor of Arts, Business Management
Universidad del Valle de México 2005 — 2006
International Relations
Sidra Iqbal's Andersen Tax Experience June 2014 - Present
Job Senior Tax Associate at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax June 2014 - Present
KPMG LLP October 2012 - June 2014
GoPro May 2012 - October 2012
Menlo College August 2010 - May 2012
KPMG June 2011 - August 2011
Boys & Girls Club of North San Mateo County August 2008 - May 2011
Menlo College January 2009 - August 2010
Boys & Girls Club of Peninsula August 2009 - May 2010
Skills
Excel, Word, PowerPoint, Time Management, Microsoft Office, Teamwork, Research, Telephone Skills, Writing, Problem Solving, Microsoft Excel, Microsoft Word, Auditing, Public Speaking, QuickBooks, Budgets, Accounts Payable, Leadership, Accounting, Outlook, Administration, Data Entry, Financial Accounting, Tax, Spreadsheets, GAAP, Invoicing, Financial Statements, Financial Analysis, Access
Education
Menlo College 2008 — 2012
BA, Accounting & Business Management
South San Francisco High School
Andersen Tax June 2014 - Present
KPMG LLP October 2012 - June 2014
GoPro May 2012 - October 2012
Menlo College August 2010 - May 2012
KPMG June 2011 - August 2011
Boys & Girls Club of North San Mateo County August 2008 - May 2011
Menlo College January 2009 - August 2010
Boys & Girls Club of Peninsula August 2009 - May 2010
Skills
Excel, Word, PowerPoint, Time Management, Microsoft Office, Teamwork, Research, Telephone Skills, Writing, Problem Solving, Microsoft Excel, Microsoft Word, Auditing, Public Speaking, QuickBooks, Budgets, Accounts Payable, Leadership, Accounting, Outlook, Administration, Data Entry, Financial Accounting, Tax, Spreadsheets, GAAP, Invoicing, Financial Statements, Financial Analysis, Access
Education
Menlo College 2008 — 2012
BA, Accounting & Business Management
South San Francisco High School
Ashley Ray Ashley Ray's Andersen Tax Experience August 2011 - August 2013
Job Associate, International Tax at KPMG US
Industry Accounting
Experience
KPMG US June 2014 - Present
Andersen Tax August 2011 - August 2013
Howard Rice July 2006 - May 2008
Skills
Tax, Tax Research, Tax Advisory, Partnership Taxation, Management, Income Tax, Tax Preparation, International Tax, Tax Law, Corporate Tax, Financial Analysis, Legal Research, Private Equity
Education
New York University School of Law 2013 — 2014
Master of Laws (LL.M.), Taxation
University of California, Hastings College of the Law 2008 — 2011
JD, magna cum laude, Taxation
University of Southern California - Marshall School of Business 2002 — 2006
BS, magna cum laude, Business Administration
KPMG US June 2014 - Present
Andersen Tax August 2011 - August 2013
Howard Rice July 2006 - May 2008
Skills
Tax, Tax Research, Tax Advisory, Partnership Taxation, Management, Income Tax, Tax Preparation, International Tax, Tax Law, Corporate Tax, Financial Analysis, Legal Research, Private Equity
Education
New York University School of Law 2013 — 2014
Master of Laws (LL.M.), Taxation
University of California, Hastings College of the Law 2008 — 2011
JD, magna cum laude, Taxation
University of Southern California - Marshall School of Business 2002 — 2006
BS, magna cum laude, Business Administration
Bowen Ma Bowen Ma's Andersen Tax Experience July 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2014 - Present
WTAS July 2013 - October 2013
Associated Students UCLA January 2013 - June 2013
MiraCosta College January 2011 - August 2012
MiraCosta College January 2011 - May 2012
MiraCosta College 2011 - 2012
Thai Restaurant June 2010 - October 2010
Skills
Higher Education, Tutoring, Teaching, Public Speaking, Research, Student Affairs, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Community Outreach, Curriculum Development, Event Planning, Grant Writing, Editing, QuickBooks, Time Management, Blogging, Communication, Strategic Communications, Statistics, Customer Service, Critical Thinking, Tax, Social Networking
Education
UCLA 2012 — 2014
Bachelor of Arts (B.A.), Business Economics
MiraCosta College 2010 — 2012
Associate of Science (A.S.), Math, 3.95
Dalian No.1 Middle School
Andersen Tax July 2014 - Present
WTAS July 2013 - October 2013
Associated Students UCLA January 2013 - June 2013
MiraCosta College January 2011 - August 2012
MiraCosta College January 2011 - May 2012
MiraCosta College 2011 - 2012
Thai Restaurant June 2010 - October 2010
Skills
Higher Education, Tutoring, Teaching, Public Speaking, Research, Student Affairs, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Community Outreach, Curriculum Development, Event Planning, Grant Writing, Editing, QuickBooks, Time Management, Blogging, Communication, Strategic Communications, Statistics, Customer Service, Critical Thinking, Tax, Social Networking
Education
UCLA 2012 — 2014
Bachelor of Arts (B.A.), Business Economics
MiraCosta College 2010 — 2012
Associate of Science (A.S.), Math, 3.95
Dalian No.1 Middle School
Joseph Giordano Joseph Giordano's Andersen Tax Experience June 2012 - August 2012
Job Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US October 2013 - June 2015
Andersen Tax June 2012 - August 2012
KPMG US January 2012 - March 2012
Andersen Tax June 2011 - August 2011
KPMG US May 2011 - May 2011
Skills
Microsoft Excel, Internal Controls, Audit, Financial Reporting, Sarbanes-Oxley Act, Compliance
Education
Iona College 2012 — 2013
Master of Business Administration (MBA), Finance, 3.7
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.7
St. Anthony's High School 2004 — 2008
KPMG US July 2015 - Present
KPMG US October 2013 - June 2015
Andersen Tax June 2012 - August 2012
KPMG US January 2012 - March 2012
Andersen Tax June 2011 - August 2011
KPMG US May 2011 - May 2011
Skills
Microsoft Excel, Internal Controls, Audit, Financial Reporting, Sarbanes-Oxley Act, Compliance
Education
Iona College 2012 — 2013
Master of Business Administration (MBA), Finance, 3.7
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.7
St. Anthony's High School 2004 — 2008
Joseph McBurney's Andersen Tax Experience August 2013 - August 2014
Job Assistant Digital Planner at Optimedia US
Industry Marketing and Advertising
Experience
Optimedia US August 2014 - Present
Andersen Tax August 2013 - August 2014
Praetorian Digital February 2013 - August 2013
Praetorian Digital October 2012 - February 2013
Skills
Social Media, Marketing Communications, Newsletters, Customer Service, Marketing Strategy, Facebook, Press Releases, Photoshop, Dreamweaver, Email Marketing, Marketing, Social Media Marketing, Teamwork, Advertising, Management, Social Networking, Market Research, Time Management, Copywriting, Editing, InDesign, Online Marketing, Online Campaign..., DoubleClick, Online Content, Display Advertising, Media Buying, Digital Media, Digital Strategy, Mobile Advertising, comScore, Media Planning, Campaign Strategies
Education
Gonzaga University 2008 — 2012
Bachelor's
Optimedia US August 2014 - Present
Andersen Tax August 2013 - August 2014
Praetorian Digital February 2013 - August 2013
Praetorian Digital October 2012 - February 2013
Skills
Social Media, Marketing Communications, Newsletters, Customer Service, Marketing Strategy, Facebook, Press Releases, Photoshop, Dreamweaver, Email Marketing, Marketing, Social Media Marketing, Teamwork, Advertising, Management, Social Networking, Market Research, Time Management, Copywriting, Editing, InDesign, Online Marketing, Online Campaign..., DoubleClick, Online Content, Display Advertising, Media Buying, Digital Media, Digital Strategy, Mobile Advertising, comScore, Media Planning, Campaign Strategies
Education
Gonzaga University 2008 — 2012
Bachelor's
Stephanie (Jones) Long Stephanie (Jones) Long's Andersen Tax Experience June 2013 - Present
Job Manager, Human Resources & Operations
Industry Human Resources
Experience
Andersen Tax June 2013 - Present
Ernst & Young October 2008 - May 2013
Ernst & Young January 2006 - October 2008
Pioneer Investments January 2005 - August 2005
Skills
Accounting, Financial Reporting, Financial Analysis, Tax, US GAAP
Education
Northeastern University 2003 — 2008
BSBA, Accounting and Finance
Chelmsford High School 1999 — 2003
Andersen Tax June 2013 - Present
Ernst & Young October 2008 - May 2013
Ernst & Young January 2006 - October 2008
Pioneer Investments January 2005 - August 2005
Skills
Accounting, Financial Reporting, Financial Analysis, Tax, US GAAP
Education
Northeastern University 2003 — 2008
BSBA, Accounting and Finance
Chelmsford High School 1999 — 2003
Ken Sterner Ken Sterner's Andersen Tax Experience January 2012 - September 2012
Job Director of Business Development at EVO Payments International
Industry Financial Services
Experience
EVO Payments International GmbH May 2015 - Present
Adams Capital August 2014 - May 2015
Adams Capital September 2012 - July 2014
Andersen Tax January 2012 - September 2012
Andersen Tax August 2010 - December 2011
Skills
Business Valuation, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Microsoft Excel, Capital IQ, GAAP, Finance, Tax, Financial Reporting, Capital Markets, Purchase Price..., Financial Services, Auditing
Education
University of Florida - Warrington College Of Business 2006 — 2010
Bachelor, Finance
Freie Universität Berlin 2009 — 2009
German Language, International Business, European Integration
EVO Payments International GmbH May 2015 - Present
Adams Capital August 2014 - May 2015
Adams Capital September 2012 - July 2014
Andersen Tax January 2012 - September 2012
Andersen Tax August 2010 - December 2011
Skills
Business Valuation, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Microsoft Excel, Capital IQ, GAAP, Finance, Tax, Financial Reporting, Capital Markets, Purchase Price..., Financial Services, Auditing
Education
University of Florida - Warrington College Of Business 2006 — 2010
Bachelor, Finance
Freie Universität Berlin 2009 — 2009
German Language, International Business, European Integration
Carl Fiore Carl Fiore's Andersen Tax Experience September 2001 - Present
Job Tax Partner at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2001 - Present
Capell and Vishnick January 2000 - August 2000
Skills
Tax/Trust and Estates..., International Tax, Income Tax, Strategic Financial..., Estate Tax Planning, Tax, Corporate Tax, Tax Law, Tax Advisory, Partnership Taxation, Tax Research, Tax Accounting, Trusts
Education
University of Miami 2000 — 2001
Master of Laws (LL.M.), Estate Planning
University of Miami School of Law 2000 — 2001
LLM, Estate Planning
St. John's University School of Law 1996 — 1999
Doctor of Law (J.D.)
Hamilton College 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Andersen Tax September 2001 - Present
Capell and Vishnick January 2000 - August 2000
Skills
Tax/Trust and Estates..., International Tax, Income Tax, Strategic Financial..., Estate Tax Planning, Tax, Corporate Tax, Tax Law, Tax Advisory, Partnership Taxation, Tax Research, Tax Accounting, Trusts
Education
University of Miami 2000 — 2001
Master of Laws (LL.M.), Estate Planning
University of Miami School of Law 2000 — 2001
LLM, Estate Planning
St. John's University School of Law 1996 — 1999
Doctor of Law (J.D.)
Hamilton College 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Alexandra Belshaw Alexandra Belshaw's Andersen Tax Experience January 2013 - November 2014
Job Student at Northeastern University
Industry Accounting
Experience
Law Office of Tracy Dudevoir April 2012 - Present
Andersen Tax January 2013 - November 2014
Underwood Pool June 2010 - July 2014
Northeastern University September 2012 - September 2013
Skills
Microsoft Office, Cpr Certified, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Facebook, Teamwork
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business Administration, Accounting Concentration
John Cabot University 2014 — 2014
Bachelor's Degree, Business Administration and Economics
Law Office of Tracy Dudevoir April 2012 - Present
Andersen Tax January 2013 - November 2014
Underwood Pool June 2010 - July 2014
Northeastern University September 2012 - September 2013
Skills
Microsoft Office, Cpr Certified, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Facebook, Teamwork
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Business Administration, Accounting Concentration
John Cabot University 2014 — 2014
Bachelor's Degree, Business Administration and Economics
Christopher Bunyan Christopher Bunyan's Andersen Tax Experience June 2015 - Present
Job Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - Present
Manhattan College August 2012 - Present
LeFrak June 2014 - May 2015
IRS Volunteer Income Tax Assistance Program January 2014 - March 2014
Subs N Such Delicatessen June 2007 - August 2013
Bunyan & Baumgartner, LLP January 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Budgets
Education
Manhattan College 2012 — 2016
Bachelor of Science (BS), Accounting, Junior
Andersen Tax June 2015 - Present
Manhattan College August 2012 - Present
LeFrak June 2014 - May 2015
IRS Volunteer Income Tax Assistance Program January 2014 - March 2014
Subs N Such Delicatessen June 2007 - August 2013
Bunyan & Baumgartner, LLP January 2010 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Budgets
Education
Manhattan College 2012 — 2016
Bachelor of Science (BS), Accounting, Junior
Elias Samaha Elias Samaha's Andersen Tax Experience June 2015 - Present
Job Intern at Andersen Tax
Industry
Experience
Andersen Tax June 2015 - Present
Micro Center June 2011 - Present
Skills
Customer Service, Public Speaking, Team Building, Leadership, Research, Microsoft Project, Microsoft Access, Microsoft Excel, Microsoft Powerpoint, Microsoft Word
Education
George Mason University
Andersen Tax June 2015 - Present
Micro Center June 2011 - Present
Skills
Customer Service, Public Speaking, Team Building, Leadership, Research, Microsoft Project, Microsoft Access, Microsoft Excel, Microsoft Powerpoint, Microsoft Word
Education
George Mason University
James Dondero James Dondero's Andersen Tax Experience 2012 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax 2012 - Present
Grant Thornton LLP 2010 - 2012
Huron Consulting Group 2002 - 2010
Arthur Andersen 1997 - 2002
Skills
Valuation, Business Valuation, Business Strategy, Business Planning, Equity Valuation, 409a, Purchase Price..., Goodwill impairment, Complex Securities..., Airline Economics, Enterprise Valuation, Intellectual Property..., Valuation Modeling, Intangible Assets, Customer Value
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
Masters in Management Science
Michigan State University 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Accounting
Andersen Tax 2012 - Present
Grant Thornton LLP 2010 - 2012
Huron Consulting Group 2002 - 2010
Arthur Andersen 1997 - 2002
Skills
Valuation, Business Valuation, Business Strategy, Business Planning, Equity Valuation, 409a, Purchase Price..., Goodwill impairment, Complex Securities..., Airline Economics, Enterprise Valuation, Intellectual Property..., Valuation Modeling, Intangible Assets, Customer Value
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
Masters in Management Science
Michigan State University 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Accounting
Corey W. Glass Corey W. Glass's Andersen Tax Experience January 2012 - August 2012
Job Manager at EY, National Tax Department
Industry Accounting
Experience
EY September 2014 - Present
Ernst & Young June 2013 - Present
Andersen Tax January 2012 - August 2012
Deloitte Tax LLP September 2009 - January 2012
United States Attorney's Office January 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Outlook, Public Speaking, Editing, Strategic Planning, Negotiation, Legal Research, Legal Writing, Multitasking Skills, Technical Writing, Communication, Document Drafting, Partnership Taxation, Estate Tax Planning, High Net Worth..., Corporate Tax, Tax Returns, Trusts, Tax Research, Tax, Income Tax, Estate Planning
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.), Taxation with Certificate in Estate Planning
Loyola Law School, Loyola Marymount University 2006 — 2009
Doctor of Law (J.D.)
University of Kansas 2002 — 2006
Bachelor of Science (BS), Accounting
EY September 2014 - Present
Ernst & Young June 2013 - Present
Andersen Tax January 2012 - August 2012
Deloitte Tax LLP September 2009 - January 2012
United States Attorney's Office January 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Research, Outlook, Public Speaking, Editing, Strategic Planning, Negotiation, Legal Research, Legal Writing, Multitasking Skills, Technical Writing, Communication, Document Drafting, Partnership Taxation, Estate Tax Planning, High Net Worth..., Corporate Tax, Tax Returns, Trusts, Tax Research, Tax, Income Tax, Estate Planning
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.), Taxation with Certificate in Estate Planning
Loyola Law School, Loyola Marymount University 2006 — 2009
Doctor of Law (J.D.)
University of Kansas 2002 — 2006
Bachelor of Science (BS), Accounting
Chrissy Kousin Chrissy Kousin's Andersen Tax Experience September 2014 - Present
Job Senior Manager at Andersen Tax
Industry Financial Services
Experience
Andersen Tax September 2014 - Present
Morgan Stanley Private Wealth Management July 2010 - September 2014
Blackstreet Capital Management June 2009 - August 2009
Overseas Private Investment Corporation February 2009 - May 2009
WTAS January 2007 - July 2008
WTAS January 2005 - January 2007
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Finance
Andersen Tax September 2014 - Present
Morgan Stanley Private Wealth Management July 2010 - September 2014
Blackstreet Capital Management June 2009 - August 2009
Overseas Private Investment Corporation February 2009 - May 2009
WTAS January 2007 - July 2008
WTAS January 2005 - January 2007
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA, Finance
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Finance
Mary Duffy Mary Duffy's Andersen Tax Experience October 2013 - Present
Job Managing Director, Andersen Tax, National Tax
Industry Accounting
Experience
Andersen Tax October 2013 - Present
U.S. Congress - Joint Committee on Taxation July 2011 - July 2013
Deloitte November 2004 - July 2011
Newark element14 February 2003 - August 2004
Arthur Andersen January 1996 - September 1999
Skills
Sarbanes-Oxley Act, Corporate Tax
Education
Northwestern University 2001 — 2003
M.S., Sociology
University of Illinois at Urbana-Champaign 1992 — 1996
B.S., Accounting
Andersen Tax October 2013 - Present
U.S. Congress - Joint Committee on Taxation July 2011 - July 2013
Deloitte November 2004 - July 2011
Newark element14 February 2003 - August 2004
Arthur Andersen January 1996 - September 1999
Skills
Sarbanes-Oxley Act, Corporate Tax
Education
Northwestern University 2001 — 2003
M.S., Sociology
University of Illinois at Urbana-Champaign 1992 — 1996
B.S., Accounting
Andrew Bernard Andrew Bernard's Andersen Tax Experience November 2010 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax November 2010 - Present
Ernst & Young 1985 - 2010
Skills
International Tax, Corporate Tax, Tax Research, Tax Accounting, Tax, Tax Advisory, Transfer Pricing, Tax Preparation, Income Tax, Tax Law, Estate Tax Planning, Tax Returns, CPA, SEC filings, Financial Reporting, Accounting
Education
Georgetown University 1987 — 1990
MS, Taxation
Geneva College 1979 — 1983
BSBA, Accounting and Business
Andersen Tax November 2010 - Present
Ernst & Young 1985 - 2010
Skills
International Tax, Corporate Tax, Tax Research, Tax Accounting, Tax, Tax Advisory, Transfer Pricing, Tax Preparation, Income Tax, Tax Law, Estate Tax Planning, Tax Returns, CPA, SEC filings, Financial Reporting, Accounting
Education
Georgetown University 1987 — 1990
MS, Taxation
Geneva College 1979 — 1983
BSBA, Accounting and Business
Steven Fingar Steven Fingar's Andersen Tax Experience June 2015 - August 2015
Job Student at Northeastern University
Industry Accounting
Experience
Andersen Tax June 2015 - August 2015
Andersen Tax June 2014 - November 2014
Starbucks October 2013 - May 2014
Abercrombie & Fitch May 2012 - October 2013
Northwestern Mutual April 2013 - September 2013
Skills
Spanish, Retail, Sales, Accounting, Retail Sales, Strategic Financial..., International Business, Financial Reporting, Financial Accounting, Resume Writing, Microsoft Office, Leadership, Microsoft Excel, Organization, Written & Verbal..., Cost Accounting, Tax, Tax Returns, Tax Accounting, Tax Preparation
Education
Northeastern University 2012 — 2016
Candidate for Bachelor of Science degree in Business Administration (BSBA)
Medway High School 2008 — 2012
High School Diploma
Andersen Tax June 2015 - August 2015
Andersen Tax June 2014 - November 2014
Starbucks October 2013 - May 2014
Abercrombie & Fitch May 2012 - October 2013
Northwestern Mutual April 2013 - September 2013
Skills
Spanish, Retail, Sales, Accounting, Retail Sales, Strategic Financial..., International Business, Financial Reporting, Financial Accounting, Resume Writing, Microsoft Office, Leadership, Microsoft Excel, Organization, Written & Verbal..., Cost Accounting, Tax, Tax Returns, Tax Accounting, Tax Preparation
Education
Northeastern University 2012 — 2016
Candidate for Bachelor of Science degree in Business Administration (BSBA)
Medway High School 2008 — 2012
High School Diploma
Brett Larsen's Andersen Tax Experience February 2015 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax February 2015 - Present
Skills
Tax, Accounting, Tax Research, Microsoft Office, Excel, Tax Compliance, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Auditing, Internal Controls, Financial Accounting, Microsoft Excel, QuickBooks, CPA, Corporate Tax, Financial Reporting
Education
Indiana University Bloomington 2000 — 2004
B.S., Accounting and Finance
Andersen Tax February 2015 - Present
Skills
Tax, Accounting, Tax Research, Microsoft Office, Excel, Tax Compliance, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Auditing, Internal Controls, Financial Accounting, Microsoft Excel, QuickBooks, CPA, Corporate Tax, Financial Reporting
Education
Indiana University Bloomington 2000 — 2004
B.S., Accounting and Finance
Dean Peterson Dean Peterson's Andersen Tax Experience May 2014 - Present
Job Director at AndersenTax, LLC
Industry Accounting
Experience
Andersen Tax May 2014 - Present
BDO USA, LLP November 2012 - April 2014
Argy, Wiltse & Robinson, P.C. January 2008 - October 2012
Argy, Wiltse & Robinson, P.C. January 2004 - December 2007
Skills
Tax Research, Tax Preparation, US Tax, Income Tax, Corporate Tax, Accounting, Tax, Tax Accounting
Education
Old Dominion University 1986 — 1991
Bachelor's degree, Accounting
Andersen Tax May 2014 - Present
BDO USA, LLP November 2012 - April 2014
Argy, Wiltse & Robinson, P.C. January 2008 - October 2012
Argy, Wiltse & Robinson, P.C. January 2004 - December 2007
Skills
Tax Research, Tax Preparation, US Tax, Income Tax, Corporate Tax, Accounting, Tax, Tax Accounting
Education
Old Dominion University 1986 — 1991
Bachelor's degree, Accounting
Sonia Tirado Sonia Tirado's Andersen Tax Experience August 2014 - Present
Job Executive Assistant/Receptionist at Andersen Tax
Industry Consumer Services
Experience
Andersen Tax August 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. January 2011 - May 2014
Pfizer, Inc February 2008 - September 2010
Brooke St. Staffing January 2007 - February 2008
Nestle Waters March 1997 - December 2006
Coca-Cola Bottling Company March 1995 - February 1997
Columbia University Medical Center February 1991 - November 1994
Skills
Sales, Employee Benefits, Invoicing, Spreadsheets, Editing, Onboarding, Travel Arrangements, Calendars, Troubleshooting, Customer Service, Insurance, Administrative..., Microsoft Office, Microsoft Excel, Event Planning
Education
Sacred Heart University, Fairfield, CT 2013 — 2015
Professional Studies: Leadership Track
Iona College
Public Communcations
Andersen Tax August 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. January 2011 - May 2014
Pfizer, Inc February 2008 - September 2010
Brooke St. Staffing January 2007 - February 2008
Nestle Waters March 1997 - December 2006
Coca-Cola Bottling Company March 1995 - February 1997
Columbia University Medical Center February 1991 - November 1994
Skills
Sales, Employee Benefits, Invoicing, Spreadsheets, Editing, Onboarding, Travel Arrangements, Calendars, Troubleshooting, Customer Service, Insurance, Administrative..., Microsoft Office, Microsoft Excel, Event Planning
Education
Sacred Heart University, Fairfield, CT 2013 — 2015
Professional Studies: Leadership Track
Iona College
Public Communcations
Dave Kapnick Dave Kapnick's Andersen Tax Experience March 2014 - Present
Job Managing Director and CFO at Andersen Tax
Industry Accounting
Experience
Andersen Tax March 2014 - Present
Physic Ventures February 2013 - Present
Consulting and CFO Services 2011 - 2014
Table Rock Capital 2009 - 2011
Newbury Ventures 2004 - 2009
Broadview Capital Partners 1999 - 2004
C&L Financial and Park Lane Hotels International 1989 - 1999
Arthur Andersen & Co. 1978 - 1989
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Duke University
AB, Management Science, Psychology
Andersen Tax March 2014 - Present
Physic Ventures February 2013 - Present
Consulting and CFO Services 2011 - 2014
Table Rock Capital 2009 - 2011
Newbury Ventures 2004 - 2009
Broadview Capital Partners 1999 - 2004
C&L Financial and Park Lane Hotels International 1989 - 1999
Arthur Andersen & Co. 1978 - 1989
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Duke University
AB, Management Science, Psychology
Shaun Hamilton's Andersen Tax Experience June 2014 - Present
Job Investment Advisory Associate at WTAS
Industry Financial Services
Experience
Andersen Tax June 2014 - Present
ARAMARK April 2008 - Present
Northeastern University July 2009 - May 2014
Linking Education and Diversity (LEAD) September 2009 - February 2014
John Hancock Life Insurance Company (U.S.A.) June 2012 - January 2013
Eze Castle Software June 2011 - December 2011
Boston Red Sox April 2011 - September 2011
Skills
Microsoft Office, Social Media, Leadership, Team Leadership, Public Speaking, PowerPoint, Critical Thinking, Analysis, High Pressure..., Multi Tasking, Project Planning, Project Coordination
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Marketing
Queen Mary, U. of London 2012 — 2012
Visting Semester, Finance, General
Andersen Tax June 2014 - Present
ARAMARK April 2008 - Present
Northeastern University July 2009 - May 2014
Linking Education and Diversity (LEAD) September 2009 - February 2014
John Hancock Life Insurance Company (U.S.A.) June 2012 - January 2013
Eze Castle Software June 2011 - December 2011
Boston Red Sox April 2011 - September 2011
Skills
Microsoft Office, Social Media, Leadership, Team Leadership, Public Speaking, PowerPoint, Critical Thinking, Analysis, High Pressure..., Multi Tasking, Project Planning, Project Coordination
Education
Northeastern University 2009 — 2014
Bachelor of Science (BS), Finance and Marketing
Queen Mary, U. of London 2012 — 2012
Visting Semester, Finance, General
Sean Hallisey Sean Hallisey's Andersen Tax Experience July 2013 - Present
Job Tax Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax July 2013 - Present
Andersen Tax June 2012 - August 2012
Financial Industry Regulatory Authority August 2009 - July 2011
Morgan Street Document Systems September 2008 - April 2009
LeadAmerica June 2008 - August 2008
Broadcasting Board of Governors May 2007 - December 2007
George Washington University March 2007 - May 2007
AFL-CIO Federal Credit Union November 2006 - March 2007
Johns Hopkins University, Center for Talented Youth June 2006 - August 2006
The White House January 2006 - May 2006
Skills
International Relations, Analysis, Corporate Finance, Microsoft Office, Government, Microsoft Excel, Strategy, Policy Analysis, PowerPoint, Research, Fundraising, Public Speaking, Event Planning, Social Media, Non-profits, Project Management, CCH ProSystem fx, GoFileRoom, Customer Service, High Net Worth..., Corporate Tax, Partnership Taxation, Private Foundations, Financial Analysis
Education
University of Notre Dame 2011 — 2013
MBA, Corporate Finance; Corporate Accounting
The George Washington University 2005 — 2009
BA, International Affairs
Dublin City University 2008 — 2008
International Studies
Andersen Tax July 2013 - Present
Andersen Tax June 2012 - August 2012
Financial Industry Regulatory Authority August 2009 - July 2011
Morgan Street Document Systems September 2008 - April 2009
LeadAmerica June 2008 - August 2008
Broadcasting Board of Governors May 2007 - December 2007
George Washington University March 2007 - May 2007
AFL-CIO Federal Credit Union November 2006 - March 2007
Johns Hopkins University, Center for Talented Youth June 2006 - August 2006
The White House January 2006 - May 2006
Skills
International Relations, Analysis, Corporate Finance, Microsoft Office, Government, Microsoft Excel, Strategy, Policy Analysis, PowerPoint, Research, Fundraising, Public Speaking, Event Planning, Social Media, Non-profits, Project Management, CCH ProSystem fx, GoFileRoom, Customer Service, High Net Worth..., Corporate Tax, Partnership Taxation, Private Foundations, Financial Analysis
Education
University of Notre Dame 2011 — 2013
MBA, Corporate Finance; Corporate Accounting
The George Washington University 2005 — 2009
BA, International Affairs
Dublin City University 2008 — 2008
International Studies
Jim Treadway Jim Treadway's Andersen Tax Experience April 2011 - Present
Job PAS Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax April 2011 - Present
Ernst & Young 2007 - 2009
Education
Florida Atlantic University 2004 — 2007
BBA, Accounting
Andersen Tax April 2011 - Present
Ernst & Young 2007 - 2009
Education
Florida Atlantic University 2004 — 2007
BBA, Accounting
Amy Mahan's Andersen Tax Experience September 2007 - October 2013
Job Senior Manager/Director, Federal Tax at KPMG US
Industry Accounting
Experience
KPMG US October 2013 - Present
Andersen Tax September 2007 - October 2013
KPMG LLP October 2004 - September 2007
KPMG LLP April 2003 - September 2004
KPMG LLP September 1991 - March 2003
Skills
Accounting, Tax, Process Improvement, Human Resources, Tax Returns, Training, Mergers & Acquisitions, Management, Auditing, Tax Advisory, CPA, Consulting, Corporate Tax, Internal Controls, Sarbanes-Oxley Act, Income Tax, Tax Accounting
Education
Indiana University Bloomington 1987 — 1991
BS, Accounting
KPMG US October 2013 - Present
Andersen Tax September 2007 - October 2013
KPMG LLP October 2004 - September 2007
KPMG LLP April 2003 - September 2004
KPMG LLP September 1991 - March 2003
Skills
Accounting, Tax, Process Improvement, Human Resources, Tax Returns, Training, Mergers & Acquisitions, Management, Auditing, Tax Advisory, CPA, Consulting, Corporate Tax, Internal Controls, Sarbanes-Oxley Act, Income Tax, Tax Accounting
Education
Indiana University Bloomington 1987 — 1991
BS, Accounting
Steven Madsen Steven Madsen's Andersen Tax Experience September 2014 - Present
Job Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2014 - Present
Ernst & Young LLP January 1999 - February 2014
KeySpan Energy May 1998 - January 1999
Long Island Lighting Company January 1993 - May 1998
Winthrop Stimson Putnam & Roberts (now Pillsbury Winthrop Shaw Pittman) April 1986 - June 1992
Lord Day & Lord October 1981 - April 1986
Skills
Income Tax, Tax Law, Tax, Mergers & Acquisitions, Finance, Corporate Tax, Due Diligence, Restructuring, Corporate Law, Tax Advisory, Investments, Risk Management, Securities, Internal Audit, Tax Accounting
Education
New York University School of Law 1983 — 1987
LL.M., Tax
University of California, Berkeley - School of Law 1978 — 1981
J.D., Law
University of California, Berkeley 1974 — 1978
A.B., Applied Mathematics
Andersen Tax September 2014 - Present
Ernst & Young LLP January 1999 - February 2014
KeySpan Energy May 1998 - January 1999
Long Island Lighting Company January 1993 - May 1998
Winthrop Stimson Putnam & Roberts (now Pillsbury Winthrop Shaw Pittman) April 1986 - June 1992
Lord Day & Lord October 1981 - April 1986
Skills
Income Tax, Tax Law, Tax, Mergers & Acquisitions, Finance, Corporate Tax, Due Diligence, Restructuring, Corporate Law, Tax Advisory, Investments, Risk Management, Securities, Internal Audit, Tax Accounting
Education
New York University School of Law 1983 — 1987
LL.M., Tax
University of California, Berkeley - School of Law 1978 — 1981
J.D., Law
University of California, Berkeley 1974 — 1978
A.B., Applied Mathematics
Kiara Perez Kiara Perez's Andersen Tax Experience July 2013 - November 2013
Job Business Advisor at CWCC Certified Public Accountants Latin Department
Industry Accounting
Experience
CWCC Certified Public Accountants March 2015 - Present
Andersen Tax July 2013 - November 2013
Education
Northeastern University 2011 — 2016
Bachelor’s Degree
Shanghai Jiao Tong University 2014 — 2014
Exchange Program
CWCC Certified Public Accountants March 2015 - Present
Andersen Tax July 2013 - November 2013
Education
Northeastern University 2011 — 2016
Bachelor’s Degree
Shanghai Jiao Tong University 2014 — 2014
Exchange Program
Alyssa Maurino Alyssa Maurino's Andersen Tax Experience March 2015 - Present
Job Marketing Associate at Andersen Tax
Industry Marketing and Advertising
Experience
Andersen Tax March 2015 - Present
MSA MODELS August 2013 - February 2015
Lorna Jane November 2012 - May 2013
Nordstrom June 2011 - November 2012
Share Yourself Media June 2010 - August 2010
Hilton Hotels Worldwide July 2009 - August 2009
Hansen Crawford Family Law Group December 2008 - January 2009
Skills
Social Media, Customer Service, Visual Merchandising, Retail, Merchandising, Fashion, Retail Sales, Store Management, Social Media Marketing, Sales, Facebook, Time Management, Training, Leadership, Marketing, Social Networking, Microsoft Office, Event Planning, Microsoft Excel, Management, Microsoft Word, PowerPoint
Education
Loyola Marymount University 2007 — 2011
Bachelor of Communication & Fine Arts, Communications, Graduated
Notre Dame High School Belmont 2003 — 2007
High School
Andersen Tax March 2015 - Present
MSA MODELS August 2013 - February 2015
Lorna Jane November 2012 - May 2013
Nordstrom June 2011 - November 2012
Share Yourself Media June 2010 - August 2010
Hilton Hotels Worldwide July 2009 - August 2009
Hansen Crawford Family Law Group December 2008 - January 2009
Skills
Social Media, Customer Service, Visual Merchandising, Retail, Merchandising, Fashion, Retail Sales, Store Management, Social Media Marketing, Sales, Facebook, Time Management, Training, Leadership, Marketing, Social Networking, Microsoft Office, Event Planning, Microsoft Excel, Management, Microsoft Word, PowerPoint
Education
Loyola Marymount University 2007 — 2011
Bachelor of Communication & Fine Arts, Communications, Graduated
Notre Dame High School Belmont 2003 — 2007
High School
Harpreet Multani Harpreet Multani's Andersen Tax Experience August 2012 - Present
Job Senior Tax Associate at Andersen Tax LLC
Industry Legal Services
Experience
Andersen Tax August 2012 - Present
Alpari (US), LLC January 2012 - May 2012
St. John's Securities Arbitration Clinic August 2011 - December 2011
Narain Law firm May 2011 - October 2011
St. John's Child Advocacy Clinic January 2011 - May 2011
KPMG December 2009 - December 2010
Sleep Solutions of Smithtown June 2007 - November 2009
State Farm Insurance February 2005 - June 2007
North East Assets Realty June 2002 - February 2005
Skills
Legal Research, Tax Law, Corporate Law, ProSystem fx Tax, CCH Intelliconnect, CCH Research, GoSystems, Corporate Finance, Accounting, Tax, Tax Preparation, Arbitration, Auditing, Litigation, Immigration Law, Legal Writing, Courts, Securities Arbitration, Microsoft Excel, Mergers & Acquisitions, Trials, Finance, Management, Strategic Planning, Investments, Real Estate, Policy, Westlaw, RIA, BNA Income Tax Planner, Drake Tax Software, Taxwise Tax Software, Fixed Assets, Financial Analysis, Customer Service
Education
Saint John's University School of Law 2009 — 2012
Juris Doctor/Doctor of Law (J.D.), Corporate law
Hofstra University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nassau Community College 2005 — 2007
Associate of Arts (AA), Business Administration
Andersen Tax August 2012 - Present
Alpari (US), LLC January 2012 - May 2012
St. John's Securities Arbitration Clinic August 2011 - December 2011
Narain Law firm May 2011 - October 2011
St. John's Child Advocacy Clinic January 2011 - May 2011
KPMG December 2009 - December 2010
Sleep Solutions of Smithtown June 2007 - November 2009
State Farm Insurance February 2005 - June 2007
North East Assets Realty June 2002 - February 2005
Skills
Legal Research, Tax Law, Corporate Law, ProSystem fx Tax, CCH Intelliconnect, CCH Research, GoSystems, Corporate Finance, Accounting, Tax, Tax Preparation, Arbitration, Auditing, Litigation, Immigration Law, Legal Writing, Courts, Securities Arbitration, Microsoft Excel, Mergers & Acquisitions, Trials, Finance, Management, Strategic Planning, Investments, Real Estate, Policy, Westlaw, RIA, BNA Income Tax Planner, Drake Tax Software, Taxwise Tax Software, Fixed Assets, Financial Analysis, Customer Service
Education
Saint John's University School of Law 2009 — 2012
Juris Doctor/Doctor of Law (J.D.), Corporate law
Hofstra University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nassau Community College 2005 — 2007
Associate of Arts (AA), Business Administration
Danielle Barringer Danielle Barringer's Andersen Tax Experience January 2015 - June 2015
Job Tax Services Coop at Andersen Tax
Industry Financial Services
Experience
Andersen Tax January 2015 - June 2015
Northeastern University College of Professional Studies September 2014 - December 2014
US Pathway Program May 2014 - August 2014
Hurley Ridge Market August 2010 - December 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Teamwork, Time Management, Leadership, Team Leadership, Event Planning
Education
Northeastern University 2013 — 2018
Ulster County Community College 2012 — 2013
Andersen Tax January 2015 - June 2015
Northeastern University College of Professional Studies September 2014 - December 2014
US Pathway Program May 2014 - August 2014
Hurley Ridge Market August 2010 - December 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Teamwork, Time Management, Leadership, Team Leadership, Event Planning
Education
Northeastern University 2013 — 2018
Ulster County Community College 2012 — 2013
Ryo Tanaka Ryo Tanaka's Andersen Tax Experience January 2015 - April 2015
Job Tax Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - April 2015
McGladrey January 2014 - June 2014
Skills
Japanese, Chinese, Microsoft Office, International Exposure, Financial Accounting, cryptocurrency, Python, Market Research, Competitive Analysis, SAP ERP, Creativity Skills, International Relations, Photoshop, GIMP, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration (BSBA), Concentrating in Accounting and Management Information Systems, Minor in International Affairs
Meiji University 2013 — 2013
Summer Study, Economics and Energy Policy in Japan
university high school 2008 — 2012
Andersen Tax January 2015 - April 2015
McGladrey January 2014 - June 2014
Skills
Japanese, Chinese, Microsoft Office, International Exposure, Financial Accounting, cryptocurrency, Python, Market Research, Competitive Analysis, SAP ERP, Creativity Skills, International Relations, Photoshop, GIMP, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research
Education
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration (BSBA), Concentrating in Accounting and Management Information Systems, Minor in International Affairs
Meiji University 2013 — 2013
Summer Study, Economics and Energy Policy in Japan
university high school 2008 — 2012
Danielle Casale Danielle Casale's Andersen Tax Experience January 2014 - April 2014
Job Tax Coop at PwC
Industry Accounting
Experience
PricewaterhouseCoopers January 2015 - Present
Andersen Tax January 2014 - April 2014
Longwood Events January 2012 - October 2013
Beutel & Joyce July 2013 - August 2013
The Helmus Group July 2013 - August 2013
Caithness Energy June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Tax, Accounting, Microsoft Office, PowerPoint, Time Management, Public Speaking, Customer Service
Education
Northeastern University 2015 — 2016
Master’s Degree, Accounting
Northeastern University 2012 — 2016
Bachelor's Degree, Accounting and Finance
Marlboro High School 2008 — 2012
PricewaterhouseCoopers January 2015 - Present
Andersen Tax January 2014 - April 2014
Longwood Events January 2012 - October 2013
Beutel & Joyce July 2013 - August 2013
The Helmus Group July 2013 - August 2013
Caithness Energy June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Tax, Accounting, Microsoft Office, PowerPoint, Time Management, Public Speaking, Customer Service
Education
Northeastern University 2015 — 2016
Master’s Degree, Accounting
Northeastern University 2012 — 2016
Bachelor's Degree, Accounting and Finance
Marlboro High School 2008 — 2012
Courtney Hastings's Andersen Tax Experience January 2014 - April 2014
Job Audit Intern at Deloitte
Industry Accounting
Experience
Deloitte January 2015 - Present
Andersen Tax January 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Accounting, Time Management
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Accounting
Deloitte January 2015 - Present
Andersen Tax January 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Accounting, Time Management
Education
Northeastern University 2012 — 2017
Bachelor's Degree, Accounting
Laura Berard Laura Berard's Andersen Tax Experience January 2014 - Present
Job Tax Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2014 - Present
Deloitte May 2002 - January 2014
Arthur Andersen June 2001 - May 2002
McSoley McCoy & Co. January 1999 - April 2001
Skills
Tax, Income Tax, Tax Research, Tax Advisory, CPA, Tax Law, Partnership Taxation, Big 4, Accounting, US GAAP
Education
Northeastern University 2003 — 2005
MS, Taxation
Saint Michael's College 1997 — 2001
BS, Accounting
Andersen Tax January 2014 - Present
Deloitte May 2002 - January 2014
Arthur Andersen June 2001 - May 2002
McSoley McCoy & Co. January 1999 - April 2001
Skills
Tax, Income Tax, Tax Research, Tax Advisory, CPA, Tax Law, Partnership Taxation, Big 4, Accounting, US GAAP
Education
Northeastern University 2003 — 2005
MS, Taxation
Saint Michael's College 1997 — 2001
BS, Accounting
Ann McKevett, CAP-OM Ann McKevett, CAP-OM's Andersen Tax Experience January 2014 - Present
Job Executive Assistant at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2014 - Present
Edelman August 2013 - November 2013
KPMG LLP February 1996 - August 2013
KPMG Audit January 1996 - September 2001
Skills
Internal Communications, Troubleshooting, Grammar, interpersonal..., Interpersonal..., Administrative..., Outlook, Confidentiality, Calendars, Travel Arrangements, PowerPoint, Calendaring, Microsoft Word, Problem Solving, Microsoft Excel, File Management, Fax, Organization &..., Microsoft Office, Leadership, Event Planning, Office Administration, Office Management, Management, Teamwork, Expenses, Spreadsheets, Invoicing, Executive Support, PeopleSoft, Data Entry, Administration, Concur, Access, Expense Management
Education
Lewis University 1989 — 1993
Bachelors, Social Work
Andersen Tax January 2014 - Present
Edelman August 2013 - November 2013
KPMG LLP February 1996 - August 2013
KPMG Audit January 1996 - September 2001
Skills
Internal Communications, Troubleshooting, Grammar, interpersonal..., Interpersonal..., Administrative..., Outlook, Confidentiality, Calendars, Travel Arrangements, PowerPoint, Calendaring, Microsoft Word, Problem Solving, Microsoft Excel, File Management, Fax, Organization &..., Microsoft Office, Leadership, Event Planning, Office Administration, Office Management, Management, Teamwork, Expenses, Spreadsheets, Invoicing, Executive Support, PeopleSoft, Data Entry, Administration, Concur, Access, Expense Management
Education
Lewis University 1989 — 1993
Bachelors, Social Work
Brian Watt Brian Watt's Andersen Tax Experience January 2015 - May 2015
Job Assurance Intern at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2015 - August 2015
Andersen Tax January 2015 - May 2015
Financial Consulting Strategies LLC September 2014 - December 2014
Marcum LLP June 2014 - August 2014
Skills
GAAP, Microsoft Office, Financial Accounting, Auditing, Financial Analysis, Financial Reporting, Engagement Management, Team-oriented, Financial Audits, Valuation, Social Networking
Education
Molloy College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Marist College 2010 — 2014
Bachelor of Science (B.S.), Accounting
BDO USA, LLP June 2015 - August 2015
Andersen Tax January 2015 - May 2015
Financial Consulting Strategies LLC September 2014 - December 2014
Marcum LLP June 2014 - August 2014
Skills
GAAP, Microsoft Office, Financial Accounting, Auditing, Financial Analysis, Financial Reporting, Engagement Management, Team-oriented, Financial Audits, Valuation, Social Networking
Education
Molloy College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Marist College 2010 — 2014
Bachelor of Science (B.S.), Accounting
Ximin Wang Ximin Wang's Andersen Tax Experience January 2015 - May 2015
Job Tax Intern at Andersen Tax
Industry Accounting
Experience
Deloitte June 2015 - June 2015
Andersen Tax January 2015 - May 2015
BNY Mellon June 2014 - August 2014
Hollister Co. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Project Management, Public Speaking, Research, Time Management
Education
Northeastern University 2013 — 2018
Bachelor's Degree, Accounting
Deloitte June 2015 - June 2015
Andersen Tax January 2015 - May 2015
BNY Mellon June 2014 - August 2014
Hollister Co. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Project Management, Public Speaking, Research, Time Management
Education
Northeastern University 2013 — 2018
Bachelor's Degree, Accounting
Brad McKinney's Andersen Tax Experience 2015 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax 2015 - Present
Raich Ende Malter & Co., LLP 2011 - 2015
Marks Paneth LLP 2006 - 2011
PwC 2000 - 2006
Skills
Corporate Tax, CPA, Income Tax, Financial Reporting, Accounting, Tax Preparation, Tax, Tax Accounting, Financial Analysis, International Tax, Private Equity, Financial Accounting, Due Diligence, Tax Advisory
Education
Louisiana Tech University 1988 — 1991
BS, Accounting
Andersen Tax 2015 - Present
Raich Ende Malter & Co., LLP 2011 - 2015
Marks Paneth LLP 2006 - 2011
PwC 2000 - 2006
Skills
Corporate Tax, CPA, Income Tax, Financial Reporting, Accounting, Tax Preparation, Tax, Tax Accounting, Financial Analysis, International Tax, Private Equity, Financial Accounting, Due Diligence, Tax Advisory
Education
Louisiana Tech University 1988 — 1991
BS, Accounting
Brian Dye's Andersen Tax Experience June 2011 - May 2014
Job Associate at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers May 2014 - Present
Andersen Tax June 2011 - May 2014
Skills
Tax, Corporate Finance, Investment Strategies, Valuation, Financial Modeling, Business Valuation, Due Diligence, Bloomberg, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, DCF, Positive Personality, SEC filings, Fixed Income, Communication Skills, Equity Research, Bloomberg Terminal, Securities, Capital Markets, Tax Research, Equities
Education
Fairfield University 2008 — 2012
B.S, Accounting, Finance
University Autonoma of Barcelona 2010 — 2011
Finance
Saint Peter's Preparatory School
2008
Cohen & Steers May 2014 - Present
Andersen Tax June 2011 - May 2014
Skills
Tax, Corporate Finance, Investment Strategies, Valuation, Financial Modeling, Business Valuation, Due Diligence, Bloomberg, Financial Analysis, Hedge Funds, Private Equity, Alternative Investments, DCF, Positive Personality, SEC filings, Fixed Income, Communication Skills, Equity Research, Bloomberg Terminal, Securities, Capital Markets, Tax Research, Equities
Education
Fairfield University 2008 — 2012
B.S, Accounting, Finance
University Autonoma of Barcelona 2010 — 2011
Finance
Saint Peter's Preparatory School
2008
Anthony Gambardella Anthony Gambardella's Andersen Tax Experience June 2015 - Present
Job Investment Consulting Associate at Andersen Tax
Industry Higher Education
Experience
Andersen Tax June 2015 - Present
EBNY Financial, LLC and EBNY Insurance Services, Inc September 2014 - December 2014
Argo Partners January 2014 - August 2014
Skills
Investments, Bankruptcy, Trading, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Social Networking
Education
Fordham University 2011 — 2015
Bachelor's Degree, Finance, Concentrated in Value Investing
Andersen Tax June 2015 - Present
EBNY Financial, LLC and EBNY Insurance Services, Inc September 2014 - December 2014
Argo Partners January 2014 - August 2014
Skills
Investments, Bankruptcy, Trading, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Social Networking
Education
Fordham University 2011 — 2015
Bachelor's Degree, Finance, Concentrated in Value Investing
Erick Araneda Erick Araneda's Andersen Tax Experience September 2004 - November 2010
Job Tax Manager at Appelrouth, Farah & Co., P.A.
Industry Accounting
Experience
Appelrouth, Farah & Co., P.A. November 2010 - Present
Andersen Tax September 2004 - November 2010
Skills
Tax Research, Corporate Tax, Partnership Taxation, GAAP, Tax Accounting, Tax Preparation, CPA, Income Tax, Tax Returns, Tax Advisory, International Tax, IRS, Financial Reporting, Accounting, Tax
Education
University of Florida 2000 — 2004
Bachelor's & Master's Degree, Tax Accounting
Florida International University 1998 — 2000
Associate's Degree
Appelrouth, Farah & Co., P.A. November 2010 - Present
Andersen Tax September 2004 - November 2010
Skills
Tax Research, Corporate Tax, Partnership Taxation, GAAP, Tax Accounting, Tax Preparation, CPA, Income Tax, Tax Returns, Tax Advisory, International Tax, IRS, Financial Reporting, Accounting, Tax
Education
University of Florida 2000 — 2004
Bachelor's & Master's Degree, Tax Accounting
Florida International University 1998 — 2000
Associate's Degree
Stephen Paul Macey, CPA's Andersen Tax Experience June 2015 - Present
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - Present
Andersen Tax June 2013 - June 2015
Restaurant 2000 Corporation May 2011 - August 2011
Skills
Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Bookkeeping, Accounting, Tax Accounting, Cost Accounting, Financial Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Corporate Tax, Access, Tax, Finance, Income Tax, CCH ProSystem fx, ProSystem fx Tax, Partnership Taxation, Business Tax Planning, US GAAP, Business Valuation, Variance Analysis, Payroll
Education
George Mason University
Master of Science (MS), Accounting
Virginia Commonwealth University
Bachelor of Science (BS), Accounting
Andersen Tax June 2015 - Present
Andersen Tax June 2013 - June 2015
Restaurant 2000 Corporation May 2011 - August 2011
Skills
Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Bookkeeping, Accounting, Tax Accounting, Cost Accounting, Financial Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Corporate Tax, Access, Tax, Finance, Income Tax, CCH ProSystem fx, ProSystem fx Tax, Partnership Taxation, Business Tax Planning, US GAAP, Business Valuation, Variance Analysis, Payroll
Education
George Mason University
Master of Science (MS), Accounting
Virginia Commonwealth University
Bachelor of Science (BS), Accounting
Caitlin McGreevy Caitlin McGreevy's Andersen Tax Experience January 2014 - Present
Job HR Manager at AndersenTax
Industry Accounting
Experience
Andersen Tax January 2014 - Present
Ernst & Young October 2013 - January 2014
Ernst & Young October 2011 - October 2013
Ernst & Young July 2009 - September 2011
Ernst & Young January 2006 - December 2008
Northeastern University September 2004 - December 2006
Skills
Accounting, Financial Reporting, Auditing, Tax Preparation, Tax Accounting, Tax Advisory, Recruiting, Income Tax, Tax, Corporate Tax, PowerPoint, Management, Microsoft Excel, Financial Accounting, Teaming, Mentoring, Coaching, Human Resources
Education
Northeastern University 2014 — 2015
Graduate Certificate in Human Resources Management
Northeastern University 2004 — 2009
Bachelor's degree, Accounting
Andersen Tax January 2014 - Present
Ernst & Young October 2013 - January 2014
Ernst & Young October 2011 - October 2013
Ernst & Young July 2009 - September 2011
Ernst & Young January 2006 - December 2008
Northeastern University September 2004 - December 2006
Skills
Accounting, Financial Reporting, Auditing, Tax Preparation, Tax Accounting, Tax Advisory, Recruiting, Income Tax, Tax, Corporate Tax, PowerPoint, Management, Microsoft Excel, Financial Accounting, Teaming, Mentoring, Coaching, Human Resources
Education
Northeastern University 2014 — 2015
Graduate Certificate in Human Resources Management
Northeastern University 2004 — 2009
Bachelor's degree, Accounting
Jim Tauber Jim Tauber's Andersen Tax Experience September 2007 - Present
Job Managing Director, Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax September 2007 - Present
Deloitte May 2002 - August 2007
Arthur Andersen LLP December 1994 - May 2002
American Stores June 1989 - December 1994
Jewel-Osco June 1980 - May 1989
Skills
Tax, Tax Compliance, Accounting, Compliance, Mergers, Sales Tax, Audit, Due Diligence, Corporate Tax, Incentives, Tax Credits, Auditing, Mergers & Acquisitions, Tax Research, Tax Accounting, Tax Advisory, International Tax, Internal Audit, State Tax, Financial Analysis, SEC filings, Tax Law, Tax Preparation, GAAP, Sarbanes-Oxley Act, SEC Filings
Education
Elmhurst College 1983 — 1986
BS, Accounting
Triton-College 1979 — 1982
Associate, Accounting
Andersen Tax September 2007 - Present
Deloitte May 2002 - August 2007
Arthur Andersen LLP December 1994 - May 2002
American Stores June 1989 - December 1994
Jewel-Osco June 1980 - May 1989
Skills
Tax, Tax Compliance, Accounting, Compliance, Mergers, Sales Tax, Audit, Due Diligence, Corporate Tax, Incentives, Tax Credits, Auditing, Mergers & Acquisitions, Tax Research, Tax Accounting, Tax Advisory, International Tax, Internal Audit, State Tax, Financial Analysis, SEC filings, Tax Law, Tax Preparation, GAAP, Sarbanes-Oxley Act, SEC Filings
Education
Elmhurst College 1983 — 1986
BS, Accounting
Triton-College 1979 — 1982
Associate, Accounting
Joe Toce Joe Toce's Andersen Tax Experience July 2002 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2002 - Present
andersen 1995 - 2002
Arthur Andersen 1976 - 2002
Skills
S Corporations, Estate Planning, Private Foundations, Tax, Estate Tax Planning, Corporate Tax, International Tax, Tax Accounting, Income Tax, Tax Advisory, Business Valuation, Tax Research, Trusts, High Net Worth..., Tax Law, Private Equity, Accounting, Property Tax, Tax Preparation, Alternative Investments, SEC filings, Financial Advisory, CPA, Inheritance Tax Planning, Wealth Management..., Family Office
Education
The University of Connecticut School of Law 1973 — 1976
jd, Taxation
Georgetown University 1969 — 1973
ab, government
Andersen Tax July 2002 - Present
andersen 1995 - 2002
Arthur Andersen 1976 - 2002
Skills
S Corporations, Estate Planning, Private Foundations, Tax, Estate Tax Planning, Corporate Tax, International Tax, Tax Accounting, Income Tax, Tax Advisory, Business Valuation, Tax Research, Trusts, High Net Worth..., Tax Law, Private Equity, Accounting, Property Tax, Tax Preparation, Alternative Investments, SEC filings, Financial Advisory, CPA, Inheritance Tax Planning, Wealth Management..., Family Office
Education
The University of Connecticut School of Law 1973 — 1976
jd, Taxation
Georgetown University 1969 — 1973
ab, government
Kevin Kiyan Kevin Kiyan's Andersen Tax Experience June 2015 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - Present
EY July 2006 - May 2015
McKesson Corp. February 2002 - June 2006
KJK Technologies, Inc. August 1999 - January 2002
Ernst & Young Management Consulting April 1997 - August 1999
Ernst & Young April 1996 - April 1997
AT&T 1994 - 1996
AT&T Bell Labs June 1990 - June 1994
Citibank June 1988 - June 1990
Skills
Transfer Pricing, Financial Analysis, Management Consulting, Tax, Analytics, Leadership, Mergers & Acquisitions, Market Analysis, Economics, Econometrics, Business Strategy, Financial Modeling, Valuation, Strategy, Data Analysis, Finance, Auditing, Corporate Finance, Risk Management, Analysis, International Tax, Business Valuation, Sarbanes-Oxley Act, Corporate Tax, Restructuring, Process Improvement, Banking, Financial Reporting, Due Diligence, Management
Education
New York University 1987 — 1995
PhD, Economics
University of California, Irvine 1982 — 1987
BA, Economics
Andersen Tax June 2015 - Present
EY July 2006 - May 2015
McKesson Corp. February 2002 - June 2006
KJK Technologies, Inc. August 1999 - January 2002
Ernst & Young Management Consulting April 1997 - August 1999
Ernst & Young April 1996 - April 1997
AT&T 1994 - 1996
AT&T Bell Labs June 1990 - June 1994
Citibank June 1988 - June 1990
Skills
Transfer Pricing, Financial Analysis, Management Consulting, Tax, Analytics, Leadership, Mergers & Acquisitions, Market Analysis, Economics, Econometrics, Business Strategy, Financial Modeling, Valuation, Strategy, Data Analysis, Finance, Auditing, Corporate Finance, Risk Management, Analysis, International Tax, Business Valuation, Sarbanes-Oxley Act, Corporate Tax, Restructuring, Process Improvement, Banking, Financial Reporting, Due Diligence, Management
Education
New York University 1987 — 1995
PhD, Economics
University of California, Irvine 1982 — 1987
BA, Economics
Parvin Van Enger Parvin Van Enger's Andersen Tax Experience March 2011 - Present
Job State and Local Tax Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax March 2011 - Present
Reznick Group October 2009 - September 2010
SC&H Group March 2006 - March 2009
Deloitte Tax LLP January 2000 - February 2006
Skills
Property Tax, Sales Tax, Corporate Tax, Tax, Tax Research, Mergers & Acquisitions, Due Diligence, Income Tax, Tax Accounting, State Tax, Tax Advisory, Partnership Taxation
Education
Northeastern University
Master of Science
George Mason University
Bachelor of Science
Andersen Tax March 2011 - Present
Reznick Group October 2009 - September 2010
SC&H Group March 2006 - March 2009
Deloitte Tax LLP January 2000 - February 2006
Skills
Property Tax, Sales Tax, Corporate Tax, Tax, Tax Research, Mergers & Acquisitions, Due Diligence, Income Tax, Tax Accounting, State Tax, Tax Advisory, Partnership Taxation
Education
Northeastern University
Master of Science
George Mason University
Bachelor of Science
Rachael Dean, CPA's Andersen Tax Experience August 2014 - Present
Job Experienced Tax Associate
Industry Accounting
Experience
Andersen Tax August 2014 - Present
University of Tennessee August 2013 - June 2014
Andersen Tax May 2013 - August 2013
Florida State Auditor General, Other Personal Services September 2011 - April 2013
KPMG June 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Auditing, Account Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Reporting, Teamwork, Customer Service, Accounting, Social Media, Time Management, Financial Statements, QuickBooks, Tax Preparation, Leadership, Tax Research
Education
University of Tennessee-Knoxville 2013 — 2014
Master of Accounting, Taxation
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.) Accounting and Finance, Accounting/Finance
Andersen Tax August 2014 - Present
University of Tennessee August 2013 - June 2014
Andersen Tax May 2013 - August 2013
Florida State Auditor General, Other Personal Services September 2011 - April 2013
KPMG June 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Auditing, Account Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Reporting, Teamwork, Customer Service, Accounting, Social Media, Time Management, Financial Statements, QuickBooks, Tax Preparation, Leadership, Tax Research
Education
University of Tennessee-Knoxville 2013 — 2014
Master of Accounting, Taxation
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.) Accounting and Finance, Accounting/Finance
Carmen Reyes's Andersen Tax Experience January 2006 - Present
Job Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax January 2006 - Present
WatsonRice October 2005 - December 2005
Marsh & McLennan Companies April 1993 - November 2004
Flowers by Boragi October 1990 - December 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook
Education
Katharine Gibbs School 1991 — 1993
Associate's Degree, Occupational Studies
Kingsborough Community College
Associate of Science (A.S.), Business Administration and Management, General, 3.9 Average
Andersen Tax January 2006 - Present
WatsonRice October 2005 - December 2005
Marsh & McLennan Companies April 1993 - November 2004
Flowers by Boragi October 1990 - December 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook
Education
Katharine Gibbs School 1991 — 1993
Associate's Degree, Occupational Studies
Kingsborough Community College
Associate of Science (A.S.), Business Administration and Management, General, 3.9 Average
Adam Eisenstadt's Andersen Tax Experience February 2015 - June 2015
Job Staff Auditor at SB & Company, LLC
Industry Accounting
Experience
SB & Company, LLC August 2015 - Present
Andersen Tax February 2015 - June 2015
CBIZ MHM, LLC February 2014 - April 2014
Sarfino and Rhoades, LLP June 2013 - September 2013
U.S. Department of Housing and Urban Development July 2012 - August 2012
The ASPIRA Association, Inc January 2012 - January 2012
Camps Airy and Louise June 2011 - August 2011
Skills
Basic understanding of..., Basic understanding of..., Microsoft Word, QuickBooks, Leadership, Accounting, Microsoft Office, PowerPoint, Management, Auditing, Nonprofits, Teamwork, Account Reconciliation, Time Management, Budgets, Finance, Accounts Payable
Education
Towson University 2013 — 2014
Masters in Accounting and Business Advisory Services, Accounting and Finance, Graduate School
Frostburg State University 2010 — 2013
Bachelor's Degree, Accounting
University of Baltimore 2009 — 2010
Accounting
SB & Company, LLC August 2015 - Present
Andersen Tax February 2015 - June 2015
CBIZ MHM, LLC February 2014 - April 2014
Sarfino and Rhoades, LLP June 2013 - September 2013
U.S. Department of Housing and Urban Development July 2012 - August 2012
The ASPIRA Association, Inc January 2012 - January 2012
Camps Airy and Louise June 2011 - August 2011
Skills
Basic understanding of..., Basic understanding of..., Microsoft Word, QuickBooks, Leadership, Accounting, Microsoft Office, PowerPoint, Management, Auditing, Nonprofits, Teamwork, Account Reconciliation, Time Management, Budgets, Finance, Accounts Payable
Education
Towson University 2013 — 2014
Masters in Accounting and Business Advisory Services, Accounting and Finance, Graduate School
Frostburg State University 2010 — 2013
Bachelor's Degree, Accounting
University of Baltimore 2009 — 2010
Accounting
Brett Kan Brett Kan's Andersen Tax Experience August 2012 - April 2015
Job Software Engineer
Industry Computer Software
Experience
Andersen Tax August 2012 - April 2015
Andersen Tax June 2011 - May 2012
Skills
JavaScript, Node.js, Express.js, MySQL, PostgreSQL, MongoDB, AngularJS, React, Flux, jQuery, Git, HTML, CSS, Backbone.js, Socket.io, Gulp, Grunt, CoffeeScript, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Business Valuation, Corporate Finance, GAAP, Financial Statements, Due Diligence, Investments, Mergers & Acquisitions, Bloomberg, Financial Planning
Education
USC Marshall School of Business 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Princeton University 2007 — 2009
Bachelor of Arts (B.A.), Economics
Punahou School 2003 — 2007
High School Diploma, Class of 2007
Hack Reactor
Advanced Software Engineering Immersive
Andersen Tax August 2012 - April 2015
Andersen Tax June 2011 - May 2012
Skills
JavaScript, Node.js, Express.js, MySQL, PostgreSQL, MongoDB, AngularJS, React, Flux, jQuery, Git, HTML, CSS, Backbone.js, Socket.io, Gulp, Grunt, CoffeeScript, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Business Valuation, Corporate Finance, GAAP, Financial Statements, Due Diligence, Investments, Mergers & Acquisitions, Bloomberg, Financial Planning
Education
USC Marshall School of Business 2010 — 2012
Bachelor of Science (B.S.), Finance, General
Princeton University 2007 — 2009
Bachelor of Arts (B.A.), Economics
Punahou School 2003 — 2007
High School Diploma, Class of 2007
Hack Reactor
Advanced Software Engineering Immersive
Caleb Vick Caleb Vick's Andersen Tax Experience July 2015 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2015 - Present
Deloitte April 2012 - July 2015
Deloitte July 2009 - April 2012
Deloitte June 2008 - August 2008
Vogel Consulting May 2007 - August 2007
Skills
Tax Preparation, Corporate Tax, Tax, Compliance, Partnership Tax Returns, Income Tax, CPA, Tax Research, Big 4
Education
Marquette University 2008 — 2009
Master of Science (M.S.), Accounting
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Waupun High School 2000 — 2004
Andersen Tax July 2015 - Present
Deloitte April 2012 - July 2015
Deloitte July 2009 - April 2012
Deloitte June 2008 - August 2008
Vogel Consulting May 2007 - August 2007
Skills
Tax Preparation, Corporate Tax, Tax, Compliance, Partnership Tax Returns, Income Tax, CPA, Tax Research, Big 4
Education
Marquette University 2008 — 2009
Master of Science (M.S.), Accounting
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Waupun High School 2000 — 2004
Feruza Matyakubova, CPA Feruza Matyakubova, CPA's Andersen Tax Experience January 2012 - April 2012
Job Senior International Tax Accountant
Industry Accounting
Experience
ANSYS, Inc. August 2015 - Present
BDO USA, LLP August 2014 - August 2015
KPMG (fka Rothstein Kass) June 2012 - July 2014
Andersen Tax January 2012 - April 2012
Converse International School of Languages March 2010 - December 2011
MJM Management Group March 2011 - November 2011
Hotel des Arts March 2008 - May 2011
Sunet Technology 2009 - 2010
Golden Gate University January 2008 - July 2008
Ministry of Economy of Uzbekistan 2006 - 2006
Skills
Accounting, Tax Returns, Bank Reconciliation, Tax, Tax Preparation, Forecasting, Auditing, Financial Statements, Tax Research, Payroll, Finance, Account Reconciliation, GAAP, ProSystem fx Tax, Invoicing, Microsoft Excel, Management, Budgets, Training, Corporate Finance, Microsoft Office, Financial Modeling, Financial Reporting, Corporate Tax, Financial Analysis, QuickBooks, General Ledger
Education
Golden Gate University 2010 — 2011
MS, Accounting
University of World Economy and Diplomacy 2002 — 2007
BS, International Economic Relations
ANSYS, Inc. August 2015 - Present
BDO USA, LLP August 2014 - August 2015
KPMG (fka Rothstein Kass) June 2012 - July 2014
Andersen Tax January 2012 - April 2012
Converse International School of Languages March 2010 - December 2011
MJM Management Group March 2011 - November 2011
Hotel des Arts March 2008 - May 2011
Sunet Technology 2009 - 2010
Golden Gate University January 2008 - July 2008
Ministry of Economy of Uzbekistan 2006 - 2006
Skills
Accounting, Tax Returns, Bank Reconciliation, Tax, Tax Preparation, Forecasting, Auditing, Financial Statements, Tax Research, Payroll, Finance, Account Reconciliation, GAAP, ProSystem fx Tax, Invoicing, Microsoft Excel, Management, Budgets, Training, Corporate Finance, Microsoft Office, Financial Modeling, Financial Reporting, Corporate Tax, Financial Analysis, QuickBooks, General Ledger
Education
Golden Gate University 2010 — 2011
MS, Accounting
University of World Economy and Diplomacy 2002 — 2007
BS, International Economic Relations
Joshua Sposito Joshua Sposito's Andersen Tax Experience June 2015 - August 2015
Job ICS Intern at Andersen Tax
Industry Financial Services
Experience
Yates Field House Pro Shop August 2015 - Present
Yates Field House Pro Shop September 2014 - Present
Georgetown University Alumni & Student Federal Credit Union September 2013 - Present
Andersen Tax June 2015 - August 2015
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Teamwork, Public Speaking, Facebook, English, Customer Service, Time Management, Data Analysis, Marketing
Education
Georgetown University 2013 — 2017
Accounting and Finance
Lindenhurst High School 2009 — 2013
Yates Field House Pro Shop August 2015 - Present
Yates Field House Pro Shop September 2014 - Present
Georgetown University Alumni & Student Federal Credit Union September 2013 - Present
Andersen Tax June 2015 - August 2015
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Research, Teamwork, Public Speaking, Facebook, English, Customer Service, Time Management, Data Analysis, Marketing
Education
Georgetown University 2013 — 2017
Accounting and Finance
Lindenhurst High School 2009 — 2013
Brian Tsui, CPA's Andersen Tax Experience July 2012 - Present
Job Private Accounting Solutions at Andersen Tax
Industry Financial Services
Experience
Andersen Tax July 2012 - Present
Jamba Juice July 2007 - July 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Financial Accounting, Public Speaking, Financial Analysis, Financial Reporting, Customer Service, Marketing, Finance
Education
University of California, Santa Barbara 2010 — 2012
BA, Business Economics emphasis Accounting, Honors
University of Cambridge 2011 — 2011
Advanced Finance; Finance and Quantitative Analysis
West High 2004 — 2008
Embry-Riddle Aeronautical University
Andersen Tax July 2012 - Present
Jamba Juice July 2007 - July 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Financial Accounting, Public Speaking, Financial Analysis, Financial Reporting, Customer Service, Marketing, Finance
Education
University of California, Santa Barbara 2010 — 2012
BA, Business Economics emphasis Accounting, Honors
University of Cambridge 2011 — 2011
Advanced Finance; Finance and Quantitative Analysis
West High 2004 — 2008
Embry-Riddle Aeronautical University
Chris Fezza's Andersen Tax Experience January 2014 - April 2014
Job Student at Northeastern University
Industry Financial Services
Experience
Standish Mellon Asset Management January 2015 - June 2015
Andersen Tax January 2014 - April 2014
Skills
Tax, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Financial Accounting, Customer Service, Accounting, Social Media
Education
Northeastern University 2012 — 2017
Candidate for BS, Accounting and Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Economics
Standish Mellon Asset Management January 2015 - June 2015
Andersen Tax January 2014 - April 2014
Skills
Tax, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Financial Accounting, Customer Service, Accounting, Social Media
Education
Northeastern University 2012 — 2017
Candidate for BS, Accounting and Finance
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance and Economics
Sean Henrici's Andersen Tax Experience June 2015 - August 2015
Job Incoming Associate at Andersen Tax
Industry Financial Services
Experience
Looper Country Club Database August 2013 - Present
Andersen Tax June 2015 - August 2015
Phi Sigma Kappa Fraternity September 2014 - May 2015
JDRF UK May 2014 - August 2014
X-201: Technology in Business August 2013 - December 2013
The Beverly Country Club March 2009 - August 2013
Skills
Mathematics, Finance, Business Analytics, Business Analysis, Analysis, Time Management, Strategy, Data Analysis, Microsoft Excel, Access, Leadership
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Accounting and Finance
Marist High School 2008 — 2012
Looper Country Club Database August 2013 - Present
Andersen Tax June 2015 - August 2015
Phi Sigma Kappa Fraternity September 2014 - May 2015
JDRF UK May 2014 - August 2014
X-201: Technology in Business August 2013 - December 2013
The Beverly Country Club March 2009 - August 2013
Skills
Mathematics, Finance, Business Analytics, Business Analysis, Analysis, Time Management, Strategy, Data Analysis, Microsoft Excel, Access, Leadership
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Accounting and Finance
Marist High School 2008 — 2012
Justin Mandly Justin Mandly's Andersen Tax Experience July 2002 - November 2006
Job Financial Advisor at BRF, Inc.
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth November 2006 - Present
Andersen Tax July 2002 - November 2006
Arthur Andersen August 1999 - July 2002
Education
Wharton School, University of Pennsylvania 2010 — 2012
MBA, Finance, Honors Graduate
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
BBA, Accounting, Psychology, Honors Graduate
Brownson, Rehmus & Foxworth November 2006 - Present
Andersen Tax July 2002 - November 2006
Arthur Andersen August 1999 - July 2002
Education
Wharton School, University of Pennsylvania 2010 — 2012
MBA, Finance, Honors Graduate
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
BBA, Accounting, Psychology, Honors Graduate
Elizabeth Cinque, Esq., LLM Tax's Andersen Tax Experience January 2015 - Present
Job Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax January 2015 - Present
Tenax Law Group, PC November 2013 - December 2014
Tenax Law Group, PC April 2012 - November 2013
BOE Tax Appeals Assistance Program August 2012 - May 2013
Golden Gate University School of Law May 2011 - May 2012
Tax-Aid February 2011 - May 2012
JOHNSTON I THOMAS, Attorneys at Law May 2011 - August 2011
Education
University of San Francisco School of Law 2014 — 2015
Master of Laws (LLM), Taxation
Golden Gate University, School of Law 2010 — 2013
Juris Doctor, Business Law Specialization with Distinction
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Law and Society, English
Andersen Tax January 2015 - Present
Tenax Law Group, PC November 2013 - December 2014
Tenax Law Group, PC April 2012 - November 2013
BOE Tax Appeals Assistance Program August 2012 - May 2013
Golden Gate University School of Law May 2011 - May 2012
Tax-Aid February 2011 - May 2012
JOHNSTON I THOMAS, Attorneys at Law May 2011 - August 2011
Education
University of San Francisco School of Law 2014 — 2015
Master of Laws (LLM), Taxation
Golden Gate University, School of Law 2010 — 2013
Juris Doctor, Business Law Specialization with Distinction
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Law and Society, English
James Ferrick's Andersen Tax Experience InternWTASJune 2014 - August 2014
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax InternWTASJune 2014 - August 2014
Skills
Microsoft Excel, Tax Accounting, Tax Research, Microsoft Office, Income Tax, Tax, Corporate Tax
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
Master of Science (M.S.), Taxation
Hofstra University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Andersen Tax InternWTASJune 2014 - August 2014
Skills
Microsoft Excel, Tax Accounting, Tax Research, Microsoft Office, Income Tax, Tax, Corporate Tax
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
Master of Science (M.S.), Taxation
Hofstra University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Sam Gussack Sam Gussack's Andersen Tax Experience January 2015 - Present
Job Tax Services Intern at Andersen Tax
Industry Financial Services
Experience
Andersen Tax January 2015 - Present
HBO September 2014 - December 2014
General Sentiment May 2014 - August 2014
Long Island University November 2013 - May 2014
New York Islanders September 2013 - January 2014
New York Yankees May 2012 - September 2012
Meurice Garment Care June 2010 - July 2012
Castle Repair & Maintenance June 2011 - September 2011
Skills
Income Tax, GoSystems, ProSystem fx Tax, Microsoft Excel, Accounting, Personal Finance, Finance, Statistics, Sports Marketing, Sports, Management, Team Leadership, Project Management, Marketing, Marketing Strategy, Operations Management, People Skills, Social Networking, Microsoft Word, Public Speaking, PowerPoint, People Management, Advertising, Product Marketing, Marketing Management
Education
Long Island University, C.W. Post Campus 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Union College 2010 — 2011
Mechanical Engineering
Friends Academy 2006 — 2010
Buckley Country Day School 2000 — 2006
Andersen Tax January 2015 - Present
HBO September 2014 - December 2014
General Sentiment May 2014 - August 2014
Long Island University November 2013 - May 2014
New York Islanders September 2013 - January 2014
New York Yankees May 2012 - September 2012
Meurice Garment Care June 2010 - July 2012
Castle Repair & Maintenance June 2011 - September 2011
Skills
Income Tax, GoSystems, ProSystem fx Tax, Microsoft Excel, Accounting, Personal Finance, Finance, Statistics, Sports Marketing, Sports, Management, Team Leadership, Project Management, Marketing, Marketing Strategy, Operations Management, People Skills, Social Networking, Microsoft Word, Public Speaking, PowerPoint, People Management, Advertising, Product Marketing, Marketing Management
Education
Long Island University, C.W. Post Campus 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Union College 2010 — 2011
Mechanical Engineering
Friends Academy 2006 — 2010
Buckley Country Day School 2000 — 2006
Cameron Caprio, CPA's Andersen Tax Experience April 2011 - November 2013
Job AVP, Tax Consultant at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust February 2015 - Present
Morrison, Brown, Argiz & Farra, LLC December 2013 - February 2015
Andersen Tax April 2011 - November 2013
Andersen Tax January 2011 - March 2011
Skills
High Net Worth..., CPA, Tax, Tax Compliance, Tax Advisory, Personal Financial..., Retirement Planning, Estate Planning, Charitable Gift Planning, Wealth Preservation..., Business Valuation
Education
Florida State University
Bessemer Trust February 2015 - Present
Morrison, Brown, Argiz & Farra, LLC December 2013 - February 2015
Andersen Tax April 2011 - November 2013
Andersen Tax January 2011 - March 2011
Skills
High Net Worth..., CPA, Tax, Tax Compliance, Tax Advisory, Personal Financial..., Retirement Planning, Estate Planning, Charitable Gift Planning, Wealth Preservation..., Business Valuation
Education
Florida State University
Laura Arieta Laura Arieta's Andersen Tax Experience June 2010 - November 2013
Job Tax Accountant at PNC
Industry Accounting
Experience
PNC June 2015 - Present
Deloitte November 2013 - Present
Andersen Tax June 2010 - November 2013
The Jim Thorpe National Bank May 2009 - August 2009
Skills
Accounting, Tax Research, Tax, Corporate Tax, CPA, Tax Accounting, Tax Preparation, SEC filings, Partnership Taxation, Tax Advisory, Income Tax, Tax Returns
Education
Kutztown University of Pennsylvania 2007 — 2010
B.S.B.A., Accounting
PNC June 2015 - Present
Deloitte November 2013 - Present
Andersen Tax June 2010 - November 2013
The Jim Thorpe National Bank May 2009 - August 2009
Skills
Accounting, Tax Research, Tax, Corporate Tax, CPA, Tax Accounting, Tax Preparation, SEC filings, Partnership Taxation, Tax Advisory, Income Tax, Tax Returns
Education
Kutztown University of Pennsylvania 2007 — 2010
B.S.B.A., Accounting
Jeremy Weinberg's Andersen Tax Experience September 2015 - Present
Job Tax Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2015 - Present
BDO USA, LLP July 2014 - August 2015
Chadbourne & Parke LLP May 2007 - July 2013
Seyfarth Shaw June 2005 - April 2007
Skills
Corporate Law, Securities Regulation, Corporate Governance, Commercial Litigation, Trusts, Project Finance, Mergers & Acquisitions, Corporate Tax, Due Diligence, Legal Research, Private Equity, Legal Writing, Restructuring, Litigation, Tax Returns, Accounting, Finance, Income Tax, LLC, Management, Venture Capital, Tax Preparation, Tax, Joint Ventures, International Tax, Tax Advisory, Financial Reporting, Financial Analysis, Auditing, Tax Accounting, Tax Law, Corporate Finance, Cross-border..., Partnership Taxation, Business Strategy, Financial Modeling, SEC Filings, Coaching Baseball
Education
New York University School of Law 2004 — 2005
LL.M. - Taxation, Tax
Fordham University School of Law 2000 — 2003
Doctor of Law (JD), Law
Emory University 1996 — 2000
BA, Psychology
Andersen Tax September 2015 - Present
BDO USA, LLP July 2014 - August 2015
Chadbourne & Parke LLP May 2007 - July 2013
Seyfarth Shaw June 2005 - April 2007
Skills
Corporate Law, Securities Regulation, Corporate Governance, Commercial Litigation, Trusts, Project Finance, Mergers & Acquisitions, Corporate Tax, Due Diligence, Legal Research, Private Equity, Legal Writing, Restructuring, Litigation, Tax Returns, Accounting, Finance, Income Tax, LLC, Management, Venture Capital, Tax Preparation, Tax, Joint Ventures, International Tax, Tax Advisory, Financial Reporting, Financial Analysis, Auditing, Tax Accounting, Tax Law, Corporate Finance, Cross-border..., Partnership Taxation, Business Strategy, Financial Modeling, SEC Filings, Coaching Baseball
Education
New York University School of Law 2004 — 2005
LL.M. - Taxation, Tax
Fordham University School of Law 2000 — 2003
Doctor of Law (JD), Law
Emory University 1996 — 2000
BA, Psychology
Gina Rotundo's Andersen Tax Experience March 2015 - Present
Job Temporary Executive Assistant at Andersen Tax
Industry Education Management
Experience
Andersen Tax March 2015 - Present
Rennert International September 2014 - March 2015
Alloro Restaurant Corp. July 2008 - January 2015
Rennert International April 1999 - April 2002
Darby School of Languages, Rome Italy January 1994 - January 1998
Skills
Customer Service, Event Management, Hospitality, Event Planning, Problem Solving, Marketing, Social Media, Social Networking, Social Media Marketing, English, Online Marketing, Small Business, Public Speaking, Marketing Communications, Public Relations, Promotions, Fundraising, Customer Relations, Customer Satisfaction, Restaurant Management, Writing, Cross-functional Team..., Food & Beverage, Catering, Banquets, Recipes, Cooking, Fine Dining, Italian, Wine Tasting, Gourmet, Marketing Strategy, Budgets, Hospitality Management, Food Service, Sales, Food Safety, Pastry, Sales Management, Food, Editing, Microsoft Office, Culinary Skills, Wine, Product Development, Restaurants, Menu Development, Culinary, Budgeting, Management
Education
City University of New York-Hunter College 2014 — 2018
Master of Education (M.Ed.), Education
University of Phoenix 2003 — 2005
BSM, Management
The American University of Rome 1990 — 1992
Liberal Arts
Vassar College 1988 — 1989
Summer Program, Liberal Arts
Dutchess Community College 1987 — 1989
AA, Liberal Arts
Andersen Tax March 2015 - Present
Rennert International September 2014 - March 2015
Alloro Restaurant Corp. July 2008 - January 2015
Rennert International April 1999 - April 2002
Darby School of Languages, Rome Italy January 1994 - January 1998
Skills
Customer Service, Event Management, Hospitality, Event Planning, Problem Solving, Marketing, Social Media, Social Networking, Social Media Marketing, English, Online Marketing, Small Business, Public Speaking, Marketing Communications, Public Relations, Promotions, Fundraising, Customer Relations, Customer Satisfaction, Restaurant Management, Writing, Cross-functional Team..., Food & Beverage, Catering, Banquets, Recipes, Cooking, Fine Dining, Italian, Wine Tasting, Gourmet, Marketing Strategy, Budgets, Hospitality Management, Food Service, Sales, Food Safety, Pastry, Sales Management, Food, Editing, Microsoft Office, Culinary Skills, Wine, Product Development, Restaurants, Menu Development, Culinary, Budgeting, Management
Education
City University of New York-Hunter College 2014 — 2018
Master of Education (M.Ed.), Education
University of Phoenix 2003 — 2005
BSM, Management
The American University of Rome 1990 — 1992
Liberal Arts
Vassar College 1988 — 1989
Summer Program, Liberal Arts
Dutchess Community College 1987 — 1989
AA, Liberal Arts
Sara Kacprowicz's Andersen Tax Experience March 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
Andersen Tax March 2015 - Present
ConocoPhillips September 2013 - February 2015
Cellino & Barnes August 2000 - June 2013
Aetna April 1999 - June 2000
Skills
Microsoft Office, Adobe Acrobat, OmniPage, Organizational..., Customer Service, Digital Dictation, Intranet Portals, Servers, Remote Desktop, Virus Removal, Software Installation, Hardware Diagnostics, Hardware Support, Time Management, Process Scheduler, Scanners, Outlook, Administrative..., Spreadsheets
Education
University of Houston-Downtown 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Erie Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), General Studies
Andersen Tax March 2015 - Present
ConocoPhillips September 2013 - February 2015
Cellino & Barnes August 2000 - June 2013
Aetna April 1999 - June 2000
Skills
Microsoft Office, Adobe Acrobat, OmniPage, Organizational..., Customer Service, Digital Dictation, Intranet Portals, Servers, Remote Desktop, Virus Removal, Software Installation, Hardware Diagnostics, Hardware Support, Time Management, Process Scheduler, Scanners, Outlook, Administrative..., Spreadsheets
Education
University of Houston-Downtown 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Erie Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), General Studies
Amanda Beeuwsaert's Andersen Tax Experience January 2015 - Present
Job Marketing and Business Development at Andersen Tax
Industry Marketing and Advertising
Experience
Andersen Tax January 2015 - Present
Andersen Tax March 2013 - January 2015
Numira Biosciences May 2010 - January 2013
Huppins-Polk Audio January 2012 - May 2012
Skills
Market Research, Event Management, Public Relations, Salesforce.com, Press Releases, Marketing Strategy, Social Media, Lead Generation, International Research, Marketing, Event Planning, Management, Sales, PowerPoint, Email Marketing, Social Networking, Microsoft Excel
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Andersen Tax January 2015 - Present
Andersen Tax March 2013 - January 2015
Numira Biosciences May 2010 - January 2013
Huppins-Polk Audio January 2012 - May 2012
Skills
Market Research, Event Management, Public Relations, Salesforce.com, Press Releases, Marketing Strategy, Social Media, Lead Generation, International Research, Marketing, Event Planning, Management, Sales, PowerPoint, Email Marketing, Social Networking, Microsoft Excel
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Mollie Caputo's Andersen Tax Experience June 2015 - Present
Job Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - Present
Georgetown University Women's Lacrosse August 2011 - May 2015
SPARKS Consulting Group 2014 - 2015
Prospects Pride Lacrosse Club 2013 - 2014
Star Riders Lacrosse Club 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
Georgetown University - The McDonough School of Business 2011 — 2015
B.S.B.A., Finance
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance, General
Andersen Tax June 2015 - Present
Georgetown University Women's Lacrosse August 2011 - May 2015
SPARKS Consulting Group 2014 - 2015
Prospects Pride Lacrosse Club 2013 - 2014
Star Riders Lacrosse Club 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
Georgetown University - The McDonough School of Business 2011 — 2015
B.S.B.A., Finance
Georgetown University - The McDonough School of Business 2011 — 2015
BSBA, Finance, General
Curtis Young Curtis Young's Andersen Tax Experience August 2006 - January 2010
Job Tax Experienced Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2014 - Present
O'Connor Davies, LLP January 2010 - September 2014
Andersen Tax August 2006 - January 2010
PwC August 2001 - August 2003
Skills
Licensed to Practice..., Tax, Corporate Tax, Income Tax, Tax Research, International Tax, Tax Preparation, Tax Returns, Partnership Taxation, Tax Advisory
Education
Saint John's University School of Law 2003 — 2006
Doctor of Law (J.D.), Law
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science / Business Administration, Finance & International Business
Chaminade High School 1993 — 1997
Grant Thornton LLP September 2014 - Present
O'Connor Davies, LLP January 2010 - September 2014
Andersen Tax August 2006 - January 2010
PwC August 2001 - August 2003
Skills
Licensed to Practice..., Tax, Corporate Tax, Income Tax, Tax Research, International Tax, Tax Preparation, Tax Returns, Partnership Taxation, Tax Advisory
Education
Saint John's University School of Law 2003 — 2006
Doctor of Law (J.D.), Law
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science / Business Administration, Finance & International Business
Chaminade High School 1993 — 1997
Bin Ren Bin Ren's Andersen Tax Experience June 2015 - August 2015
Job Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2015 - August 2015
Chinese Students and Scholars Association October 2011 - May 2015
International Business & Technical Consultants, Inc. (IBTCI) July 2014 - November 2014
Hunan Garden January 2007 - August 2013
Education
George Mason University 2011 — 2015
Bachelor of Science (BS), Accounting, ISOM (Information Systems and Operations Management Curriculum)
Andersen Tax June 2015 - August 2015
Chinese Students and Scholars Association October 2011 - May 2015
International Business & Technical Consultants, Inc. (IBTCI) July 2014 - November 2014
Hunan Garden January 2007 - August 2013
Education
George Mason University 2011 — 2015
Bachelor of Science (BS), Accounting, ISOM (Information Systems and Operations Management Curriculum)
Bryan Cole Bryan Cole's Andersen Tax Experience January 2015 - Present
Job Tax Associate at Andersen Tax
Industry Law Practice
Experience
Andersen Tax January 2015 - Present
Ord & Norman August 2014 - January 2015
United States Attorney's Office - Tax Division January 2014 - May 2014
Benjamin, Weill & Mazer May 2013 - May 2014
Tax Appeals Assistance Program January 2013 - August 2013
The Dolan Law Firm August 2012 - December 2012
Sedgwick February 2010 - April 2011
Skills
Legal Writing, Tax Law, Litigation, Legal Research, Westlaw, FATCA Compliance, Income Tax Appeals - FTB, Employment Tax Appeals...
Education
University of San Francisco 2015 — 2016
Master of Laws in Taxation (LL.M)
Golden Gate University, School of Law 2011 — 2014
Doctor of Jurisprudence (Specialization Certificate in Tax Law)
Hawaii Pacific University 2009 — 2011
Bachelor of Arts, Justice Administration
Andersen Tax January 2015 - Present
Ord & Norman August 2014 - January 2015
United States Attorney's Office - Tax Division January 2014 - May 2014
Benjamin, Weill & Mazer May 2013 - May 2014
Tax Appeals Assistance Program January 2013 - August 2013
The Dolan Law Firm August 2012 - December 2012
Sedgwick February 2010 - April 2011
Skills
Legal Writing, Tax Law, Litigation, Legal Research, Westlaw, FATCA Compliance, Income Tax Appeals - FTB, Employment Tax Appeals...
Education
University of San Francisco 2015 — 2016
Master of Laws in Taxation (LL.M)
Golden Gate University, School of Law 2011 — 2014
Doctor of Jurisprudence (Specialization Certificate in Tax Law)
Hawaii Pacific University 2009 — 2011
Bachelor of Arts, Justice Administration
Charles Schaffer Charles Schaffer's Andersen Tax Experience July 2015 - Present
Job Senior Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2015 - Present
Andersen Tax July 2013 - June 2015
RMV Capital LLC April 2012 - July 2012
Man O War Golf May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Analysis, Financial Reporting, Sales, Tax, Finance
Education
Loyola University Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Quinlan School of Business, Loyola University Chicago 2009 — 2013
School of Business Administration Bachelor of Business Administration, Accounting and Finance
Andersen Tax July 2015 - Present
Andersen Tax July 2013 - June 2015
RMV Capital LLC April 2012 - July 2012
Man O War Golf May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Financial Analysis, Financial Reporting, Sales, Tax, Finance
Education
Loyola University Chicago 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Quinlan School of Business, Loyola University Chicago 2009 — 2013
School of Business Administration Bachelor of Business Administration, Accounting and Finance
Matt Sigman's Andersen Tax Experience April 2014 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax April 2014 - Present
Andersen Tax January 2014 - April 2014
Baldwin & Lyons, Inc. August 2013 - January 2014
Scotty's Brewhouse, Inc. July 2010 - July 2013
Skills
Tax, Tax Research, Corporate Tax, Income Tax, Tax Accounting, Partnership Taxation, Tax Preparation, Accounting, Tax Advisory, Tax Law
Education
Indiana University - Kelley School of Business
Bachelor's Degree, Accounting and Finance
Andersen Tax April 2014 - Present
Andersen Tax January 2014 - April 2014
Baldwin & Lyons, Inc. August 2013 - January 2014
Scotty's Brewhouse, Inc. July 2010 - July 2013
Skills
Tax, Tax Research, Corporate Tax, Income Tax, Tax Accounting, Partnership Taxation, Tax Preparation, Accounting, Tax Advisory, Tax Law
Education
Indiana University - Kelley School of Business
Bachelor's Degree, Accounting and Finance
Carol Wrobel Carol Wrobel's Andersen Tax Experience March 2014 - Present
Job Executive Assistant at Andersen Tax
Industry Financial Services
Experience
Andersen Tax March 2014 - Present
Sunrise Assisted Living February 2012 - Present
Steven's Wealth Management October 2010 - January 2011
Downers Grove School District 99 October 2008 - August 2010
Practice Development Institute November 1995 - June 1997
Northwestern Memorial Hospital November 1993 - June 1995
NeuroCare of Chicago October 1992 - October 1993
Citicorp Services March 1992 - October 1992
Ameritech Services November 1988 - March 1992
Skills
Customer Service, Project Management, Training Delivery, Executive Administrative, Administrative..., Customer Satisfaction, Activity Coordination, Life Skills, Supervision, Marketing Support, Database Admin, Microsoft Office, Online Research, Training Manuals, Account Management, Sales Administration, Team Building
Education
Northern Illinois University 1989 — 1991
Bachelor of Science, Applied Health Sciences
Downers Grove North High School 1979 — 1983
Andersen Tax March 2014 - Present
Sunrise Assisted Living February 2012 - Present
Steven's Wealth Management October 2010 - January 2011
Downers Grove School District 99 October 2008 - August 2010
Practice Development Institute November 1995 - June 1997
Northwestern Memorial Hospital November 1993 - June 1995
NeuroCare of Chicago October 1992 - October 1993
Citicorp Services March 1992 - October 1992
Ameritech Services November 1988 - March 1992
Skills
Customer Service, Project Management, Training Delivery, Executive Administrative, Administrative..., Customer Satisfaction, Activity Coordination, Life Skills, Supervision, Marketing Support, Database Admin, Microsoft Office, Online Research, Training Manuals, Account Management, Sales Administration, Team Building
Education
Northern Illinois University 1989 — 1991
Bachelor of Science, Applied Health Sciences
Downers Grove North High School 1979 — 1983
Stephanie Terinoni Stephanie Terinoni's Andersen Tax Experience March 2015 - September 2015
Job Student at Drexel University
Industry Accounting
Experience
Comcast September 2015 - Present
Drexel University's LeBow College of Business September 2011 - Present
Andersen Tax March 2015 - September 2015
Comcast April 2014 - March 2015
Philadelphia College of Osteopathic Medicine April 2013 - September 2013
Skills
PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Microsoft Office, Microsoft Excel
Education
Drexel University 2011 — 2016
Bachelor of Science in Business Administration, Accounting and Finance
Villa Joseph Marie High School 2007 — 2011
Comcast September 2015 - Present
Drexel University's LeBow College of Business September 2011 - Present
Andersen Tax March 2015 - September 2015
Comcast April 2014 - March 2015
Philadelphia College of Osteopathic Medicine April 2013 - September 2013
Skills
PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Microsoft Office, Microsoft Excel
Education
Drexel University 2011 — 2016
Bachelor of Science in Business Administration, Accounting and Finance
Villa Joseph Marie High School 2007 — 2011
Monika Wojcik Monika Wojcik's Andersen Tax Experience August 2013 - Present
Job Executive Assistant at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2013 - Present
Randstad February 2013 - August 2013
Widgeteer, Inc. March 2013 - May 2013
Children's Home + Aid Society of Illinois January 2012 - March 2012
Law Offices of Blatt, Hasenmiller, Leibsker & Moore February 2010 - May 2011
Skills
Invoicing, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Customer Service, Administrative..., Time Management, Office Management, Office Administration, Spreadsheets, Travel Arrangements, Confidentiality, Event Management, Training, Calendaring
Education
Loyola University of Chicago 2010 — 2012
Bachelor of Science (B.S.), Psychology
Moraine Valley Community College 2007 — 2010
Associate of Science (A.S.), Psychology
Andersen Tax August 2013 - Present
Randstad February 2013 - August 2013
Widgeteer, Inc. March 2013 - May 2013
Children's Home + Aid Society of Illinois January 2012 - March 2012
Law Offices of Blatt, Hasenmiller, Leibsker & Moore February 2010 - May 2011
Skills
Invoicing, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Customer Service, Administrative..., Time Management, Office Management, Office Administration, Spreadsheets, Travel Arrangements, Confidentiality, Event Management, Training, Calendaring
Education
Loyola University of Chicago 2010 — 2012
Bachelor of Science (B.S.), Psychology
Moraine Valley Community College 2007 — 2010
Associate of Science (A.S.), Psychology
Jennifer Serio's Andersen Tax Experience August 2004 - May 2005
Job Jennifer C. Serio CPA LLC
Industry Accounting
Experience
Jennifer C. Serio CPA, L.L.C. January 2006 - Present
Bourgeois Bennett August 2005 - December 2012
Andersen Tax August 2004 - May 2005
Deloitte & Touche 2001 - 2004
Postlethwaite & Netterville January 1998 - August 2000
Skills
Accounting, Tax Accounting, Tax, Microsoft Excel, CPA, Tax Returns, QuickBooks, Partnership Taxation, Tax Research, Corporate Tax, S Corporations, Sales Tax, Income Tax, Tax Preparation
Education
LSU 1994 — 1997
BS, Accounting
Louisiana State University
Bachelor of Science (B.S.), Accounting
Jennifer C. Serio CPA, L.L.C. January 2006 - Present
Bourgeois Bennett August 2005 - December 2012
Andersen Tax August 2004 - May 2005
Deloitte & Touche 2001 - 2004
Postlethwaite & Netterville January 1998 - August 2000
Skills
Accounting, Tax Accounting, Tax, Microsoft Excel, CPA, Tax Returns, QuickBooks, Partnership Taxation, Tax Research, Corporate Tax, S Corporations, Sales Tax, Income Tax, Tax Preparation
Education
LSU 1994 — 1997
BS, Accounting
Louisiana State University
Bachelor of Science (B.S.), Accounting
Joseph Rada's Andersen Tax Experience February 2015 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax February 2015 - Present
True Partners Consulting LLC December 2007 - February 2015
KPMG LLP July 2004 - November 2007
Skills
Tax, Accounting, Income Tax, Private Equity, Tax Research, Tax Preparation, Partnership Taxation
Education
Miami University 1999 — 2004
MSA, BS, Accountancy, Finance
Andersen Tax February 2015 - Present
True Partners Consulting LLC December 2007 - February 2015
KPMG LLP July 2004 - November 2007
Skills
Tax, Accounting, Income Tax, Private Equity, Tax Research, Tax Preparation, Partnership Taxation
Education
Miami University 1999 — 2004
MSA, BS, Accountancy, Finance
Justice Chamlee Justice Chamlee's Andersen Tax Experience 2010 - Present
Job Director Valuation Services
Industry Financial Services
Experience
Andersen Tax 2010 - Present
Gemini Partners 2009 - 2010
Dixon Hughes 2006 - 2009
Duff & Phelps June 2004 - October 2006
Skills
Valuation, Financial Reporting, Portfolio Management, Divestitures, Mergers & Acquisitions, Litigation Support, Purchase Price..., Intangible Assets
Education
Georgia Institute of Technology 2002 — 2004
M.B.A., Finance
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2004
M.B.A., Finance
University of Central Florida - College of Business Administration 1998 — 2001
Bachelor of Science (B.S.), Business - Finance
Andersen Tax 2010 - Present
Gemini Partners 2009 - 2010
Dixon Hughes 2006 - 2009
Duff & Phelps June 2004 - October 2006
Skills
Valuation, Financial Reporting, Portfolio Management, Divestitures, Mergers & Acquisitions, Litigation Support, Purchase Price..., Intangible Assets
Education
Georgia Institute of Technology 2002 — 2004
M.B.A., Finance
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2004
M.B.A., Finance
University of Central Florida - College of Business Administration 1998 — 2001
Bachelor of Science (B.S.), Business - Finance
Jenna Silver's Andersen Tax Experience May 2015 - Present
Job PAS Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2015 - Present
Initial Styles December 2011 - December 2014
Bureau Veritas June 2014 - August 2014
King & Wood P.A. September 2012 - May 2013
Florida House on Capital Hill July 2012 - August 2012
Skills
Legal Research, Microsoft Excel, Social Media Marketing, Access, Retail, Accounts Receivable, Email Marketing, Account Management, Sales, Merchandising, Online Marketing
Education
Florida State University 2010 — 2015
Bachelor's degree, Accounting
Florida State University 2010 — 2015
Bachelor's degree, Mass Communication/Media Studies
Andersen Tax May 2015 - Present
Initial Styles December 2011 - December 2014
Bureau Veritas June 2014 - August 2014
King & Wood P.A. September 2012 - May 2013
Florida House on Capital Hill July 2012 - August 2012
Skills
Legal Research, Microsoft Excel, Social Media Marketing, Access, Retail, Accounts Receivable, Email Marketing, Account Management, Sales, Merchandising, Online Marketing
Education
Florida State University 2010 — 2015
Bachelor's degree, Accounting
Florida State University 2010 — 2015
Bachelor's degree, Mass Communication/Media Studies
Brandon Jalnos Brandon Jalnos's Andersen Tax Experience August 2015 - Present
Job Tax Associate at Andersen Tax, LLC
Industry Accounting
Experience
Andersen Tax August 2015 - Present
Internal Revenue Service Office of Chief Counsel May 2014 - August 2014
Pulman, Cappuccio, Pullen, Benson & Jones, LLP August 2007 - August 2012
Skills
Research, Microsoft Excel, Legal Writing, PowerPoint, Microsoft Office, Legal Research, Personal Income Tax..., Westlaw, Lexis, RIA Checkpoint, GoSystem Tax, BNA Income Tax Planner, Tax Preparation, Tax Law, Tax Accounting
Education
South Texas College of Law 2012 — 2015
Juris Doctor, Cum Laude
Indiana University Bloomington 2008 — 2012
B.A., Economics
Andersen Tax August 2015 - Present
Internal Revenue Service Office of Chief Counsel May 2014 - August 2014
Pulman, Cappuccio, Pullen, Benson & Jones, LLP August 2007 - August 2012
Skills
Research, Microsoft Excel, Legal Writing, PowerPoint, Microsoft Office, Legal Research, Personal Income Tax..., Westlaw, Lexis, RIA Checkpoint, GoSystem Tax, BNA Income Tax Planner, Tax Preparation, Tax Law, Tax Accounting
Education
South Texas College of Law 2012 — 2015
Juris Doctor, Cum Laude
Indiana University Bloomington 2008 — 2012
B.A., Economics
Bill Henderson Bill Henderson's Andersen Tax Experience January 2014 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2014 - Present
Skills
Tax, Tax Accounting, Corporate Tax, Income Tax, Tax Research, Accounting, Microsoft Excel
Education
Kutztown University of Pennsylvania 2011 — 2013
B.S.B.A, Accounting and Finance, Magna Cum Laude
West Virginia University 2009 — 2010
History
St. Joseph's Prep 2005 — 2009
Andersen Tax January 2014 - Present
Skills
Tax, Tax Accounting, Corporate Tax, Income Tax, Tax Research, Accounting, Microsoft Excel
Education
Kutztown University of Pennsylvania 2011 — 2013
B.S.B.A, Accounting and Finance, Magna Cum Laude
West Virginia University 2009 — 2010
History
St. Joseph's Prep 2005 — 2009
John Perrotti John Perrotti's Andersen Tax Experience September 2014 - December 2014
Job Audit Intern at KPMG US
Industry Accounting
Experience
William W. Holden CPA January 2015 - July 2015
Andersen Tax September 2014 - December 2014
KPMG US June 2014 - August 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Google Docs, Social Networking, Access Database, Database Queries, Image Editing, Google Sites, ProSystem fx Tax, Bookkeeping, User Interface Design, Research, Strategy, Accounting, Leadership, Team Leadership, Social Media
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Cheshire High School 2007 — 2011
Fairfield University
Master's degree, Accounting
William W. Holden CPA January 2015 - July 2015
Andersen Tax September 2014 - December 2014
KPMG US June 2014 - August 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Google Docs, Social Networking, Access Database, Database Queries, Image Editing, Google Sites, ProSystem fx Tax, Bookkeeping, User Interface Design, Research, Strategy, Accounting, Leadership, Team Leadership, Social Media
Education
Fairfield University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Cheshire High School 2007 — 2011
Fairfield University
Master's degree, Accounting
Jaclyn Adelson's Andersen Tax Experience July 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2014 - Present
A. Chef's Cooking Studio May 2009 - August 2010
The Classy Gourmet June 2006 - August 2008
Education
University of Miami 2013 — 2014
Master of Science in Taxation
Florida State University
Bachelor of Science in Actuarial Science, Minors: Business and Spanish
Brownell-Talbot College Preparatory School 2004 — 2008
Andersen Tax July 2014 - Present
A. Chef's Cooking Studio May 2009 - August 2010
The Classy Gourmet June 2006 - August 2008
Education
University of Miami 2013 — 2014
Master of Science in Taxation
Florida State University
Bachelor of Science in Actuarial Science, Minors: Business and Spanish
Brownell-Talbot College Preparatory School 2004 — 2008
Edward Teig Edward Teig's Andersen Tax Experience June 2004 - August 2015
Job Real Estate
Industry Real Estate
Experience
Situs August 2015 - Present
Andersen Tax June 2004 - August 2015
Salter & Co 2000 - 2002
Skills
Tax, Corporate Tax, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Tax Advisory, Partnership Taxation, Tax Law, S Corporations
Education
NYU School of Professional Studies 2014 — 2016
Master's degree, Real Estate Finance & Investment
University of Maryland College Park 1998 — 2002
Jericho High School 1994 — 1998
Situs August 2015 - Present
Andersen Tax June 2004 - August 2015
Salter & Co 2000 - 2002
Skills
Tax, Corporate Tax, Tax Preparation, Tax Accounting, Income Tax, Tax Returns, Tax Advisory, Partnership Taxation, Tax Law, S Corporations
Education
NYU School of Professional Studies 2014 — 2016
Master's degree, Real Estate Finance & Investment
University of Maryland College Park 1998 — 2002
Jericho High School 1994 — 1998
Danielle Rebh Danielle Rebh's Andersen Tax Experience October 2011 - Present
Job Private Client Services Marketing Manager at Andersen Tax
Industry Financial Services
Experience
Andersen Tax October 2011 - Present
IBC Life Sciences November 2007 - October 2011
Iron Mountain June 2007 - September 2007
Skills
Marketing Communications, Email Marketing, Copy Editing, Business Development, Marketing, Market Research, New Business Development, Project Management, Management, Product Management, Entrepreneurship, Social Media Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Bachelor of Business Administration, Marketing
University of Wales, Swansea 2006 — 2006
Minor, History
Andersen Tax October 2011 - Present
IBC Life Sciences November 2007 - October 2011
Iron Mountain June 2007 - September 2007
Skills
Marketing Communications, Email Marketing, Copy Editing, Business Development, Marketing, Market Research, New Business Development, Project Management, Management, Product Management, Entrepreneurship, Social Media Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Bachelor of Business Administration, Marketing
University of Wales, Swansea 2006 — 2006
Minor, History
Leonard Schneidman Leonard Schneidman's Andersen Tax Experience June 2010 - Present
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax June 2010 - Present
Pepper Hamilton LLP 2006 - 2010
Foley Hoag LLP 1984 - 2005
Skills
International Tax, Tax, Private Equity, Tax Law, Hedge Funds, Legal Advice, High Net Worth...
Education
New York University School of Law 1965 — 1966
LLM, Taxation
Harvard Law School 1962 — 1965
LLM, Law
Hobart and William Smith Colleges 1958 — 1962
BA, Economics
Andersen Tax June 2010 - Present
Pepper Hamilton LLP 2006 - 2010
Foley Hoag LLP 1984 - 2005
Skills
International Tax, Tax, Private Equity, Tax Law, Hedge Funds, Legal Advice, High Net Worth...
Education
New York University School of Law 1965 — 1966
LLM, Taxation
Harvard Law School 1962 — 1965
LLM, Law
Hobart and William Smith Colleges 1958 — 1962
BA, Economics
Antonio J. Scopino Antonio J. Scopino's Andersen Tax Experience February 2013 - Present
Job Senior Manager at Andersen Tax
Industry Financial Services
Experience
Andersen Tax February 2013 - Present
Black Diamond January 2011 - February 2013
TUDOR INVESTMENT CORPORATION January 2005 - January 2011
Skills
Hedge Funds, Private Equity, Tax, Accounting, Tax Research, Alternative Investments, Accountants, Account Reconciliation, Investments, Equities, Asset Managment, Financial Analysis
Education
Fordham University 2002 — 2006
B.S., Public Accounting
Andersen Tax February 2013 - Present
Black Diamond January 2011 - February 2013
TUDOR INVESTMENT CORPORATION January 2005 - January 2011
Skills
Hedge Funds, Private Equity, Tax, Accounting, Tax Research, Alternative Investments, Accountants, Account Reconciliation, Investments, Equities, Asset Managment, Financial Analysis
Education
Fordham University 2002 — 2006
B.S., Public Accounting
Christine (Persampieri) Brew Christine (Persampieri) Brew's Andersen Tax Experience August 2012 - May 2013
Job Attorney, CPA
Industry Law Practice
Experience
Cohen & Wolf, P.C. July 2015 - Present
Kommer, Bave & Ollman LLP May 2013 - July 2015
Andersen Tax August 2012 - May 2013
Ernst & Young, LLP September 2008 - June 2009
Education
Pace Univeristy School of Law 2009 — 2012
Doctor of Law (JD), Tax Law/Taxation
Fairfield University 2004 — 2008
Bachelor of Science, Accounting
New York Univeristy School of Law
Master of Laws (LLM), Taxation
Cohen & Wolf, P.C. July 2015 - Present
Kommer, Bave & Ollman LLP May 2013 - July 2015
Andersen Tax August 2012 - May 2013
Ernst & Young, LLP September 2008 - June 2009
Education
Pace Univeristy School of Law 2009 — 2012
Doctor of Law (JD), Tax Law/Taxation
Fairfield University 2004 — 2008
Bachelor of Science, Accounting
New York Univeristy School of Law
Master of Laws (LLM), Taxation
Randall Blake's Andersen Tax Experience January 2015 - May 2015
Job Tax Intern at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - May 2015
YMCA February 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Teamwork, Accounting, Leadership
Education
Northeastern University 2013 — 2017
Bachelor of Science (BS), Business Administration
Dublin Business School
Andersen Tax January 2015 - May 2015
YMCA February 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Teamwork, Accounting, Leadership
Education
Northeastern University 2013 — 2017
Bachelor of Science (BS), Business Administration
Dublin Business School
Benjamin Maldonado's Andersen Tax Experience August 2007 - Present
Job Senior Tax Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2007 - Present
GE Commercial Finance - Real Estate July 2006 - January 2007
Merrill Lynch July 2005 - January 2006
Education
Northeastern University 2003 — 2008
Business Administration, Dual Concentration:Accounting and Finance & Insurance
Andersen Tax August 2007 - Present
GE Commercial Finance - Real Estate July 2006 - January 2007
Merrill Lynch July 2005 - January 2006
Education
Northeastern University 2003 — 2008
Business Administration, Dual Concentration:Accounting and Finance & Insurance
Shepard Halsey's Andersen Tax Experience March 2012 - Present
Job at WTAS, LLC
Industry Financial Services
Experience
Andersen Tax March 2012 - Present
Hildene Capital Management February 2011 - October 2011
D.E. Shaw & Co. July 2006 - September 2010
Skills
PowerPoint, Financial Analysis, Capital Markets, Private Equity, Due Diligence, Portfolio Management, Investments, Corporate Finance
Education
Georgetown University 2001 — 2005
BA, Economics
Andersen Tax March 2012 - Present
Hildene Capital Management February 2011 - October 2011
D.E. Shaw & Co. July 2006 - September 2010
Skills
PowerPoint, Financial Analysis, Capital Markets, Private Equity, Due Diligence, Portfolio Management, Investments, Corporate Finance
Education
Georgetown University 2001 — 2005
BA, Economics
William Toce's Andersen Tax Experience 2005 - Present
Job Director Valuation Services @ Andersen Tax
Industry Accounting
Experience
Andersen Tax 2005 - Present
Skills
Private Equity, Investments, Tax, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Valuation, Corporate Finance, Financial Modeling
Education
Georgetown University 2001 — 2005
Taft
Andersen Tax 2005 - Present
Skills
Private Equity, Investments, Tax, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Valuation, Corporate Finance, Financial Modeling
Education
Georgetown University 2001 — 2005
Taft
Valerie Sierzega's Andersen Tax Experience September 2011 - Present
Job Private Client Services Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2011 - Present
Ernst & Young October 2006 - September 2011
Education
Michigan State University 2001 — 2006
Master of Science, Accountancy
Andersen Tax September 2011 - Present
Ernst & Young October 2006 - September 2011
Education
Michigan State University 2001 — 2006
Master of Science, Accountancy
Ralph Pike's Andersen Tax Experience February 2006 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax February 2006 - Present
KPMG 1999 - 2006
Allstate 1997 - 1999
Arthur Andersen 1994 - 1997
Skills
Consolidation, Tax, High Net Worth..., Income Tax, Corporate Tax, IPO, Consulting, Financial Planners, SEC, Asset Allocation, Gift Tax, Acquisition Integration, Financial Statement..., Derivatives, Tax Preparation, Estate Tax Planning, Financial Planning, Business Valuation, Accounting, Tax Law, Financial Analysis, Financial Reporting, CPA, Due Diligence, Tax Research, Tax Accounting, Tax Advisory, Valuation, Management, Mergers & Acquisitions
Education
University of Illinois College of Law 1991 — 1994
J.D., Law
Northern Illinois University 1988 — 1990
B.S., Accounting
Andersen Tax February 2006 - Present
KPMG 1999 - 2006
Allstate 1997 - 1999
Arthur Andersen 1994 - 1997
Skills
Consolidation, Tax, High Net Worth..., Income Tax, Corporate Tax, IPO, Consulting, Financial Planners, SEC, Asset Allocation, Gift Tax, Acquisition Integration, Financial Statement..., Derivatives, Tax Preparation, Estate Tax Planning, Financial Planning, Business Valuation, Accounting, Tax Law, Financial Analysis, Financial Reporting, CPA, Due Diligence, Tax Research, Tax Accounting, Tax Advisory, Valuation, Management, Mergers & Acquisitions
Education
University of Illinois College of Law 1991 — 1994
J.D., Law
Northern Illinois University 1988 — 1990
B.S., Accounting
Alexa Vieira LaBianca's Andersen Tax Experience May 2014 - Present
Job Director, Human Resources at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
Rothstein Kass September 2006 - May 2014
Merrill Lynch May 2002 - September 2006
Societe Generale 2000 - 2002
Prudential Securities 2000 - 2001
Skills
Recruiting, Human Resources, Talent Management, Performance Management, Onboarding, Talent Acquisition, Employee Relations, Organizational..., Interviews, Succession Planning, College Recruiting, Employee Engagement, Microsoft Excel, Management, Financial Reporting, SharePoint
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.)
San Francisco University High School 1993 — 1996
High School
Andersen Tax May 2014 - Present
Rothstein Kass September 2006 - May 2014
Merrill Lynch May 2002 - September 2006
Societe Generale 2000 - 2002
Prudential Securities 2000 - 2001
Skills
Recruiting, Human Resources, Talent Management, Performance Management, Onboarding, Talent Acquisition, Employee Relations, Organizational..., Interviews, Succession Planning, College Recruiting, Employee Engagement, Microsoft Excel, Management, Financial Reporting, SharePoint
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.)
San Francisco University High School 1993 — 1996
High School
Gabriela Baker's Andersen Tax Experience August 2012 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax August 2012 - Present
Massachusetts Appellate Tax Board September 2011 - December 2011
Suffolk County District Attorney's Office June 2010 - August 2011
Fannie Mae August 2007 - June 2009
Skills
Legal Research, Legal Writing, Litigation, Tax Preparation, Tax Research, Financial Analysis, Data Analysis, Business Analysis, Credit Risk, SAS, Valuation, Financial Modeling, Bloomberg, Microsoft Office, PowerPoint, Trials, Microsoft Excel, Fixed Income, Courts
Education
New England School of Law 2009 — 2012
Juris Doctor (J.D.), Tax Law/Taxation
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
Andersen Tax August 2012 - Present
Massachusetts Appellate Tax Board September 2011 - December 2011
Suffolk County District Attorney's Office June 2010 - August 2011
Fannie Mae August 2007 - June 2009
Skills
Legal Research, Legal Writing, Litigation, Tax Preparation, Tax Research, Financial Analysis, Data Analysis, Business Analysis, Credit Risk, SAS, Valuation, Financial Modeling, Bloomberg, Microsoft Office, PowerPoint, Trials, Microsoft Excel, Fixed Income, Courts
Education
New England School of Law 2009 — 2012
Juris Doctor (J.D.), Tax Law/Taxation
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), International Relations and Affairs
Harmony Chew's Andersen Tax Experience January 2013 - September 2014
Job Senior Associate at KKRAS
Industry Accounting
Experience
KKRAS September 2014 - Present
Andersen Tax January 2013 - September 2014
Mah & Associates December 2006 - December 2012
Law Offices of Suzan Yee & Associates March 2005 - December 2006
Skills
Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Bookkeeping, Bilingual, Accounting, Tax Returns, Auditing, CPA, Tax Accounting, Tax Research
Education
Golden Gate University 2007 — 2009
Master, Taxation
San Francisco State University 2003 — 2005
B.S, Business Administration (Accounting and Corporate Finance)
KKRAS September 2014 - Present
Andersen Tax January 2013 - September 2014
Mah & Associates December 2006 - December 2012
Law Offices of Suzan Yee & Associates March 2005 - December 2006
Skills
Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Bookkeeping, Bilingual, Accounting, Tax Returns, Auditing, CPA, Tax Accounting, Tax Research
Education
Golden Gate University 2007 — 2009
Master, Taxation
San Francisco State University 2003 — 2005
B.S, Business Administration (Accounting and Corporate Finance)
Mina Kim's Andersen Tax Experience June 2014 - Present
Job Senior Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2014 - Present
WTAS July 2012 - July 2014
Law Offices of Alan Forester November 2011 - June 2012
Tax Appeals Assistance Program August 2011 - May 2012
Volunteer Income Tax Assistance January 2010 - April 2010
BFWG&S May 2006 - July 2008
Skills
Legal Research, Legal Writing, Civil Litigation, Microsoft Office, Westlaw, Microsoft Excel, Tax Law
Education
Loyola Law School, Loyola Marymount University 2011 — 2012
LLM, Tax
Loyola Law School, Loyola Marymount University 2008 — 2011
Juris Doctorate, Emphasis in Tax
University of California, Santa Barbara 2000 — 2004
BA, Bus/Econ with Accounting & Asian American Studies
Andersen Tax June 2014 - Present
WTAS July 2012 - July 2014
Law Offices of Alan Forester November 2011 - June 2012
Tax Appeals Assistance Program August 2011 - May 2012
Volunteer Income Tax Assistance January 2010 - April 2010
BFWG&S May 2006 - July 2008
Skills
Legal Research, Legal Writing, Civil Litigation, Microsoft Office, Westlaw, Microsoft Excel, Tax Law
Education
Loyola Law School, Loyola Marymount University 2011 — 2012
LLM, Tax
Loyola Law School, Loyola Marymount University 2008 — 2011
Juris Doctorate, Emphasis in Tax
University of California, Santa Barbara 2000 — 2004
BA, Bus/Econ with Accounting & Asian American Studies
Natalie Heitzeberg's Andersen Tax Experience November 2014 - Present
Job Senior Tax Manager, Private Client Service at Andersen Tax
Industry Investment Management
Experience
Andersen Tax November 2014 - Present
Wellspring Group PS, CPA January 2009 - October 2014
Citigroup January 2008 - December 2008
Skills
Income Tax, CPA, High Net Worth..., Private Equity, Estate Planning, Product Management, Accounting, Finance, Small Business
Education
Golden Gate University 2000 — 2004
MS, Taxation
University of Washington
BA, Accounting
Andersen Tax November 2014 - Present
Wellspring Group PS, CPA January 2009 - October 2014
Citigroup January 2008 - December 2008
Skills
Income Tax, CPA, High Net Worth..., Private Equity, Estate Planning, Product Management, Accounting, Finance, Small Business
Education
Golden Gate University 2000 — 2004
MS, Taxation
University of Washington
BA, Accounting
Eric Anderson's Andersen Tax Experience October 2006 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax October 2006 - Present
Grant Thornton LLP 2003 - 2006
Accenture 1999 - 2003
Deloitte June 1993 - October 1999
Skills
Tax, Corporate Tax, Management, Income Tax, CPA, Accounting, SEC filings, Due Diligence, Mergers & Acquisitions, Tax Preparation, Financial Reporting, Leadership, Financial Analysis, GAAP, Auditing, Private Equity, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Tax Research, SEC Filings, State Tax, Business Valuation, Internal Audit, Mergers, International Tax, Microsoft Excel
Education
New York University 1997 — 1999
LLM, Tax Law
University of Washington 1991 — 1994
JD, Law
University of Washington School of Law 1988 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Andersen Tax October 2006 - Present
Grant Thornton LLP 2003 - 2006
Accenture 1999 - 2003
Deloitte June 1993 - October 1999
Skills
Tax, Corporate Tax, Management, Income Tax, CPA, Accounting, SEC filings, Due Diligence, Mergers & Acquisitions, Tax Preparation, Financial Reporting, Leadership, Financial Analysis, GAAP, Auditing, Private Equity, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Tax Research, SEC Filings, State Tax, Business Valuation, Internal Audit, Mergers, International Tax, Microsoft Excel
Education
New York University 1997 — 1999
LLM, Tax Law
University of Washington 1991 — 1994
JD, Law
University of Washington School of Law 1988 — 1991
Bachelor of Business Administration (B.B.A.), Accounting
Theodore V. Peck's Andersen Tax Experience May 2014 - Present
Job Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
True Partners Consulting LLC December 2006 - May 2014
Arrow Electronics August 2004 - December 2006
Adecco 2000 - 2004
PriceWaterhouseCoopers LLP 1994 - 2000
Marks Paneth LLP 1992 - 1994
Skills
Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Research, Tax Advisory, SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, Tax Returns, CPA, Financial Reporting
Education
Long Island University, C.W. Post Campus 1988 — 1992
Bachelor of Science (B.S.), Accounting
Andersen Tax May 2014 - Present
True Partners Consulting LLC December 2006 - May 2014
Arrow Electronics August 2004 - December 2006
Adecco 2000 - 2004
PriceWaterhouseCoopers LLP 1994 - 2000
Marks Paneth LLP 1992 - 1994
Skills
Tax, Corporate Tax, Tax Accounting, Income Tax, Tax Research, Tax Advisory, SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, Tax Returns, CPA, Financial Reporting
Education
Long Island University, C.W. Post Campus 1988 — 1992
Bachelor of Science (B.S.), Accounting
Monica Tillett's Andersen Tax Experience November 2005 - January 2015
Job Tax Director at Cherry Bekaert
Industry Accounting
Experience
Cherry Bekaert LLP August 2015 - Present
Andersen Tax November 2005 - January 2015
Deloitte 2002 - 2005
Andersen September 1994 - May 2002
Skills
Mergers & Acquisitions, Corporate Tax, Tax, Tax Research, Management, Income Tax, Tax Accounting, Accounting, International Tax, Financial Reporting, Tax Advisory, Due Diligence, Financial Analysis, Tax Law
Education
Georgetown University Law Center 2003 — 2005
LL.M., Tax
Pepperdine University School of Law 1991 — 1994
JD
Vanderbilt University 1987 — 1991
English, English, French
Cherry Bekaert LLP August 2015 - Present
Andersen Tax November 2005 - January 2015
Deloitte 2002 - 2005
Andersen September 1994 - May 2002
Skills
Mergers & Acquisitions, Corporate Tax, Tax, Tax Research, Management, Income Tax, Tax Accounting, Accounting, International Tax, Financial Reporting, Tax Advisory, Due Diligence, Financial Analysis, Tax Law
Education
Georgetown University Law Center 2003 — 2005
LL.M., Tax
Pepperdine University School of Law 1991 — 1994
JD
Vanderbilt University 1987 — 1991
English, English, French
Stephen Corrick's Andersen Tax Experience 2002 - Present
Job Managing Director at Andersen Tax LLC
Industry Accounting
Experience
Andersen Tax 2002 - Present
Arthur Andersen 1974 - 2002
Education
University of California, Hastings College of the Law 1971 — 1974
JD, Law
Gonzaga University - School of Business Administration 1967 — 1971
BBA, Accounting
Andersen Tax 2002 - Present
Arthur Andersen 1974 - 2002
Education
University of California, Hastings College of the Law 1971 — 1974
JD, Law
Gonzaga University - School of Business Administration 1967 — 1971
BBA, Accounting
David Bellumori's Andersen Tax Experience August 2013 - Present
Job Tax Attorney Specializing in Private Client Services
Industry Law Practice
Experience
Andersen Tax August 2013 - Present
United States District Court, Northern District of California February 2012 - June 2012
Alameda County District Attorney, Consumer and Environmental Protection Division June 2011 - August 2011
United States District Court, Northern District of California September 2010 - January 2011
Homeless Advocacy Project June 2010 - August 2010
Tax Aid January 2010 - April 2010
SLAC National Accelerator Laboratory July 2006 - October 2006
SLAC National Accelerator Laboratory June 2004 - October 2004
Skills
Legal Research, Tax Law, Income Tax, Estate Tax Planning, Gift Tax, Corporate Tax Planning, Partnership Taxation, Executive Compensation..., Deferred Compensation, Civil Litigation, Courts, Estate Planning, Trusts, Tax, Legal Writing, Westlaw
Education
New York University School of Law 2012 — 2013
Master of Laws (LL.M.), Taxation
University of California, Hastings College of the Law 2010 — 2012
J.D., Taxation
University of California, Davis 2003 — 2009
Bachelor of Arts, Italian
University of California, Davis 2003 — 2008
Bachelor of Arts, Comparative Literature
Andersen Tax August 2013 - Present
United States District Court, Northern District of California February 2012 - June 2012
Alameda County District Attorney, Consumer and Environmental Protection Division June 2011 - August 2011
United States District Court, Northern District of California September 2010 - January 2011
Homeless Advocacy Project June 2010 - August 2010
Tax Aid January 2010 - April 2010
SLAC National Accelerator Laboratory July 2006 - October 2006
SLAC National Accelerator Laboratory June 2004 - October 2004
Skills
Legal Research, Tax Law, Income Tax, Estate Tax Planning, Gift Tax, Corporate Tax Planning, Partnership Taxation, Executive Compensation..., Deferred Compensation, Civil Litigation, Courts, Estate Planning, Trusts, Tax, Legal Writing, Westlaw
Education
New York University School of Law 2012 — 2013
Master of Laws (LL.M.), Taxation
University of California, Hastings College of the Law 2010 — 2012
J.D., Taxation
University of California, Davis 2003 — 2009
Bachelor of Arts, Italian
University of California, Davis 2003 — 2008
Bachelor of Arts, Comparative Literature
William Pace's Andersen Tax Experience July 2002 - Present
Job Managing Director, Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2002 - Present
Arthur Andersen LLP 1980 - 2002
Skills
High Net Worth..., Tax, Estate Tax Planning, Tax Research, Business Valuation, Corporate Tax, Income Tax, International Tax, Tax Accounting, Private Equity, Tax Advisory, Estate Planning, Accounting, Tax Preparation, Valuation, Tax Law, Financial Modeling
Education
Loyola Law School, Loyola Marymount University 1977 — 1980
J.D.
University of California, Los Angeles 1973 — 1977
B.A., Economics
Andersen Tax July 2002 - Present
Arthur Andersen LLP 1980 - 2002
Skills
High Net Worth..., Tax, Estate Tax Planning, Tax Research, Business Valuation, Corporate Tax, Income Tax, International Tax, Tax Accounting, Private Equity, Tax Advisory, Estate Planning, Accounting, Tax Preparation, Valuation, Tax Law, Financial Modeling
Education
Loyola Law School, Loyola Marymount University 1977 — 1980
J.D.
University of California, Los Angeles 1973 — 1977
B.A., Economics
Aaron Hawthorne's Andersen Tax Experience November 2005 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax November 2005 - Present
PricewaterhouseCoopers October 2000 - October 2005
Portman & Felser LLP July 1994 - September 1997
Skills
Financial Planning, International Tax..., Trusts, Gifts, Income Tax, Tax, Investments, Financial Planners, Strategic Financial..., Tax Returns, Wealth, Mergers & Acquisitions, Financial Analysis, Accounting
Education
University of Oklahoma College of Law 1994 — 1997
J. D., Law
George Mason University 1990 — 1994
B. S., Accounting
Andersen Tax November 2005 - Present
PricewaterhouseCoopers October 2000 - October 2005
Portman & Felser LLP July 1994 - September 1997
Skills
Financial Planning, International Tax..., Trusts, Gifts, Income Tax, Tax, Investments, Financial Planners, Strategic Financial..., Tax Returns, Wealth, Mergers & Acquisitions, Financial Analysis, Accounting
Education
University of Oklahoma College of Law 1994 — 1997
J. D., Law
George Mason University 1990 — 1994
B. S., Accounting
Thomas Denney, CPA, CFE's Andersen Tax Experience July 2002 - Present
Job Director at Andersen Tax (Formerly WTAS LLC)
Industry Accounting
Experience
Andersen Tax July 2002 - Present
Arthur Andersen September 1988 - June 2002
Skills
CPA, Tax, Income Tax, Tax Research, Tax Preparation, Partnership Taxation, Auditing, Tax Advisory, GAAP, Financial Reporting, Business Valuation, Corporate Tax, Accounting, Tax Returns, Investments, International Tax, Tax Accounting, Financial Modeling, Internal Controls, QuickBooks, SEC filings, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Cash Flow, Financial Analysis, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Forensic Accounting, High Net Worth..., Revenue Recognition, Financial Statements, Big 4, Tax Law, Estate Tax Planning, Consolidation, Private Equity, Corporate Finance, SEC Filings, Financial Planning
Education
Florida Atlantic University
MAcc, Accounting
Andersen Tax July 2002 - Present
Arthur Andersen September 1988 - June 2002
Skills
CPA, Tax, Income Tax, Tax Research, Tax Preparation, Partnership Taxation, Auditing, Tax Advisory, GAAP, Financial Reporting, Business Valuation, Corporate Tax, Accounting, Tax Returns, Investments, International Tax, Tax Accounting, Financial Modeling, Internal Controls, QuickBooks, SEC filings, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Cash Flow, Financial Analysis, Strategic Financial..., Due Diligence, Mergers & Acquisitions, Forensic Accounting, High Net Worth..., Revenue Recognition, Financial Statements, Big 4, Tax Law, Estate Tax Planning, Consolidation, Private Equity, Corporate Finance, SEC Filings, Financial Planning
Education
Florida Atlantic University
MAcc, Accounting
Lan Xie's Andersen Tax Experience July 2014 - Present
Job CPA
Industry Accounting
Scott Deichmann's Andersen Tax Experience July 2012 - Present
Job Director at AndersenTax
Industry Financial Services
Experience
Andersen Tax July 2012 - Present
Arabella Capital Management 2007 - July 2012
Kensington Law Firm December 2003 - September 2009
Dumaine Consulting LLC February 2002 - November 2003
Bank One July 2000 - February 2002
KPMG January 1996 - June 2000
Skills
Tax, High Net Worth..., Financial Planning, Wealth Management, Investments
Education
University of New Orleans 1993 — 1995
M.S., Accunting - Tax Option
Louisiana State University 1989 — 1993
B.S., Accounting
Andersen Tax July 2012 - Present
Arabella Capital Management 2007 - July 2012
Kensington Law Firm December 2003 - September 2009
Dumaine Consulting LLC February 2002 - November 2003
Bank One July 2000 - February 2002
KPMG January 1996 - June 2000
Skills
Tax, High Net Worth..., Financial Planning, Wealth Management, Investments
Education
University of New Orleans 1993 — 1995
M.S., Accunting - Tax Option
Louisiana State University 1989 — 1993
B.S., Accounting
Lindsey Gerlock, CPA's Andersen Tax Experience September 2008 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax September 2008 - Present
Thomas Howell Ferguson, PA 2006 - August 2008
Skills
Private Client Services, Income Tax Planning &..., Gift & Estate Tax..., Partnership Taxation, Trust Taxation, S-Corporation Taxation, Estate Tax Planning, Valuation, Estate Planning, Private Clients, Accounting, Tax, Income Tax, Tax Research, Finance, Strategic Financial..., Tax Advisory, Tax Accounting, Corporate Tax, Tax Preparation
Education
Florida State University - College of Business 2007 — 2008
Masters, Accounting (Taxation)
Florida State University - College of Business 2003 — 2007
Bachelors, Accounting & Finance
Andersen Tax September 2008 - Present
Thomas Howell Ferguson, PA 2006 - August 2008
Skills
Private Client Services, Income Tax Planning &..., Gift & Estate Tax..., Partnership Taxation, Trust Taxation, S-Corporation Taxation, Estate Tax Planning, Valuation, Estate Planning, Private Clients, Accounting, Tax, Income Tax, Tax Research, Finance, Strategic Financial..., Tax Advisory, Tax Accounting, Corporate Tax, Tax Preparation
Education
Florida State University - College of Business 2007 — 2008
Masters, Accounting (Taxation)
Florida State University - College of Business 2003 — 2007
Bachelors, Accounting & Finance
Thomas R. McDonnell's Andersen Tax Experience 2005 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax 2005 - Present
Ernst & Young 1987 - 2002
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, Income Tax, Due Diligence, Tax Advisory, International Tax, Tax Research, Financial Reporting, Tax Preparation, Tax Law, Financial Analysis, Auditing, Mergers & Acquisitions, CPA, SEC Filings, Private Equity, GAAP, Partnership Taxation
Education
Drexel University - LeBow College of Business 1984 — 1986
MS, Taxation
Andersen Tax 2005 - Present
Ernst & Young 1987 - 2002
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, Income Tax, Due Diligence, Tax Advisory, International Tax, Tax Research, Financial Reporting, Tax Preparation, Tax Law, Financial Analysis, Auditing, Mergers & Acquisitions, CPA, SEC Filings, Private Equity, GAAP, Partnership Taxation
Education
Drexel University - LeBow College of Business 1984 — 1986
MS, Taxation
Fiona Wallace's Andersen Tax Experience July 2014 - Present
Job Manager Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax July 2014 - Present
Andersen Tax January 2012 - June 2014
Andersen Tax January 2010 - December 2011
Skills
Financial Reporting, Financial Analysis, Valuation
Education
Georgetown University
Bachelor of Arts (B.A.), Economics
Andersen Tax July 2014 - Present
Andersen Tax January 2012 - June 2014
Andersen Tax January 2010 - December 2011
Skills
Financial Reporting, Financial Analysis, Valuation
Education
Georgetown University
Bachelor of Arts (B.A.), Economics
Haodi Wang's Andersen Tax Experience August 2009 - May 2013
Job Senior Associate at PwC
Industry Accounting
Experience
PwC July 2013 - Present
Andersen Tax August 2009 - May 2013
Andersen Tax June 2008 - August 2008
Skills
Tax Research, Partnership Taxation, Income Tax, Tax Accounting, Tax, Corporate Tax, Tax Advisory, Tax Preparation, CPA, International Tax
Education
James Madison University - College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Majors: Accounting, Finance
Tsinghua University 2007 — 2007
School of Economics and Management, Minor: Chiness Business Studies
PwC July 2013 - Present
Andersen Tax August 2009 - May 2013
Andersen Tax June 2008 - August 2008
Skills
Tax Research, Partnership Taxation, Income Tax, Tax Accounting, Tax, Corporate Tax, Tax Advisory, Tax Preparation, CPA, International Tax
Education
James Madison University - College of Business 2006 — 2009
Bachelor of Business Administration (B.B.A.), Majors: Accounting, Finance
Tsinghua University 2007 — 2007
School of Economics and Management, Minor: Chiness Business Studies
Emerson DuBois's Andersen Tax Experience January 2007 - Present
Job Senior Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2007 - Present
Harris & Harris, P.C. October 2005 - January 2007
McNamara Law Firm September 2003 - October 2005
Skills
High Net Worth..., Gift Tax, Estate Tax Planning, Tax Advisory, Income Tax, Tax Research, Tax Accounting, Tax Preparation, Partnership Taxation, International Tax, US Tax
Education
University of Southern California Law School
JD
University of Southern California - Marshall School of Business
MBA
Golden Gate University, School of Law
LLM (With Honors), Taxation
University of California, Santa Cruz
BA
Andersen Tax January 2007 - Present
Harris & Harris, P.C. October 2005 - January 2007
McNamara Law Firm September 2003 - October 2005
Skills
High Net Worth..., Gift Tax, Estate Tax Planning, Tax Advisory, Income Tax, Tax Research, Tax Accounting, Tax Preparation, Partnership Taxation, International Tax, US Tax
Education
University of Southern California Law School
JD
University of Southern California - Marshall School of Business
MBA
Golden Gate University, School of Law
LLM (With Honors), Taxation
University of California, Santa Cruz
BA
alison andersen's Andersen Tax Experience February 2006 - Present
Job Managing Director at Andersen Tax
Industry Accounting
Experience
Andersen Tax February 2006 - Present
WTAS 2006 - Present
Deloitte & Touche October 2004 - February 2006
PricewaterhouseCoopers October 1999 - August 2000
Skills
Partnership Taxation, Tax Compliance, Individual Taxation, Gift Tax, Tax Advisory, Federal Tax
Education
Fordham University 2000 — 2004
Law
State University of New York College at Buffalo 1995 — 1999
Bachelor of Science (BS), Accounting and Finance
State University of New York College at Buffalo 1995 — 1999
BS, accounting
Andersen Tax February 2006 - Present
WTAS 2006 - Present
Deloitte & Touche October 2004 - February 2006
PricewaterhouseCoopers October 1999 - August 2000
Skills
Partnership Taxation, Tax Compliance, Individual Taxation, Gift Tax, Tax Advisory, Federal Tax
Education
Fordham University 2000 — 2004
Law
State University of New York College at Buffalo 1995 — 1999
Bachelor of Science (BS), Accounting and Finance
State University of New York College at Buffalo 1995 — 1999
BS, accounting
Hye Young Kim's Andersen Tax Experience July 2010 - December 2012
Job Financial Analyst at Anthony Logistics For Men
Industry Retail
Experience
Anthony Logistics For Men March 2014 - Present
Andersen Tax July 2010 - December 2012
Deloitte July 2007 - August 2007
Skills
Accounting, Microsoft Excel, Financial Accounting, Financial Analysis, Forecasting, Competitive Analysis, Budgets, Retail, QuickBooks, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Outlook, Sales, Marketing Strategy, Account Reconciliation
Education
Fashion Institute of Technology 2013 — 2013
Summer Credit Courses, Financial Planning and Assortment
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science, Accounting and Finance
Anthony Logistics For Men March 2014 - Present
Andersen Tax July 2010 - December 2012
Deloitte July 2007 - August 2007
Skills
Accounting, Microsoft Excel, Financial Accounting, Financial Analysis, Forecasting, Competitive Analysis, Budgets, Retail, QuickBooks, PowerPoint, Microsoft Office, Microsoft Word, Market Research, Outlook, Sales, Marketing Strategy, Account Reconciliation
Education
Fashion Institute of Technology 2013 — 2013
Summer Credit Courses, Financial Planning and Assortment
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science, Accounting and Finance
Natalie (Hee Joo) Kim's Andersen Tax Experience March 2014 - Present
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax March 2014 - Present
Frank Hirth July 2012 - March 2014
Skills
Financial Modeling, Bloomberg, Financial Analysis, PowerPoint, DCF, Bloomberg Terminal, Valuation, Investments, Research, Microsoft Excel, Microsoft Office, Public Speaking, Corporate Finance, Financial Accounting, International Tax, Corporate Tax, Income Tax, Expatriate Tax, Tax
Education
Georgetown University 2008 — 2012
Bachelor of Science (BS), Finance, International Business
The Chinese University of Hong Kong 2011 — 2011
Finance, Economics
Danish Institute of Study Abroad 2010 — 2010
European Business Strategy
Andersen Tax March 2014 - Present
Frank Hirth July 2012 - March 2014
Skills
Financial Modeling, Bloomberg, Financial Analysis, PowerPoint, DCF, Bloomberg Terminal, Valuation, Investments, Research, Microsoft Excel, Microsoft Office, Public Speaking, Corporate Finance, Financial Accounting, International Tax, Corporate Tax, Income Tax, Expatriate Tax, Tax
Education
Georgetown University 2008 — 2012
Bachelor of Science (BS), Finance, International Business
The Chinese University of Hong Kong 2011 — 2011
Finance, Economics
Danish Institute of Study Abroad 2010 — 2010
European Business Strategy
Andrew Singer, CPA, MT's Andersen Tax Experience March 2014 - Present
Job Tax Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax March 2014 - Present
Fulvio & Associates, LLP December 2009 - March 2014
Deloitte June 2008 - December 2009
Amper, Politziner & Mattia, LLP September 2005 - April 2008
Skills
Tax Research, Tax Returns, Corporate Tax, Tax, Tax Accounting, Income Tax, CPA, GAAP, Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, Tax Preparation
Education
University of Denver 2004 — 2005
Masters of Taxation, Taxation
Northeastern University 2000 — 2005
B.S. in Business Adminstration, Primary Major: Accounting Secondary Major: Finance
Skidmore College 1999 — 2000
N/A transfered to Northeastern, Business
Andersen Tax March 2014 - Present
Fulvio & Associates, LLP December 2009 - March 2014
Deloitte June 2008 - December 2009
Amper, Politziner & Mattia, LLP September 2005 - April 2008
Skills
Tax Research, Tax Returns, Corporate Tax, Tax, Tax Accounting, Income Tax, CPA, GAAP, Financial Reporting, Accounting, Financial Analysis, Auditing, Internal Controls, Tax Preparation
Education
University of Denver 2004 — 2005
Masters of Taxation, Taxation
Northeastern University 2000 — 2005
B.S. in Business Adminstration, Primary Major: Accounting Secondary Major: Finance
Skidmore College 1999 — 2000
N/A transfered to Northeastern, Business
Doug Allcorn's Andersen Tax Experience June 2007 - March 2012
Job Deals Director at PwC Specializing in Valuation at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC March 2012 - June 2013
Andersen Tax June 2007 - March 2012
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Business Valuation
Education
Drexel University - LeBow College of Business 2007 — 2009
MS in Finance, Masters of Science in Finance
Drexel University 2004 — 2007
Bachelors in Business Administration, Accounting/Finance
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC March 2012 - June 2013
Andersen Tax June 2007 - March 2012
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Business Valuation
Education
Drexel University - LeBow College of Business 2007 — 2009
MS in Finance, Masters of Science in Finance
Drexel University 2004 — 2007
Bachelors in Business Administration, Accounting/Finance
Jennifer Whitelock, CPA's Andersen Tax Experience May 2007 - Present
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2007 - Present
Skills
Tax, Tax Accounting, Accounting, GAAP, Tax Research, Income Tax, Tax Advisory, Tax Preparation, Partnership Taxation, CPA, Microsoft Excel
Education
Florida State University 2002 — 2006
Master's, Accounting
Andersen Tax May 2007 - Present
Skills
Tax, Tax Accounting, Accounting, GAAP, Tax Research, Income Tax, Tax Advisory, Tax Preparation, Partnership Taxation, CPA, Microsoft Excel
Education
Florida State University 2002 — 2006
Master's, Accounting
Max Van Trojen's Andersen Tax Experience June 2014 - Present
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax June 2014 - Present
Lakeshore Investment Corporation May 2012 - Present
Ecova June 2013 - April 2014
Centerplate June 2011 - August 2011
Cork Coffee Roasters June 2010 - August 2010
Skills
Tax, Financial Accounting, Fixed Assets, Sales, Financial Analysis, Microsoft Excel, Accounting
Education
Gonzaga University 2013 — 2014
Masters of Accountancy, Taxation
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
O'Dea High School 2005 — 2009
Andersen Tax June 2014 - Present
Lakeshore Investment Corporation May 2012 - Present
Ecova June 2013 - April 2014
Centerplate June 2011 - August 2011
Cork Coffee Roasters June 2010 - August 2010
Skills
Tax, Financial Accounting, Fixed Assets, Sales, Financial Analysis, Microsoft Excel, Accounting
Education
Gonzaga University 2013 — 2014
Masters of Accountancy, Taxation
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
O'Dea High School 2005 — 2009
Dennis O'Reilly's Andersen Tax Experience July 2013 - Present
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax July 2013 - Present
3D's Cool Creations May 2003 - Present
Loyola University Chicago May 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Outlook, Lawson General Ledger, Rent Manager, Yardi Property..., Children's Yoga, Sword Fighting, Jimmy Jib, Wizard, Cheesecakes, Dinosaurs, One Man Band, Alienbrain, Puppetry
Education
Loyola University of Chicago 2008 — 2013
BBA and BS, Accounting and Chemisty
Andersen Tax July 2013 - Present
3D's Cool Creations May 2003 - Present
Loyola University Chicago May 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Outlook, Lawson General Ledger, Rent Manager, Yardi Property..., Children's Yoga, Sword Fighting, Jimmy Jib, Wizard, Cheesecakes, Dinosaurs, One Man Band, Alienbrain, Puppetry
Education
Loyola University of Chicago 2008 — 2013
BBA and BS, Accounting and Chemisty
Timothy Wallace's Andersen Tax Experience January 2015 - Present
Job Manager at Andersen Tax
Industry Accounting
Experience
Andersen Tax January 2015 - Present
WTAS January 2012 - Present
WTAS January 2010 - December 2011
GE June 2008 - February 2009
Skills
Tax Research, Tax Accounting, Tax, Accounting, GAAP, Income Tax, Tax Preparation, International Tax, Financial Accounting, Financial Statements, General Ledger
Education
Fairfield University 2005 — 2009
BS, Accounting
Connetquot High School 2001 — 2004
Regents Diploma, N/A
Andersen Tax January 2015 - Present
WTAS January 2012 - Present
WTAS January 2010 - December 2011
GE June 2008 - February 2009
Skills
Tax Research, Tax Accounting, Tax, Accounting, GAAP, Income Tax, Tax Preparation, International Tax, Financial Accounting, Financial Statements, General Ledger
Education
Fairfield University 2005 — 2009
BS, Accounting
Connetquot High School 2001 — 2004
Regents Diploma, N/A
Nordia N. Daley's Andersen Tax Experience January 2014 - Present
Job Tax Associate at Andersen Tax, LLC
Industry Accounting
Experience
Andersen Tax January 2014 - Present
Golden Gate University September 2012 - August 2013
United States Navy June 2008 - December 2011
University of La Verne March 2009 - October 2010
Facility Merchandising Inc January 2007 - June 2008
Victoria Mutual Building Society January 2003 - July 2005
Long Bay Beach Park 2001 - 2003
Jamaica National Building Society 1998 - 2000
Skills
QuickBooks, Outlook, Bookkeeping, Accounting, Tax, Adobe Acrobat, Invoicing, Human Resources, Microsoft Office, General Ledger, ProSystem fx Tax, RIA Checkpoint, FBARs, International Tax, CCH Intelliconnect, Superforms, Accounts Payable, GAAP, Financial Statements, Financial Accounting, Financial Analysis
Education
Golden Gate University 2012 — 2013
Masters in Science, Taxation
University of La Verne 2009 — 2010
Bachelor of Science, Cum Laude, Organizational Management
Utah Valley University 2005 — 2006
Associate of Science (AS), Business Management
Andersen Tax January 2014 - Present
Golden Gate University September 2012 - August 2013
United States Navy June 2008 - December 2011
University of La Verne March 2009 - October 2010
Facility Merchandising Inc January 2007 - June 2008
Victoria Mutual Building Society January 2003 - July 2005
Long Bay Beach Park 2001 - 2003
Jamaica National Building Society 1998 - 2000
Skills
QuickBooks, Outlook, Bookkeeping, Accounting, Tax, Adobe Acrobat, Invoicing, Human Resources, Microsoft Office, General Ledger, ProSystem fx Tax, RIA Checkpoint, FBARs, International Tax, CCH Intelliconnect, Superforms, Accounts Payable, GAAP, Financial Statements, Financial Accounting, Financial Analysis
Education
Golden Gate University 2012 — 2013
Masters in Science, Taxation
University of La Verne 2009 — 2010
Bachelor of Science, Cum Laude, Organizational Management
Utah Valley University 2005 — 2006
Associate of Science (AS), Business Management