RBZ, LLP
Industry: Company
DescriptionHeadquarters: Los Angeles, CA Founded: 1975
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RBZ, LLP Employees
Self-employed December 2014 - Present
RBZ, LLP October 2005 - December 2014
Skills
Tax, Tax Preparation, Income Tax, CPA, Small Business, Payroll, Training, Tax Law, Accounting, IRS, Consulting, Financial Reporting, Internal Controls, Tax Returns, Cash Flow Forecasting, High Net Worth..., Property Tax, Start-ups, Strategy, Finance, Financial Analysis, Management
Education
University of San Diego 2001 — 2005
Bachelors Degree, Accounting
Loyola High School 1997 — 2001
RadiumOne February 2015 - Present
The Clorox Company November 2013 - Present
RBZ, LLP October 2012 - June 2013
UCLA Anderson School of Management December 2011 - May 2012
Internal Revenue Service January 2010 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Excel, Stata, VBA, SQL, Visio
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Business Economics (Minor in Accounting)
Reliance Steel & Aluminum Co. September 2014 - Present
Kidsline LLC July 2013 - July 2014
RBZ, LLP January 2009 - July 2013
Skills
Fluent in Korean, Tax, Financial Reporting, Accounting, Auditing, Internal Controls, Compilation, Microsoft Excel, Financial Accounting, Tax Preparation, Tax Returns, QuickBooks, GAAP, Corporate Tax, CPA
Education
UCLA 2004 — 2008
BA, Economics, emphasis in Accounting
sunny hills high school
Forever 21 September 2012 - November 2013
Arc Machines Inc. 2011 - 2012
The California Endowment 2010 - 2011
99 Cents Only Stores 2006 - 2010
Santa Anita Park 2005 - 2006
RBZ, LLP 2000 - 2005
Berland Technologies, Inc. 1998 - 2000
Cathay Pacific Airways 1994 - 1998
Skills
Financial Reporting, Accounting, Auditing, General Ledger, Fixed Assets, Account Reconciliation, Tax, Cost Accounting, Internal Controls, Financial Analysis, QuickBooks, Financial Accounting, Microsoft Excel, Financial Statements, Accounts Payable, Accounts Receivable, US GAAP, GAAP, Inventory Accounting, International Accounting, Franchise and Joint..., Accruals, SEC filings, Due Diligence, Journal Entries, Tax Accounting, Finance, ERP, Peachtree, Monthly Close, Cash Flow, Cash Flow Forecasting, Hyperion Enterprise
Education
University of California, Los Angeles
BA
Santa Monica College
Associate of Arts (AA)
Kallaman+Thompson+Logan, LLP May 2015 - Present
SKMC, LLP January 2008 - April 2015
RBZ, LLP 2004 - 2004
EKMC, LLP September 1998 - October 2003
Skills
Auditing, Accounting, Tax, GAAP, Financial Reporting, Tax Preparation, US GAAP, Corporate Tax, Tax Accounting, Tax Returns, Assurance, Finance, Financial Accounting, Income Tax, Internal Controls, CPA, General Ledger, Financial Analysis, QuickBooks, Cash Flow, Bookkeeping, SEC filings, Consolidation, Agreed upon procedures, Film tax incentives, Tax Audit Representation, Film accounting, HUD subsidized housing, Retail, Private Foundations, Single Audit, Audits of Employee...
Education
California State University-Los Angeles 1990 — 1995
B.S., Accounting
DLR Group March 2010 - Present
WWCOT May 2009 - February 2010
Reznick Group December 2007 - May 2009
RBZ, LLP October 2005 - November 2007
A.G. Edwards September 2004 - December 2004
Skills
Transfer Pricing, Tax, Internal Controls, Accounting, Microsoft Office, Auditing, Financial Statements, CPA, Finance, Financial Reporting, QuickBooks, Management, US GAAP, GAAP, Tax Preparation
Education
University of California, Santa Barbara 2003 — 2005
Business Economics with an emphasis in Accounting, Finance/Accounting
A Courageous Creative Culture May 2013 - Present
RBZ, LLP October 2003 - May 2013
Jacobs November 2002 - October 2003
Washington State Ferries June 1993 - October 2002
Skills
Microsoft Excel, Microsoft Office, Culture Development, Theatre, Professional Mentoring, Human Resources, Payroll, Cross Functional Team..., Employee Training, Culture Change, Accounting, Program Management, Event Planning, QuickBooks, Employee Relations, Employee Benefits, FMLA, Interviews, SPHR, Management, Leadership, Team Building, Training, Policy, Mentoring
Education
Central Washington University 1989 — 1993
Bachelor of Arts, Theatre Arts; English
Armanino LLP August 2015 - Present
RBZ, LLP May 2013 - July 2015
Time Warner Cable October 2005 - July 2011
Skills
Technical Support, Help Desk Support, Active Directory, Windows 7, Windows XP, Troubleshooting, Computer Hardware, Software Installation, VMware, Operating Systems, Microsoft Exchange, Hardware, A+ Certified
Education
El Camino College
Computer Technology/Computer Systems Technology
Armanino LLP August 2015 - Present
RBZ, LLP July 2012 - August 2015
Greenberg Glusker, LLP October 2007 - June 2012
Association of Legal Administrators April 2010 - March 2012
RBZ, LLP November 1997 - September 2007
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2004
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 1993 — 1995
Bachelor, Accounting
Sacred Heart Canossian College
Ann E. Fox November 2010 - Present
RBZ, LLP February 2002 - November 2010
Transamerica Life Companies May 1997 - January 2001
Transamerica Life Companies May 1996 - May 1997
Skills
QuickBooks, Accounting, Taxation, Estate Tax and Trusts, Forensic Accounting, Excellent client service, Excellent writing skills, Tax, Payroll, Tax Preparation, Tax Returns, High Net Worth..., Estate Tax Planning, Corporate Tax, Income Tax, Tax Research, Tax Accounting
Education
University of California
Bachelor of Arts (B.A.)
University of California, Santa Cruz
Bachelor of Arts
Armanino LLP August 2015 - Present
RBZ, LLP October 2013 - August 2015
ExED (Excellent Education though Charter Schools) October 2011 - September 2013
Bruinwoods, UCLA Family Resort June 2011 - September 2011
Associated Students University of California Los Angeles October 2009 - June 2010
Heinrich Construction September 2008 - January 2009
Skills
Accounting, GAAP, Financial Analysis, Microsoft Office, Google Apps, Sage Fund Accounting, Paychex, Mathematics, Self Starter, Fast Learner
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Science (BS), Mathematics Applied Sciences
RBZ, LLP January 2013 - January 2015
Career Strategies, Inc January 2012 - September 2012
US Census Bureau January 2010 - March 2011
Bamko Promotional Items October 2008 - May 2009
Coffee Bean & Tea Leaf August 2004 - October 2007
Skills
Customer Service, Recruiting, Training, Background Checks, Employee Benefits, Interviews, New Hire Paperwork, Disciplinary Action, Management, Human Resources, Conflict Resolution, Strategic Planning, Sourcing, Talent Acquisition, Microsoft Office, Retail, Team Building
Education
UCLA Extension 2012 — 2015
Certificate, Human Resources Management, 3.78 GPA
University of Phoenix 2008 — 2010
BS, Business Management, 3.43 GPA
Parker and Lynch May 2014 - Present
PwC December 2013 - March 2014
BNY Mellon June 2012 - December 2013
Windes & McClaughry Accountancy Corporation January 2011 - February 2012
RBZ, LLP October 2007 - November 2010
Skills
Accounting, Financial Analysis, Real Estate Finance, Writing, Excel, REIT, Yardi, Real Estate, Financial Statement..., CPA, Tax, Finance, Financial Statements
Education
University of Southern California 2003 — 2007
BS, Accounting
Oxford Academy High School 1999 — 2003
Armanino LLP August 2015 - Present
RBZ, LLP July 2011 - July 2015
Deloitte November 2008 - July 2011
Wells Fargo Bank 2006 - 2008
Wells Fargo 2002 - 2006
Skills
Tax, Trusts, International Tax, High Net Worth..., Estate Planning, Estate Tax Planning, Tax Advisory, Accounting, Income Tax, Tax Preparation, Financial Planners, Wealth Management, Tax Accounting, Financial Analysis, Corporate Tax
Education
Golden Gate University, School of Law 2002 — 2004
LLM in Taxation, Taxation
Loyola University New Orleans College of Law 1981 — 1984
JD, Law
Duke University 1977 — 1981
AB, Management Sciences, Political Science
RBZ, LLP November 2007 - Present
Ernst & Young January 2006 - November 2007
Harb Levy and Weiland December 1999 - December 2005
Education
Golden Gate University
MST, Taxation
University of Wisconsin-Madison - School of Business
BA, Accounting
ResMed January 2010 - Present
KPMG LLP September 2008 - October 2009
QUALCOMM, INC June 2007 - July 2008
DELOITTE TAX, LLP November 2004 - June 2007
RBZ, LLP September 2002 - November 2004
Skills
Tax, Auditing, Accounting, Sarbanes-Oxley Act, Tax Research, Tax Accounting, GAAP, Income Tax, Internal Controls, CPA, International Tax, Financial Statements
Education
University of Southern California 2012 — 2015
Master's degree, Taxation
California Polytechnic State University-San Luis Obispo 1999 — 2002
Bachelors, Economics / Accounting
Mira Costa College - Oceanside, CA 1996 — 1999
AA, Behavioral and Social Sciences
RBZ, LLP October 2004 - January 2015
Moss Adams, LLP October 1999 - October 2004
Breslow, Loeb, Baumohl & Wall September 1996 - October 1999
Cohen, Bender & Wall May 1991 - September 1996
Panavision Hollywood August 1989 - April 1991
Skills
Network Administration, Servers, Training, Technical Support, Budgets, Troubleshooting, Management, Windows, Networking, Accounting, Project Management, Consulting, Small Business, IT Management
Education
California State University-Northridge 1979 — 1983
Bachelor of Arts in Radio and Television Production with an Emphasis in Film
California State University, Northridge Extension
HTML and Web Design
Santa Monica College
Visual Basic Programming
UCLA Extension
Project Management
Wave Technologies
Certification, Novel NetWare Administration
F.K. Nursery, Inc. November 2010 - Present
ROSSI DOSKOCIL & FINKELSTEIN, LLP May 1992 - September 2010
RBZ, LLP January 1989 - April 1992
Moss Adams LLP July 1987 - December 1988
Blue Cross of California February 1986 - June 1987
Skills
Sales, Accounting, Auditing, Sales Management, New Business Development, Landscaping, Wholesale, Negotiation, Tax, Management, Customer Service, Nonprofits, Start-ups, Forecasting, Business Development, Budgets, Business Planning
Education
University of California, Los Angeles 1983 — 1985
B.A., ECONOMICS
Diablo Valley College 1981 — 1983
AA, General
Northgate High
Angelo J. Di Fusco CPA AAC January 1991 - Present
RBZ, LLP 1984 - 1990
Skills
Financial Reporting, QuickBooks, Bookkeeping, Tax, Financial Accounting, Small Business, Accounting, Accounts Receivable, CPA, Financial Analysis, Tax Preparation, Accounts Payable, Internal Controls
Education
Loyola Marymount University, College of Business Administration 1980 — 1984
BS, Accounting
AZUBU March 2015 - Present
CBS Outdoor / Outfront Media October 2014 - Present
Van Wagner Communications, LLC November 2011 - October 2014
RBZ, LLP 2006 - November 2011
Lockton Companies 2004 - 2005
Skills
Accounting, Auditing, Tax, Audit, Financial Reporting, Tax Returns, Tax Preparation, Quickbooks, Income Tax, Compilation, Tax Services, Compliance, Internal Controls, Assurance, QuickBooks, Financial Analysis, Financial Modeling, Financial Accounting, GAAP, Corporate Tax, US GAAP, Sarbanes-Oxley Act, Tax Research, SEC filings, Financial Statements, Tax Accounting, Revenue Recognition, Sarbanes-Oxley, General Ledger, CPA, Accounts Payable, Accounts Receivable, Finance
Education
University of Southern California 2005 — 2006
Master's, Accounting
USC Marshall School of Business 2000 — 2004
BS, Business Finance
Notre Dame High School
Notre Dame High School
Notre Dame High School
rhondada digital marketing 2009 - Present
Constant Contact 2009 - Present
Addison Center for the Arts December 2014 - June 2015
RBZ, LLP March 2013 - August 2013
Direct Partners April 2010 - September 2010
DIRECTV February 2007 - November 2008
City of Hope 2003 - 2007
Ignited June 2002 - November 2002
Mattel 2000 - 2002
Feed the Monster Media 1999 - 2000
Skills
Digital Marketing, Email Marketing, Facebook, Integrated Marketing, Social Media Marketing, Web Analytics, Copywriting, Web Project Management, SEO, Wordpress, Content Strategy, Brand Management, Content Marketing, Brand Ambassador, CMS, HTML + CSS, Market Research, Newsletters, Photoshop, Dreamweaver, Blogging, Video, Microsoft Office, Microsoft Project, Twitter, Digital Asset Management, Process Improvement, Google Analytics
Education
UCLA Extension Social Media Marketing & Web Analytics Certificate Program 2011 — 2012
Social Media, Branding, IMC, Online Marketing, Digital Advertisisng, IXD, Social Media, Branding, IMC, Online Marketing, Digital Advertisisng, IXD
California State University-Dominguez Hills 2009 — 2009
Certificate of Completion, Project Management
California State University-Long Beach 2002 — 2003
Designated Subjects Teaching Credential: Computer Applications and Digital Publishing
University of Southern California 1996 — 1997
Certificates of Completion, Internet Development and Information Technology
Columbia College Chicago
BA Broadcast Communications, Television Production
GLENBROOK NORTH HIGH SCHOOL
TelePacific Communications June 2014 - Present
TelePacific Communications February 2013 - Present
TelePacific Communications February 2011 - February 2013
RBZ, LLP January 2004 - November 2010
Rahimi and Company March 2003 - December 2004
Education
University of California, Los Angeles 2000 — 2004
Personal January 2010 - Present
Center for the Partically Sighted October 2005 - Present
LARPGroup June 2004 - Present
The Center for the Partially Sighted 2005 - June 2011
RBZ, LLP January 1996 - October 2009
rbz,LLP January 1996 - September 2008
Skills
Internal Controls, Financial Reporting, Accounting, Strategic Planning, Non-profits, Auditing, Budgets, QuickBooks, Financial Analysis, Mergers & Acquisitions, Leadership, Nonprofits, Tax, Microsoft Office, Program Management, Sarbanes-Oxley Act, General Ledger, Management Consulting, Training, Management, Team Leadership, Microsoft Excel, Accounts Payable, Bookkeeping, Small Business, Networking, CPA, Microsoft Word, Data Analysis, GAAP, Financial Statements, Tax Preparation, Business Planning, Accounts Receivable, Financial Audits, Managerial Finance, Due Diligence, Financial Accounting, Analysis, Internal Audit, Finance, Public Speaking, Process Improvement, Payroll, Start-ups, Consulting, PowerPoint, Income Tax, Tax Returns, US GAAP
Education
Loyola Marymount University, College of Business Administration 1974 — 1977
BS, Accounting
Loyola Marymount University
Bachelor of Science, Accounting
Sobul, Primes, & Schenkel October 2007 - Present
RBZ, LLP January 1998 - August 2007
Roth Bookstein & Zaslow, llp 1998 - 2007
Skills
Tax, Tax Preparation, Accounting, Tax Compliance, Tax Returns, Corporate Tax, High Net Worth..., Tax Advisory, Auditing, Income Tax, Partnership Taxation, GAAP, Financial Statements, Internal Controls, US GAAP, Financial Reporting, Financial Analysis, Finance
Education
University of California, Santa Barbara 1990 — 1995
BA
Klein & Company August 2015 - Present
GSO Business Management, LLC December 2014 - July 2015
RBZ, LLP December 2012 - November 2014
Bemel, Ross & Klein, LLP January 2008 - December 2012
Klein & Company January 1993 - December 2007
Freedman Knispel Cohen/Boulevard Management June 1981 - December 1992
Skills
Entertainment, Management, Music, Consulting, Managerial Finance, Accounting, Tax, Start-ups, Small Business, Entrepreneurship, Finance, CPA, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Due Diligence, Tax Preparation, Income Tax, Strategic Financial..., Tax Returns, Corporate Tax
Education
California State University-Northridge 1980 — 1985
B.S., Accounting Theory and Practice
Behring Global Educational Foundation November 2014 - Present
Burr Pilger Mayer November 2011 - October 2014
RBZ, LLP January 2010 - June 2011
Ernst & Young August 2008 - November 2009
Kao & Kao, CPAs August 2000 - August 2008
Skills
Tax Accounting, Corporate Tax, Tax Research, Tax, International Tax, Partnership Taxation, GAAP, Income Tax, Tax Preparation, Accounting, Tax Advisory, Internal Controls, US GAAP, Financial Reporting, Tax Returns, Auditing, Financial Accounting, Lacerte, Assurance
Education
University of Southern California - Marshall School of Business 2009 — 2016
MBT, Master in Taxation
University of California, Los Angeles 1998 — 2000
BA, Business Economics
El Camino College 1996 — 1998
Associate of Arts (AA), Economics
Wael El Khalafawi, CPA, Inc November 2013 - Present
Cohen Pagano Accountancy, Inc. August 2012 - December 2014
Macias Gini & O'Connell LLP June 2009 - January 2012
Deloitte September 2008 - May 2009
RBZ, LLP October 2004 - August 2008
Skills
Sage, Financial Instruments, IT Controls, Property Tax, Tax, Accounting, Tax Advisory, Financial Planners, GAAP, Assurance, US GAAP, Tax Preparation, Tax Returns, Corporate Tax, Income Tax, External Audit, CPA, Tax Research, Financial Reporting, Internal Controls, Finance, Nonprofits, Sarbanes-Oxley Act, Partnership Taxation, International Tax, Tax Accounting, SEC filings, Financial Planning, SEC Filings
Education
University of Southern California 2008 — 2011
MBT, Tax
Port Said School 1985 — 1994
High School
RBZ, LLP January 2010 - Present
Skills
Tax Returns, Assurance, GAAP, Tax, Accounting, Tax Preparation, Financial Statements, Compilation, Income Tax, Financial Reporting, Financial Accounting
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), Economics, Accounting
Armanino LLP August 2015 - Present
RBZ, LLP January 2010 - Present
Project New Hope January 2001 - January 2004
North American Students of Cooperation 1987 - 1993
Skills
Auditing, Due Diligence, Nonprofit Consulting, Nonprofit Tax Compliance, Manufacturing, Business Services, Non-profits, Accounting, Assurance, Nonprofits, Management Consulting, Entrepreneurship, Mergers & Acquisitions, Financial Reporting, Finance, Internal Controls, Tax, Financial Analysis, US GAAP, GAAP
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
The University of Texas at Austin 1983 — 1987
Bachelor of Arts, English
Tax and Accounting Services February 2013 - Present
Self-Employed January 2007 - Present
Kidsave January 2012 - October 2012
Zeiger & Associates August 2011 - April 2012
RBZ, LLP January 2009 - June 2011
USC Women's Rowing June 2007 - December 2008
USC Leventhal School of Accounting August 2007 - November 2008
USC Bookstore January 2003 - August 2007
Transneft 2006 - 2006
Skills
Tax, Tax Preparation, Accounting, Tax Returns, Small Business, CPA, QuickBooks, Microsoft Excel, Business Unit Start-up, Data Entry, Financial Statements, Nonprofits, Translation, Microsoft Word, International Tax, Corporate Tax, Tax Accounting, Russian, Bookkeeping, Written Presentations, Lacerte, Editing, Facebook, Partnership Taxation, Financial Reporting, Income Tax, Excel, Word, Individual Tax, Multi-state tax returns, Non-profit Volunteer, Web Design, Website Development, GoSystems Tax, Management, Finance, Leadership, Financial Analysis, Customer Service, 1099, 1099 Preparation, Payroll, Tax Research, Tax Law, Sales Tax, Online Retail, Social Media, Microsoft Office
Education
University of Southern California 2008 — 2008
MBT, Business Taxation
University of Southern California - Marshall School of Business 2007 — 2008
MBT, Tax
Private Health Management December 2014 - Present
RBZ, LLP January 2004 - November 2014
J/P Haitian Relief Organization March 2010 - June 2011
X PRIZE Foundation January 2006 - December 2007
Starlight Film Group April 2003 - December 2003
Independent Consultant May 2001 - December 2003
NetStar Ventures March 2000 - April 2001
Worldlink Media March 1999 - March 2000
3D Planet, Inc. March 1996 - February 1999
Independent Consultant July 1995 - February 1996
Skills
Strategic Planning, Non-profits, Manufacturing, Software, Digital Media, Business Intelligence..., Financial Reporting, Web Services, Accounting, Mergers, Financial Analysis, Process Improvement, Nonprofits, Consulting, Mergers & Acquisitions, Tax, Xero, Strategy
Education
University of California, Santa Barbara 1986 — 1988
Bachelor of Arts, Business Economics
Radiology Imaging & Consultants June 2012 - Present
BiggsKofford November 2011 - June 2012
RBZ, LLP July 2006 - November 2011
Skills
QuickBooks, Accounting, Microsoft Excel, Tax, Financial Reporting, Tax Preparation, Internal Controls, Financial Analysis, CPA
Education
University of Florida 2004 — 2006
Bachelors in Food & Resource Economics, Specialization in Agribusiness Managment and Marketing
Armanino LLP August 2015 - Present
RBZ, LLP 1992 - Present
RBZ, LLP 1992 - July 2011
RBZ, LLP June 1997 - June 2007
Arthur Andersen & Co. 1980 - 1992
Skills
Mergers, Training, Franchising, Non-profits, Due Diligence, Auditing, Strategy, Management, Financial Audits, Accounting, GAAP, Financial Analysis, Financial Reporting, Restructuring, Corporate Tax, Sarbanes-Oxley Act, CPA, Tax, Managerial Finance, Income Tax, QuickBooks, Internal Audit, US GAAP, Financial Statements, International Tax, Tax Accounting, Financial Accounting, Tax Returns, Tax Preparation, Assurance, Business Planning, Business Valuation, Budgets, Consulting, Entrepreneurship, Finance, Financial Modeling, Internal Controls, Leadership, Management Consulting, Mergers, Nonprofits, Private Equity, Small Business, Start-ups, Strategic Planning, Venture Capital
Education
University of California, Santa Barbara 1975 — 1980
1980, Business Economics (Accounting Emphasis)
Quigley & Miron, Certified Public Accountants June 2015 - Present
Green Hasson Janks August 2012 - April 2015
RBZ, LLP August 2011 - July 2012
American Red Cross November 2009 - August 2011
Planned Parenthood Los Angeles September 2008 - November 2009
RBZ, LLP January 2005 - August 2008
McGladrey & Pullen September 2002 - December 2004
Skills
Accounting, Microsoft Excel, Internal Controls, Financial Accounting, Financial Reporting, Tax, Auditing, QuickBooks, GAAP, Financial Statements, US GAAP, Strategic Financial..., Income Tax, Microsoft Word, Financial Analysis, Tax Preparation, Process Improvement, Leadership, Financial Modeling, General Ledger, Analysis, Nonprofits, CPA, Assurance, Sarbanes-Oxley Act, Budgets, Managerial Finance, Microsoft Office
Education
University of California, Riverside 1998 — 2002
Bachelor's, Business Admininstration - Accounting
Private April 2014 - June 2015
RBZ, LLP June 2014 - May 2015
UCLA Community Programs Office September 2013 - June 2014
Darden- Olive Garden June 2013 - September 2013
Guppy House May 2013 - September 2013
Pikka Inc. November 2010 - July 2013
BJ's Restaurants, Inc. September 2012 - January 2013
Transformed Insurance Services January 2011 - November 2011
Law Offices of Thomas Prince January 2011 - November 2011
Skills
Experience Working with..., Enjoy Working with..., Event Planning, Research, Fashion, Banquets, Tourism, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Restaurant POS, Food & Beverage, Customer Service, Office Administration, Data Analysis
Education
University of Southern California 2015 — 2017
Master of Arts (M.A.), Occupational Therapy/Therapist
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Psychology
Pasadena City College 2010 — 2013
Associate of Arts (A.A.), Humanities, Psychology, Natural Sciences, Social & Behavioral Sciences
RBZ November 2014 - Present
Ascend at UCLA February 2013 - June 2014
RBZ, LLP July 2013 - August 2013
UCLA Anderson School Of Management Parker Career Management Center September 2012 - June 2013
CT Learning Center June 2010 - September 2012
Dr. Robert C. Wang Dermatology January 2008 - September 2012
East Los Angeles College Accounting Club December 2011 - June 2012
Rosemead High School Acapella Choir September 2009 - June 2010
Skills
Customer Service, Communication Skills, Team Leadership, Event Planning, Leadership, Event Management, Teamwork, Time Management, Microsoft Office, Accounting, Teaching, Networking, Communication
Education
UCLA 2012 — 2014
Business/Managerial Economics
East Los Angeles College 2010 — 2012
Business/Managerial Economics
Ganer + Ganer, PLLC February 2015 - Present
RBZ, LLP October 2012 - February 2015
Ganer & Ganer October 2006 - May 2011
Mount Yale Capital Group September 2005 - June 2006
Skills
Tax, Accounting, Financial Reporting, Internal Controls, Tax Preparation, Tax Returns, Auditing, Financial Accounting, GAAP, Financial Statements, QuickBooks, Income Tax, General Ledger, US GAAP, Corporate Tax
Education
University of Southern California 2011 — 2012
Masters of Business Taxation, Accounting
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Barclays September 2015 - Present
Houlihan Lokey June 2015 - August 2015
JackedPack July 2014 - October 2014
RBZ, LLP May 2014 - September 2014
Morgan Stanley Wealth Management February 2014 - August 2014
Skills
Valuation Modeling, Retirement Planning, Investments, Customer Service, Microsoft Excel, Portfolio Management, Microsoft Office, Asset Allocation, Financial Modeling, Financial Analysis, Investment Banking
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics, Minor in Accounting
Jesuit High School 2008 — 2012
UHY LLP September 2015 - Present
RBZ, LLP October 2013 - August 2015
USC Marshall School of Business August 2011 - December 2012
Hampton Inn & Suites by HILTON May 2012 - August 2012
Rajendra & Co. June 2011 - July 2011
Skills
Tax, Auditing, Audit, Microsoft Office, Leadership, Lacerte, DMS, Communication, Accounting, Microsoft Excel, Financial Accounting, PowerPoint, Internal Controls, US GAAP
Education
University of Southern California 2010 — 2012
Bachelor of Science (BS), Accounting
Glendale Community College 2008 — 2010
RBZ, LLP January 2012 - Present
GYL Decauwer LLP February 2009 - January 2012
Skills
Accounting, Tax, Financial Statements, Internal Controls, CPA, GAAP, Assurance, US GAAP, Financial Reporting, Auditing, Corporate Tax, Tax Preparation
Education
University of Miami 2005 — 2007
Bachelor of Science (BS), Accounting
Armanino LLP August 2015 - Present
RBZ, LLP January 2011 - August 2015
Education
UCLA 2006 — 2010
Bachelor of Science (BS), Business/Managerial Economics
Taylor & Lieberman August 2015 - Present
Glass Malek Glass, LLP February 2015 - July 2015
Given and Company July 2013 - January 2015
Gumbiner Savett, Inc. January 2010 - June 2013
Kelley G Cohen CPA 2004 - 2009
Kaufman Bernstein Oberman Tivoli Miller 2001 - 2003
Holthouse Carlin & Van Trigt LLP 1997 - 2001
RBZ, LLP 1996 - 1997
Gumbiner Savett 1993 - 1996
Deloitte & Touche 1991 - 1993
Skills
Accounting, Business Management, Casino Gaming, Corporate Tax, Estates and Trusts Tax, Income Tax, International Touring, IRS audits, Financial Reporting, Finacial Statement..., GAAP, High Net Worth..., Partnership Taxation, QuickBooks, Tax Accounting, Tax Preparation, Tax Research, S Corporations, Sureprep
Education
Golden Gate University 1996 — 2002
MST, Taxation
Loyola Marymount University 1987 — 1991
BS, Accounting
RBZ, LLP January 2001 - Present
Education
USC 1996 — 2000
Bachelor's degree in Accounting, Accounting
Levity Entertainment Group September 2014 - Present
Kuapay, Inc February 2012 - September 2014
RBZ, LLP October 2010 - February 2012
RBZ, LLP June 2007 - October 2010
Skills
Lacerte, Microsoft Excel, QuickBooks, Tax Preparation, Financial Reporting, Financial Analysis, Staff Supervision, Accounting, Tax Advisory, Tax Research, Tax Accounting, Corporate Tax, CPA, International Tax, High Net Worth..., Budgets, GAAP, Internal Controls, Tax, Financial Accounting
Education
University of California, Santa Barbara 2003 — 2005
Bachelor of Arts (B.A.), Business Economics, with an emphasis in Accounting
Armanino LLP August 2015 - Present
RBZ, LLP November 1999 - Present
Breslow, Loeb, Baumohl & Loeb May 1996 - October 1999
Breslow, Loeb & Associates 1993 - 1996
Skills
QuickBooks, Nonprofits, Accounting, Financial Analysis, Financial Reporting, Client Services, Tax, Financial Accounting, Auditing, Strategic Planning, Microsoft Excel
Education
CSUN 1982 — 1987
Bachelor of Arts (BA), Theatre/Theatre Arts Management
DNJ & Associates, Certified Public Accountants 2012 - Present
RBZ, LLP October 2004 - June 2011
Skills
Tax, Due Diligence, Tax Returns, Financial Analysis, Internal Controls, Financial Reporting, Accounting, Auditing, Tax Preparation, GAAP, Assurance, CPA, Income Tax, US GAAP, Tax Research, Tax Accounting, Partnership Taxation, Tax Advisory, Corporate Tax, Financial Statements, International Tax, QuickBooks, Mergers, Finance, Corporate Finance, Financial Planning, Small Business, Private Equity, Financial Modeling, Strategic Planning, Restructuring, Sarbanes-Oxley Act, Start-ups, Business Planning
Education
USC 1993 — 1995
BS, Accounting
Armanino LLP August 2015 - Present
RBZ, LLP July 2013 - Present
Computer Sciences Corporation 2002 - June 2013
PricewaterhouseCoopers 1996 - 2002
A.T. Kearney 1987 - 1995
Skills
Strategy, Project Management, Governance, Start-ups, Leadership, IT Strategy, Management, Consulting, Business Strategy, Shared Services, Strategic Planning, Market Research, P&L Management, New Business Development, Team Leadership, CRM, Outsourcing, Entrepreneurship, Healthcare, Financial Services, Program Management, Training, Strategic Partnerships, Finance, Product Management, Business Development, Contract Negotiation, Project Delivery
Education
Northwestern University - Kellogg School of Management 1982 — 1983
MBA, Strategy, Finance
Indiana University Bloomington 1976 — 1980
BS, Business - Marketing
Armanino LLP August 2015 - Present
RBZ, LLP January 1995 - Present
Guzman & Gray January 1994 - December 1994
Skills
Estate Tax Planning, High Net Worth..., Real Estate, Tax-planning, Estate Tax, Tax Compliance, Closely Held Entities, Gift Tax, Private Foundations, Auditing, Tax Advisory, Tax Preparation, Trusts, Tax, Tax Returns, Partnership Taxation, Tax Research, Tax Planning
Education
Golden Gate University 2008 — 2013
MST, Master of Science in Taxation
California State University-Fullerton, Mihaylo College of Business and Economics
Business, Major in Accounting
RBZ, LLP November 2002 - Present
Skills
Management Consulting, Exit Strategies, Tax Advisory, Mergers, Due Diligence
Education
California State University-Northridge
Sony Corporation of America May 2014 - Present
RBZ, LLP July 2013 - April 2014
RBZ, LLP January 2011 - July 2013
Education
University of California, Los Angeles 2006 — 2010
BA, Business Economics
Armanino LLP August 2015 - Present
RBZ, LLP December 2001 - Present
Skills
Tax, International Tax, Accounting, Financial Reporting, Income Tax
Education
Golden Gate University 2006 — 2009
MST, Masters of Taxation
University of Denver - Daniels College of Business 1991 — 1995
MBA, International Mgmt. & Accounting
University of Colorado at Boulder 1983 — 1987
BS, Business
RFG Financial Group May 2012 - Present
RBZ, LLP January 2009 - May 2012
UCLA January 2007 - December 2008
Education
University of California, Los Angeles
Bachelor, Economics, Mathematics, and Accounting
RBZ, LLP December 2000 - Present
Mechanics Mortgage 2008 - 2010
BDO USA, LLP 1996 - 2000
Skills
Exit Strategies, Property Tax
Education
Grand Valley State University
Master of Science, Taxation
University of Latvia
Bachelor of Arts, Economics
Apercen Partners LLC July 2015 - Present
MPM CPA Inc November 2005 - Present
MS Campbell and Associates June 2014 - June 2015
Lodgen, Lacher, Golditch, Sardi, Saunders & Howard LLP December 2012 - May 2014
Goren, Marcus, Masino & Marsh, LLP August 2005 - October 2006
RBZ, LLP May 1999 - July 2005
Bremer and Hockenberg 1998 - 1999
Skills
Real Estate, Tax, Accounting, High Net Worth..., Financial Reporting, Partnership Taxation, Tax Preparation, Income Tax, Tax Research
Education
University of Southern California 2011 — 2013
Masters in Business Taxation (MBT)
Loyola Marymount University 1995 — 1999
Bachelor of Science (BS), Accounting
Armanino LLP August 2015 - Present
RBZ, LLP July 2013 - Present
Evolve Media, LLC January 2012 - July 2013
The Goetzman Group February 2006 - August 2011
Skills
Human Resources, Recruiting, Employee Relations, Benefits Administration, Workforce Planning, Employment Law, Management, Leadership, Payroll, Onboarding, Policy, Talent Acquisition, Interviews, HRIS, HR Policies, Employee Benefits, Employee Engagement, Personnel Management
Education
University of Phoenix 2002 — 2005
BS, Business Management
North Torrance High School 1990 — 1994
Classic Party Rentals 2005 - 2008
NSBN LLP 2004 - 2005
RBZ, LLP 2003 - 2004
R. Navarro & Associates, CPA's 2000 - 2003
Education
University of San Diego
BA, Accountancy
RBZ, LLP October 2007 - Present
Education
University of Southern California
Ernst & Young January 2012 - Present
PwC January 2008 - December 2011
Deloitte January 2006 - December 2007
RBZ, LLP 2004 - 2005
Deloitte November 2003 - September 2004
PwC May 2000 - November 2003
Skills
Tax, Financial Reporting, Tax Accounting, Tax Research, International Tax, Tax Advisory, Income Tax, CPA, SEC filings, US GAAP, Partnership Taxation, Big 4, GAAP, Sarbanes-Oxley Act, FIN 48, Auditing, Accounting, Internal Controls, Financial Accounting, US Tax, FAS109, Financial Statements, QuickBooks
Education
Arizona State University 2000 — 2001
Master of Taxation, Taxation
Arizona State University 1995 — 1999
Bachelor of Science, Accounting
Jeffrey D. Later, CPA May 2013 - Present
Henry & Horne, LLP 2015 - 2015
Henry & Horne, LLP 2015 - 2015
RBZ, LLP April 2012 - May 2013
The Walt Disney Company October 2005 - March 2012
Moss Adams LLP 2003 - 2005
Andersen May 1983 - May 2002
Skills
Accounting, Financial Reporting, Tax Accounting, CPA, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, US GAAP, Auditing, Mergers & Acquisitions, Due Diligence, Financial Modeling, Tax Preparation, GAAP, Financial Accounting
Education
University of California, Los Angeles - The Anderson School of Management 1980 — 1982
MBA, Accounting/Finance
UCLA 1975 — 1978
BA, Economics
JDY & COMPANY, INC. CERTIFIED PUBLIC ACCOUNTANTS July 2010 - Present
Gursey, Schneider & Co. LLP February 2009 - October 2009
Trimark Pacific Homes June 2005 - January 2009
RBZ, LLP December 1998 - May 2005
HAITAI AMERICA, INC. July 1995 - June 1998
Skills
Tax, Accounting, GAAP, Auditing, Financial Reporting, Internal Controls, Financial Accounting, QuickBooks, Financial Analysis, US GAAP, Accounts Payable, Accounts Receivable, Corporate Tax, Financial Statements, Due Diligence, Real Estate
Education
University of California, Santa Barbara 1991 — 1995
B.A., Business Economics with Accounting Emphasis
AIG SunAmerica February 2002 - April 2009
Deloitte October 2000 - February 2002
RBZ, LLP October 1999 - October 2000
Clark, Schaefer, Hackett & Co. 1995 - 1999
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Tax Credits, LIHTC, Real Estate Economics, Real Estate
Education
Miami University 1991 — 1995
B.S., Accounting
Hilda Pirali, CPA October 1986 - Present
RBZ, LLP 1985 - 1986
Goldfarb, Whitman & Cohen CPAs 1983 - 1985
Weber, Lipshie & Co. 1979 - 1983
Coopers and Lybrand 1977 - 1979
Skills
Tax Preparation, Tax Accounting, QuickBooks, IRS, Internal Controls, Financial Accounting, Financial Analysis, Sales Tax, General Ledger, Bookkeeping, Finance, Small Business, Tax Law, Financial Statements, Payroll, Estate Tax Planning, Tax
Education
Oklahoma State University 1975 — 1977
Master of Science in Accountancy
Bersabeh
Jewish Vocational Service February 2011 - March 2013
Jewish Vocational Service April 2009 - January 2011
RBZ, LLP September 2004 - December 2008
Skills
Accounting, Financial Reporting, Nonprofits, Auditing, Internal Controls, Financial Analysis, Tax, Financial Accounting, Tax Preparation, GAAP, CPA, US GAAP, Income Tax, QuickBooks
Education
University of Notre Dame 2000 — 2004
B.B.A., Accountancy
RBZ, LLP August 2012 - Present
Buddy's All Stars October 2010 - June 2012
HS Graphics Printing & Promotions February 2008 - January 2009
Elli International February 2006 - January 2008
Skills
Analysis, Accounts Payable, Microsoft Office, Marketing, Employee Relations
Education
UCLA Extension 2013 — 2015
Accounting
University of Phoenix 2009 — 2010
Master, Business Administration
New Mexico State University 2004 — 2005
Bachelor of Science, Family and Child Science
Washington State University 1993 — 1996
Sociology
Morningside High School 1991 — 1993
RBZ, LLP May 2006 - Present
Clifford, Debelius, Crawford September 1980 - February 2006
Skills
Auditing, QuickBooks, Accounting, Nonprofits, Financial Reporting, Microsoft Office, Fundraising, Tax, Finance, Income Tax, Microsoft Excel, Management, Bookkeeping, Outlook, Leadership
Education
University of Maryland University College
Bachelor’s Degree, Information Systems Management/Paralegal Studies, Summa Cum Laude
NMS Properties, Inc July 2014 - Present
Sage Apartment Communities, Inc. February 2014 - June 2014
NMS Properties, Inc July 2013 - January 2014
Community Corporation of Santa Monica September 2010 - June 2013
Community Corporation of Santa Monica October 2007 - September 2010
RBZ, LLP December 1999 - August 2007
Education
University of California, Los Angeles
Bachelor of Arts in Economics / Minor in Accounting
Lowe Enterprises April 2015 - Present
Lowe Enterprises 2005 - Present
The Macerich Company 2002 - 2005
RBZ, LLP 1998 - 2002
Skills
Investor Reporting, Consolidated Financial..., Accounting, Finance
Education
Mount St. Mary's College
BA, Accounting
National Labor Relations Board September 2015 - Present
UC Davis School of Law November 2013 - March 2015
Agricultural Labor Relations Board August 2014 - December 2014
Lenahan Lee Slater & Pearse April 2014 - July 2014
Department of Fair Employment and Housing August 2013 - December 2013
U.S. Department of Labor May 2013 - July 2013
Community Services and Employment Training (CSET) May 2011 - August 2012
Community Services and Employment Training (CSET) November 2009 - May 2011
RBZ, LLP November 2008 - July 2009
Kraft Foods June 2005 - September 2008
Skills
Supervisory Skills, Non-profits, Fast Learner, Microsoft Office, Interviewing, Hiring, Press Releases, Goal Oriented, Resume Writing, Job Search, Program Management, Human Resources, Community Outreach, Training, Employee Training, Leadership, Interviews, Event Planning
Education
University of California, Davis - School of Law 2012 — 2015
University of California, Los Angeles 2005 — 2009
B.A., Psychology
RBZ, LLP October 2008 - Present
Disneyland Resort June 2005 - June 2007
Education
USC Marshall School of Business 2007 — 2008
Master's degree, Business Taxation
Cal Poly Pomona 2000 — 2005
Bachelor's degree, Management and Human Resources
RBZ, LLP November 2013 - January 2015
Glass Jacobson Group LLP August 2012 - November 2013
Glass Jacobson Group, LLP July 2011 - August 2012
Wang & Associates, CPAs June 2009 - July 2011
IRS VITA (Volunteer Income Tax Assistant) September 2010 - April 2011
Education
California State University-Los Angeles 2009 — 2011
B.S., Accounting
California State University- Los Angeles 2006 — 2009
B.S., Nursing
Rosemead High School 2002 — 2006
Mid Peninsula Housing July 2011 - June 2015
iT Jeans Inc October 2009 - June 2011
D.P. Textile & Apparel, Inc. July 2009 - October 2009
RBZ, LLP October 2005 - November 2008
Skills
Financial Reporting, General Ledger, Accounts Payable, QuickBooks, Accounting, Financial Analysis, Financial Accounting, Auditing, Sarbanes-Oxley Act, Tax Returns, Fixed Assets, Internal Controls, Payroll, Tax, GAAP, Tax Preparation, Account Reconciliation, Financial Statements, US GAAP, Accruals, Accounts Receivable
Education
University of Southern California 1999 — 2003
BS, Accounting & Accounting Information Systems
DAZ Systems, Inc. 2011 - Present
DAZ Systems, Inc April 2009 - Present
BFLC, LLP 2007 - 2009
CBRE 2005 - 2007
RBZ, LLP 1999 - 2005
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, General Ledger, Income Tax, Nonprofits, Auditing, Accounts Receivable, Financial Statements
Education
Marietta College 1997 — 1999
Bachelor's degree, Accounting
Shenzhen University, China 1994 — 1997
Clumeck, Stern, Schenkelberg & Getzoff CPA September 2008 - June 2012
RBZ, LLP January 2008 - April 2008
Sobul, Primes & Schenkel December 2004 - May 2007
Cohen & Bender, An Accountancy Corporation August 1994 - December 2004
Goldfarb, Whitman and Cohen CPA January 1991 - August 1994
Skills
Lacerte, Corporate Tax, Individual Tax, General Ledger, QuickBooks, Microsoft Excel, Microsoft Word, BNA Income Tax Planner, Checkpoint, ProSystem fx Tax, Engagement
Education
California State University-Northridge 1983 — 1989
Bachelor of Science (BS), Business Administration, Accounting