WTAS Company

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, CA Number of employees: 1,000 Founded: 2002 Number of locations: 19 U.S. Offices Subsidiaries: Global Abogados, S.L.P., Type of business: Limited liability company

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WTAS Employees

Employee
Years
Job
Industry
Jordan Toplitzky Jordan Toplitzky Beverly Hills, California Details
Jordan Toplitzky's WTAS Experience June 2005 - May 2009
Job Chief Financial Officer at CDS
Industry Online Media
Experience
Collective Digital Studio  March 2013 - Present
Virtu Financial  July 2011 - February 2013
Madison Tyler   May 2009 - July 2011
WTAS   June 2005 - May 2009
International Creative Management (ICM)   2001 - 2004

Skills
Finance, Accounting, Tax, Mergers, Strategic Planning, Investor Relations, Lease Negotiations, Business Strategy, Restructuring, Budgets, Transfer Pricing, Financial Modeling, Intellectual Property, High Frequency Trading, Proprietary Software, Research & Development..., Mergers & Acquisitions, Analysis, Due Diligence, Corporate Finance, Financial Analysis, Strategic Financial..., Financial Planning

Education
University of Michigan - Stephen M. Ross School of Business   2014 — 2016
Executive Master of Business Administration (MBA)

University of Southern California - Marshall School of Business   2004 — 2005
Master of Business Taxation

University of Michigan   1997 — 2001
BA, English

Beverly Hills High School

Stephanie Tuttle Stephanie Tuttle Seattle, Washington Details
Stephanie Tuttle's WTAS Experience February 2014 - June 2014
Job Senior Tax Associate at Plum Creek
Industry Financial Services
Experience
Plum Creek  July 2014 - Present
WTAS   February 2014 - June 2014
WTAS   April 2013 - February 2014
Quist Valuation Services at Shareholder InSite   September 2011 - April 2013
Quist Valuation  September 2011 - September 2012

Skills
FAS 157, 409A, Financial Analysis, Financial Modeling, Manage Client..., Venture Capital, Mergers, Accounting, Mergers & Acquisitions, Valuation, Business Valuation, Private Equity, Tax, Due Diligence

Education
University of Colorado Boulder - Leeds School of Business   2007 — 2010
Masters, Tax Accounting

Alexander Aronsohn Alexander Aronsohn Los Angeles, California Details
Alexander Aronsohn's WTAS Experience July 2013 - September 2013
Job Tax Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax  July 2014 - Present
UCLA Student Technology Center  November 2011 - June 2014
WTAS   July 2013 - September 2013

Skills
Income Tax, Tax Research, Financial Analysis, Financial Reporting, Accounting

Education
UCLA   2010 — 2014
Bachelor's degree, Business Economics

Michael D Lessne Michael D Lessne Miami/Fort Lauderdale Area Details
Michael D Lessne's WTAS Experience May 2008 - January 2009
Job Bankruptcy and Commercial Litigation Attorney
Industry Law Practice
Experience
GrayRobinson, P.A.   October 2009 - Present
WTAS   May 2008 - January 2009
Kapila and Co.   January 2009 - 2009
U.S. Bankruptcy Court   January 2009 - 2009
Bankruptcy Assistance Clinic   2007 - 2009
KPMG  January 2005 - May 2005

Skills
Bankruptcy, Litigation, Commercial Litigation, Creditors' Rights, Civil Litigation, Courts, Appeals, Tax, Legal Writing, Business Litigation, Dispute Resolution, CPA, Forensic Accounting, Legal Research

Education
University of Miami School of Law   2006 — 2009
JD, Bankruptcy Law

University of Florida   2002 — 2006
BSAc, MAcc, Accounting

Irene Gilchrist Irene Gilchrist Jacksonville, Florida Area Details
Irene Gilchrist's WTAS Experience May 2008 - July 2008
Job Senior Associate at PwC
Industry Accounting
Experience
PricewaterhouseCoopers LLP  October 2009 - Present
WTAS   May 2008 - July 2008

Skills
Internal Controls, Accounting, Auditing, Big 4, CPA, Sarbanes-Oxley Act, Financial Statement..., Microsoft Excel, Bloomberg, SOX 404, SEC Financial Reporting, Finance, US GAAP, Internal Audit

Education
University of Florida - Warrington College Of Business   2004 — 2009
Master's, Accounting

Josh Mesna Josh Mesna Los Angeles, California Details
Josh Mesna's WTAS Experience July 2012 - September 2012
Job Investment Banking Analyst at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC  July 2013 - Present
WTAS   July 2012 - September 2012
Commerce Capital Group  April 2011 - June 2012

Skills
Economics, Financial Modeling, Microsoft Excel, Financial Analysis, M&A experience, Valuation, Investment Banking

Education
University of California, Santa Barbara   2009 — 2013
BA, Economics

Nicholas West Nicholas West San Francisco Bay Area Details
Nicholas West's WTAS Experience June 2013 - April 2014
Job Tax Services Associate at Andersen Tax
Industry Legal Services
Experience
Andersen Tax  August 2014 - Present
USF School of Law  August 2011 - August 2014
WTAS   June 2013 - April 2014
Unitalen   June 2012 - July 2012

Skills
Legal Research, Tax Advisory, Tax Law, Research, Legal Writing, Westlaw, Public Speaking, Teamwork, Editing, Spanish, PowerPoint, Microsoft Office, Microsoft Excel, Legal Assistance, English, Microsoft Word, Social Media

Education
University of San Francisco School of Law   2011 — 2014
Doctor of Law (JD), Taxation

University of California, Santa Barbara   2007 — 2011
Bachelor's degree, History

Michael Harmeson Michael Harmeson Philadelphia, Pennsylvania Details
Michael Harmeson's WTAS Experience January 2003 - July 2006
Job Managing Director, Economic & Valuation Services at KPMG
Industry Management Consulting
Experience
KPMG  October 2015 - Present
KPMG  July 2006 - September 2015
WTAS   January 2003 - July 2006
Arthur Andersen Business Consulting  September 2000 - June 2002

Skills
Business Valuation, Intangible Assets, Mergers & Acquisitions, Financial Reporting, Financial Modeling, Equity Valuation, DCF Valuation, Inventory Valuation, Intellectual Property..., Project Management, SEC filings, Big 4, Valuation

Education
University of Illinois at Urbana-Champaign   1996 — 2000
BS, Finance, General

Navin Bhutani Navin Bhutani New York, New York Details
Navin Bhutani's WTAS Experience June 2007 - August 2007
Job Director of Real Estate
Industry Real Estate
Experience
Dig Inn Seasonal Market  June 2015 - Present
The Greenberg Group  April 2014 - May 2015
Douglas Elliman Real Estate  February 2012 - April 2014
Nielsen  February 2011 - January 2012
KPMG LLP  June 2008 - June 2010
WTAS   June 2007 - August 2007
University of Pittsburgh Sikov Elder Law Clinic   May 2006 - May 2007
Southwestern Pennsylvania Legal Services, Inc  May 2005 - August 2006

Skills
Real Estate Transactions, Negotiation, Investment Properties, Property Management, Creative Problem Solving, Strategy, Data Analysis, Marketing, Real Estate, Sales, Risk Management, Marketing Strategy, Analysis, Budgets, Financial Modeling, Management, Microsoft Office, Research, Training

Education
University of Pittsburgh School of Law   2004 — 2007
JD

University of Pittsburgh - Joseph M. Katz Graduate School of Business   2004 — 2007
MBA, Strategy & Marketing

University of Pittsburgh   2000 — 2004
BSBA, Finance

William McEnroe William McEnroe Greater New York City Area Details
William McEnroe's WTAS Experience January 2008 - December 2010
Job MD at Fund Tax Services LLC
Industry Financial Services
Experience
Fund Tax Services, LLC  December 2010 - Present
WTAS   January 2008 - December 2010
HSBC  January 2004 - January 2008
KPMG  January 2000 - January 2004
Occam Management, LLC   January 1991 - December 1999
Laventhol & Horwath  January 1985 - December 1990

Skills
Hedge Funds, Alternative Investments, Private Equity, Family Office, Investments, Portfolio Management, Mutual Funds, Tax, Financial Structuring, Financial Services, Fund Of Funds, Equities, Investment Management, Venture Capital, Wealth Management, Asset Managment, Asset Allocation, Fixed Income, Investment Advisory, Due Diligence, Valuation, Financial Planners, Financial Modeling, Investment Banking, Bloomberg, Financial Advisory, Asset Management, Trading, Financial Markets, Securities, Derivatives, Capital Markets, Equity Research

Education
Baruch College - Zicklin School of Business
MS, FINANCE

Baruch College - Zicklin School of Business
MS, TAXATION

University of Massachusetts, Amherst

Wellesley High

Heather Shepherd Heather Shepherd Half Moon Bay, California Details
Heather Shepherd's WTAS Experience May 2013 - Present
Job Recruiting at WTAS
Industry Computer & Network Security
Experience
WTAS   May 2013 - Present
Arthur Andersen  August 1995 - September 2000
Accenture  September 1988 - July 1995

Education
University of Denver   1986 — 1988
Master of Business Administration (M.B.A.), Management Information Systems, General

University of Denver   1982 — 1986
Bachelor of Science (B.S.), Computer Science

Katerina Mozolyuk Katerina Mozolyuk Santa Monica, California Details
Katerina Mozolyuk's WTAS Experience July 2013 - September 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  September 2014 - Present
The Bottom Line  October 2012 - June 2014
WTAS   July 2013 - September 2013
Santa Monica Youth Tennis Camp   December 2007 - January 2013
Barney's Beanery  August 2008 - December 2011

Skills
Accounting, Microsoft Office: Word,..., Team Leadership, Editing, Customer Service, Event Planning, Marketing, Sales, Tax Preparation, Real Estate Valuation, Foreign Filings, Trust Returns, Appraisals, Auditing, Teamwork

Education
University of California, Santa Barbara   2011 — 2014
Bachelor of Science (B.S.), Economics and Accounting

Gilad Kenan Gilad Kenan Orange County, California Area Details
Gilad Kenan's WTAS Experience August 2008 - October 2009
Job Business Valuation Services at KPMG LLP
Industry Accounting
Experience
KPMG  April 2015 - Present
KPMG LLP  November 2010 - March 2015
WTAS   August 2008 - October 2009

Skills
Management, Microsoft Office, High Net Worth..., Tax, Investments, Tax Returns, Financial Reporting, Income Tax, Trusts, Corporate Tax, Economics, CPA, Analysis, Microsoft Word, Accounting, Financial Accounting, Tax Preparation, Tax Accounting, Microsoft Excel, Auditing, US GAAP, Tax Law, GAAP

Education
UCLA   2006 — 2008
Bachelor of Arts, Business Economics & Accounting

Certified Public Accountant (CPA)
CA License #109465

Brian Gray Brian Gray Greater Los Angeles Area Details
Brian Gray's WTAS Experience February 2009 - July 2012
Job Partner at Gursey Schneider LLP
Industry Accounting
Experience
Gursey Schneider LLP  August 2012 - Present
WTAS   February 2009 - July 2012
Andell Holdings   March 2007 - February 2009
WTAS   July 2002 - February 2007
Arthur Andersen  January 2001 - July 2002
Wells Fargo  1998 - 2000

Skills
Tax, Income Tax, Tax Preparation, Accounting, CPA, Estate Planning, Finance, Tax Returns, High Net Worth..., Estate Tax Planning

Education
UCSB   1998 — 2000
BA, Economics

University of California, Santa Barbara   1998 — 2000
Bachelor of Arts, Business Economics

Keegan Stroup Keegan Stroup Washington D.C. Metro Area Details
Keegan Stroup's WTAS Experience April 2010 - August 2014
Job Managing Director at Andersen Tax
Industry Financial Services
Experience
Andersen Tax  September 2014 - Present
WTAS   April 2010 - August 2014
WTAS, Inc., a subsidiary of HSBC   2002 - 2007
Arthur Andersen  1993 - 2002
Ernst & Young  1998 - 1999

Skills
Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Tax, Accounting, Private Equity, Strategic Planning, Financial Modeling, Investments, Corporate Tax, Finance, Financial Reporting, Valuation, Business Strategy, Corporate Finance, Auditing, Income Tax, Tax Preparation, Tax Advisory

Education
University of North Carolina at Chapel Hill   1987 — 1991
Bachelor of Science (BS), English

Joe Mark Joe Mark New York, New York Details
Joe Mark's WTAS Experience May 2011 - August 2011
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  June 2013 - Present
SunTrust Robinson Humphrey  May 2012 - July 2012
WTAS   May 2011 - August 2011

Skills
Financial Modeling, Investment Banking, Finance, Valuation, Derivatives, Financial Services, Corporate Finance

Education
University of Florida   2011 — 2013
M.S, Finance, 3.88

University of Florida - Warrington College of Business Administration   2009 — 2012
B.S, Finance

Erik Sun Erik Sun Orange County, California Area Details
Erik Sun's WTAS Experience June 2007 - April 2008
Job Owner Sumora Dive Tools
Industry Sports
Experience
Sumora Dive Tools/Sumora USA   October 2004 - Present
WTAS   June 2007 - April 2008

Education
University of California, Los Angeles   2004 — 2007
BA, English

Phillips Academy Andover

Kevin Cho Kevin Cho Greater Los Angeles Area Details
Kevin Cho's WTAS Experience June 2011 - August 2011
Job Financial Reporting Analyst at Banc of California
Industry Banking
Experience
Banc of California  January 2014 - Present
Fox Filmed Entertainment  April 2012 - December 2013
KPMG Indonesia  June 2013 - August 2013
WTAS   June 2011 - August 2011
BBCN Bank  April 2007 - February 2010

Skills
Microsoft Office, PowerPoint, Accounting, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Accounting, Financial Modeling, Financial Reporting, Accounts Payable, SEC filings, US GAAP, Banking, Sarbanes-Oxley Act, Auditing, QuickBooks, Access, Tax, SEC Filings

Education
University of Southern California   2010 — 2013
Bachelor's degree, Accounting and Finance

Johnson Le Johnson Le Sacramento, California Details
Johnson Le's WTAS Experience July 2012 - September 2012
Job Tax Associate at PwC
Industry Higher Education
Experience
PwC  July 2013 - Present
University of California, Santa Barbara  June 2011 - April 2013
WTAS   July 2012 - September 2012

Education
University of California, Santa Barbara   2009 — 2013
Economics & Accounting

Samuel Yoon Samuel Yoon Greater Philadelphia Area Details
Samuel Yoon's WTAS Experience June 2010 - November 2010
Job Associate at FD Fund Administration
Industry Financial Services
Experience
FD Fund Administration   December 2013 - May 2015
Bank of New York Mellon  December 2010 - December 2013
WTAS   June 2010 - November 2010

Skills
Account Reconciliation, Financial Reporting, Financial Statements, Accounts Receivable, Accounting, Access, Finance, Microsoft Office, Investments, Bloomberg, Microsoft Word, Research, Hedge Funds, Cash Flow, Microsoft Excel, PowerPoint, Valuation, QuickBooks, Accounting System, Fund Of Funds, Investran, Investier, SunGard, 1099 Preparation, K-1, Partnership Accounting

Education
University of Delaware - Lerner College of Business and Economics
Bachelors, Accounting and Management Information Systems

Yonsei University
Summer Exchange Program, Korean Language Studies

Trixie Orosa Trixie Orosa Los Angeles, California Details
Trixie Orosa's WTAS Experience September 2010 - December 2011
Job Controller at EDL Management Group
Industry Financial Services
Experience
EDL Management Group   December 2013 - Present
WTAS   September 2010 - December 2011
Oprah Winfrey Network  July 2009 - October 2009
Edelman  October 2008 - July 2009
Burson-Marsteller  May 2004 - October 2008
The Phelps Group  May 2003 - May 2004
Deutsch  June 2001 - April 2003

Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Forecasting, Variance Analysis, Accounts Receivable, Accounts Payable, Business Development, Advertising, Budget Monitoring, Client Billing, Month End Close, Year-end Close, External Audit, Supervisory Skills, Supervisory Experience, Financial Software..., Software Implementation, Public Relations, Entertainment, Operations Management, Staffing Analysis, Staffing Plans, Staffing Models, SOX Compliancy, Internal Audit, E-commerce, Hospitality Industry, QuickBooks, Corporate FP&A

Education
University of California, Santa Barbara   1992 — 1997
BA, Business Economics, Accounting

UCLA Extension
Marketing Certificate

Grace Robel Grace Robel Greater Philadelphia Area Details
Grace Robel's WTAS Experience July 2010 - August 2011
Job Teacher
Industry Education Management
Experience
Lord Baltimore Elementary School   August 2013 - Present
Lord Baltimore Elementary School   February 2013 - April 2013
University of Southern California  September 2011 - March 2013
WTAS   July 2010 - August 2011
Village Video, Inc.   January 2006 - June 2010

Skills
Microsoft Excel, PowerPoint, Teaching, Microsoft Office, Microsoft Word, Outlook, Research, Public Speaking, Training, Customer Service, Editing, Social Media

Education
University of Southern California   2011 — 2013
Master's of Arts in Teaching, Elementary, K-5

University of Connecticut   2006 — 2010
BS in Business Administration, Accounting

Ani Stepanian Ani Stepanian Greater Los Angeles Area Details
Ani Stepanian's WTAS Experience April 2012 - September 2013
Job Director of Marketing at Woodbridge Structured Funding, LLC
Industry Marketing and Advertising
Experience
Woodbridge Structured Funding, LLC  May 2015 - Present
Mercer Vine   May 2015 - Present
Platinum Stepanian Realty   September 2014 - Present
South Bay Residential   September 2013 - May 2015
WTAS   April 2012 - September 2013
University of California at San Diego  June 2011 - April 2012
UC San Diego  September 2010 - June 2011
Clear Channel Communications  September 2008 - September 2010
Glendale Community College, CA 91208  December 2007 - June 2009

Skills
Facebook, Social Media, Email Marketing, Social Media Marketing, Social Networking, Strategy, Online Advertising, Event Planning, Marketing Communications, Management, Community Outreach, Market Research, Copywriting, Fundraising, Regional Outreach, Interviews, Public Speaking, Target Segmentation, Public Relations, Microsoft Office, Nonprofits, PowerPoint, Photoshop, Non-profits, Content Marketing, Marketing, Press Releases, Advertising, Online Marketing

Education
University of California, San Diego   2009 — 2011
BA, Communication

Hoover High School   2003 — 2007
High School Diploma

Priscilla Nguyen Priscilla Nguyen Anaheim, California Details
Priscilla Nguyen's WTAS Experience July 2012 - January 2013
Job Senior Tax Associate at Squar Milner
Industry Accounting
Experience
Squar Milner  June 2015 - Present
Squar Milner  January 2013 - June 2015
WTAS   July 2012 - January 2013
UCR Housing Services  August 2009 - June 2012

Skills
Accounting, Tax, Income Tax, Financial Analysis, Tax Preparation, Microsoft Excel, Financial Reporting, Financial Accounting, Corporate Tax, Tax Accounting, QuickBooks, Tax Research

Education
University of California, Riverside   2008 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management

Marria (Bri') Godfrey Marria (Bri') Godfrey Las Vegas, Nevada Area Details
Marria (Bri') Godfrey's WTAS Experience 2006 - 2007
Job REALTOR® | Keller Williams Realty Southwest
Industry Real Estate
Experience
University of Nevada Las Vegas  March 2014 - September 2014
Stanford Graduate School of Business  March 2007 - July 2013
Not Your Average Christian Apparel   January 2005 - January 2007
WTAS   2006 - 2007
REMAX Elite  2004 - 2006
New Life for Old (NLFO)   2003 - 2006
The Coca-Cola Company  2001 - 2004
FINOVA Capital Corporation  1997 - 2001

Skills
Public Speaking, PowerPoint, Microsoft Excel, Team Building, Social Media, Event Planning, Outlook, Microsoft Word, Real Estate, Research, Heavy Calendaring, Course Material, Reimbursement, Property Management, Property Law, Expense Management, Google Apps, Google Docs, Oracle Financial, Alfresco, Small Business, LaTeX, Social Networking, Events Coordination, Large Budget Management, Travel Arrangements, Communication, Strategic Planning, Advertising, Account Management, Expense Reports, New Hire Training, Mentoring Of Staff, Thrive in..., Strong Business Acumen, Exceptional organization, Facebook, Training, Leadership Development, Entrepreneurship, Fundraising, Customer Service, Microsoft Office, Sales

Education
University of Phoenix
Business Administration

Key Realty School   2006 — 2006
Certificate of Education, Property Management

Key Realty School   2005 — 2005
Certificate of Education, Real Estate Principles & Practices

Michael Ziolkowski Michael Ziolkowski Washington D.C. Metro Area Details
Michael Ziolkowski's WTAS Experience June 2011 - August 2011
Job Senior Associate Assurance Services at EY
Industry Accounting
Experience
EY  October 2015 - Present
EY  October 2013 - Present
Ernst & Young  June 2012 - August 2012
University of Maryland  September 2011 - May 2012
WTAS   June 2011 - August 2011

Skills
Excel, Microsoft Office, PowerPoint

Education
University of Maryland College Park   2008 — 2012
Bachelor of Science, Accounting and Finance

Seton Catholic Central High School   2004 — 2008

Patrick Vorwerck Patrick Vorwerck United States Details
Patrick Vorwerck's WTAS Experience June 2014 - August 2014
Job Associate at Andersen Tax
Industry Accounting
Experience
Andersen Tax  June 2015 - Present
WTAS   June 2014 - August 2014
Haynie & Company  June 2013 - August 2013
WR Hambrecht + Co  June 2012 - July 2012
ETF Trends  April 2011 - August 2011

Skills
Microsoft Office, Lacerte, Tax Returns, PowerPoint, Analysis, Financial Accounting

Education
University of Southern California   2010 — 2014
Accounting, Business

Richard Yellenberg Richard Yellenberg San Francisco Bay Area Details
Richard Yellenberg's WTAS Experience September 2007 - September 2009
Job Product Manager at MedeAnalytics
Industry Computer Software
Experience
MedeAnalytics Inc  January 2014 - Present
Product Management Project Management Marketing   July 2011 - January 2014
Treasure Entertainment   June 2009 - June 2011
WTAS   September 2007 - September 2009
Treasure Entertainment   May 2008 - June 2009
Instructional Computing  September 2005 - June 2007

Skills
Product Management, SaaS, Analytics, Marketing, Project Management, Digital Marketing, Social Media, Video Production, Digital Video, Online Advertising, SEO

Education
University of California, Santa Barbara   2003 — 2007
Busines Economics, Accounting, Film Studies, Film Production, Screenwriting

Kelley Tabor Kelley Tabor Charlotte, North Carolina Area Details
Kelley Tabor's WTAS Experience 2001 - 2005
Job Human Resources Consultant at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt  September 2005 - Present
WTAS   2001 - 2005
Arthur Andersen  1995 - 2001

Skills
Talent Management, Performance Management, Talent Acquisition, Employee Engagement, HR Consulting, HRIS, Employee Relations, Employee Benefits, Onboarding, Human Resources, Recruiting, Succession Planning, Organizational Design, Training, HR Transformation, PeopleSoft, Change Management, Employer Branding, Project Management, Management, Applicant Tracking..., Personnel Management

Education
University of North Carolina at Greensboro   1986 — 1991
Bachelor of Arts (BA), Communication

Danielle Morrone Danielle Morrone Boynton Beach, Florida Details
Danielle Morrone's WTAS Experience February 2011 - November 2012
Job Manager at The Chocolate Hostel
Industry Accounting
Experience
WTAS   February 2011 - November 2012
First Coast Service Options, Inc.   March 2009 - September 2010
Incheon School Board   September 2007 - September 2008
The Cheesecake Factory  August 2003 - August 2007

Education
University of Miami - School of Business   2010 — 2010
MST, Taxation

University of Miami - School of Business   2002 — 2007
BBA, Accounting and International Finance & Marketing

Kati Black DeCarlo, CPA Kati Black DeCarlo, CPA Washington D.C. Metro Area Details
Kati Black DeCarlo, CPA's WTAS Experience June 2005 - May 2008
Job Financial Supervisor at Clark Enterprises, Inc.
Industry Accounting
Experience
Clark Enterprises, Inc.   January 2013 - Present
Clark Enterprises, Inc.   May 2008 - January 2013
WTAS   June 2005 - May 2008

Skills
Accounting, Tax, CPA, Financial Reporting, Financial Analysis, Internal Controls, Corporate Tax

Education
University of Maryland College Park   2002 — 2006

Jesse Bailey Jesse Bailey West Palm Beach, Florida Area Details
Jesse Bailey's WTAS Experience September 2005 - May 2009
Job Associate at Greystar Real Estate Partners
Industry Real Estate
Experience
Greystar  April 2011 - Present
Prudential Florida Realty  November 2009 - March 2011
WTAS   September 2005 - May 2009
KPMG  January 2004 - April 2004
Gainesville Regional Utilities  2004 - 2004

Skills
Market Research, Yardi, Real Estate Due..., Real Estate Development, Multifamily, Advocacy, Microsoft Excel, Report Writing, PPR, Pierce Eislen, Economic analysis, Realbridge, Realpage Onesite, Microsoft Sharepoint, SAAS/Cloud tools, Google Apps, CRM, Project Management, Urbanism, Proposals, Land Use, GIS, Google Earth, Google Fusion Tables, Real Estate, Proposal Writing, SharePoint, Finance, Investors, Commercial Real Estate, Economics, Investments, Due Diligence, Real Estate Transactions, Urban Planning, Valuation, Property, Tax Accounting

Education
University of Florida - Warrington College Of Business   2004 — 2005
Master of Accounting, Master of Science in Real Estate (MSRE) Minor

University of Florida - Warrington College Of Business   2000 — 2004
Bachelor of Accounting, Accounting

GADIR, Escuela Internacional de Español   2005 — 2005
Independent study abroad, Spanish

Juan Rios, CPA Juan Rios, CPA Greater Los Angeles Area Details
Juan Rios, CPA's WTAS Experience January 2004 - May 2007
Job Accounting Manager at Oakmont Corporation
Industry Accounting
Experience
Oakmont Corporation  January 2014 - Present
Athens Services  October 2012 - Present
WTAS LLC  June 2007 - November 2012
WTAS   January 2004 - May 2007
Southern California Edison  September 1998 - December 2003

Education
University of Notre Dame   1994 — 1998

Jeremy Driver Jeremy Driver Charlottesville, Virginia Area Details
Jeremy Driver's WTAS Experience September 2003 - June 2006
Job General Manager at G & W Ambulance, Inc.
Industry Hospital & Health Care
Experience
G & W Ambulance, Inc.   July 2006 - Present
P. Bradley & Sons   June 2006 - Present
WTAS   September 2003 - June 2006

Education
University of Virginia   2002 — 2003

University of Mary Washington   2000 — 2002
BS, Accounting, Business Administration

William & Mary   1998 — 2000
Accounting, Geology

Geetika Antani Geetika Antani Greater Los Angeles Area Details
Geetika Antani's WTAS Experience 2007 - 2009
Job In House Counsel at Orlans Associates, PC
Industry Law Practice
Experience
Orlans Associates, PC  2010 - Present
WTAS   2007 - 2009
Accenture  2002 - 2004

Skills
Real Estate, Legal Writing, Strategic Planning, Corporate Law, Microsoft Excel, Privacy Law, Microsoft Office, Licensing

Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Business

University of Iowa College of Law
JD, Law

Dominic Biscuso Dominic Biscuso Greater Chicago Area Details
Dominic Biscuso's WTAS Experience January 2011 - Present
Job Tax Manager at WTAS
Industry Accounting
Experience
WTAS   January 2011 - Present
WTAS   June 2007 - December 2010
Crowe Chizek & Company  January 2003 - July 2006

Education
University of Notre Dame - Mendoza College of Business   2006 — 2007
Masters, Tax Accounting

University of Notre Dame   1998 — 2002

Amy Fong Tokudome Amy Fong Tokudome San Francisco Bay Area Details
Amy Fong Tokudome's WTAS Experience September 2004 - August 2007
Job Tax Supervisor at Fremont Group
Industry Accounting
Experience
Deloitte  July 2008 - July 2011
Windes & McClaughry  August 2007 - June 2008
WTAS   September 2004 - August 2007

Education
University of Southern California   2003 — 2004
Masters of Business Taxation, Tax

University of California, Los Angeles   1999 — 2003

Adam Clark Adam Clark San Francisco, California Details
Adam Clark's WTAS Experience January 2006 - March 2009
Job President of Goldman Sachs Trust Company
Industry Financial Services
Experience
Goldman Sachs  March 2009 - Present
WTAS   January 2006 - March 2009

Skills
International Investment, International Tax..., Estate Tax Planning, Investments, Private Equity, High Net Worth..., Hedge Funds, Alternative Investments, Wealth Management, Wealth Management..., Estate Planning, Wealth, Investment Advisory, Strategic Financial...

Education
University of Liverpool   1990 — 1994
Bachelor of Laws (LL.B.), English and German Law

Toni Ann Bernice S Chua Toni Ann Bernice S Chua Irvine, California Details
Toni Ann Bernice S Chua's WTAS Experience July 2006 - August 2008
Job Tax Specialist at Arnel
Industry Accounting
Experience
Arnel   September 2013 - Present
Stanislawski & Harrison, CPAs   November 2010 - November 2011
David Weise & Associates, Inc.   June 2009 - November 2010
WTAS   July 2006 - August 2008
SMA Consulting  January 2006 - May 2006
California Department of Transportation  2004 - 2006
Merrill Lynch  July 2005 - September 2005

Skills
Microsoft Excel, Accounting, Microsoft Word, Tax Research, Tax, Forecasting, QuickBooks, General Ledger, Financial Reporting, Financial Analysis, Tax Accounting, Corporate Tax

Education
University of California, Riverside   2002 — 2006
B.S., Business Administration

Omar Rahman Omar Rahman Washington D.C. Metro Area Details
Omar Rahman's WTAS Experience July 2004 - July 2005
Job Advisor at CSC
Industry Information Technology and Services
Experience
CSC  August 2014 - Present
GXS  March 2013 - August 2014
Rosetta Stone  October 2012 - February 2013
NII Holdings, Inc.   August 2010 - July 2012
GateGroup  June 2008 - June 2010
Intelsat  January 2008 - June 2008
Gate Gourmet  August 2006 - December 2007
Gate Gourmet  July 2005 - August 2006
WTAS   July 2004 - July 2005

Skills
Financial Analysis, Forecasting, Corporate Finance, Financial Reporting, Strategic Financial..., Hyperion Enterprise, Managerial Finance, Accounting, Mergers, Financial Accounting, Business Strategy, Budgets, Business Analysis, Process Improvement, Variance Analysis, Finance, Financial Planning, Mergers & Acquisitions

Education
University of Illinois at Urbana-Champaign   2000 — 2004
BS, Finance

Christina Holliday, CPA Christina Holliday, CPA Orange County, California Area Details
Christina Holliday, CPA's WTAS Experience July 2002 - February 2005
Job Chief Financial Officer at Lytle Development
Industry Real Estate
Experience
Lytle Development   February 2005 - Present
WTAS   July 2002 - February 2005
Arthur Andersen LLP  September 1991 - July 2002

Skills
US GAAP, Strategic Planning, Financial Reporting, Auditing, Accounting, Restructuring, Sarbanes-Oxley Act, Mergers, Finance, SEC filings, Financial Analysis, Tax, Real Estate, Due Diligence, Executive Management, Management Consulting, Internal Controls, Risk Management, Corporate Finance, Strategic Financial...

Education
University of San Diego   1987 — 1991
Bachelor’s Degree, Accounting and Psychology

Sarah Foote Sarah Foote Chicago, Illinois Details
Sarah Foote's WTAS Experience August 2010 - May 2014
Job Senior Associate at WTAS
Industry Accounting
Experience
WTAS   August 2010 - May 2014
WTAS   May 2009 - August 2009
University of Notre Dame  August 2007 - May 2009
Blue Cross Blue Shield  May 2008 - August 2008
University of Notre Dame  August 2006 - May 2007

Skills
Microsoft Excel, Financial Analysis, Tax, Financial Modeling, Accounting, Financial Reporting

Education
University of Notre Dame - Mendoza College of Business   2009 — 2010
MSA, Accountancy

University of Notre Dame   2005 — 2009
BBA, Accountancy

Carol Beatty Carol Beatty Harrisburg, Pennsylvania Area Details
Carol Beatty's WTAS Experience May 2008 - August 2009
Job Tax Manager at Carpenter Technology
Industry Accounting
Experience
Carpenter Technology  May 2012 - Present
ParenteBeard LLC  September 2009 - May 2012
WTAS   May 2008 - August 2009
Rite Aid  2005 - 2008
AHOLD USA, INC  2001 - 2005
FCI  1999 - 2001
EY  1997 - 1999
New Holland North America   1996 - 1997
SKF  1990 - 1996

Skills
CPA, CMA, Tax, Tax Research, Tax Accounting, Corporate Tax, Income Tax, Accounting, Tax Advisory, SEC filings, US GAAP, Partnership Taxation, Tax Preparation, International Tax

Education
Penn State University- Harrisburg   1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General

University of Pittsburgh-Johnstown   1983 — 1987
BS, Business Economics/Accounting

Trinity High School   1979 — 1981
HS Diploma

Angela Fletcher, CPA Angela Fletcher, CPA Boston, Massachusetts Details
Angela Fletcher, CPA's WTAS Experience August 2012 - June 2014
Job Tax Supervisor at KLR
Industry Accounting
Experience
KLR  July 2014 - Present
WTAS   August 2012 - June 2014
PricewaterhouseCoopers  September 2008 - December 2012

Skills
Tax Accounting, Income Tax, High Net Worth..., Tax Preparation, Tax Research, GoSystems, CPA

Education
University of Massachusetts, Amherst   2008 — 2009
Masters, Accounting

University of Massachusetts, Amherst   2004 — 2008
Bachelors, Accounting

Mark Basford Mark Basford Greater Atlanta Area Details
Mark Basford's WTAS Experience July 2009 - July 2010
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps  January 2013 - Present
Duff & Phelps  July 2011 - December 2012
Duff & Phelps  August 2010 - June 2011
WTAS   July 2009 - July 2010

Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Investments, Intellectual Property

Education
University of Florida - Warrington College of Business Administration   2004 — 2009
Master, Finance

Casey Murray, CPA Casey Murray, CPA San Diego, California Details
Casey Murray, CPA's WTAS Experience December 2010 - December 2012
Job Senior Property Accountant at PMB Real Estate Services
Industry Accounting
Experience
PMB Real Estate Services  September 2015 - Present
PMB Real Estate Services  July 2013 - August 2015
Westcore Properties  December 2012 - June 2013
WTAS   December 2010 - December 2012
Harb, Levy & Weiland LLP   July 2008 - April 2010
University of California Santa Barbara  January 2008 - June 2008
Mission Linen Supply  April 2007 - January 2008

Skills
CCH ProSystem fx, BNA Tax Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Tax Accounting, Tax Returns, Accounting, Personal Tax Planning, Business Tax Planning, QuickBooks, Auditing, Tax, Accounts Payable, GAAP, Corporate Tax, Financial Reporting, Financial Statements, General Ledger, Income Tax

Education
University of California, Santa Barbara   2004 — 2008
B.A, Business Economics; Accounting

John Panetta John Panetta San Francisco Bay Area Details
John Panetta's WTAS Experience June 2005 - November 2009
Job
Industry Accounting
Experience
Burr Pilger Mayer  December 2009 - Present
WTAS   June 2005 - November 2009
KPMG US  November 1998 - May 2005

Skills
Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, C++, Teaching, C, HTML, Tax, Budgets, Corporate Tax

Education
University of Miami School of Law   1973 — 1976
JD, Law

Gerogetown University   1967 — 1971
BS Foreign Service, Int'l Trade

Chris Eulau Chris Eulau San Diego, California Details
Chris Eulau's WTAS Experience August 2011 - February 2013
Job Senior Tax Analyst at Illumina
Industry Accounting
Experience
Illumina  February 2015 - Present
McGladrey  March 2013 - February 2015
WTAS   August 2011 - February 2013
KPMG US  October 2010 - August 2011

Education
University of San Diego
B.B.A, Business Economics

Allyson Huebsch Allyson Huebsch Denver, Colorado Details
Allyson Huebsch's WTAS Experience July 2011 - February 2012
Job Associate Director at SRS Acquiom
Industry Accounting
Experience
SRS Acquiom  February 2015 - Present
EY  October 2013 - February 2015
EY  July 2012 - October 2013
Ernst & Young  February 2012 - July 2012
WTAS   July 2011 - February 2012
Ernst & Young  September 2007 - June 2011
RSM McGladrey, Inc  January 2006 - April 2006

Skills
CPA, Tax, Income Tax, Corporate Tax, Tax Accounting, Tax Research, GAAP, SEC filings, US GAAP

Education
University of Iowa   2006 — 2007
Master's of Accountancy, Tax Emphasis

University of Iowa   2002 — 2006
BBA, Accounting

Jennifer Fong Jennifer Fong Los Angeles, California Details
Jennifer Fong's WTAS Experience June 2010 - February 2014
Job Tax Director at CNM LLP
Industry Accounting
Experience
CNM LLP  February 2014 - Present
WTAS   June 2010 - February 2014
True Partners Consulting  January 2008 - March 2010
RSM McGladrey  February 2003 - December 2007
Deloitte &  
 
Arthur Andersen  September 2000 - May 2002

Education
University of Southern California   1996 — 2000
B.S., Accounting

Nicholas Galvez Nicholas Galvez Greater Chicago Area Details
Nicholas Galvez's WTAS Experience Resident AssistantUniversity of Notre DameAugust 2011 - May 2012
Job Senior Associate at Andersen Tax
Industry Accounting
Experience
WTAS   Resident AssistantUniversity of Notre DameAugust 2011 - May 2012
WTAS   June 2011 - August 2011

Skills
Financial Modeling, Microsoft Excel, Accounting, Due Diligence, Financial Analysis, Tax, Tax Accounting, Corporate Tax, Tax Research

Education
University of Notre Dame   2008 — 2012
Bachelor of Business Administration, Accountancy

Angela Flynn Angela Flynn Kansas City, Missouri Details
Angela Flynn's WTAS Experience July 2012 - November 2012
Job Tax Analyst at Children's Mercy Hospital
Industry Accounting
Experience
Children's Mercy Hospital  November 2014 - Present
Topel Forman, LLC  November 2012 - October 2014
WTAS   July 2012 - November 2012
McGladrey  September 2007 - June 2012

Education
University of Iowa   2002 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Muhammed Riaz, CPA Muhammed Riaz, CPA United States Details
Muhammed Riaz, CPA's WTAS Experience January 2008 - Present
Job Senior Associate at WTAS
Industry Accounting
Experience
WTAS   January 2008 - Present
UMMA COMMUNITY CLINIC  January 2007 - December 2007

Skills
Financial Accounting, Financial Analysis, Staff Supervision, Cash Flow, Cash Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Carve-out Financial..., Compilation Of..., Consolidated Financial..., Staff Development, Staff Management, Mentoring Of Staff, QuickBooks, Great Plains Software, Budget, Project Management, Microsoft Office, Microsoft Excel

Education
University of Southern California   2005 — 2007
Bachelor's degree, Accounting and Finance

Certified Public Accountant
State of California - License #116162

Nick Karczewski Nick Karczewski Greater Chicago Area Details
Nick Karczewski's WTAS Experience December 2011 - January 2012
Job
Industry
Experience
WTAS   December 2011 - January 2012
servpro  April 2010 - September 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word

Education
University of Iowa   2008 — 2012
Bachelor's degree, Economics

University of Iowa
BA

Marist High School

Queenie Chung Queenie Chung Washington D.C. Metro Area Details
Queenie Chung's WTAS Experience August 2005 - August 2007
Job
Industry Accounting
Experience
PwC  May 2010 - Present
Kaufman, Rossin & Co.   August 2007 - May 2010
WTAS   August 2005 - August 2007
PwC  January 2003 - August 2005

Education
University of Florida   1998 — 2002
Bachelor of Science (BS)

University of Florida   1998 — 2002
Master of Accounting

Shannon Ward Shannon Ward Los Angeles, California Details
Shannon Ward's WTAS Experience June 2005 - November 2010
Job Tax Senior Manager at Gursey | Schneider LLP
Industry Accounting
Experience
Gursey Schneider LLP  September 2012 - Present
Goldman Sachs  November 2010 - September 2012
WTAS   June 2005 - November 2010

Education
University of Southern California   2004 — 2005
Master of Science (M.S.), Business Taxation

University of North Carolina at Chapel Hill   2000 — 2004
Bachelor of Science (BS), Business Administration

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