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Chief Financial Specialist Resume

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Irvine, CA

PROFESSIONAL EXPERIENCE:

Chief Financial Specialist

Confidential, Irvine, CA

Responsibilities:

  • Participate in performing all financial, tax, and personal tasks necessary in the Family Office environment and responsible for monitoring and mitigating financial risk
  • Oversee all financial and tax analysis, controller activities, accounting, accounts payable, accounts receivable, and other financial work for the Family Office and its affiliates
  • Develope and maintain relationships with outside advisors to assure all financial and tax deadlines are met and strategic opportunities are developed

Tax Manager

Confidential, Irvine, CA

Responsibilities:

  • Managed the preparation and filing of all federal and state tax returns for over 200 real estate entities including, partnerships, limited liability companies, and corporations.
  • Assisted in preparation and review of tax workpapers as prepared by tax staff for use with tax return preparation and by outside tax professionals
  • Prepared tax projections for joint venture partners and individual owners
  • Coordinated and assisted outside accountants with preparation of federal and state tax returns
  • Responsible for meeting with and responding to all inquiries from tax authorities
  • Assisted Management with overall tax compliance, tax research, and other special projects

Tax Manager/Treasury

Confidential, Irvine, CA

Responsibilities:

  • Prepared of all federal and state income tax returns for MBK’s (a subsidiary of Mitsui USA) 30 entities, including corporations, partnerships, LLCs, and business property tax returns
  • Completed Mitsui USA’s quarterly tax reporting requirements, including tax provision information (FAS 109), projected taxable income, state apportionment detail, etc.
  • Interacted with all corporate administration and division accounting staff surrounding tax payments, tax planning, quarterly reporting and tax authority correspondence
  • Prepared quarterly financial accounting consolidation package for Mitsui USA
  • Calculated and coordinated owner investments and return of capital activities
  • Managed affiliate note instruments and related interest accruals
  • Prepared and published monthly Treasury Report by coordinating with the Cash Manager and division Controllers
  • Supported Corporate Controller and divisions with accounting and monthly closes

Senior Tax Accountant

Confidential, San Diego, CA

Responsibilities:

  • Supervised and instructed staff accountants during the completion of client tax returns while meeting planned budgets with the goal of achieving the firm’s desired financial results
  • Displayed the ability to work under pressure, meet deadlines and deliver exemplary work product to our clients
  • Commitment to continued professional education by attending tax related master courses, seminars, and meetings

Experienced Tax Associate

Confidential, San Diego, CA

Responsibilities:

  • Organized and coordinated complex client tax filings for accurate and timely completion of individual, corporate and partnership federal and state tax returns by critical deadlines.
  • Responsible for interacting and communicating with clients and project team members
  • Analyzed client financial data and prepare internal tax work papers based on professional standards
  • Developed tax planning and guidance spreadsheet models to assist clients with financial decisions relating to various federal and state tax issues

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