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