carey liebmann

* Vast high net worth client contact. * Detail & overall review of individual, fiduciary, partnership, corporate and qualified settlement fund tax returns. * Manage several ongoing projects concurrently, while delegating, supervising and ultimately evaluating staff * Propose tax strategies using tax planning and research * Oversee & handle tax compliance matters and audits with the IRS as well as state and local authorities

Review quarterly and year-end audited financial statements for the individual partners, their families and their various entities which include trusts, partnerships and foundations Review quarterly tax projection information for the partners, family members and their entities for submission to outside accountants Acts as liaison in relations with partners and their family members to understand and carry out their business, financial and personal needs including various types of financing and insurance needs Manage various projects and staff on behalf of the partners to meet all their respective demands including but not limited to coordinating and implementing a data asset aggregation system Train, utilize and motivate staff via on the job training, supervision, counseling, and constant feedback

* Reviews all tax returns for the family and clients * Successfully initiates and conducts tax planning for the family and clients developing strategies to be implemented * Researches tax laws and regulations, and prepares necessary reports/documentations for the family and clients * Handles tax examinations for the family and clients including notices from government agencies * Acts as liaison with CFO in relations with the family and clients also understands the aspects of their business issues in terms of the tax law * Effectively manages projects including delegating, supervising, and evaluating staff as well as coordinating scheduling priorities and timely review of tax returns * Trains and utilizes staff and provides on the job training, supervision, and counseling

* Overall review of individual, fiduciary, partnership and corporate tax returns * Considerable client contact with a commitment to excellence * Direct various projects, which include, delegating, instructing, managing and rating staff * Provide clients with tax strategies using tax planning and research tools * Deal with tax compliance matters and audits with the IRS as well as state and local governments

* Extensive high net worth client contact and a commitment to quality and service * Review and preparation of individual, fiduciary, estate (Form 706), partnership, corporate and qualified settlement fund tax returns as well as fiduciary accountings * Managed projects, including delegating, training, supervising and evaluating staff * Develop tax strategies via tax planning and research * Handle tax compliance matters and audits with the IRS as well as state and local authorities * Lectured in-house on various tax topics

* Handle certifications, reviews and compilations for various industries ranging from Fortune 500 companies to small businesses * Prepare financial statements and analyze general ledger accounts. * Research, prepare and review corporate, partnership, individual, and fiduciary tax returns. * Prepare and review monthly sales tax and quarterly payroll tax returns * Supervise and evaluate junior staff. * Skills: Go-System, BNA, RIA, CCH Capital Changes, Excel, Word, Lotus