Position:
Senior Tax Manager at Topel Forman, LLC
Work:
Topel Forman, LLC
- Greater Chicago Area since Oct 2009
-
Senior Tax Manager
WTAS
- Chicago & Boston Offices Jul 2006 - Oct 2009
-
Tax Manager
PricewaterhouseCoopers
- Greater Boston Area Feb 2005 - Jul 2006
-
Senior Tax Associate
KPMG
- Greater Boston Area Sep 1998 - Jan 2005
-
Senior Auditor/Tax Associate
Education:
Northeastern University 2005 - 2008
Masters of Science, Taxation, Boston, MA
Babson College 1998 - 1998
Bucknell University 1994 - 1998
Bachelor of Arts, Economics, Lewisburg, PA
Skills:
High Net Worth Individuals, Roth Conversions, Tax Compliance, Tax Preparation, Tax Research, Estate Tax Planning, Client Services, Developing Client Relationships, People Management, Mentoring, GoFileRoom, Charitable Gift Planning, Donor Advised Funds, Tax, Partnership Taxation, Financial Services, Management, QuickBooks, Roth IRA, S Corporations
Certifications:
Licensed Certified Public Accountant (12/2001 to Current), Illinois Department of Financial and Professional Regulation