Accounting Tax
Resume:
Robert T.
Lodell
*** ****** ***** **** *************, NJ 08886 * H 908-***-**** * M
ada0gp@r.postjobfree.com
PROFESSIONAL
SUMMARY
** ***** **** ** ************ experience handling many types of
business clients in many
phases of tax and accounting matters
COMPUTER
SKILLS
Tax programs: GoSystem Fasttax Program, BNA Tax Planner CCH& BNA research,
Accounting programs: QuickBooks
MS Excel and Word
WORK
HISTORY
September 2006 - September 2019 Andreas Esberg & Company LLP New
York, NY
Senior Tax Accountant
(supervisory) responsible for clients
return filings including corporations, HNW individuals (resident
and non-resident),
FBARs, LLCs, partnerships, trusts, nonprofit organizations,
multi state returns, foreign
partnership and corporation reports. Deal directly with
clients, research technical issues,
preparation of quarterly estimated taxes as required.
May 2005 - September 2006 Various tax and accounting temporary
positions
January 2003- May 2005 Weinick Sanders Leventhal & Co
LLP New York, NY
Tax supervisor for 90+ CPA
firm. Involved with tax return review,
preparation, projections, research and special projects.
Also assisted in tax return audits
and handled inquiries from tax authorities.
October 1999-November 2002 Steven A. Greene & Co CPAs New
York, NY
Tax area: Individual return
preparation and tax projections for high
income clients. Reviewed returns and researched complex
issues. Prepared and reviewed
partnership returns, C&S corporation returns.
Accounting area: Year end
reviews and audits and financial statement
preparation. Quarterly engagements with various clients.
June 1993-October 1999 Volkman & Co CPAs New York,
NY
Tax preparation, review,
research and tax planning for individuals,
corporations, partnerships and US Corporations with foreign
subsidiaries, individuals with
foreign employment. Assisted in audits and preparation of SEC
reports
PREVIOUS WORK
HISTORY
July 1985-May 1992 Mironov, Goldman, Wortzel & Sloan
CPAs Edison, NJ
Developed specialty in auto dealership accounting and worked
with firm audit team
on year end certified audits of large multi-dealership groups.
November 1983-July 1985 Bachman, Schwartz & Abramson CPAs
Kipnis & Karchmer
CPAs New York, NY
Various tax and accounting assignments. Diversified clients.
Audits, financial
reports and management advisory services.
October 1979-November 1983 Lawrence Heimowitz & Co CPAs
(Formerly part of
Brout & Co) New York, NY
Year end certified audits, assisted tax partner with tax
planning, special projects
and tax examinations. Assigned small business accounts to
service on monthly
to quarterly basis and prepared required tax reports.
May 1971-October 1979 Howard, Listander & Berkower CPAs
Perth Amboy, NJ
Periodic accounting engagements for small business clients
including financial reports
quarterly payroll and sales tax returns. Specialized in
nursing home clients and prepared
Medicare and Medicaid cost reports reports.
EDUCATION AND
QUALIFICATIONS
Certified Public Accountant (inactive)
State of New Jersey
Enrolled Agent
Seton Hall University
South Orange, NJ
B.S. in Business Administration
Major: Public Accounting
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