Manager-Estate, Gift & Trust Department at Marcum LLP
Location:
West Palm Beach, Florida
Industry:
Accounting
Work:
Marcum LLP - West Palm Beach, Florida Area since Dec 2009
Manager-Estate, Gift & Trust Department
Bank of America Private Wealth Management Nov 2006 - Nov 2009
Vice-President
Paster & Harpootian, Ltd. Sep 2004 - Sep 2006
Senior Trust & Estate Tax Accountant
Education:
CPA-Rhode Island 2004 - 2004
University of New Brunswick 1986 - 1990
BBA, Economics
CGA-Canada
Bank of America
Senior Estate and Trust Tax Accountant
Pasteur & Harpootian
Senior Estate and Trust Tax Accountant
Pirelli Keller & Conaty
Senior Accountant
Kpmg
Tax Associate
Melanson Heath & Co
Staff Accountant
Education:
University of New Brunswick 1990
Bachelors, Bachelor of Business Administration
Skills:
Returns Financial Advisory Academic Research Fiduciary Executor Estate Tax Planning Sales Service Standards Mentoring Adjustments Gst Sei Main Street Business Administration Road Real Estate Trusts Legal Canadian Florida Municipalities Revenue Financial Statements Funding Crm Perimeter Tax Research Charlotte Auditing Attorneys Publications Defense Accounting Compilation Seminars Georgia Guidance Business Services Offering Sage Act Engagements Tax Advisory Life Insurance Canadian Income Tax Information Quality Microsoft Excel Corporations Nonprofits Training Policy Customs Regulations Jurisprudence Residence Research Estate Law Probation Partnerships Advertising Agency Letters .Net Cpa Trials Yahoo Implications Exempt Applications Prince Private Bank Notices Home Evidence Suite Audit Reports Dell Computers Lacerte Representation Income Nature Gift Tax Internal Audit Charitable Trusts Kpmg Tax Planning Trust Heath Irs Tax New York Claim Gifts Tax Compliance Compliance Microsoft Word Canada Trustee Fasttax Connecticut Filing Tax Returns Delivery Legislation Conclusions
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