PROFESSIONAL BACKGROUND:
DAWSON, ROSENBAUM & SOBEL, P.A. (Miami, Florida)
1974-Present
Managing Partner
Responsible for handling all administrative aspects relating to the management of accounting practice, including billing, collections, scheduling, and personnel management. Responsible for final review of all State and Federal Corporate, Individual, Partnership, and Fiduciary Income Tax Returns. Experienced in serving the accounting, financial reporting, and tax needs for a wide range of small and medium closely-held businesses including assistance with financial decisions, retirement and succession planning. Represented clients on complex IRS and State tax audits. Participation in firm’s marketing and promotional activities directed at current and potential clients.
1974-1993
Manager, Small Business Division
Supervised accounting personnel. Responsible for handling all facets in servicing the Firm’s clients. Prepared various types of financial statements, i.e., reviews, compilations, projections, and personal financial statements. Prepared and reviewed individual, corporate, and partnership tax returns. Represented clients during individual and corporate Federal and State tax audits. Administrative responsibilities included billing and collections.
Provided Management Advisory Services in computering client's accounting systems and general ledgers. Performed tax research. Provided tax and financial planning for many closely-held businesses. Served as consultant to small businesses regarding the implementation of new accounting systems, internal control procedures, and evaluation of feasibility for lease vs. purchase options of various assets. Organized accounting departments, implemented and integrated financial information into the accounting system, provided capital budgeting tools and analysis functions.
EDUCATION:
Florida International University
Bachelor of Business Administration, June 1976
CERTIFICATION AND MEMBERSHIPS:
Florida Certified Public Accountants, September 1979
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
