John Fabbi, CPA, MST/PFS
4 Barclay Road
Hainesport, NJ 08036
(609) 760-7017 (Cell)
(609) 702-7480 (Home)
PROFESSIONAL EXPERIENCE
Drucker & Scaccetti (CPA Firm) Philadelphia, PA
TAX MANAGER FEBRUARY 2009 – PRESENT
Responsible for preparing and reviewing individual, corporate, and partnership tax returns. Identify, research, and resolve various tax issues for clients. Responsible for researching and preparing opinion letters regarding tax issues for clients. Respond to IRS and state tax notices. Responsible for tax projections, year-end tax planning, and estimated taxes for clients.
Zook, Dinon & Roman (CPA Firm)
Main Street Investment Advisors, LLC
TAX MANAGER, SERVICE MANAGER Moorestown, NJ
DIRECTOR OF OPERATIONS AUGUST 2003 – DECEMBER 2008
Responsible for preparing and reviewing individual, corporate, and partnership tax returns, as well as responding to IRS and state tax notices. Responsible for tax projections, year-end tax planning, estimated taxes, developing financial plans, calculating required minimum distributions, and identifying and resolving various tax issues for clients. Responsible for researching and preparing opinion letters regarding tax issues for clients.
In addition to the above tax role, responsible for all back office functions of Registered Investment Advisory Firm with assets of $85 million. Managed portfolios for clients, conducted Company research, analyzed profiles, prepared investment analysis for clients, selected and monitored investments of bonds, stocks, and mutual funds, and developed asset allocation modules. Responsible for servicing various aspects of client’s needs and actively involved with development of staff and office recruitment.
Morgan Stanley Mt. Laurel, NJ
FINANCIAL ADVISOR MARCH 2003 – JULY 2003
Wachovia Securities Marlton, NJ
FINANCIAL ADVISOR May 2000 – FEBRUARY 2003
Generated and managed $30 million worth of client assets. Analyzed and researched numerous products such as stocks, bonds, mutual funds and annuities. Strategically developed and implemented diversified financial and retirement plans for clients. Provided investment and tax advice to effectively maximize clients portfolios. Successfully expanded client base by marketing through seminars and a radio show. In addition, prepared tax returns and provided tax advice for clients.
Congoleum Corporation Mercerville, NJ
DIRECTOR OF SALES OPERATIONS, MARCH 1999 – APRIL 2000
TAX DIRECTOR
Responsible for all budgets, forecasting and analytical analysis for the sales department. The Regional Sales Administration and the National Account Department reported directly to me. Responsible for increasing sales for Company and worked with all distributors to increase margins. In addition, I was still responsible for all tax functions listed below.
Congoleum Corporation Mercerville, NJ
TAX MANAGER, OPERATIONS MANAGER NOVEMBER 1994 - FEBRUARY 1999
Responsible for all tax functions of a publicly held corporation, including developing an in-house tax department. Prepared the tax provision, FAS 109 calculation, and all the tax returns; consolidated federal tax return, various state income tax returns, sales and use tax returns. Traveled to parent Company quarterly to prepare tax accrual, tax returns, and assisted in all tax functions. Responsible for all tax audits (both federal and state). Responsible for tax planning functions, budgets, and financial forecasts. Researched miscellaneous tax issues and prepared opinion letters. Hired, trained, and developed tax staff.
PriceWaterhouseCoopers
(Formerly Coopers & Lybrand) Philadelphia, PA
SENIOR TAX ASSOCIATE SEPTEMBER 1989 - OCTOBER 1994
Prepared and reviewed federal, state, and local tax returns for C and S corporations, partnerships, individuals, and trusts with an emphasis in the consolidated tax return area. Client engagements included investment companies, medical care companies, and manufacturing companies. Prepared tax provisions and FAS 109 conversions. Researched miscellaneous tax issues. Responded to IRS and state tax notices and assisted in IRS audits. Acted as manager on various client engagements. Effectively identified and resolved issues with clients while gaining their confidence and respect. Instructed technical tax training courses. Participated actively in office recruiting. Delegated and trained associates with various tax functions. Counseled staff with their career development and performance, as well as evaluated and ranked them.
PROFESSIONAL ACHIEVEMENTS
Certified Public Accountant, State of Pennsylvania – 1991, State of New Jersey – 2005
NASD Series 65
(Formerly) NASD Series 7 and 63
Insurance License – State of New Jersey
Personal Financial Specialist (PFS)
Accredited Asset Management Specialist (AAMS)
Chartered Mutual Fund Counselor (CMFC)
Chartered Retirement Planning Counselor (CRPC)
Member - American Institute of Certified Public Accounts
Member - Pennsylvania Institute of Certified Public Accountants
EDUCATION
Villanova University School of Law, Villanova, PA
Graduate Tax Program, Masters in Taxation, December 1995
LaSalle University, Philadelphia, PA
B.S. Accounting, June 1989