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Frank Constance

Tax Partner @Coles & Bodoin, Llp

Bedford, MA, US
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2002 — Present

Tax Partner @Coles & Bodoin, Llp

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Needham, MA, US

EDUCATION

N/A

Bentley University - Elkin B. McCallum Graduate School of Business, Waltham, Massachusetts

Master of Science in Taxation

N/A

Bentley University, Waltham, Massachusetts

Bachelor of Science in Accounting

N/A

College for Financial Planning

CFP Professional Education Program

SKILLS

Staff Training, Mentoring, DevelopmentCheckpoint Tax Research SystemS Corporation and Pass-Through EntitiesEstate and Gift TaxationCfs Taxtools Tax Planning, Retirement, and Financial Software ProductsClient Meetings and PresentationsSolid Business and Financial AcumenSuccession PlanningPersonal Financial PlanningAccounting and Financial ManagementBna Income Tax Planner SoftwareIntegration of Tax Software/TechnologiesPartnership TaxationTax ResearchTax AccountingFinancial PlanningSeries 7, 63, and 65 Licenses (Active)AuditingEstate Tax PlanningTax Planning and StructuringDue Diligence on P&S TransactionsAccountingTax PreparationTax ReturnsTvalue Amortization SoftwarePrincipia Morningstar Investment Research and Portfolio SoftwareCpaInternational TaxUs TaxConsultative and Advisory ServicesTax LawClient Relationship Best PracticesGaapTeam Building and LeadershipTaxIncome TaxTax CreditsS CorporationsFinancial PlannersCorporate Tax

ABOUT FRANK CONSTANCE

Solutions-driven Senior Tax Professional accomplished in providing tax planning, review, and advisory services to individuals, small businesses, corporations, and not-for-profit organizations. Background encompasses complex research and analysis of tax-related data, all aspects of tax compliance, and broad range of federal and multi-jurisdictional tax services across diverse industries. Extensive experience in trusts and estates, family wealth planning, and interface with high-net-worth clients. Exceptional organizational, communication, presentation talents complemented by skill in blending analytical, problem-solving, and leadership strengths. Credited, throughout career, with integrity, transparency, sound judgment, responsible business practices, and professionalism.

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