Geoffrey Kimmel

Senior Client Development Director @Engineered Tax Services Inc

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2013 — Present

Senior Client Development Director @Engineered Tax Services Inc

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Philadelphia, PA, US

Engineered Tax Services (ETS) is a professionally licensed national energy engineering firm with specialty tax expertise working nationally with top CPA firms, Architects, Engineers, Fortune 500 Companies, Business Owners, Commercial Property Owners and Investors to identify and capture IRS approved tax benefits including Opportunity Zones, Engineering based Cost Segregation studies, R&D Tax Credits, Historic Tax Credits, State & Local Economic Incentives, EPAct 179D Federal Energy Tax Certifications, DEIRA insurance replacement appraisals and other niche services. ETS creates client value by improving cash flows and wealth preservation activities.Our acquisition of The Growth Partnership provides the capability to strengthen practice management and operations for CPA firms. Areas of support include Marketing Audits for CPA Firms, Outsourced Marketing Department, Lead Generation for CPAs, Leadership Development for CPAs, Sales Training for CPAs, Public Accounting Benchmarking (Rosenberg Survey) and Non-Technical CPE, and Sales Training.Subject matter expert for chemical engineering and robotics/automation firms.

SKILLS

P&LP&L ManagementCustomer Relationship Management (Crm)Commercial BankingCash FlowFinancial ServicesCrmLease FinancingProfit MaximizationManagement ConsultingProgram ManagementSales ManagementTreasury ServicesInsuranceExecutive ManagementSalesProject FinanceManagementP&L ResponsibilityInvestmentsP&L AdministrationCustomer RetentionTreasury ManagementCustomer ServiceCost SegregationProject ManagementBankingRisk ManagementSmall Business LendingPortfolio ManagementMergersLoansBusiness DevelopmentEnergy EfficiencyFundingInternal ControlsBusiness Process ImprovementMergers & AcquisitionsFinancial ModelingIncome Statement

ABOUT GEOFFREY KIMMEL

Financial Management Executive with extensive experience in financial services, specialty…

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Geoffrey Kimmel — Senior Client Development Director at Engineered Tax Services Inc in Philadelphia, PA, US | Unifers