Tony Morales

Senior Tax Manager @Platform Accounting Group

Louisville, KY, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Senior Tax Manager @Platform Accounting Group

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Responsibilities include preparing and reviewing 1040, 1065, 1120, 1120S, 990, 1041, 706, 709, 5500 and numerous other tax returns. Supervise and ensure quality control over a team of 5+ employees, including training, mentorship and management. Contact and manage client relationships, while maintaining relationships with network of outside professionals, including lawyers, financial advisors and other professionals.

EDUCATION

2014 — 2015

Florida Atlantic University

Master of Business Administration (M.B.A.), Taxation

2007 — 2012

Florida Atlantic University

Bachelor of Business Administration (BBA), Accounting

ABOUT TONY MORALES

I am a Certified Public Accountant (CPA) from the state of Florida with more than 15 years experience in Public Accounting. I have served countless high net worth clients across a wide variety of industries in private, corporate, partnership, LLC and fiduciary capacities. My greatest strengths lie in being highly responsive, responsible and dependable. I often tell clients I have another 30 years ahead of practice and you can expect me to reach back within the hour, qualities fewer and fewer CPAs possess. I\'m always available for discussion, so do not hesitate to message me.

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Tony Morales — Senior Tax Manager at Platform Accounting Group in Louisville, KY, US | Unifers