Bernard Baruch

151 East 25 Street, Apt. 820  New York, NY 10010  (646) 312-1330  bbaruch@gmail.com
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www.linkedin.com/in/bernardbaruch

EDUCATION
Baruch College, Zicklin School of Business | New York, NY | MS in Taxation, GPA: 3.65 06/17
 CPA exam progress: Passed FAR and REG; plan to complete all parts by Aug 2017

Indiana University | Bloomington, IN | BBA in Human Resources Management, GPA: 3.80 05/13
 Minor in Accounting

EXPERIENCE
Internal Revenue Service | New York, NY | Tax Intern 01/17 – Present
 Interact with IRS Revenue Agents on an audit of a corporate separation under Section 355 of the Internal Revenue Code;
utilized Edgar to locate related public filings and review those filings to determine whether the in-scope transactions
support the taxpayer's representations regarding the separation
 Analyze organizational structures and develop organizational diagrams related to IRS Private Letter Rulings
 Utilize research tools and databases to determine the appropriate tax treatment for taxpayer transactions

CUNY Associates, LLP | New York, NY | Accounting Intern 09/16 – 12/16

 Prepared and filed federal, state and local tax returns using automated tax preparation software
 Utilized CCH to research tax guidance to determine the appropriate tax treatment for client transactions
 Leveraged advanced Excel skills (e.g., pivot tables, what-if-analysis) to organize and analyze thousands of sales tax
transactions to support the preparation of multi-jurisdictional sales tax returns

Volunteer Income Tax Assistance (VITA) | New York, NY | Income Tax Preparer 01/16 – 08/16
 Prepared and filed tax returns for 20 low income and special needs clients
 Conducted research on various tax-related issues by utilizing the IRS website to maximize return outcome
 Utilized TaxWise and TaxSlayer software to prepare federal and state tax returns

Sony Corporation | New York, NY | Operations Manager 05/15 – 08/15

 Managed operations including forecasting, inventory control, purchasing and quality assurance; maximized revenues
through efficient staffing, labor cost controls, and promotions
 Designed/implemented employee incentive programs to improve employee morale and internal customer satisfaction
 Reduced union grievances by 40% while maintaining a streamlined, profitable department
 Developed and delivered employee training on company policies and procedures to increase productivity

LEADERSHIP
Toastmasters International | Baruch College Chapter President 09/16 – 06/17
 Directed club meetings; promoted educational programs and assisted officers in meeting club objectives

Indiana University Accounting Society | Treasurer 09/12 – 06/13

 Recorded the club's transactions and monitored the budget to ensure that club expenses did not exceed available funds
 Led the appeal of the accounting society's budget which resulted in an increase of funds

TECHNOLOGY AND LANGUAGE SKILLS

Computer: Advanced Excel (pivot tables, formulas), PowerPoint, accounting and tax software applications (QuickBooks, TaxWise,
Thomson Reuters OneSource) and tax research tools (CCH Tax Research, Westlaw Tax, Lexis)
Languages: Fluent in Spanish and Russian