William J. Myer, CPA, MBA, QPA, QKA
7400 Roosevelt Blvd. #D108
Philadelphia, PA 19152
215-624-1447
wjmyer@yahoo.com
www.oocities.org/williammyer


 

EDUCATION
Fairleigh Dickinson University, Madison, NJ
   MBA in Accounting (graduated September 2002).
   3.90 grade point average.
   Coursework in accounting, taxation, finance, management, business law, entrepreneurship and economics.

Holy Cross College, Worcester, MA
  B.A., double major in English and German (graduated June 1993).
  3.7 grade point average
  Spent junior year abroad at Tübingen University, Germany.
  φβκ (Phi Beta Kappa)

St. Peter's Preparatory High School
  College prep curriculum

EMPLOYMENT

Deloitte Tax LLP, Philadelphia, PA, April 2005 – Present
Tax Senior
  Consult with clients regarding complex employee benefits tax and accounting issues, such as FAS 123(R) implementation, equity-based compensation payroll issues, qualified and nonqualified plan design and compliance resolution.
  Oversee preparation of governmental filings for qualified plans, including Form 5500.
  Conduct employee benefit plan audits.
  Review work of tax staff and paraprofessionals.
  Research complex tax issues with respect to qualified, nonqualified and other employee benefit plans.
  Review plan documents and QDROs for tax and ERISA compliance.
  Assist other tax service lines and audit practice with diverse projects, including transfer pricing and Sarbanes-Oxley internal control projects.


Charles W. Cammack Associates, Inc., New York, NY August 2004 – April 2005
Account Manager
  Managed business relationships with a group of clients, including healthcare systems, nonprofit organizations and for profit corporations.
  Consulted with directors and vice presidents of Human Resources with regard to the design, operation and administration of their retirement programs.
  Led various projects including vendor transitions, vendor consolidations, plan terminations and plan document amendments.
  Reviewed qualified plan compliance testing prepared by the retirement technical specialist.

AXA Financial, Secaucus, NJ, February 1999-August 2004
Program Consultant
  Managed varied projects from design through implementation, including rollout of new comparability plans, plan requalification for GUST, plan redesign project, web site development and annual 401(k) mailings
  Wrote system specifications for Form 5500 and for record-keeping systems.
  Composed technical guides for plan administrators and marketing materials for new prospects.
  Trained Account Executives and acted as a resource for the interpretation of plan documents, IRS Code and ERISA.
  Developed administrative policies and procedures.

Account Executive
  Assisted plan administrators with the administration of their pension plans.
  Performed compliance testing for qualified plans (ADP/ACP, 415 limits, 404(a), 410(b), 401(a)(4), cross-testing).
  Calculated annual pension contributions.
  Prepared 5500 reporting.

AT&T Wireless Services, Paramus, NJ November 1996-February 1999
High Risk Receivables Analyst
Receivables Management Analyst
  Trained new-hires and coached seasoned representatives as a facilitator
  Introduced and communicated new policies and processes
  Obtained consistently top-level bonuses for productivity and quality goals
  Utilized various windows-based computer applications to complete daily activities
  Resolved escalated billing disputes
  Handled incoming calls on an 800 queue in a fast-paced call center environment

ADDITIONAL SKILLS
  Licensed as a Certified Public Accountant.
  Certified under Series 6 and Series 63 with the NASD.
  Received QPA and QKA designations through ASPPA..
  Member of MENSA and ISPE, with qualifying IQ score of 146 (3 statistical deviations, top 99.9%)
  Proficient in Windows software, including Excel, Word, Access, Powerpoint, Frontpage, Quark Express, Hyper-Prep and Relius Proposal System.
  Experience in web design using .html code and Javascript
  Some additional computer programming experience (Java, C, Basic, Assembly Language)
  Fluency in German, reading knowledge of Latin, Ancient Greek

Available upon request.

E-mail Bill Myer