Clever Taxes Elite
Certified Public Accountant
New Jersey Division of Consumer Affairs. Issued June 2019.
Background
Claud Cornetti
Twenty years in accounting and tax before this firm existed. Citi, Deloitte, PwC, and five and a half years as a Director at FTI Consulting. Here is the record, so you do not have to take any of it on trust.
2state CPA licences
New Jersey and New York
New Jersey and New York
2004the year the work started
on Wall Street, at Citi
on Wall Street, at Citi
MSAccounting, Baruch College
after a BBA in Finance
after a BBA in Finance
Licences
Licensed on both sides of the river.
If you live in one of these states and earn in the other, which around here is most people, that matters more than it sounds.
Certified Public Accountant
New York State Education Department. Issued December 2013.
Experience
Where the work has been.
Open a role to see what it involved.
Founder and Tax Strategist Clever Taxes Elite March 2020 to present · New York City metropolitan area
Tax strategy and preparation for founders, real estate investors, and people running more than one entity.
Prior returns get read line by line. The plan goes out in writing while the year can still change, and the questions in between get answered when they are asked, not filed for next season.
Senior Tax Strategist Tax Alchemy · Contract March 2024 to May 2025 · Remote
- Quarterly strategic tax planning calls, with advanced optimisation strategies and guidance on implementing them.
- Senior Tax Strategist for high-net-worth clients: comprehensive tax plans and entity structure recommendations for the executive leadership team.
- In-depth tax law research, producing detailed memos and strategy progress reports for complex client situations.
- Entity structure charts and T-formation diagrams for business optimisation and tax efficiency.
- Built and maintained the firm's tax strategy knowledge base, contributing to its intellectual property and training material.
Director FTI Consulting September 2014 to February 2020 · 5 years 6 months
Five and a half years at Director level in the New York City metropolitan area, at one of the largest business advisory firms in the world.
This is the stretch that shaped everything the firm does now: complex client situations, and the habit of writing down the reasoning rather than just the answer.
Assurance Associate PwC September 2012 to August 2014 · New York
Financial services assurance at one of the Big Four. Two years spent auditing other people's numbers, which is the fastest way to learn where numbers go wrong.
Project Controller Deloitte Consulting July 2009 to January 2012 · New York
Financial control on consulting engagements, at the largest professional services firm in the world.
Junior Analyst, Legal Research Analyst Group Citi Markets & Banking June 2004 to June 2008 · New York
Four years at Citi, where the career started, before business school.
Education
Where it was learned.
Both degrees from Baruch College, part of the City University of New York.
MS, Accounting
Baruch College, Zicklin School of Business · 2010 to 2012
A master's built specifically around the CPA: 150 credit hours completed in preparation for the examination, which is the full licensure requirement rather than the minimum for the degree.
Member of the Zicklin Graduate Accounting Society.
- Coursework
- Taxation of Business Entities
- Advanced Financial Accounting
- Auditing
- Contemporary Topics in Accounting
BBA, Finance and Investments
Baruch College · 2005 to 2009
Macaulay Honors Scholar, the honours college of the City University of New York. Valedictorian of the High School of Economics and Finance.
Vice President of Marketing for the Golden Key Honour Society. Member of AIESEC and its Global Student Certificate Program.
Let's look at your year.
Tell us what your situation looks like. We come back to you within one business day.