Christine De Rosa, JD, CPA, MST
Senior Manager, Personal Financial Planning, AICPA


 Licenses:
  • Certified Public Accountant in the state of Connecticut
  • Admitted to the bar of New York, Connecticut, and Massachusetts
Current Experience: AICPA
Jersey City, NJ
Senior Manger, Personal Financial Planning
October 2004-Present
  • Provide leadership and direction for team dealing with all dynamics of their positions including scheduling, reviewing work product, holding and directing team meetings and ensuring projects milestones are met within budget
  • Manage the business, finances and operations of the personal financial planning team
  • Manage the team's $10 million budget including monitoring actual and projecting future revenue and expenses
  • Ensure that the team complies with the applicable AICPA policies and procedures
  • Work closely with Senior Vice Presidents and Vice Presidents on strategic planning, long term budgeting and financing, and growing the membership base of the personal financing planning team
  • Work closely with Human Resources on staff issues including the hiring of new staff, review of staff and compensation
  • Coordinate with other AICPA departments for various marketing and member services
  • Form outside partnerships with government and private organizations to gain exposure for the personal financial planning team
  • Represent the AICPA in various media outlets (See below for listing.)
DELOITTE
Washington, DC
Financial Products National Tax Manager
Financial Products Manager
January 2003-October 2004
  • Researched and prepared memoranda for partners/clients on financial product issues
  • Prepared complex spreadsheets to analyze compliance with taxation of financial products
  • Served as an instructor for national and internal training
  • Conveyed cost savings opportunity to clients
Estate & Gift National Tax Manager
January 2001- January 2003
  • Researched issues related to the transfer taxes
  • Communicated results with partners/clients and discussed options
  • Reviewed trust and annuity documents.
  • Prepared and reviewed complex spreadsheets calculations for present and remainder interests
  • Served as an instructor for national and internal training
DELOITTE & TOUCHE, LLP
Boston, MA
September, 1998-December, 2000
Manager
  • Managed staff and supervised and reviewed the preparation of Federal income tax returns
  • Responded to client inquiries and transactions
  • Prepared client correspondences, managed client accounts, budgets and billing
Professional Experience: THE COLONY GROUP
Boston, MA Financial Counselor
September, 1997-June, 1998
  • Prepared a client's overall financial planning
  • Demonstrated estimated financial growth, cash flow statements and expected tax liability
SCILLIA & LARROW, P.C.
Hamden, CT
Senior Accountant
June, 1993-June, 1995
  • Performed audits for construction, retail, and manufacturing companies as well as libraries and other tax exempt entities
  • Prepared Statements of Financial Position, including the balance sheet, income statement, and cash flow statements along with the accompanying notes to the audited financial statements
Media Appearances:
  • USA Today Tax Chats, WLIU-FM Southampton, NY, KLAV radio Las Vegas, NV
  • WCLO Wisconsin, Salt Lake City, UT, WLTP Radio, VA, Doug Hess from KOLE-AM
  • Fox News Radio, TX, WJBC Radio, Bloomington, IN
Teaching Experience:

Adjunct Instructor at New York University's (NYU) School of Continuing Professional Studies.

Education: SUFFOLK UNIVERSITY LAW SCHOOL, Boston, MA
Juris Doctor received May 1998
Class Rank: Top 10%

UNIVERSITY OF NEW HAVEN, New Haven, CT
Master of Taxation, June, 1995
Overall GPA: 3.7, Specialized in Corporate Taxation

SACRED HEART UNIVERSITY, Fairfield, CT
Bachelor of Science, cum laude, in Accounting May, 1991
Minor: Political Science
Achievements: Competed in 1990-1991 World Debate Championship
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