Rick Weinstein Location
- Burlingame, CA, US
Rick Weinstein Work
- 2013 -now Founder | CPA Tax Manager Supervisor @ Leaders in Tax Management in the San Francisco Bay Area
- 2012 -2013 Tax Accountant | CPA @ Price Waterman
- 2011 -2011 Tax Associate @ Louie & Wong LLP
- 2010 -2010 Contractor via AccounTemps @ Holland & Associates CPA's Inc
- 1998 -2010 Tax Manager @ Dreyer Luchetti McGuire PC/Joe R Chhabria, CPA
- 1995 -1997 Senior Tax Accountant @
Rick Weinstein Education
- Florida International University
BBA (Accounting)
2026 - University of South Florida
(Political Science, History, Criminal Justice)
2026 - Miami Dade College
(Business)
2026 - North Miami High
High School Diploma
1969-1972
Rick Weinstein Skills
- Lacerte
- Accounting
- Bookkeeping
- Financial Statements
- Payroll
- QuickBooks
- Property Tax
- Financial Planners
- Tax
- Tax Preparation
- Research
- Income Tax
- Auditing
- Tax Research
- Business Entity Selection
- Tax Accounting
- S Corporations
- IRS
- CPA
- Tax Advisory
- FIN 48
- Tax Law
- LLC
- Marketing Communications
- General Ledger
- High Net Worth Individuals
- Business Valuation
- Corporate Tax
- Tax Returns
- Partnership Taxation
- IRS problem resolution
- GAAP
- Internal Controls
- Estate Planning
- Consolidation
- Sales Tax
- Family Partnerships
- ProSystem fx Tax
- CCH Intelliconnect
- Penalty Abatement
- Multi-State Experience
- Managing Deadlines
- Manage Client Relationships
- Public Speaking
- Nonprofits
- Financial Accounting
- Estate Tax Planning
- Sarbanes-Oxley Act
- Non-profit Volunteer
- Preparation
- Returns
- Government Administration
- SEC
- Fiduciary
- High Net Worth
- Planning
- Sound
- Third Parties
- Sales
- Net
- Customer Retention
- Taxation
- Mentoring
- Finance
- New Opportunities
- Savings
- Real Estate
- Liability
- Legal
- Boys
- Assessment
- Anger
- Win Win
- Florida
- Management
- PC
- Productive Teams
- RIA
- Hedge Funds
- Dealing
- Supervisor
- Holland
- Attorneys
- Adobe
- Paperless
- Delegation
- Valuation
- Networking
- System
- Gathering Information
- Reports
- Supervision
- Inventory
- Connecting
- Strategies
- Cash Flow Forecasting
- Budgeting
- Foreign Investment
- Microsoft Excel
- Property
- Training
- Community Outreach
- Audits
- State Tax
- Trains and Add Rails
- Transitioning
- Appeals
- Estate Law
- 1031 Exchanges
- R&d
- Partnerships
- Executive Search
- Promoting
- PPC
- Community Service
- CCH
- R
- Petitions
- C
- Retail
- Rental Real Estate
- Notices
- Client Services
- Schedules
- Non Profit Volunteer
- Operations
- Stage
- Suite
- Electronic Filing
- Project Planning
- Sarbanes Oxley Act
- Project
- Conflict
- At Risk
- Engagement
- Business Entity
- Attest
- Paper
- Losses
- Income
- Computer Proficiency
- Multi State Experience
- Means
- International
- Code
- Manage Client
- Offset Printing
- Tax Planning
- Trust
- Reviews
- Taxations
- Software
- Referrals
- Gifts
- San Francisco
- Billing
- Addressing
- Microsoft Word
- Securities and Exchange Commission
- FX Options
- Professional Services
- Parties
- Accountants
- Manufacturing
- Titling
- Deadline
- Rentals
- Invoicing
- Unlimited
- Staff Development
- Appraisals
- Filing
- Liabilities
- Recruiting
- Big Brother
- Employee Benefits
- Wholesale
- K 1
Rick Weinstein Summary
- Rick Weinstein, based in Burlingame, CA, US, is currently a Founder | CPA Tax Manager Supervisor at Leaders in Tax Management in the San Francisco Bay Area. Rick Weinstein brings experience from previous roles at Price Waterman, Louie & Wong LLP, Holland & Associates CPA's Inc and Dreyer Luchetti McGuire PC/Joe R Chhabria, CPA. Rick Weinstein holds a BBA in Accounting @ Florida International University. With a robust skill set that includes Lacerte, Accounting, Bookkeeping, Financial Statements, Payroll and more. Rick Weinstein has 3 emails and 1 mobile phone numbers on RocketReach.
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