PROFESSIONAL QUALIFICATIONS OF JUAN CARLOS BELLU, EA ABA ATA ATP
Professional Experience:
- Principal of an accounting firm in Toms River – August 1981 through 2006
- Owned and managed the firm which included 10 employees
- Responsible for maintaining tax compliance for all client businesses as well as personal
- Managed and educated business clients to reduce their costs and increase their profits
- Initiated and implemented a complete file inventory as well as paperless records & files
- Chairman of Toms River Municipal Utilities Authority – 2004 through present
- Responsible for the running of $20 million Authority with over 57 employees.
- Initiated GIS System, upgraded to new computerized billing system.
- Resolved deficits and found new avenues of revenue stream
- Partner of the firm Aquatrol Products, Inc. in Toms River – August 1990 through Present
- Designed and Engineered water treatment plants for towns in NJ and other states
- Systems are engineered from a manual system to a completely automated system
- Systems have been engineered to treat and process up to 4.32 million gallons day
- Subcontractor for Shore Community Bank, Sovereign Bank, Jersey Shore Financial Group, PMA Properties and Gateway Funding – 1999 through present
- Review documents to make sure that information submitted will meet the criteria for underwriting.
- Sub-contractor Manager for Midlantic Bank later purchased by PNC Bank – April 1991 through May 1994
- Responsible for review and packaging of real estate loans to be sold to Goldman Sachs, Bear Stearns, and other investment firms.
- Comptroller of JMS Jewelry Manufacturing – August 1978 through July 1981
- Responsible for Accounts Receivable, Accounts Payable, establishing banking lines of credit, import and export of product, vendor relations, and security of product and premises.
Licensing:
- Enrolled to practice before the Internal Revenue Service
- Accredited Business Advisor *
- Accredited Tax Advisor *
- Accredited Tax Preparer *
- Licensed Real Estate Agent
- Licensed Florida Mortgage Broker
- Private Pilot *
- Accredited in Accountancy by the Accreditation Council for Accountancy & Taxation
Professional Societies:
- National Association of Enrolled Agents
- New Jersey Chapter of Association of Enrolled Agents
- National Society of Accountants
- National Association of Tax Practitioners
Educational Background:
- Montclair State College: Bachelor of Science in Business Administration
- Maintain 100 CPE credits year (ethics, taxation, auditing, representation, management)
- Fellow of the National Tax Practice Institute
- Recognized by the Internal Revenue Service as a speaker for National Symposium Community Service and Associations
- Former Chairman of Dover Township Planning Board
- Dover Township Municipal Authorities Commissioner and current Chairman
- Member & Trustee of the Toms River Regular Republican Club
- Member of Toms River/Ocean County Chamber of Commerce
- Treasurer, Trustee & Member of Shore Professional Businessman’s Association
- Member of Toms River Elks
- Former member of Manchester Host Benefits Committee
- Member of the Seaside Rotary Club since 1988
- Rotary District 7500 Youth Exchange Chairman
- Paul Harris Fellow Recipient
- Past District Treasurer of Rotary District 7500 – 2003-2004
- Past President of the Seaside Rotary Club
- Trustee and former Board of Directors of the Shore Veterans Foundation 1990 – 1998
- Associate member of Ocean County Young Republicans
- Member of Jersey Aero Club
- Campaign Chairman for GOP municipal races 2002 & 2003 & 2005
- Co-Campaign Chairman for GOP municipal races 2005
- Ocean County Screening Committee member 2004 & 2005
- Alternate Delegate for GOP National Convention 2004
- Member of Civil Air Patrol – 1st Lieutenant
- Statistician for the Pop Warner Organization 1989 through 1994